- Truist (Charlotte, NC)
- …new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned ... Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or Specialty...average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will handle… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** ... for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on… more
- Battelle Memorial Institute (Chantilly, VA)
- …managers on program execution and delivery issues. + Represents Battelle to senior leadership in client organizations. Prepares and presents presentations to ... and may not be a function of dollar volume or contract length. Provides senior , experienced leadership and management to programs with exceptionally high client … more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Senior Group Portfolio Manager ** supporting Private Banking, ... Banking, or Wealth Lending environment, and have led high-performing credit or portfolio teams. + ** Client -focused:** You understand the financial sophistication… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- Cognizant (Chicago, IL)
- **Mid-West Portfolio Manager & Client Partner** **Role Purpose** The Capital Markets Portfolio Leader for the Midwest (Chicago area) and Client ... portfolio of accounts. He/she will also be the Client Partner for key strategic accounts in the region....reviews portfolio and account performance metrics and client satisfaction with Cognizant senior management, engagement,… more
- Truist (Atlanta, GA)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- Fifth Third Bank, NA (Houston, TX)
- …and the like. + Extended viewing of a CRT screen. + Some travel required. Commercial Senior Portfolio Manager : Energy - Oil & Gas Total Base Pay Range ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the...( client -facing). + Experience managing an advanced commercial client portfolio with a great deal of… more
- CHARLESGATE (Boston, MA)
- The Senior HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio ... and residents. Portfolio members primarily include the Property Managers, Client Services Manager , Property Coordinator, and cross functional management of… more
- Truist (Richmond, VA)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... Banking clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to all… more
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