Portfolio Engagement Director
Elios Talent
Portfolio Engagement DirectorWe are seeking a Portfolio Engagement Director to own a portfolio of client accounts across Houston and the broader Texas market. This full-time hybrid role is accountable for retention, expansion, and overall account health across an existing book of business, while also supporting select net-new pursuits that this leader will ultimately help run. The ideal candidate brings a management consulting or advisory background and can operate credibly with engineering, data, and AI leaders deploying frontier AI into real workflows. This person will own named accounts, build relationship maps across buyers, champions, blockers, and end users, run quarterly business reviews, and translate engagement performance into business outcomes tied to client priorities. They will identify and close expansion opportunities across Talent on Demand, Embedded Teams, and Co-Managed Resources, stay close to active delivery, and serve as the escalation point when engagements drift off track. On new opportunities, they will partner with the pursuit team on discovery, scoping, proposals, statements of work, and pricing strategy, especially for work involving AI Deployment Engineers, AI Deployment Specialists, agentic systems, custom AI connectors, and modern data infrastructure. The strongest candidates will have 6 to 10 years of experience in management consulting, Big 4 advisory, or a comparable client-facing professional services environment, with direct exposure to AI deployment, data platforms, analytics, or LLM-enabled delivery. They should have a track record of account expansion, executive stakeholder management, and translating ambiguous client needs into scoped, deliverable engagements. Experience serving professional services firms, private equity portfolio companies, or middle-market commercial clients is highly relevant. This role is hybrid in Houston, TX, with approximately 25% travel to client sites and strategic accounts across Texas and priority markets.
$144.3k - $265.6k
Position Summary As a Director in the Deloitte Technology-US (DT-US) Office of the... ...6. Work you’ll do As a PMO and Business Portfolio Lead in Deloitte Technology-US, you will... ...conversations and prepares DT-US leadership for engagement with business group executivesDirectly...SuggestedWork at officeRemote workWork from homeVisa sponsorship- ...deliver cutting-edge consulting and cybersecurity solutions that protect essential systems and enable innovation. As a Client Engagement Director, you will be at the forefront of client relationships, driving strategic conversations and guiding organizations through...SuggestedFor contractorsWork at office
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...investor feedback, and share insights to inform messaging and engagement.Maintain and enhance Circle's valuation models, peer comparisons... ...area (investment banking, sell-side research, buy-side portfolio management).Bachelor's degree in related field, Master’s degree...SuggestedFlexible hours- DescriptionSobre nosotros Worley es una empresa global de expertos en energía, químicos y recursos naturales, con sede en Australia. Trabajamos en asociación con nuestros clientes para desarrollar proyectos y generar valor a lo largo del ciclo de vida de sus activos. Nos...Suggested
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...also drives our personal growth. So, as we shape a more resourceful, less wasteful world, we build our careers too.About the jobAs Portfolio Manager, you will be responsible for driving assigned separation technologies for both Service and Capital Sales in the municipal...Full time- ...Employee Reporting Manager Title : Senior Director, Mountain West Operations Position Summary The Senior Portfolio Manager, Gulf Coast Pipelines & Midstream... ...pipeline and midstream assets. Lead customer engagement efforts from opportunity identification...Full timeContract workWork at office
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- ...people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Commercial Portfolio Manager II supports the portfolio growth by managing clients through the various stages of the lending process. Provides ongoing monitoring...Full timeWork at office
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- ...mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you.At Frost, it’s about more than a job. It’s about having a flourishing career...Full time
- Req ID: 78275Location: Houston -HOUS, Denver -DENAreas of Interest: Commercial Banking, Energy; Commercial Banking; Lending; UnderwritingPay Transparency Salary Range: $110,000 - $135,000Application Deadline: 11/02/2026BOK Financial Corporation Group includes BOKF, NA; ...
- ...A global diversified chemicals company is seeking an Investor Relations Director in Houston, TX. This role involves managing investor communications and outreach strategy while ensuring compliance with regulatory standards. The ideal candidate has significant experience...
- ...while maintaining and growing the existing portfolio, via the phoneLeverages expert knowledge... ...managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate... ...accuratelyAligns daily activities to launch results; Engages in a disciplined relationship...
$157.5k - $190.83k
...investor feedback, and share insights to inform messaging and engagement.Maintain and enhance Circle's valuation models, peer comparisons... ...area (investment banking, sell-side research, buy-side portfolio management).Bachelor's degree in related field, Master’s degree...Flexible hours- ...Westlake Floorplan Company in Houston, TX is seeking an experienced Automotive Floorplan Portfolio Manager to build and manage a dealer portfolio, sign dealerships, drive sales, and ensure attentive servicing of accounts. You will lead risk assessments, monitor performance...Remote work
$125k - $170k
...— we aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating... ..., and service teams to enable customer‑centric, value‑based engagement with hospitals and health systems.Essential Job...Full timeRemote workWorldwideShift work$83.58k - $143.28k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.As a Commercial Real Estate Portfolio Manager at Associated Bank, you’ll play a key role in evaluating, structuring, and managing a diverse portfolio of commercial real...Full time- Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking...Work at officeLocal areaFlexible hours
- Goodwin Advisors, a Texas-based commercial real estate boutique, seeks an Investment Sales Broker or Senior Partner (mid- to senior-level) for a full-time hybrid role. The position focuses on sourcing assignments, market knowledge, valuations, and marketing plans, with...Full time
- ...in what they're doing!We're committed to bringing passion and customer focus to the business.Position SummaryTreasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. Associate will be responsible for collaborating...Full timeWork at office
$85k - $150k
...confidence to reach further.OverviewThis position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift....Full time- Job Objective:Works with Finance and Accounting, Asset Teams, and the Information Technology Department to understand SAP platform, infrastructure, and security needs; administers and supports SAP BASIS and SAP Security functions; and delivers projects that align SAP technology...Full timeWork at office
- ...investor clients, and ensuring they extract maximum value from the Entera platform. This is a client coverage role: you will own a portfolio of client relationships day to day and be accountable for retention, growth, and client outcomes.What You'll Do:Own a defined book...
- ...cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE)...Local area
- ...Portfolio Manager & TraderLocation: Lawrence, KS or Houston, TX (In-office, Mon-Fri) Type: Full-Time, In Person Firm: Bowersock Capital Partners Reporting To: CEO and Founding PartnerJoin Our Team at Bowersock Capital Partners - Bowersock Capital Partners (BCP) is a $1...Full timeWork at office
$107k - $214.5k
...Analysis through required phases of the project.Throughout the life of the project, responsible for communicating regularly to Program Director and stakeholders the project status, risk, and issues.Responsible for project planning including assembling project teams,...Full timeWork experience placementInternshipWork at officeLocal area- ...SouthState Bank is seeking a Commercial Portfolio Manager to support commercial loans and deposits for one or more Relationship Managers, providing underwriting, portfolio management, and superior client service. Responsibilities include credit analysis, package preparation...
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