- KeyBank (Cleveland, OH)
- …clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility, Power and Renewable ... clients. Familiarity with project finance lending experience is preferred. The Portfolio Manager provides leadership for the deal team in analysis, approval,… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , managing over $2 trillion in client assets, is a global leader in investment and wealth management . Serving ... diverse fund offerings for defined contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... + Act as primary owner of the existing loan portfolio while performing various aspects of sales and credit...A Bachelor's Degree + Demonstrated ability for sales and client relationship management + Strong communication, decision-making… more
- Bank of America (Missoula, MT)
- Wealth Management Specialist (FP) Missoula, Montana **To...Business Acumen + Customer Service Management + Client Management + Portfolio ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** As an Account Management Specialist on the digital media team, you'll be a vital support for your team members in ... within digital media, offering opportunities to take on more responsibility in client management and operational optimization. You'll develop critical skills in… more
- Huntington National Bank (Cleveland, OH)
- …Treasury Professional (CTP) or equivalent high-level treasury certification + Background in client relationship management , sales, or portfolio development + ... Description Summary: As a Treasury Management Specialist Sr. at Huntington Bank,...client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You'll provide comprehensive sales support and sales… more
- Bank of America (St. Louis, MO)
- …underwriting new credit requests, renewals, and traditional portfolio monitoring. The Specialist will also perform annual reviews on client relationships in ... an impact. Join us! **Job Description:** The AB (Asset-Based) Portfolio Specialist manages a portfolio ...Adobe Acrobat Standard **Skills:** + Attention to Detail + Client Management + Decision Making + Underwriting… more
- JPMorgan Chase (New York, NY)
- …Global Fixed Income, Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with ... looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. As an Investment … more
- Booker DiMaio, LLC (Sykesville, MD)
- …voice, cloud, and managed services - we empower you to offer virtually any solution a client might need. In short, our portfolio is wide open for sales and we ... connectivity, voice/Unified Communications, cloud services, cybersecurity, IoT, etc.) based on client needs. Leverage the extensive supplier portfolio to offer… more
- CGI Technologies and Solutions, Inc. (Rochester, NY)
- …collaborative management group and work with affordable housing owners and management companies within an assigned portfolio of properties. New team members ... core tasks as part of a contract administration case management team. The Specialist works closely with...Rochester, NY. **Your future duties and responsibilities:** The Compliance Specialist is responsible for managing a portfolio … more