Full-Time Client Portfolio Manager jobs

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APPLICATION PORTFOLIO MANAGEMENT ANALYST

Manages, prioritizes, and assesses the impact of all work items, such as new features, defects, etc., including providing the decision to create, fix or defer at the project level. Leads sprint planning and demonstration sessions...

CompanyRegions Bank
AddressBirmingham, AL
CategoryInformation Technology
Date Posted 3 weeks ago See detail

Application Portfolio Management Analyst

Regions Bank

Birmingham, AL

Manages, prioritizes, and assesses the impact of all work items, such as new features, defects, etc., including providing the decision to create, fix or defer at the project level. Leads sprint planning and demonstration sessions...

Manager of Client Services & Operations

Sunset Lighting

Irvine, CA

$85,000 - $100,000 a year

401(k). 401(k) 3% Match. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. Bonus opportunities. Performance bonus. Yearly bonus. 8 hour shift. Monday to Friday. Management and coordinate speci...

Client Relationship Manager

Frazier & Bowles, Attorneys At Law

Tampa, FL

Up to $100,000 a year

Collaborate with attorneys and other team members on various projects and initiatives, including meeting deadlines and initiating billing. Develop and manage all internal communication systems. Schedule and run status update meeti...

Client Relationship Manager- Healthcare (remote- Minnesota)

Davita

Saint Paul, MN

$68,000 - $112,000 a year

Consistent outreach to discharge planners to provide education and build awareness of offerings Identify opportunities to grow as provider of choice through relationship building and addressing feedback Partner with internal field...

Sales Executive III - Client Management

York State Department Of Labor

New York, NY

* Manages, plans, organizes, leads and controls balanced sales growth, continued account penetration and customer satisfaction on a long-term multi-year focus. * Other related duties assigned as needed.EDUCATION REQUIREMENTSBachel...

Tax Senior Manager, Private Client Advisors

Armanino

San Ramon, CA

$110,000 - $225,000 a year

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide co...

Portfolio Success Manager

Pagerduty

United States

Proactive Customer Engagement: You'll regularly connect with your customers, understand their unique needs and challenges, and proactively offer guidance and support. This may involve regular check-ins, health score monitoring, an...

Client Relationship Manager - 29027

Exela Technologies

Troy, MI

From $70,000 a year

401(k). Dental insurance. Health insurance. Paid time off. Vision insurance. 8 hour shift. Monday to Friday. Client Relationship: 4 years (Required). Print Industry: 4 years (Required). Troy, MI: Relocate before starting work (Req...

Client Service Manager - Aviation

Gallagher

Ormond Beach, FL

$62.8K - $79.5K a year

The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and encouragi...

Client Relationship Manager

Acquire Bpo

Irving, TX

$95,000 - $120,000 a year

Management and compliance to performance SLAs, targets and commercial requirements within the assigned portfolio. Create, develop, and present strategic account review sessions with key clients within the assigned portfolio. Assum...

Client Service Manager - PA

Highmark Health

Remote - Pennsylvania, United States

Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained. Assist in the preparation of benefit design analysis for specialized proposals and quotes. R...

Tax Senior Manager - Private Client Services

Morrison & Morrison

San Francisco, CA

$120,000 - $200,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

Senior Manager, Analytics & Client Success

3Si

Seattle, WA

$135,000 - $165,000 a year

Manage all client engagement and relationship management throughout the client lifecycle (pre-implementation, implementation, post-implementation). Build and maintain strong relationships with senior client executives, understandi...

Manager, Portfolio - Investment Selection (Grant Making)

Profit

Boston, MA

$92,110 - $105,412 a year

Serve as New Profits central point of contact for Build portfolio grant-making cycles. Drive work plan creation for, and project management of, each Build grant-making cycle, in collaboration with teams across the organization in...

Employee Benefits, Large Group - Senior Client Manager

Newfront

United States

Build strategic relationships with Mid-Market and Large Group (over 100+ Lives) clients and carrier partners.. Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients.. Support Benef...

Senior Manager, Early Portfolio Management, G&A

Biospace

Boston, MA

In collaboration with research program teams, develop comprehensive discovery plans and monitor progress to ensure timely achievement of milestones. In conjunction with R&D leaders, drive early-stage discovery programs to clinical...

Client Manager - Total Rewards, Employee Benefits

Newfront

United States

Build strategic relationships with Mid-Market & Large clients (100-500 + lives) and carrier partners.. Manage client project plans and lead client calls, serve as the primary contact for clients.. Support the Business Consultant...

Manager, Strategic Relationships & Client Consulting

Ford Motor Company

Dearborn, MI

$113K - $143K a year

5+ years experience working for a Fleet Management Company 3+ years experience in managing a data/analytics team. 3+ years of experience in building & supporting data-driven approaches and tools to support clients Experienced in...

Analyst, Debt Portfolio Management

Berkshire Residential Investments

Boston, MA

Develop, maintain, update, and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address busines...

Portfolio Management Associate

Harbor Financial Group

Charleston, SC

$56.3K - $71.3K a year

Develop workflows and processes for managing client accounts. Utilize trading software to execute buys and sells of investments. Analyze and create proposals aligned with current best-thinking. Detail oriented with an emphasis on...

Assessment Program and Client Manager

Pearson

Dover, DE

$75,000 - $80,000 a year

Brings knowledge of testing and measurement to the process of designing and implementing tests and to program activities ensuring they meet professional standards and the needs of the client. Manages components of large-scale asse...

Credit Portfolio Manager - Ag

Us Bank National Association

Oshkosh, WI

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Society Conference and Events Portfolio Manager (E5674)

Ieee Corporate

Piscataway, NJ

4-7 years experience in the event/travel industry on a global scale Req 4-7 years Program/Project Management experience Req Strategic Alignment: Conferences should reflect and advance EMBSs strategic objectives. Financial Managem...

Capital Markets Associate-Portfolio Management

Pnc Financial Services Group

Pittsburgh, PA

$73.1K - $92.6K a year

Escalate issues accordingly and manage credit risk and compliance documentation.May engage in frequent verbal and written communication with internal and external parties, which may include Commercial Lending Operations, Finance,...

Private Client Manager

Bank Of America

New York, NY

$100,000 - $138,700 a year

Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages) Partners with team members to grow the existing books' balances and Year over Year revenue Encourages use...

Global Markets Credit Lending Portfolio Management – Director

Bank Of America

New York, NY

$126,000 - $237,800 a year

Deliver the comprehensive view of the GMC Lending portfolio, including providing key stakeholders timely and succinct updates, summaries, and presentations on exposure, risk exposures, forecast, and key drivers. Drive an efficient...

Loan Portfolio Manager

Golden Bank Na

Alhambra, CA

$90.7K - $115K a year

Extend credit as approved under position authority or as approved by the Loan Committee. Develop lending prospects under the supervision of the CEO/President/Team Supervisor. Follow lending and operational policies which are consi...

Associate, Fixed Income Portfolio Management

Blackrock, Inc.

New York, NY

Develop a deep understanding of client specific guidelines and objectives, and customize portfolio construction accordingly. Coordinate across sector teams to ensure targets are implemented in a timely and consistent fashion. Cont...

Credit Portfolio Manager - Ag

Us Bank National Association

Pleasanton, CA

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Retail Power Portfolio Management Senior Advisor (Senior Portfolio Manager)

Engie

United States

Trade financial and physical instruments for Energy, Capacity, Renewable Energy Certificates (RECs), Ancillaries, Firm Transmission Rights (FTRs), Power Purchase Agreements (PPAs), Power Options, and Weather derivatives in support...