Client Portfolio

Job SummaryWe are seeking a seasoned Executive Portfolio Strategist to join our team at Paragon Cyber Solutions.The ideal candidate will have a strong background in portfolio and account management, client relationships, and business development within the federal government. With a proven track record of winning capture efforts, they will be responsible for...

At Moffitt Cancer Center, we are seeking a seasoned Strategic Portfolio Director to lead our Enterprise Program Management team. As a key member of our organization, you will play a vital role in driving strategic initiatives and managing complex programs across various disciplines.About the Role:This is an exciting opportunity for a highly skilled and...

We're APR, a dynamic insurance company based in Tampa FL, offering hybrid work options. As a Business Relationship Executive, you'll play a key role in managing our commercial insurance accounts.Job OverviewThis executive will oversee a diverse portfolio of commercial insurance accounts, serving as the primary point of contact for our clients. Their...

Job DescriptionAFC Logistics Transport seeks an experienced Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of client accounts and driving business growth.ResponsibilitiesManage client relationships to ensure exceptional customer service and retention.Develop and implement strategies to increase load...

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

As a Strategic Portfolio Lead with General Dynamics Information Technology, you will be responsible for providing leadership and guidance to contractor personnel assigned to the portfolio within a program based in Tampa, Florida.The role involves assigning tasks to contractor personnel, supervising ongoing technical efforts, and managing overall performance...

Overview of Star Mountain CapitalStar Mountain Capital is a leading private investment firm focused on the lower middle-market. With a strong track record, business model, and growth trajectory, the firm offers compelling career opportunities for driven and talented individuals.The company's commitment to employee ownership and long-term alignment of...

Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

Job DescriptionAs a Client Growth Specialist, you will be responsible for managing a portfolio of clients, developing and executing strategies to drive business growth, and collaborating with internal teams to deliver exceptional client experiences. This is an exciting opportunity to join a dynamic team and make a meaningful impact on our clients' success.

Job Title Portfolio Strategy Lead Job Description Summary As a member of Cushman & Wakefield’s Portfolio Advisory Group, the Portfolio Strategist will be dedicated to one or more of Cushman & Wakefield’s most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate...

Location: Tampa, Naples, Miami or Orlando Florida SUMMARY Provides analytical and monitoring support for large commercial real estate loans including an independent analysis of the creditworthiness of customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES The Portfolio Manager – Market/ Investor CRE will be responsible for preparing comprehensive...

Company Overview">First Citizens Bank is a leading financial institution with a strong presence in the Tampa area.We are committed to providing exceptional banking services to our clients and fostering a culture of innovation and excellence within our organization.Job Summary">This role involves providing critical support to our commercial lending team,...

Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...

Tillung Tampa Bay seeks a skilled Real Estate Portfolio Manager to join our esteemed team. As a key member of our luxury real estate division, you will be responsible for overseeing the listing process, ensuring seamless communication with clients and agents, and analyzing market trends to optimize property listings.Responsibilities:Research HOA, deed...

Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

About the RoleThe Customer Service Intermediate Analyst will be responsible for managing a portfolio of high-profile clients, ensuring all their queries are acknowledged, investigated, and resolved in a timely and professional manner. The successful candidate will have excellent communication and analytical skills, with a strong attention to detail and...

Succeed as an Account Manager with Advisors HoustonAre you a results-driven and customer-focused professional looking for a challenging and rewarding role? As an Account Manager at Advisors Houston, you will have the opportunity to earn a competitive salary of $90,000 - $140,000 per year, with potential for rapid career advancement based on performance. Our...

As a Senior Client Relationship Manager at Citigroup Inc., you will play a crucial role in delivering exceptional customer service to high-profile clients. With a portfolio of key clients, you will serve as the single point of contact for queries, engaging with clients to understand their needs and gaps.The ideal candidate will have 5-8 years of experience...

The SBA & USDA Portfolio Manager/Credit Analyst is responsible for servicing and growing the existing SBA & USDA portfolio, as well as analyzing financial data on new and existing SBA & USDA loans in the assigned regions.ESSENTIAL DUTIES AND RESPONSIBILITIESPerform annual review/credit analysis on all SBA & USDA loans assigned. This duty is performeddaily,...

We are seeking a highly skilled Service Delivery Manager to join our team at Citigroup Inc.As a key member of our Customer Service team, you will be responsible for managing a portfolio of high-profile clients and providing them with exceptional service and support.Responsibilities include:Managing client relationships and identifying areas for...