- Citizens (Westwood, MA)
- … portfolio solutions is key to client success and AUM growth. The Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is at the ... and live events. In CWM's efforts to attain consistent outcomes in client portfolio performance, the CPM works to ensure optimal portfolio construction… more
- Eastern Bank (Boston, MA)
- …certification preferred. + Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of ... Manages and advises individual client portfolios across global equities and bonds based...Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions… more
- Allied Universal (San Antonio, TX)
- …assistance programs, company discounts, perks, and more. Allied Universal(R) is hiring a Client Portfolio Director. The Client Portfolio Director ... employees and operational activities at all locations associated with their assigned client portfolio . As a leader, you will drive profitable business growth by… more
- Allied Universal (Portsmouth, NH)
- …company discounts, perks, and more. Allied Universal is currently seeking a **Security** ** Client Portfolio Manager** to lead a business segment in a designated ... region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage… more
- Nuveen Investments (New York, NY)
- 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
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Associate Director, Portfolio Administration Client Solutions **Job Description Summary** The Portfolio Administration Client Solutions ... role designed to support the sales and service delivery efforts of the Portfolio Administration (PA) team. This individual will assist senior team members in… more
- CIBC (Chicago, IL)
- …needed; primarily with respect to material changes to negotiated business terms with the client Client Portfolio Maintenance + Work with CIS Relationship ... CIBC's risk culture. Client Sales + Serve as the client 's primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance… more
- CIBC (Chicago, IL)
- …of risk management activities in a manner consistent with CIBC's risk culture. ** Client Portfolio Maintenance** + Address upcoming maturities and annual reviews ... / adjusted correctly + Remain active and engaged in periodic client calls and visits for assigned portfolio + Has direct client contact in performing… more
- HSBC (New York, NY)
- …cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus on quality ... and the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… more
- BlackRock (New York, NY)
- … Construction: Customize securitized allocations to the needs and limitations of each client portfolio . * Systems Building: Build and maintain scalable and ... a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens… more