Shopify Experts/Developers: Monetize your existing client portfolio

We are seeking a Client Portfolio Associate to support day-to-day portfolio administration and client service across a dynamic book of institutional and corporate clients. · ...

A well-established Investment management firm is seeking a Municipal Investment Specialist with 5-10 years of experience to support and help scale a rapidly expanding municipal bond platform. · This role offers a unique blend of product, investment, and client‑facing exposure wit ...

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm's Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, ...

To strategically and operationally manage and grow a portfolio of high revenue generating business clients. · Welcome to FNB, the home of the #changeables. As part of our team in FNB Commercial Sales and Service (Worcester), you will be surrounded by unique talents, diverse minds ...

We're seeking a Client Portfolio Analyst to support portfolio administration and client service across institutional and corporate clients in a fast-paced payments and treasury environment. · li-Manage client portfolio workflows · li-Serve as a primary point of contact for client ...

The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure manage and steward their investment portfolios. · ...

We are seeking a Client Portfolio Associate to support day-to-day portfolio administration and client service across a dynamic book of institutional and corporate clients. · This role manages client portfolio activities, oversees administrative setups, and proactively monitors an ...

A well-established Multi-Family Office in Westport is seeking an investment-oriented client-facing advisor with an entrepreneurial mindset to support the firm's continued growth. · ...

We are seeking a Client Portfolio Manager to join our Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG) and will serve directly on the relationship team for select clients that are ins ...

The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams across the market cap spectrum to communicate the process and performance to internal and external constituencies. · Bachelor's degree in fin ...

Cerity Partners OCIO seeks an experienced Client Portfolio Manager to serve the investment needs of endowments and foundations throughout the US. · ...

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team.The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG). · ...

This entrepreneurial path emphasizes cultivating a small, high-value roster of loyal travelers and organizations. · You will proactively manage clients' vacation calendars, · suggest new itineraries based on travel history, · ...

We are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon.The U.S. Client Portfolio Manager (CPM) will integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investm ...

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm's Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, ...

LIM Client Portfolio Manager acts as an investment representative for the firm's fixed income strategies. · Promote and position the firm's investment management services to prospective clients and consultants. · Cultivate relationships with key decision makers. · ...

The scope of the Client Portfolio Analyst role is supporting investment strategies delivered in partnership with the Client Portfolio Managers to both the Institutional and Intermediary Distribution teams. · Perform data analysis on performance, positioning, risk, market dynamics ...

Cerity Partners OCIO seeks an experienced Client Portfolio Manager to serve the investment needs of endowments and foundations throughout US. The ideal candidate will manage client relationships, support OCIO portfolio managers in meetings and communications with institutional pr ...

Cerity Partners OCIO seeks an experienced candidate for a Client Portfolio Manager role. · The ideal candidate will work closely with the OCIO team to manage client relationships. · ...

· D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients an ...

The Client Portfolio Manager will represent BBH's investment strategies and overall portfolio approach to existing and prospective clients. They will interact with clients to provide updates on individual investment manager strategies, perform ad-hoc investment analyses, oversee ...