- KeyBank (Portland, ME)
- …investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... to execute strategy. + Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning … more
- Alight (IL)
- …goals and objectives + Deploy sound bid management and optimization strategies across client portfolio at scale; proactively identify ways to communicate new ... They are responsible for revenue retention, growth, renewal motions, and client satisfaction for their assigned (1-6) accounts. The Strategic Account Executive… more
- KeyBank (WA)
- … run off within portfolio . **Responsibilities** + Maintain and manage an assigned client portfolio of Business Banking and Commercial clients in an effort to ... to the client . + Manages all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. + Embraces a virtual… more
- TIAA (Denver, CO)
- …needs. + Create and adjust asset allocation strategies to align with evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies...Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets… more
- First Horizon Bank (Birmingham, AL)
- …assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client ... alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with… more
- MetLife (Whippany, NJ)
- …range of investment opportunities that allow us to be selective on deals. The Client Portfolio Management team is responsible for overseeing the construction and ... asset class expertise in support of the sales efforts. The Associate on the Client Portfolio Management Team plays a key role in supporting senior client … more
- Insight Global (Boca Raton, FL)
- Job Description Insight Global is looking for a Portfolio Analyst for a financial advisory client in Boca Raton. The Portfolio Analyst will support the ... investment team by helping manage and monitor client portfolios, analyzing financial data, and assisting with trading and reporting. This is a hands-on role with… more
- MetLife (Whippany, NJ)
- …and interact with various teams across MIM, including Corporates Infrastructure, Client Portfolio Management, Insurance Asset Management, Institutional Client ... senior leaders * Address client investment requests with the Client Portfolio Management team Essential Business Experience and Technical Skills: Required: *… more
- Huntington National Bank (New York, NY)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should be ... seeking to add an Associate / Vice President - Portfolio Manager who is capable of leading and supporting...Matter Expert. Attend industry conferences and bank meetings / client calls to remain abreast of an ever-changing industry.… more
- BMO Financial Group (Whitefish Bay, WI)
- …+ Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with ... personal trust and investment management - required. + In-depth knowledge of client portfolio management. + Technical proficiency gained through education and/or… more