Current jobs related to Client Portfolio Manager - Phoenix, Arizona - C.H. Robinson

  • Strategic Portfolio Manager

    2 weeks ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to join our team at Commercial Fire Protection, Inc. This is a key leadership role that requires a strong understanding of financial markets and a proven track record of success in portfolio management.Key ResponsibilitiesPortfolio Oversight: Oversee and manage the company's regional...

  • HOA Portfolio Manager

    3 weeks ago

    Phoenix, Arizona, United States Servbank Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Servbank. As an HOA Portfolio Manager, you will play a pivotal role in overseeing the lifecycle of loans extended to homeowner's associations (HOAs), from initial underwriting through ongoing portfolio management, servicing and compliance.The ideal candidate will have a...

  • Insurance Portfolio Manager

    10 minutes ago

    Phoenix, Arizona, United States Novatae Risk Group Full time

    Job Summary:The Insurance Portfolio Manager will oversee a portfolio of clients through relationship building and client account development. This office position is located in our Dallas branch.Responsibilities:Handle service requests, identify potential risk issues, quote additional coverages and policies, and track renewals.Requirements:Property &...

  • Portfolio Manager

    2 weeks ago

    Phoenix, Arizona, United States American Express Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our Digital Workplace team at American Express. As a key member of our organization, you will be responsible for creating and executing the Digital Workplace's Strategic Workforce Plan (SWP) portfolio.This is a critical role that requires a strong understanding of workforce planning,...

  • Senior Portfolio Manager

    7 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title:Senior Portfolio ManagerThe Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures.This role will work closely with the Vice President, Commercial Banker to manage loans and ensure credit risks are...

  • Collection Portfolio Manager

    2 days ago

    Phoenix, Arizona, United States Aston Carter Full time

    Job OverviewAston Carter is a leading provider of corporate talent solutions, serving thousands of clients across the globe. As a Collection Portfolio Manager, you will play a critical role in supporting our Accounts Receivable team by managing a large book of accounts, collecting on past due balances, and providing exceptional customer service. This is a...

  • Portfolio Manager

    2 weeks ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title: Portfolio ManagerWestern Alliance Bank is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for analyzing, structuring, and coordinating the closing of major and complex commercial and industrial (C&I) loans.Key Responsibilities:Analyze and structure complex C&I loans to ensure compliance with...

  • Portfolio Manager

    7 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title:Portfolio ManagerAt Western Alliance Bank, we are seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for analyzing, structuring, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures.The ideal candidate will have a strong...

  • Senior Portfolio Manager

    7 days ago

    Phoenix, Arizona, United States FutureScape Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Manager to join our team at FutureScape Global Incorporated. As a key member of our sales and marketing organization, you will be responsible for overseeing and managing our sales portfolio, including product/service offerings, pricing strategies, and market positioning to drive revenue and...

  • Portfolio Director

    2 weeks ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job Title: Portfolio ManagerCommercial Fire Protection, Inc. is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for overseeing and running the company's regional accounts and operations.Key Responsibilities:Manage and maintain high-level client relationships to ensure exceptional customer service and...

  • Portfolio Director

    2 weeks ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job Title: Portfolio ManagerCommercial Fire Protection, Inc. is seeking a highly skilled Portfolio Manager to join our team. As a key member of our organization, you will be responsible for overseeing and running our regional accounts and operations.Key Responsibilities:Manage and analyze investment portfolios to maximize returns and minimize risk.Develop...

  • Portfolio Director

    2 weeks ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Commercial Fire Protection, Inc. The successful candidate will be responsible for overseeing and running the company's regional accounts and operations, providing strategic leadership and direction to ensure high levels of client care and retention.Key...

  • Insurance Portfolio Manager

    2 weeks ago

    Phoenix, Arizona, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout the Role:The Jonus Group is seeking a highly skilled Commercial Insurance Account Manager to join their team. As a key member of the agency, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet clients' needs.Key...

  • Insurance Portfolio Manager

    1 month ago

    Phoenix, Arizona, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout The Role:We are seeking a highly skilled Commercial Insurance Account Manager to join our team at The Jonus Group. As a key member of our team, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet their insurance...

  • Credit and Collection Portfolio Manager

    1 week ago

    Phoenix, Arizona, United States PrePass, LLC Full time

    Job Title: Credit and Collection Portfolio SpecialistAbout the Role:We are seeking a highly motivated and detail-oriented individual to join our dynamic Finance team as a Credit and Collection Portfolio Specialist. In this critical role, you will be responsible for safeguarding our company's financial health by managing accounts receivable, resolving...

  • Automotive Portfolio Manager

    1 week ago

    Phoenix, Arizona, United States Floorplan Xpress Full time

    Job OverviewFloorplan Xpress is a leading provider of floor planning services for independent automotive dealers across the United States. We are seeking a highly skilled Automotive Portfolio Manager to join our team in Phoenix, AZ, to focus on growing our dealer network and optimizing our credit lines.The ideal candidate will have a strong understanding of...

  • Commercial Portfolio Manager III or Sr. CPM

    3 days ago

    Phoenix, Arizona, United States Bankers Trust Full time

    Job Summary:The Commercial Portfolio Manager (CPM) will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality guidelines...

  • Commercial Portfolio Manager III or Sr. CPM

    2 weeks ago

    Phoenix, Arizona, United States Bankers Trust Full time

    Job SummaryThe Commercial Portfolio Manager III or Sr. CPM will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality...

