Portfolio Management Specialist

Unlock Your Potential as a Portfolio CounselorAre you a financial advisor looking for a new challenge? Do you want to work with a reputable investment firm that values its employees? Fisher Investments is seeking a Portfolio Counselor to join our Private Client Group (PCG).As a Portfolio Counselor, you will be responsible for onboarding new clients,...

Job SummaryDirects the overall enterprise portfolio management team, collaborating with project managers and key stakeholders to deliver on project justification and approval, development, execution, and closeout of a portfolio of projects associated with the generation, transmission, operations, and business technology capital additions and improvements...

Job Summary: We are seeking a skilled Financial Portfolio Manager to join our team at Staffing In Motion. As a Financial Portfolio Manager, you will be responsible for managing a book of high net worth clients with assets in excess of $500,000 per household. You will educate each client on our investment philosophy, explain why we've made certain decisions...

Job Summary:The Portfolio Manager is responsible for overseeing the commercial and small business loan portfolio. Key responsibilities include underwriting new loan requests, processing renewals, annual reviews, covenant testing, and modifications. An ideal candidate is an experienced commercial lending professional who is self-motivated to successfully...

Job SummaryAs a Portfolio Manager at Suncoast Credit Union, you will oversee the existing commercial and small business loan portfolio. Key responsibilities include underwriting new loan requests, processing renewals, annual reviews, covenant testing, and modifications.ResponsibilitiesUnderwrite new loan requests, renewals, annual reviews, and modifications...

About the Role:The Portfolio Counselor is a key position within our Private Client Group (PCG), where you will serve as the primary point of contact for our high-net-worth clients. Your primary responsibility will be to welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments'...

Job Summary:As a Commercial Portfolio Manager at Fifth Third Bank, you will play a key role in managing transactions and business portfolio tasks. You will be a key member of the coverage team, working closely with clients, relationship managers, and credit teams to identify and pursue new business opportunities.Key Responsibilities:• Manage a portfolio of...

Job Summary:We are seeking a highly skilled Wealth Credit Portfolio Manager to join our team at Truist Financial. As a key member of our credit risk management team, you will be responsible for underwriting complex commercial credit exposures and managing assigned loan portfolios.Key Responsibilities:Manage end-to-end credit delivery process for complex...

Portfolio Manager RoleAs a Portfolio Manager at Coastal Wealth, you will be responsible for constructing and managing model investment portfolios, overseeing trading activities, and maintaining efficient portfolio operations.The role involves continuous portfolio monitoring, rebalancing, and conducting detailed research and analytics to ensure performance...

We are seeking an experienced insurance agent to join our team at NYL-Jian Guan. As a Licensed Insurance Sales Agent, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.Responsibilities:Implement effective sales...

Job DescriptionGuidehouse is seeking a seasoned professional to lead our Energy Efficiency/Electrification programs. As a Portfolio Manager, you will be responsible for managing a portfolio of projects, developing and delivering solutions, and building relationships with clients.Key ResponsibilitiesLead coordination with market teams and national teams to...

Job OverviewWe are seeking an experienced insurance professional to join our team as a Licensed Insurance Sales Agent. As a key member of our sales team, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.Key...

About the Role:Fisher Investments is seeking a skilled Investment Counselor/Financial Advisor to join our Private Client Group. As a key member of our team, you will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy.Key Responsibilities:Proactively connect with clients on a...

Job Summary:The Senior Wholesale Portfolio Risk Officer is responsible for ensuring the overall quality of the portfolio is maintained. This includes handling client financial needs, ensuring a favorable client experience, and positioning the bank to expand the relationship.The role takes the lead in identifying debt product opportunities, conducting due...

Job SummaryThe Wholesale Portfolio Risk Officer at City National Bank is responsible for ensuring the overall quality of the portfolio is maintained. This role involves handling the client's financial needs, ensuring a favorable client experience, and positioning the bank to expand the relationship.Key Responsibilities Ensures the overall quality of the...

The Risk Management Specialist, AVP is a seasoned professional role at Citigroup Inc. The ideal candidate will have a strong background in risk management and a proven track record of developing and validating complex models.Key Responsibilities:Develops, enhances, and validates the loss severity models for Citi's wholesale portfolio.Manages model risk...

Job Title: Trademark Paralegal SpecialistJob Summary:We are seeking a highly skilled Trademark Paralegal Specialist to join our team at Collabera. The successful candidate will be responsible for preparing, coordinating, and filing trademark applications, maintenance, and related forms at the USPTO. They will also instruct, manage, and work closely with...

Job Title: Trademark Paralegal SpecialistJob Summary:We are seeking a highly skilled Trademark Paralegal Specialist to join our team at Collabera. The ideal candidate will have a strong background in trademark prosecution, docketing, and portfolio management.Responsibilities:- Prepare, coordinate, and file trademark applications, maintenance, and related...

About the RolePfizer's U.S. Hospital Sterile Injectables business is a leading provider of sterile injectable medicines in the United States, with a portfolio of over 200 products spanning more than 10 therapeutic areas. As a Senior Manager, Institutional Customer Marketing, Sterile Injectables Portfolio, you will play a critical role in executing marketing...

Job DescriptionPortfolio LCAM Position with onsite office hours for 30 hours per week.Key ResponsibilitiesManage a portfolio of LCAM positionsProvide onsite office hours for 30 hours per weekRequirementsStrong organizational and time management skillsAbility to work independently and as part of a team