- Capgemini (NY)
- …you will be responsible for driving growth across Capgemini's CIS portfolio by identifying, shaping, and closing complex cloud infrastructure deals across ... any/all our GTM portfolio of services. You will work closely with delivery...will work closely with delivery teams, solution architects, and client executives to craft compelling value propositions that align… more
- Equitable (New York, NY)
- …**Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management, ensure consistent ... communication and progress tracking + **Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** :… more
- KeyBank (Amherst, NY)
- …**Job Summary** Responsible for managing a team of professional staff servicing a portfolio consisting of a variety of products primarily for the Income Property ... of Business, supporting multiple production offices. Responsible for providing superior client service to both internal and external clients while maintaining risk… more
- JPMorgan Chase (New York, NY)
- …and client needs. + Collaborate with cross-functional teams, including portfolio management, marketing, and client advisors, to enhance product offerings ... and drive innovation. Examples of this include considering alternative investments within Defined Contribution offerings or model portfolios. + Act as a subject matter expert and thought leadership partner within the Retirement Leadership and Models Teams. +… more
- JPMorgan Chase (New York, NY)
- …broad strategic views and provide integrated solutions and advice through a private client lens. Primary Function: The Area Product Owner within the Portfolio ... Management Platform will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role… more
- Wells Fargo (New York, NY)
- …Banking Associate position will be responsible for supporting the underwriting and portfolio management of a broad range of corporate and investment banking ... to a diverse group of companies in the Industrials portfolio . The role will partner with the Portfolio...market through pro-active, strategic and consistent business development and client retention + Perform or guide credit underwriting work… more
- HNTB (New York, NY)
- …responsible for managing the financial aspects of an assigned service line and/or portfolio of projects within an office. This role reports directly to the Office ... the operating budget and forecasting process for the assigned service line and/or portfolio of projects or subset of office(s). The Group Finance Manager focuses on… more
- Capital One (Albany, NY)
- …as their dedicated point of contact at Capital One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention, growth and risk management + ... to increase AP file penetration + Learn about the client and the specific industry vertical in which they...solutions to clients in a timely manner + Monitor portfolio metrics and perform quarterly account reviews + Partner… more
- Neuberger Berman (New York, NY)
- …with the portfolio management team and others to ensure integrated, client -focused communication and participate in client events to deepen relationships + ... events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate… more
- Bank of America (New York, NY)
- …and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. This job is responsible for analyzing and interpreting a ... client 's credit worthiness, evaluating credit and industry risks, preparing...credit memorandums for Banc of America Public Capital Corporation portfolio . Key responsibilities include analyzing qualitative and quantitative data… more