- Truist (Fort Myers, FL)
- …services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for clients with the IRM ... review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass… more
- Modernizing Medicine (Boca Raton, FL)
- …our positive, passionate, and high-performing RCM (aka BOOST) team, focused on managing a portfolio of Client Success Managers across a specialty or segment of ... for critical client issues, ensuring resolution strategies protect revenue and client trust. + Identify trends across the portfolio to develop proactive… more
- First Horizon Bank (Orlando, FL)
- …assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client ... alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with… more
- BrightView (Stuart, FL)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more
- Regions Bank (Orlando, FL)
- …and exercises excellent business judgement + Engages with WAs and LAs for assigned portfolio , active in client planning and deal structuring by leading deal ... **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, underwriting, and negotiating… more
- Regions Bank (Pensacola, FL)
- …of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for independently ... largest of client relationships and circumstances + Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit… more
- AssistRx (Orlando, FL)
- … client dedicated team members and resources across all products within the client 's portfolio . + Building and growing strong relationships with clients and ... managing KPIs that include Net Recurring Revenue (NRR), Margin ( Portfolio ), and client retention. The Senior Director will further be accountable for… more
- Truist (Jacksonville, FL)
- …Execute on all risk, operational, policy and quality expectations related to assigned client portfolio . 7. Identify M&A, financial sponsor and other complex ... existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to… more
- Truist (Fort Lauderdale, FL)
- …to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters relationships with bankers and product partners ... to collaborate on opportunities and engage in strategic client planning. 3. Independently manages a portfolio ...strategic client planning. 3. Independently manages a portfolio of clients with TS needs, requiring general knowledge… more
- Coinbase (Tallahassee, FL)
- …(ideally fintech, capital markets) * 3+ years of experience managing a client portfolio including, but not limited to, institutional clients, high-net-worth ... platform among advanced traders globally. Team members manage business development, client relationships and service across the portfolio while collaborating… more