Insurance Portfolio Manager

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...

Job OpportunityWe are seeking a skilled Portfolio Counselor to join our team at Staffing In Motion. As a key member of our financial services team, you will be responsible for managing short-term client relationships and converting warm leads into actual clients.About the RoleIn this role, you will work closely with our Portfolio Management and Financial...

Portfolio Manager Job DescriptionThis role is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.This is a relationship manager role where you are given a...

Portfolio Manager RoleThis is a key position within our Portfolio Management firm, where you will be responsible for managing a book of high net worth clients with assets in excess of $500,000 per household.As a Portfolio Manager, you will be the central point of contact for your assigned client base, educating each client on our investment philosophy and...

Job SummaryAmerantbank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key ResponsibilitiesCoordinate and...

Job SummaryAmerantbank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key ResponsibilitiesCoordinate and...

The OpportunityFisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional service and support to help them achieve their financial goals.As a Portfolio Counselor, you will be responsible...

Job SummaryThis role is with a large Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.This is a relationship manager role where you are given a book of households...

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 Title: Commercial Portfolio ManagerAbout the Role:Fifth Third Bank is seeking a highly skilled Commercial Portfolio Manager to join our team. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks, making recommendations on credit structures, pricing, and other key decisions.Key...

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 SummaryThis role is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.Key ResponsibilitiesManage a book of 150-200 high net worth clients with assets...

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...

SAP PMO Leader Job DescriptionThe SAP PMO Leader is a strategic role responsible for overseeing the day-to-day management and ongoing strategy for all activities involved in portfolio, project, and change management. This includes business analysis, project control, and ensuring programs and projects meet organizational goals and requirements.Key...

Job Title: Portfolio OfficerJob Summary:Amerantbank is seeking a highly skilled Portfolio Officer to join our team. The successful candidate will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key...

Job OverviewOur South Tampa insurance agency is seeking a seasoned Commercial Account Manager to join our team. As a key member of our team, you will be responsible for managing a portfolio of commercial insurance clients, with a focus on condo associations. To be successful in this role, you will need to have a strong understanding of agency management...

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...

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...