- Guardian Life (New York, NY)
- …satisfaction, optimize productivity and strongly contribute to the financial performance of our client portfolio . **You will:** + Build and lead a successful ... As Head of Client Management (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits division of… more
- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Neuberger Berman (New York, NY)
- …lines is a plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation ... account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Provide… more
- Robert Half Finance & Accounting (New York, NY)
- …$40+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 3+ years Portfolio Management or Trading experience within Asset ... reduce to 4 days after settling in. The ETF Portfolio Management Associate will support all daily trading and... Management Associate will support all daily trading and portfolio management functions associated with the suite of ETFs,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio /equity snapshots, researches investments… more
- Neuberger Berman (New York, NY)
- …federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting… more
- KeyBank (Tarrytown, NY)
- …investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... to execute strategy. + Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning … more
- Huntington National Bank (New York, NY)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should be ... seeking to add an Associate / Vice President - Portfolio Manager who is capable of leading and supporting...Matter Expert. Attend industry conferences and bank meetings / client calls to remain abreast of an ever-changing industry.… more
- Comscore (New York, NY)
- … accounts or select accounts within large enterprise accounts with no supervision + Day-to-day client lead of a portfolio of named client accounts with ... **Job Title: Client Insights Lead** **Location: New York Preferred; Remote...Remote Considered** **About This Role:** Develops and maintains long-term client relationships by serving as an internal advocate and… more
- Bank of America (New York, NY)
- … portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio + Maintain a strong client focus, industry ... + Client Solutions Advisory + Customer and Client Focus + Critical Thinking + Portfolio Analysis + Presentation Skills + Relationship Building + Sales… more