- VaynerMedia (New York, NY)
- …Media, Analytics, Production, Influencer, and Commerce regularly on business priorities and portfolio -specific processes. + Partner with Client Service leads ... senior leaders on how to develop and implement appropriate portfolio processes and operations. Your experience is inclusive, but...assignment. + New Client Planning + Lead client discovery and scoping with CS partner … more
- Verndale (Boston, MA)
- About the Client Partner role This role can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic ... their evolving needs are addressed. + Contribute to the Client Partner community, sharing insights and mentoring...retention. + Multi-practice penetration (number of services adopted per client ). + Margin contribution of portfolio . +… more
- Wellington (Boston, MA)
- …skills with a demonstrated ability to partner effectively across portfolio management, research, trading, and client -facing teams to achieve shared ... research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also...portfolio manager will also be a strategic thought partner on the FRM platform, collaborating closely with colleagues… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities...their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- Red River (Chantilly, VA)
- … - Red River** Red River is seeking a resilient, data-driven, and operationally disciplined Client Partner to lead a portfolio of managed services accounts ... solutions, challenge the status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency to resolve issues and… more
- Cognizant (Portland, OR)
- …teams, uphold our values, and foster an inclusive culture. **About the role** As a Client Partner - Retail (Pacific Northwest), you will play a pivotal role in ... client satisfaction for all Cognizant solution portfolios - Regularly **reviews portfolio and account performance metrics and client satisfaction** with… more
- TEKsystems (Pittsburgh, PA)
- …the opportunity supported through our TGS Talent Acquisition Team Requires: The Senior Client Partner acts as the primary liaison between strategic clients and ... The position combines deep technical program management expertise with strong client relationship and portfolio management skills, reporting to the… more
- Edward Jones (St. Louis, MO)
- …analyses, the team develops and guides the implementation strategy of customized portfolio solutions connecting goals outlined in a client 's financial plan ... to investment strategy. **What You Will Do** As a Portfolio Consultant you will: + Partner with...and experiences. + Support financial advisors with moderately complex client investment portfolio scenarios to deliver more… more
- City National Bank (Lake Mary, FL)
- …* Client calls and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls, build the client ... investment goals for clients. WHAT WILL YOU DO? * Partner with portfolio managers to recommend initial...or to provide investment recommendations. * Create and/or review client portfolio review presentations and portfolio… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- Commercial Real Estate* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities include:* * The Commercial… more