Portfolio Relationship Manager
3 weeks ago
At Capital Group, we are seeking a skilled Portfolio Relationship Manager to lead sales initiatives in the RIA channel.
The ideal candidate will have a proven track record in third-party distribution and a deep technical knowledge of portfolio construction.
Key responsibilities include:
- Managing American Funds Distributions presence, relationships, and business results with key RIA firms
- Celebrating successes through motivational and informative presentations
- Collaborating with Senior Sales Force members to identify opportunities for better investor outcomes
In addition to a competitive base salary ($130,000), you'll be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
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Portfolio Management Coordinator
3 weeks ago
Denver, Colorado, United States Signature Estate & Investment Advisors, LLC Full timeJob DescriptionThis role will involve working closely with our advisory team to provide exceptional client service and support. Key responsibilities include:Client Relationship Management: Developing and maintaining relationships with existing and prospective clientsPortfolio Management: Assisting with client portfolio management and analysisReporting and...
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Executive Portfolio Manager
24 hours ago
Denver, Colorado, United States CLevelCrossing Full timeThe Executive Portfolio Manager at CLevelCrossing is responsible for overseeing a portfolio of projects and ensuring their successful delivery. This involves leading strategic planning and business development initiatives, reviewing project plans and policies, and evaluating project success or failure.Key Responsibilities:Manage project portfolios and ensure...
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Portfolio Manager
2 weeks ago
Denver, Colorado, United States Harrison Gray Search & Consulting Full timeJob OverviewHarrison Gray is partnering with a leading Private Wealth Management firm in Colorado. This firm specializes in fee-based discretionary asset management for individuals and families, customizing portfolios based on their clients' financial goals.The ideal candidate has 7-10 years of experience as a Financial Advisor and is looking to grow within...
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Commercial Banking Portfolio Manager
3 days ago
Denver, Colorado, United States Zions Bancorporation Full timeAs a Commercial Banking Portfolio Manager at Zions Bancorporation, you will be responsible for overseeing a diverse portfolio of clients, providing personalized financial guidance, and developing strategic plans to help them achieve their goals. Our ideal candidate is a results-driven professional with a strong background in banking and finance. You will...
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Engineering Portfolio Manager
21 hours ago
Denver, Colorado, United States Premier PV. LLC Full timeJob DescriptionThe Engineering Portfolio Manager will be responsible for overseeing the development and launch of our solar electrical balance of systems product portfolio. The ideal candidate will have a strong technical background in electrical engineering and a passion for renewable energy.Develop and implement engineering strategies that enhance product...
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Portfolio Development Manager
10 hours ago
Denver, Colorado, United States Rocky Mountain Mutual Housing Association Inc Full timeAbout Rocky Mountain Mutual Housing Association IncWe are a nonprofit organization dedicated to building brighter futures by investing in resident-focused affordable housing and services. Our mission is to empower individuals and families to thrive through our commitment to quality, integrity, and excellence.Job DescriptionThe Sr. Asset Manager will play a...
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Relationship Development Manager
3 weeks ago
Denver, Colorado, United States Independent Bank Full timeAbout the RoleWe are seeking a highly skilled Relationship Development Manager to join our Commercial Lending team. In this role, you will be responsible for developing and maintaining commercial banking relationships to drive growth and profitability for the bank.Key Responsibilities:Develop and implement strategies to grow existing relationships and...
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Portfolio Operations Manager
3 weeks ago
Denver, Colorado, United States Tiverton Advisors Full timeTiverton Advisors is an investment firm exclusively focused on the food and production agriculture sector. We are seeking a proactive and resourceful Portfolio Operations Manager to provide high-quality financial acumen and strategic thinking for our company and its related portfolio companies.Key ResponsibilitiesPartner with senior leadership to develop...
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Technical Business Relationship Manager
3 weeks ago
Denver, Colorado, United States US Radiology Specialists Full timeJob SummaryWe are seeking a skilled Technical Business Relationship Manager to join our team at US Radiology Specialists. This role is responsible for serving as the primary point of contact between our business and technology teams, ensuring effective integration and alignment with our clinical and business needs.The successful candidate will have a strong...
