- Wellington (Boston, MA)
- …clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington Management investment ... in location, however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business Development, Relationship… more
- Citigroup (New York, NY)
- …the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and ... business targets. + **Be a strategic partner** **to broader CIO Team** (research, portfolio management, the Lab, product) on messaging, advisor needs, and… more
- Cardinal Health (Harrisburg, PA)
- …results, increase market share and exceed customer expectations. **Job Summary** The Advisor , Portfolio Management supports the category owners by managing sales ... **What Portfolio Management contributes to Cardinal Health** Portfolio...process improvement for all atHome & Edgepark categories. The Advisor is a support function to specific categories. **Responsibilities**… more
- Optiv (Cincinnati, OH)
- The Sr. Cybersecurity Advisor aka Sr. Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's most strategic ... follow through to closure. Participate in sales opportunities across Optiv's entire portfolio . + Clearly articulate how the necessary elements of the Optiv… more
- Optiv (Detroit, MI)
- …to reside in or near Detroit, Michigan and will cover South Michigan territory._** The Portfolio Security Advisor (SA) plays a critical role in serving as a ... follow through to closure. Participate in sales opportunities across Optiv's entire portfolio . + Clearly articulate how the necessary elements of the Optiv… more
- KeyBank (Chicago, IL)
- …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. ... advantages of the Key Private Bank platform and process as a portfolio advisor . + Responsible for either meeting or exceeding assigned individual sales goals… more
- City National Bank (Irvine, CA)
- …or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...sales goals around sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the… more
- UMB Bank (Rockford, IL)
- …Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth ... At UMB Private Wealth Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based approach working to ensure the… more
- Oriental Bank (San Juan, PR)
- …Risk Management (Data Science & Risk Management) works under the guidance of a Portfolio Risk Manager and/or Advisor . The Analyst will lead and manage risk ... improvements to ensure accurate results that support a loan portfolio growth. + Provides advise and expert analysis to... growth. + Provides advise and expert analysis to portfolio risk management to create awareness of the risk… more
- Huntington National Bank (Chicago, IL)
- …and win opportunities with large, complex clients using advanced consultative selling techniques + Portfolio : Serve as the primary treasury sales advisor for a ... Description Job Summary: As a Treasury Management Advisor III, you will play a pivotal role...sales to implementation, coordinating with various teams + Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue… more
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