Client Portfolio Manager
6 days ago
As a Client Portfolio Manager at Marsh McLennan, you will play a critical role in establishing trusted advisor relationships with our Great Lakes clients. This involves working with top-tier consulting talent across Mercer's Practices and driving revenue growth.
Key Responsibilities:- Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively.
- GrowCountingstrategic partnerships to drive business development opportunities.
- Navigate internal networks to bring together cross-LOB and Marsh McLennan teams to create tailored solutions that meet client needs.
- Collaborate with Mercer consultants and thought leaders to design strategic growth plans and engage C-suite executives in client and prospect organizations.
- Minimum of 15 years of experience in a consulting environment, with demonstrated success in client management.
- Strong project management, financial acumen, and communication skills.
- Ability to understand and respond to client business needs, priorities, and industry environments.
Mercer is committed to embracing a diverse, inclusive and flexible work environment, where you can thrive and grow your career.
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Client Portfolio Manager
4 days ago
Pittsburgh, Pennsylvania, United States Mercer Full timeWe are seeking a seasoned professional to lead our Region Market Development team in managing a portfolio of large client accounts at Mercer. This role will be based in one of our offices, allowing for regular collaboration and networking opportunities.You will play a crucial role in establishing trusted advisor relationships with our clients, working...
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Portfolio Manager
5 days ago
Pittsburgh, Pennsylvania, United States Willis Towers Watson Full timeJob DescriptionThe Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services, delegated portfolio management (OCIO) across both multi-asset OCIO and multi-manager asset class solutions and analytics & tools to give investors access to...
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Engineering Portfolio Manager
3 days ago
Pittsburgh, Pennsylvania, United States Middough Full timeSenior Portfolio Manager Job SummaryWe are seeking a highly experienced Senior Portfolio Manager to join our team at Middough Inc. The ideal candidate will have a strong background in project portfolio management, excellent leadership skills, and the ability to develop and maintain strong relationships with clients.Duties and ResponsibilitiesDevelop and...
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Portfolio Manager III
3 days ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeDescription : This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection,...
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Portfolio Manager
6 days ago
Pittsburgh, Pennsylvania, United States Mastech Digital Full timeJob Description Job Description Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Portfolio Manager for our client in the Electrical Power Products Manufacturing domain. We value our professionals, providing comprehensive benefits and the...
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Portfolio Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timePrimary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Portfolio Manager - Private Banking Business Unit: Private Banking Reports To: Group Manager of Private Banking Position Overview: This position is primarily responsible for supporting the unique...
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Portfolio Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timePrimary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Portfolio Manager - Private Banking Business Unit: Private Banking Reports To: Group Manager of Private Banking Position Overview:This position is primarily responsible for supporting the unique underwriting...
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Portfolio Management Professional
3 days ago
Pittsburgh, Pennsylvania, United States Bill Good Marketing Full timeAbout Our Team">We're a collaborative and innovative team at Kijowski Investments, committed to excellence in financial planning and wealth management. As a Portfolio Management Professional, you'll play a vital role in helping our clients achieve financial success.">Your Key Responsibilities">Client Portfolio Management ">Manage and optimize investment...
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Portfolio Management Director
3 days ago
Pittsburgh, Pennsylvania, United States Mercer Full timeWe are seeking a seasoned professional to join our Regional Market Development team as a Portfolio Management Director. This role will be responsible for leading a portfolio of large/jumbo client accounts in the Great Lakes region.The ideal candidate will have a strong track record of developing and implementing customized account strategies to drive client...
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Commercial Portfolio Manager
6 days ago
Pittsburgh, Pennsylvania, United States TriState Capital Bank Full timeJob DescriptionThis position plays a critical role in the Commercial and Industrial (C&I) lending division, supporting relationship managers with underwriting requests for credit extensions and ongoing administration of loan portfolios.Main Responsibilities:Underwrite credit extensions to new and existing clientsPerform financial analysis for C&I lending...
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Senior Portfolio Manager
7 days ago
Pittsburgh, Pennsylvania, United States Community Bank Full timeJob OverviewThe Senior Banker plays a pivotal role in managing and growing an existing portfolio, driving new client acquisition, and enhancing the portfolio's revenue base. This involves collecting financial statements, assisting in underwriting, and leading the annual review process.Mission AlignmentIn this capacity, you will support the Bank's mission to...
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Portfolio Manager
4 weeks ago
Pittsburgh, Pennsylvania, United States Raymond James Full timeJob DescriptionSummary of the Position:The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business...
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Portfolio Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank Full timeThis position is primarily responsible for supporting the unique underwriting requirements associated with Private Banking credit requests. These special circumstances require a skill set that bridges traditional consumer underwriting approaches with Portfolio Manager, Banking, Private, Portfolio, Manager, Monitoring
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Portfolio Manager Commercial and Industrial
3 weeks ago
Pittsburgh, Pennsylvania, United States TriState Capital Bank Full timePosition Portfolio Manager C&I Location: Pittsburgh, PA Summary of the Position: The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship...
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Financial Analyst
6 days ago
Pittsburgh, Pennsylvania, United States PNC Full timePNC's Financial Analysis team is seeking an experienced Financial Analyst - Portfolio Management to support our portfolio management efforts. This role involves working closely with a team of professionals to identify and mitigate risk, generate reports, and coordinate field exams.As a Financial Analyst - Portfolio Management, you will execute ongoing deal...
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Portfolio Manager III
3 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...
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Portfolio Manager III
3 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...
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Liability Portfolio Management Consultant
7 days ago
Pittsburgh, Pennsylvania, United States The ERM International Group Limited Full timeWe are seeking a highly skilled Liability Portfolio Management Consultant to join our team at The ERM International Group Limited. In this role, you will be responsible for contributing to the growth of our global Liability Portfolio Management service area by identifying and developing new business opportunities, preparing technical proposals, and leading...
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Portfolio Manager
6 days ago
Pittsburgh, Pennsylvania, United States Mastech Digital Full timeApply now if have a background in portfolio management, along with experience in substation/ Power industry You can send me your resume at veena.rani@mastechdigital.com or call me at #412-525-7995 and I'll reach out to you for an interview. This role is with one of the leading Electronics and Power products client and it is a Full time/ Direct hire role in...
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Portfolio Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States Mastech Digital Full timeApply now if have a background in portfolio management, along with experience in substation/ Power industry You can send me your resume at veena.rani@ or call me at #412-525-7995 and I'll reach out to you for an interview.This role is with one of the leading Electronics and Power products client and it is a Full time/ Direct hire role in Warrendale PA.We are...