- 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 ... and live events. In CWM's efforts to attain consistent outcomes in client portfolio performance, the CPM works to ensure optimal portfolio construction… more
- Allied Universal (Chicago, IL)
- …buildings, retail centers, etc.) is highly desirable. Allied Universal is currently seeking a 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 … 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
- Guidehouse (Chicago, IL)
- …well as team and partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and ... **What You Will Do** **:** Guidehouse is seeking a Portfolio Manager to manage a portfolio...solutions that can be scaled across our the Guidehouse client base. + Support the development and shaping of… more
- Allied Universal (Atlanta, GA)
- …and more. Allied Universal(R) is hiring a Enterprise Account Portfolio Manager for an enterprise healthcare client . The Enterprise Account Portfolio ... collaborating with branch offices and corporate support functions on key client initiatives. **RESPONSIBILITIES:** + **Relationship Management and Client … more
- Quad (Chicago, IL)
- …responsible for managing a team owning the execution of marketplaces strategy across an assigned client portfolio . The successful Manager acts as the face of ... organization to champion Marketplaces as tactic to deliver upon client goals. The Manager has a "growth-based...escalation for all Marketplaces-related projects across the full Rise portfolio + Proactively consult with Account teams on areas… more
- Regions Bank (Houston, TX)
- …careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for ... credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions relationship managers to execute… more
- ABM Industries (Minneapolis, MN)
- …safe, efficient, and compliant operation of all building systems and infrastructure within the client 's portfolio . The Facility Manager leads a team of ... **Overview** The Facilities Manager serves as the single point of contact...**Financial Management** + Oversee monthly invoicing and ensure timely client submission. + Review invoices for accuracy and alignment… more
- Lincoln Financial (Radnor, PA)
- …experience, ideally in either an investment management or investment specialist/product strategist/ client portfolio manager role for alternative investments. ... #:** 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source...investment teams, funds management due diligence team, and alternatives portfolio managers to deepen knowledge and expertise of fund… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …90 days We're partnering with a client who is looking for a Loan Portfolio Manager in Baltimore, Maryland. In this role, you will oversee the underwriting ... Description Title: Loan Portfolio Manager Comp: $70k-$90k Schedule: HYBRID...contributions will help maintain the integrity of the loan portfolio while fostering strong client relationships and… more
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