- Nuveen Investments (Charlotte, NC)
- Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. ... a multi-faceted set of responsibilities. Their key duties include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales… more
- Fifth Third Bank, NA (Charlotte, NC)
- …skills. + Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with a great deal of complexity. + Ability to ... Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business… more
- Cayuse Holdings (Raleigh, NC)
- …closely with Business Unit and company leadership to voice and advocate internally for client portfolio priorities and for best teams/people to sell and delivery ... **_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs… more
- Acxiom (Raleigh, NC)
- …Ability to contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, ... business needs to Acxiom products, solutions, and services. + Manages client portfolio revenue and bookings forecasts. + Creates and maintains appropriate,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …updated financial statements and proactive monitoring of the business. This role includes client interaction, managing portfolio risk, and adhering to policy and ... in banking at Fifth Third Bank. GENERAL FUNCTION: A Portfolio Manager will have primary responsibility for managing a...current and forward-looking view on the creditworthiness of each client and communicate this view to business and risk… more
- IQVIA (Durham, NC)
- …managing and enhancing client relationship(s) while maintaining an overview of client portfolio from an operational and financial perspective. To communicate ... diriger les equipes afin d'atteindre avec succes les objectifs fixes par le client . + Gerer les procedures operationnelles standard du departement et veiller au… more
- Fifth Third Bank, NA (Charlotte, NC)
- …limited complexity + Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings + Support Portfolio ... Bank. The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while… more
- Truist (Greensboro, NC)
- …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
- JPMorgan Chase (Charlotte, NC)
- …this role, you will serve as the primary point of contact for each client assigned to your portfolio . Interact with Owners, Chief Executive Officers, Presidents, ... use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests… more
- BrightView (Charlotte, NC)
- …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