- Wells Fargo (New York, NY)
- …Fargo's risk management priorities and commitments. + Strategically collaborate with portfolio team and customer credit to resolve client issues and achieve ... role:** Wells Fargo is seeking a Senior Credit Product Portfolio Specialist to support the Commercial Services...+ 5+ years of secured or specialized lending relationship management or portfolio management experience,… more
- Cognizant (Bridgewater, NJ)
- …Cybersecurity Technology Background . Prior experience in presales solutioning and client management . . Ability to partner with additional collaborators ... **Overview:** Cognizant is looking for a **Cyber Security Service Line Sales Specialist ** to join the Cybersecurity Service Line to drive additional revenue growth… more
- Deloitte (Baltimore, MD)
- …team, working with some of the largest and most complex audit engagements in Deloitte's client portfolio . Not only will you have the opportunity to work with ... teams leveraging their forensic experience. Deloitte & Touche LLP's Fraud & Forensic Specialist Group is seeking a high-performing Senior Manager to join our… more
- Cognizant (Cheyenne, WY)
- … client collaborators, and run financial and demand forecasts across their portfolio . Also drive continuous improvements resulting in client value benefits ... **Job Title: Solution Sales Specialist - Medical Device R&D | Life Sciences...& bottom-line growth. . Lead end-to-end sales, solutioning, and client relationship management within the Life Sciences… more
- Neuberger Berman (New York, NY)
- …will oversee new derivative setups, ensure valuation accuracy, and collaborate with Portfolio Management teams to facilitate proper order entry for derivatives. ... seeking a Derivative Security Master/Valuations & Middle Office Operations Specialist to support the firm's derivative life cycles and...This role plays a key part in daily portfolio management and post-trade execution for alternatives,… more
- BMO Financial Group (Barrington, IL)
- …+ MBA or Finance certification preferred. + In-depth / expert understanding of portfolio management principles and asset mix determination. + In-depth / expert ... collaboratively within the branch and the regional team as part of the client /relationship management solution. Identifies and makes referrals to other business… more
- BMO Financial Group (Los Angeles, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Bloomberg (New York, NY)
- …+ 7+ years of experience in the equity space; this could be equity research, portfolio management , index strategy, or institutional sales + A strong grasp of ... Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array...investment process. **What's** **the role?** We're looking for a client -facing Equity Index Solutions Specialist to help… more
- TD Bank (Greenville, SC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact accountable to serve ... spreadsheet reporting + May act as a contact for client relationships with regards to account maintenance, portfolio...Guides and directs others as necessary; acts as a specialist resource to support all wealth management … more
- AON (Fort Washington, PA)
- Customer Service Specialist I - Fort Washington, PA This is a hybrid role but will be working in the Fort Washington, PA office during training for approximately 6 ... have an exciting career opportunity for a Customer Service Specialist I in our Fort Washington, PA office. This...inbound and outbound calls via 800 lines with multi-product portfolio - both Life and Health products as well and… more