- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery ... market intelligence, and thought leadership + Lead a team of OCIO client portfolio managers that work across client types (endowments, foundations,… 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
- 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
- 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
- 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
- Siemens (Raleigh, NC)
- …* Champion strategies that drive industry-leading net revenue retention across a diverse client portfolio . * Lead global renewal efforts and consistently meet or ... you. About the Job As Vice President, Head of Client Success, you will be responsible for leading our...Success, you will be responsible for leading our global client success organization and ensuring exceptional client … more
- Truist (Charlotte, 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
- Wells Fargo (Charlotte, NC)
- …'s deal team and will play a critical role in credit underwriting, portfolio growth, and client relationship management, while mentoring junior team members ... with you **About this role:** Wells Fargo is seeking an experienced Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing… 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