Client Portfolio Manager
$115k - $140kSUBURBAN CONSULTING ENGINEERS, INC.
Title: Client Portfolio Manager Reports to: Client Management Department Manager Location : Flanders, NJ Salary Range: $115 – $140K commensurate with experience Brief Description: The Client Portfolio Manager is responsible for overall relationship building with all State Funding/Grant recipient Clients throughout the full project lifecycle. The Client Portfolio Manager is responsible for realizing success for all Clients receiving various project funding relief. He/she is expected to develop a funding client-level portfolio development plan, have a comprehensive knowledge of the client’s goals, develop a vertical relationship system through the client organization, develop a client lifecycle plan, work with the assigned project delivery team, monitor project delivery in compliance with SCE’s Process Flow Diagram, secure and grow sales and revenue in accordance with SCE’s revenue forecast. The Client Portfolio Manager should check in regularly and document feedback with action items from both the client and the SCE project team throughout the project process. Examples of work/duties: Following and implementing SCE’s standardized business practices and Process Flow Diagram. Strict adherence to SCE’s Core Values. Fulfill PIC role on State Funding/Grant projects or phases where applicable and appropriate. Serve as Client Manager for State Funding/Grant recipient Clients when appropriate. Pro-actively work with Client/Project Managers in support of all State Funding/Grant recipient clients. Recognizing State Funding/Grant recipient clients’ problems and needs and identify opportunities for cross-selling SCE’s broad range of professional services. Developing and sustaining professional and personal relationships at the leadership levels of State Funding/Grant recipient client organizations. Being responsible for the overall financial performance of all projects within a State Funding/Grant recipient client portfolio. Being a highly visible advocate of SCE through active participation in professional and industry organizations. Collaborate with State Funding/Grant recipient client and project teams to meet client needs and project requirements. Developing and managing State Funding/Grant recipient proposal efforts and presentations. Negotiating critical issues with State Funding/Grant recipient clients and potential teaming partners and subconsultants. Assistance with technical approaches and strategies with project team during proposal stage to meet client needs. Assist / mentor Project Manager on individual State Funding/Grant recipient projects to communicate with clients on increased scope and/or additional project needs. Secure required backlog aligned with SCE’s revenue forecast for all State Funding/Grant recipient Clients. Communicating client expectations and SCE expectations to project teams. Engaging in routine proactive coordination with other Managers and internal discipline/departments to meet business objectives. Performing and coordinating client audits and developing/implementing actions to address issues uncovered in the client audit. Continually focus on making it easier for the client to do business with SCE. *Note: The examples of work for this title are for illustrative purposes only. A particular position using this title may not perform all duties listed in this job specification. Conversely, all duties performed on the job may not be listed. Qualifications: A minimum of 10 years’ progressive project management experience within Civil Engineering, Land Surveying, or Environmental Sciences industries. Experience in sales, management of varied discipline projects. Strong client relationships with varied discipline clients within geographic area of SCE’s current projects and anticipated geographic areas of expanded growth. Strong interpersonal, time management, organization, and listening skills Possess a valid driver’s license. Proficient in Microsoft Office Proficient in Deltek Vision/Vantagepoint Project Management Software – preferred. This is a full-time position located at our Headquarters Office in Flanders, NJ. The work hours are 8 a.m. to 5 p.m., Monday through Friday. SCE offers excellent compensation and benefit packages including medical, dental, vision, life insurance, 401(k) plan, and paid holidays for this position. #J-18808-Ljbffr
$117.73k - $138.5k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit...SuggestedFull timeWork experience placementLocal area$125k - $290k
...ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover... ...investment managers to be utilized in MAS client portfolios for Corporate Pensions, Health Care Institutions,...SuggestedFull timeTemporary workPart time$100k - $170k
Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees... ...over $300BN across 70,000+ customized portfolios and a range of fund solutions. The QES... ...High Net Worth, Institutional and Retail clients. As a focal point for one of the...SuggestedFull timeTemporary workPart time- ...next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses... ...research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're not looking for a “relationship...Suggested
- ...Have: Python and Direct Indexing expereince. Mode: Full-Time (Hybrid) Work Location: Brooklyn, New York Position Summary The Client Portfolio Manager (CPM) is responsible for delivering an exceptional client experience by serving as the primary investment contact for...SuggestedFull time
- A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams...