  • Client Relationship Manager

    4 weeks ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    This role is with a dynamic and innovative financial institution, providing personalized service to clients in the banking and financial services industry. As a Client Relationship Advisor, you will be responsible for managing and servicing a portfolio of clients, providing proactive solutions and guidance to meet their financial needs.Key...

  • Director of Investment Portfolio Management

    2 weeks ago

    Phoenix, Arizona, United States Maricopa County Full time

    About the PositionThe Director of Portfolio Management and Investment Operations is a senior-level position responsible for developing and implementing a comprehensive investment strategy for the Treasurer's portfolio, which consists of $8 to $11 billion in assets from taxing districts within Maricopa County.The primary investment objectives are the safety...

Client Portfolio Manager

2 months ago

Phoenix, Arizona, United States C.H. Robinson Full time
Are you ready to embrace a dynamic and fast-paced role? If you excel at managing multiple initiatives, collaborating with a talented team, and resolving challenges, then the Portfolio Executive position is designed for you.

Your primary responsibility will be to expand and maintain a portfolio of clients while ensuring service delivery aligns with customer expectations. As a Portfolio Executive, you will represent the C.H. Robinson brand, dedicated to creating positive experiences for customers while enhancing your business portfolio. Your skills in relationship management, problem-solving, and providing outstanding customer service will be vital.

What can we offer you?

Your success is our success. We are committed to equipping you with the tools necessary for achievement from day one through our engaging onboarding program, which combines interactive training, self-guided learning, and personalized coaching. We prioritize your professional development and offer excellent benefits to help you achieve your personal goals. Here, you can shape a career that complements your lifestyle, all within a collaborative and inclusive culture that promotes networking and team-building activities.

Let’s discuss compensation...

This role presents significant earning potential, featuring a competitive base salary alongside uncapped commission opportunities.

Can you adapt to change?

The evolving landscape of the global pandemic requires flexibility in our work model. With locations worldwide, we consistently monitor guidelines to ensure your safety.

In the long term, this position allows for remote work flexibility 1-2 days a week, with specific details provided by your recruiting team based on the current situation.

We understand that work-life balance is essential, which is why our hybrid model enables you to align your career with your personal and professional aspirations.

In this role, you will...

Drive Service Delivery & Business Development:
  • Generate demand by engaging with active accounts and identifying new opportunities.
  • Work to meet and exceed monthly revenue and volume targets.
  • Identify growth opportunities within accounts to transition from transactional to committed business.
  • Analyze market conditions to make informed decisions.
  • Ensure quality execution of expectations, swiftly addressing issues and implementing solutions.
  • Manage pricing strategies based on customer buying patterns and C.H. Robinson's role in their supply chain.
  • Oversee customer-facing operational tasks, including quoting and shipment activation.
Deliver Exceptional Customer Service:
  • Utilize effective negotiation strategies when discussing pricing and services.
  • Handle conflicts and navigate challenging conversations with professionalism.
  • Enhance customer experience through proactive quality control measures.
  • Collaborate with internal teams to address customer needs and expectations.
Execute Process Efficiency:
  • Leverage technology to improve operational efficiencies.
  • Ensure timely invoicing by understanding payment terms and processes.
  • Assist in developing standard operating procedures to manage customer accounts effectively.
  • Maintain a minimum portfolio size of existing customers by volume and revenue.
  • Perform additional duties as assigned based on team requirements.
You are an ideal candidate if you possess:
  • Experience in the supply chain or logistics industry.
  • A High School Diploma or GED equivalent.
  • The ability to travel up to 10% (domestically and internationally).
  • Fluency in Spanish and English (written and verbal).
It would be advantageous if you:
  • Value a diverse and inclusive workplace.
  • Hold a Bachelor's degree from an accredited institution.
  • Have at least one year of sales experience.
  • Are proficient in Microsoft Office Suite.
  • Exhibit strong negotiation and sales skills.
  • Demonstrate excellent decision-making, multitasking, communication, and interpersonal abilities.
At C.H. Robinson, we believe in the power of collaboration to drive innovation and success. In this role, you will engage with colleagues in the office four days a week, fostering creativity and impactful results, while enjoying the flexibility of remote work one day a week.

We are committed to providing an environment that encourages growth through challenges and supports internal promotions across various departments, allowing you to explore new interests and develop your strengths.

Equal Opportunity and Affirmative Action Employer

C.H. Robinson is proud to be an Equal Opportunity and Affirmative Action employer, promoting equality and celebrating diversity within our workforce. We believe that diversity enhances creativity and innovation, driving business growth and fostering engaged teams. We are dedicated to maintaining an inclusive environment free from harassment and discrimination, where all employees feel valued and respected.

Benefits

Your Health, Wealth, and Wellbeing

Your overall wellbeing is fundamental to our business, and our benefits are designed to support your financial, family, and personal aspirations. We offer comprehensive benefits that matter most to you, including:
  • Two medical plan options (including a High Deductible Health Plan).
  • Prescription drug coverage.
  • Enhanced fertility benefits.
  • Flexible spending accounts.
  • Health savings account (with employer contributions).
  • Dental and vision coverage.
  • Basic and supplemental life insurance.
  • Short-term and long-term disability.
  • Paid holidays and time off.
  • Paid parental leave.
  • Paid volunteer time.
  • Charitable giving match program.
  • 401(k) plan with 6% company matching.
  • Employee stock purchase plan.
  • A wide range of career development and networking opportunities.
Explore our full list of benefits on our culture page.