- Regions Bank (Atlanta, TX)
- …and exercises excellent business judgement + Engages with WAs and LAs for assigned portfolio , active in client planning and deal structuring by leading deal ... **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, underwriting, and negotiating… more
- Regions Bank (Dallas, TX)
- …partners to develop and execute goals through discussion and identification of client priorities + Manages the assigned portfolio by monitoring performance ... of the system. **Job Description:** At Regions, the Regions Business Capital Portfolio Manager is responsible for managing portfolios, assisting senior portfolio … more
- Citizens (TX)
- …Bank credit policy, managing requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support ... Description The SBA Portfolio Manager IV position is responsible for effective...or individual portfolio . Responsibilities: + The SBA Portfolio Manager IV is responsible for ensuring overall … more
- Regions Bank (Houston, TX)
- …of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for independently ... largest of client relationships and circumstances + Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit… more
- CBRE (Frisco, TX)
- …(PjM) Sector Lead - Industrial & Logistics** From the inception of a new client portfolio of projects through to completion and beyond, Turner & Townsend ... (https://www.turnerandtownsend.com/en/expertise/natural-resources/) sectors worldwide. Our team is dynamic, innovative, and client -focused, supported by an inclusive and fun company culture.… more
- Truist (Austin, TX)
- …Execute on all risk, operational, policy and quality expectations related to assigned client portfolio . 7. Identify M&A, financial sponsor and other complex ... existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to… more
- Truist (Houston, TX)
- …to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters relationships with bankers and product partners ... to collaborate on opportunities and engage in strategic client planning. 3. Independently manages a portfolio ...strategic client planning. 3. Independently manages a portfolio of clients with TS needs, requiring general knowledge… more
- Bank of America (San Antonio, TX)
- …tools + Monitors, analyzes, and reviews the current market environment and research portfolio recommendations + Monitors and manages client portfolios to align ... allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and… more
- Coinbase (Austin, TX)
- …(ideally fintech, capital markets) * 3+ years of experience managing a client portfolio including, but not limited to, institutional clients, high-net-worth ... platform among advanced traders globally. Team members manage business development, client relationships and service across the portfolio while collaborating… more
- Truist (Houston, TX)
- …all risk, operational, policy and quality expectations related to assigned client portfolio . QUALIFICATIONS Required Qualifications: The requirements listed ... existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to… more