$120k - $150k
...through its three business divisions: Wealth Management, Investment Management, and Wholesale (... ...disciplined entrepreneurship, serving clients with creative solutions and considered... ...collaborative and team-oriented Client Portfolio Manager to be part of our Global Listed...Relocation package$180k - $200k
Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are...Casual workWork at officeRelocationAfternoon shift$125k - $290k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...strategies that make sense for their portfolios Thought Leaders, providing timely insights...Full timeTemporary workPart timeWork experience placement$94k - $168k
...Position Overview Employer: DWS Group Title: Equity Product Specialist/Client Portfolio Manager Location: New York Job Code: #LI-MB1 #LI-03 About DWS: Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity...Full timeWork at officeLocal areaWork from home- Nomura in New York is seeking an Associate to join Global Listed Real Assets as a Client Portfolio Manager focused on Global Listed Infrastructure. You will support RFP responses and due diligence questionnaires, and work closely with internal and external clients to communicate...
$120k - $150k
A financial services company in New York is seeking a Client Portfolio Manager to join their Global Listed Real Assets team. The ideal candidate will have 3-5 years of experience in client-facing investment roles, strong communication skills, and a Bachelor's degree in...- Goldman Sachs Asset & Wealth Management in New York, NY, invites experienced professionals... ...external managers, and prepare materials for client discussions across pension plans,... ...role emphasizes rigorous due diligence, portfolio construction insights, and close collaboration...
- ...that positively impacts the communities and customers we serve. Job Description Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences...Remote work
$181.73k - $213.8k
...excel at—all from Day One.Job DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high... ...leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working...Full timeLocal area3 days per week$160k - $180k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...& Industrial (C&I) Lending business by managing the loan syndication origination and... ...Advising, Mergers and Acquisitions (M&A), Portfolio Management, Researching, Results-OrientedSummaryLocation...Full timeRemote work$200k - $250k
..., we have purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment management and strategic advisory firm committed to delivering... ...and professional individual to serve as a Portfolio Manager as part of our Investment Solutions...Full timeTemporary workH1bWork at officeWorldwide$148.5k - $174.7k
...DescriptionThe Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a... ...of credit, and non-recourse finance facilities, supporting clients active across renewables, thermal generation, energy storage,...Full timeContract workLocal area$112.2k - $209k
...quality sales and service to investment clients to deliver an exceptional client experience... ...expertise for all aspects of investment management and administration to ensure compliance.... ...to grow business in the assigned portfolio / jurisdiction. Enhances presence in...Full timeContract workPart timeLocal areaShift work- ...BA)Employment Full TimeWorking Type On SiteJob Reference 0000019734Salary Type AnnuallyIndustry Investment Management;FinTechSelling Points Lead impactful portfolio strategies at a growing firm with equity opportunities. Collaborate with diverse teams and gain exposure...
$150k - $200k
...roadmap to future success, so we need people who can help us build it.The Role:We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategiesJob Responsibilities (include, but not limited to the following)Develop...Casual workWork at officeFlexible hours- ...range of market anomalies, fueled by our unparalleled access to a wide range of publicly available data sources.ROLEDynamically managing portfolio risk by evaluating historical and real-time strategy performance.Overseeing automated trade execution and monitoring...
$150k - $250k
Vacancy detailQuantitative Portfolio Manager$150,000-250,000 USDFormulaic BonusOnsite WORKINGLocation: New York, New York - United States Type: PermanentAnson McCade have partnered with an established Multi-Strategy Hedge Fund which is seeking Portfolio Managers to set...Full time$148.5k - $174.7k
...of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The ABL Portfolio Manager partners closely with Relationship Managers and Business Development Officers to effectively manage a portfolio of ABL credit...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member of... ...underwriting new transactions, both for existing and new prospective clients; ongoing portfolio review/monitoring, mentoring and training...Full timeLocal areaFlexible hours- We are seeking an experienced Portfolio Manager with strong financial skills to oversee a mixed portfolio of commercial properties, with residential property management experience considered a strong plus. This role requires a detail-oriented professional who can manage...
$116.9k - $203.6k
..., & ConstructionDiscipline: Real Estate Portfolio ManagementCompany: MicrosoftOverviewMicrosoft... ...more. As a Senior Real Estate Portfolio Manager for the New York, New Jersey, and... ...consistent with the requirements of the business client and support peer organizations within...Ongoing contractLocal area3 days per week$98.96k - $148.44k
...8,960.00 - $148,440.00Category: Product Management and DevelopmentCompany: CitiDepartment Overview... ...with internal KYC teams, trustees, and clients to ensure approvals are completed in... ...& Governance: Support deal and portfolio activity across internal origination, syndication...Full timeWork at office$116k - $155k
...is one of the world’s preeminent asset management firms and a premier provider of global investment... ...a better financial future for our clients. We have a responsibility to be the... ...Fundamental Equities (FE) sits within BlackRock’s Portfolio Management Group (PMG). The business...Full timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week$160k - $220k
About the RoleiCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments. Each hire...Full timeWork at officeRemote work
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