- Bank of America (New York, NY)
- …their book and how to present full suite of solutions to prospective clients, Lead the portfolio construction process for new money opportunities with UHNW ... Ultra High Net Worth Portfolio Strategist New York, New York **To proceed...UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering… more
- Bristol Myers Squibb (Princeton, NJ)
- …in their personal lives. Read more: careers.bms.com/working-with-us . **Key Responsibilities:** + ** Portfolio Planning & Forecasting** : Lead the development of ... controls, accounting standards, and corporate policies. Effectively partner with the R&D Portfolio FP&A team to ensure standardized guidelines are communicated… more
- 3M (Maplewood, MN)
- … managers for driving short term, medium term, and long term health of the portfolio . + Lead prioritized NPI programs, from ideation to post launch. + ... you will make an impact by: + Grow the business , via innovation, account penetration, application replication, and converter...situations + Strong operational skills to manage a complex portfolio + Self starter, team player, and… more
- TIAA (Philadelphia, PA)
- **Associate Portfolio Manager, Private Asset Management** The Associate Portfolio Manager, Private Asset Management supports the management of high net worth ... tailored investment strategies. This role works closely with Senior Portfolio Managers to deliver exceptional client service, conduct investment research,… more
- Pew Charitable Trusts (Washington, DC)
- Manager, Prospect Research and Portfolio Management Partnerships The Partnerships team works to scale Pew's impact in the world by building an engaged community ... vital work. Position Overview The manager, Prospect Research and Portfolio Management leads a team of researchers...prospect assignment and management in Salesforce. + Develop and lead an active and ongoing portfolio management… more
- CH Robinson (Phoenix, AZ)
- …a crucial role in helping some of the world's most prominent companies achieve their business goals. As part of our team , you'll engage directly with clients, ... development strategies, and customer-centric culture. You'll be integrated into our sales team , giving you hands-on experience in driving business growth, and… more
- KeyBank (Cleveland, OH)
- …an atmosphere of communication and collaboration which includes the ability to coach and lead employees and team to deliver on their objectives and contribute to ... needs or preferences. + Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that… more
- Centene Corporation (Springfield, IL)
- …the Risk Adjustment team within the IL Health Plan Division. The Portfolio Manager will analyze portfolio data, documentation, and processes and consolidate ... and analysis of risk adjustment data (eg, department / business area data for the portfolio of...Intelligence Reporting is required. Some experience functioning as a lead is required. Up to 20% travel will be… more
- Avenue5 Residential, LLC (Austin, TX)
- …Yieldstar, Rent Cafe . Review, evaluate, and prepare weekly reports for clients . Lead refresher courses and training for portfolio associates on key systems . ... Summary of Responsibilities: The portfolio services support manager is pivotal in the.... Ability to collaborate with others outside of immediate team . Ability to make immediate decisions to resolve… more
- The Hartford (Hartford, CT)
- …opportunity to help shape the future of The Hartford. The Lean Program/ Portfolio Director will lead strategic customer-focused initiatives across the enterprise, ... and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford...programs. + Ensure seamless collaboration between Customer Office and business units for integrated execution. + Lead … more