- Coldstream Wealth Management (Bellevue, WA)
- …tax planning + Investment management: in conjunction with the team's Portfolio Manager , establishing and planning for each client's goals, objectives, risk ... Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities… more
- Acuity Inc. (Atlanta, GA)
- …. **Job Summary** We are seeking a strategic and execution-focused Offering Manager /Strategic Portfolio Manager to lead the definition, packaging, ... define value propositions and feature sets. * Ensure alignment with overall portfolio strategy and technical capabilities. **Customer Portals & Delivery:** * Drive… more
- Oracle (Washington, DC)
- …during the run/maintain phase. + Work closely with Oracle and Customer management - Portfolio Manager and the roles within the pods (eg, Business Analyst, ... delivery. They help customers maximize the business value of their Oracle investments , achieving the desired business outcomes while minimizing risk. To do this,… more
- Coldstream Wealth Management (Kenai, AK)
- …CPAs, bankers) + Investment Management: + In conjunction with the team's Portfolio Manager , establish and plan for each client's goals, objectives, risk ... a great fit for you! As an Associate Wealth Manager in our growing Kenai office, you will play...and PowerPoint + Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus +… more
- Manulife (Boston, MA)
- …high-quality print assets. Additionally, this role coordinates fund events, including portfolio manager changes, product launches, and mergers or liquidations, ... Investments , Product, and Marketing to manage fund events such as portfolio manager changes, product launches, and mergers/liquidations. + Open Workfront… more
- ICF (Los Angeles, CA)
- …and Hard-To-Reach Local Governments in Southern California. Working closely with the portfolio manager , this individual will be responsible for monitoring and ... Description **Energy Efficiency Program Manager , Public Sector** **Location: Los Angeles, CA (candidates must be local to LA Metro in order to be considered)**… more
- Compass Group, North America (New York, NY)
- …in energy data analysis tools and benchmarking platforms such as ENERGY STAR Portfolio Manager . * Strong written and verbal communication skills, with the ... **Salary: $100,000.00 to $120,000.00** **Other Forms of Compensation:** **$3,000.00 Yearly Manager Bonus Potential** **Facilities Energy Manager - Mount Sinai… more
- Oracle (Harrisburg, PA)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst, ... all levels of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). **Other Core Responsibilities:** Customer Engagement: + Serves… more
- Oracle (Honolulu, HI)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst, ... of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). + Proven hands-on experience with...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- SMBC (Charlotte, NC)
- …within the budget guidelines and according to KPI metrics. + Work closely with Portfolio Manager , PMO, Budget and planning group to analyze forecasted workload ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...develop the area + Proven expertise to understand the portfolio needs in terms of business, technology and process… more