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Renewal Portfolio Manager
2 days ago
Denver, Colorado, United States Ping Identity Full timeJob OverviewPing Identity is a leading provider of cloud identity solutions, empowering businesses to deliver seamless and secure digital experiences. As a Renewal Portfolio Manager at Ping Identity, you will play a critical role in driving growth by maximizing renewal value and mitigating churn.Key Responsibilities:Manage quarterly and annual renewal...
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Portfolio Management Coordinator
3 weeks ago
Denver, Colorado, United States Atlas Real Estate Full timeAbout UsAtlas Real Estate is a distinctly different real estate company specializing in real estate investments. Our team of employees provides a full suite of services including traditional buy/sell brokerage, an investment brokerage team that specializes in finding properties that will both appreciate and cash flow, an award-winning property management...
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Client Portfolio Management Professional
2 weeks ago
Denver, Colorado, United States SEI Investments Full timeAbout the RoleWe are seeking a highly motivated Client Portfolio Management Professional to join our team. In this role, you will be responsible for managing client portfolios and ensuring accurate and timely financial reporting and reconciliation.Key responsibilities include:Managing client portfolios and ensuring accurate and timely financial reporting and...
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Portfolio Assistant Director
2 weeks ago
Denver, Colorado, United States Atlas Real Estate Full timeJob OverviewWe are seeking a highly skilled Assistant Portfolio Manager to join our team at Atlas Real Estate.In this role, you will be responsible for providing field support to our Portfolio Managers, including building and maintaining positive relationships with residents, vendors, and owners. You will also be responsible for scheduling showings,...
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Portfolio Manager
3 weeks ago
Denver, Colorado, United States Real Estate Personnel Full timeJob OverviewWe are seeking an experienced Commercial Property Manager to join our team at Real Estate Personnel. As a key member of our organization, you will be responsible for managing a diverse portfolio of commercial properties in the Denver metro area.ResponsibilitiesProperty Inspections: Conduct regular site visits to ensure properties meet high...
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Operations Portfolio Manager
4 weeks ago
Denver, Colorado, United States Experience SL Co. Full timeAbout the RoleWe are looking for an experienced Operations Portfolio Manager to lead our senior living operations teams. You will be responsible for developing and implementing operational strategies that drive occupancy growth, profitability, and regulatory compliance across our communities.The estimated salary for this role is $140,000 - $220,000 per year,...
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South Texas Portfolio Manager
5 days ago
Denver, Colorado, United States Monroe Group Full timeRegional Property Manager Job DescriptionWe are seeking a seasoned Regional Property Manager to manage a portfolio of properties in South Texas. As a key member of our team, you will oversee daily operations, evaluate staffing needs, and ensure properties operate within budget. Your expertise in property management, leadership, and communication will drive...
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Loan Servicing and Portfolio Expert
2 days ago
Denver, Colorado, United States InBank Full timeJob SummaryWe are seeking a highly skilled Senior Servicing and Liquidation Specialist to join our team at InBank. The successful candidate will have a strong background in SBA lending and experience in loan servicing and portfolio management. As a Senior Servicing and Liquidation Specialist, you will be responsible for overseeing all loan servicing...
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Senior Servicing and Loan Portfolio Manager
2 days ago
Denver, Colorado, United States InBank Full timeCompany OverviewInBank is a financial institution that specializes in originating SBA 7a, 504, and USDA loans nationally. We are committed to providing exceptional service to our clients and customers.Job DescriptionThe Senior Servicing and Liquidation Specialist will be responsible for overseeing all loan servicing activities and managing the portfolio of...
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Client Portfolio Director
3 weeks ago
Denver, Colorado, United States Listen Up Espanol LLC Full timeAbout the RoleWe are looking for a talented Client Portfolio Director to lead our client-facing teams and drive growth across our client base. As a key member of our leadership team, you will be responsible for developing and executing strategies to improve client satisfaction, retention, and profitability.In this role, you will work closely with clients to...
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Product Portfolio Lead
18 hours ago
Denver, Colorado, United States Collabera Full timeKey ResponsibilitiesThis Portfolio Manager role involves overseeing multiple portfolios, working closely with cross-functional teams to drive business outcomes and ensure successful delivery of strategic initiatives. The ideal candidate will possess a deep understanding of portfolio management principles, including experience in Quarterly PI Planning,...