- US Bank (Bozeman, MT)
- …and strategies of the company and/or the client . Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. ... Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications - Bachelor's… more
- US Bank (Charlotte, NC)
- …and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager (s) to successfully manage ... relationships in Industrials and Packaging. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and… more
- KeyBank (Tarrytown, NY)
- …investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical… more
- Columbia Bank (Lake Oswego, OR)
- …than 10 years of relevant commercial banking and/or prior experience as a Portfolio Manager and/or Commercial Underwriter. (Required) + Expert knowledge of ... complex portfolios within Commercial and Corporate Banking. Assists Bankers with portfolio management, partner collaboration, and client -engagement to develop… more
- KeyBank (Pepper Pike, OH)
- …to the client . + Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client . ... (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and… more
- ICON Clinical Research (Blue Bell, PA)
- …the future of clinical development. **Title:** Site Contracts Portfolio Manager **Role Summary:** Responsible for managing specific client partnership for ... processes and expectations across site contracts team working on client portfolio . + Accountable for site contracts...in writing partnership manuals and/or governance plans. + Supports Senior Site Contracts Portfolio Manager ,… more
- City National Bank (Carlsbad, CA)
- * MANAGER - CLIENT SENIOR * WHAT IS THE OPPORTUNITY? The Client manager is responsible for contributing to overall branch sales efforts, maintaining ... adherence to CNB policies and procedures are being met.For de novo branches the Client Manager will be engaged in some level of external business development… more
- Citigroup (New York, NY)
- …for the daily management of CIM portfolios under the guidance of the team's senior portfolio manager (s). **Responsibilities:** + Daily portfolio ... and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of...management of model/custom accounts under the guidance of senior portfolio managers + Contribution to overall… more
- Citizens (Melville, NY)
- …included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/teams. + Effective ... insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring,… more
- City National Bank (Los Angeles, CA)
- * Portfolio Manager II - Middle Market,...their clients' credit needs with an elevated level of client service and credit acumen to address their needs ... Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit...credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and… more