- First Horizon Bank (Coral Gables, FL)
- …**Location:** **On site at location listed in job posting.** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the ... Bank's loan portfolio by providing analytical and credit oversight and is...an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- Deloitte (Tampa, FL)
- …value, along with operational effectiveness and efficiency. Deloitte Oracle Project Portfolio Management Managers help clients delineate strategy and vision, design ... process design stages of Oracle Cloud implementations. Responsibilities will include: + Client Management: Manage day to day interactions with executive clients and… more
- Regions Bank (Orlando, FL)
- …Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high ... guidance and solutions for the development and on-going maintenance of client needs, while continuing to develop relationship management and product knowledge… more
- NTT America, Inc. (Tallahassee, FL)
- …Serve as a senior point of contact for strategic clients, ensuring alignment between client needs and NTT's portfolio of services and solutions. + _Matrixed ... will lead go-to-market execution across targeted industries, driving revenue growth, client engagement, and market share expansion. This VP level leader will… more
- UMB Bank (Tallahassee, FL)
- This role is responsible for assisting loan officers in the portfolio management activities (generally largest and most complex loans). Will manage assigned credit ... portfolio , manage the associated credit risk, and identify opportunities...commercial banking relationships. Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited… more
- UMB Bank (Tallahassee, FL)
- **Commercial Portfolio Manager II-Food, Beverage & Agribusiness** **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan officers in ... the portfolio management activities (generally large and moderately complex loans)....banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited… more
- American Express (Sunrise, FL)
- …selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. ... collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams...impact in this role?** + The Manager - Digital Portfolio Management will be leading and managing the annual… more
- Citigroup (Miami, FL)
- Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new ... existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating… more
- Cushman & Wakefield (Tallahassee, FL)
- …and/or senior management. **Essential functions and responsibilities** General: + Implement portfolio plans with client 's real estate goals and objectives ... day-to-day transaction management oversight for a complex and/or prominent portfolio of properties on behalf of one or more...areas + Manage the flow of key documentation and client communications + Work with the clients' operational groups… more
- Truist (Tampa, FL)
- …investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle. 7. Based on ... new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will… more