- BlackRock (Princeton, NJ)
- **About this role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) ... consulting for Enterprise RIAs and home offices. As a Senior Portfolio Consultant , you will be expected to: + Build recurring, research-based consulting… more
- Wells Fargo (New York, NY)
- …Fargo is seeking a Commercial Real Estate (CRE) Vice President - Lead Credit Portfolio Consultant to execute against the Risk and Control Self-Assessment (RCSA) ... the execution of the RCSA program for underwriting and portfolio management across the CRE sublines of business, ensuring.... **In this role, you will:** + Collaborate with Portfolio Management (PM) and Independent Risk Management (IRM) leadership… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth ... assess, manage and mitigate current and emerging investment risk + Review and analyze portfolio risk + Serve as a subject matter expert for measuring and managing… more
- Bayer (Miami, FL)
- …and diverse minds to make a real difference, there's only one choice.** **Sales Consultant - Portfolio - ONC - Miami, FL** **Oncology Sales Consultant ... - Portfolio - Miami, FL** **PURPOSE** The Oncology Sales Consultant - Portfolio is responsible for driving clinical demand, education, and sales of Bayer… more
- Wells Fargo (Charlotte, NC)
- …customer inquiries, payment performance and disputes + Provide support regarding portfolio payment performance, potential or emerging risks in conformity with ... and exercise independent judgment while developing understanding of the portfolio management responsibilities and the credit functions, analytical tools, policies,… more
- Wells Fargo (Charlotte, NC)
- …must have the ability to "close the gaps" in communication across the total portfolio + Support the adoption of a single platform to create consistent/ideal process ... Collaborates with key stakeholders to foster underwriting, closing and portfolio management standardization, especially with complex transactions and syndications +… more
- Citigroup (Miami, FL)
- Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new ... existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sales strategies. + Educate clients on product features, market trends, and portfolio positioning. + Maintain a deep understanding of our investment offerings, ... including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs). + Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** + Strong… more
- Citigroup (New York, NY)
- …+ Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors in the region and for presenting, ... The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within… more
- Lincoln Financial (Fort Wayne, IN)
- …of business value. This role provides transparency into the IT investment portfolio , balances demand with capacity, and partners closely with business and technology ... to drive outcome-focused delivery. **What you'll be doing** + Facilitates portfolio communications with sponsors and other leaders/contributors. + Serves as a… more
Related Job Searches:
Consultant,
Credit Portfolio Consultant 1,
Credit Portfolio Consultant 2,
Credit Portfolio Consultant 3,
Credit Portfolio Consultant 4,
Lead Credit Portfolio Consultant,
Portfolio,
Product Portfolio Senior Consultant,
Senior Credit Portfolio Consultant,
Senior Portfolio Consultant