Client Portfolio & Investor Experience Lead
$130k - $160kWTW inc.
WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The role involves maintaining client relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates will have a strong investment background, including relevant degrees and certifications, along with excellent communication skills. The compensation for this role ranges from $130,000 to $160,000 annually, and it includes an annual short-term incentive bonus. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio & Investor Experience Lead in Atlanta, GA vacancy
- ...SUMMARY Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers... ...who have previous managerial experience, the ability to coach and develop talent... ...Managers to call on current or potential clients; understands and identifies needs...SuggestedFull timeWork experience placementLocal area
First Horizon Bank
Atlanta, GA20 days ago - ...InvescoAs one of the world’s leading independent global... ...possibilities for our clients. By delivering the... ...active management empower investors to navigate complex... ...Purpose:The IFI Client Portfolio Manager (CPM) acts as... ...related client-facing experience preferably covering U....SuggestedFull timeWork at officeFlexible hours
Invesco
Atlanta, GA8 days ago $175k - $200k
...influence our culture, serve our clients and enrich our communities... ...) is seeking an SVP, Client Portfolio Manager to support IM’s... ...stakeholders, institutional investors, consultants, and external clients... ...of financial services experience, preferably in asset management...SuggestedFull timePart timeWork experience placementWork at officeLocal areaFlexible hoursBenefitfocus
Atlanta, GA4 days ago- ...The SVP, Client Portfolio Manager - Fixed Income plays a critical role in managing investor relationships and presenting investment capabilities with a focus on the institutional... ...segment. The position requires extensive experience in financial services, specifically in fixed...SuggestedPart timeWork experience placementWork at officeFlexible hours
Finsight Group Inc
Atlanta, GA3 days ago - ...Invesco Fixed Income Client Portfolio Manager The Invesco Fixed Income... ...disciplined active management empower investors to navigate complex markets... ...-related client-facing experience preferably covering U.S.... ...to take risks, embrace and lead change, determination to find...SuggestedWork at office
Telepathy Inc
Atlanta, GA5 days ago - ...continue to build resiliency and lead from the front.Together with our clients, we are thinking and doing things... ...network of skills and decades of experience to build positive water outcomes... ...we looking for? We’re seeking a Portfolio Leader who can elevate strategic...Work at officeLocal area3 days per week
GHD
Atlanta, GA7 days ago - ...to join our remote team, available 9am-5pm EST. You will lead our squads, set client goals, and ensure retention marketing success across multiple... ...your squad, address obstacles, and create unforgettable experiences that foster growth for our clients. #J-18808-Ljbffr...Remote work
Flow Candy LLC
Atlanta, GA15 hours ago $141.2k - $278.3k
Position Summary Lead Architect with Agentic AI Experience, AI & Engineering/Engineering as a ServiceAgentic AI is moving from experimentation to... ...innovation, and helping make a significant impact on our clients' success. You’ll work alongside talented professionals...Work at officeLocal areaVisa sponsorshipFlexible hoursShift workDeloitte
Atlanta, GA9 days ago- ...implement innovative planning solutions. You will lead projects from concept to implementation, facilitate client workshops, and interact with stakeholders. The... ...5+ years of highlue consulting with strong FP&A expertise and experience with planning #J-18808-LjbffrWork at office
Horvath & Partners Management
Atlanta, GA4 days ago $141.2k - $278.3k
Position Summary Lead Solution Architect - AI & Engineering/EaasJoin Deloitte’s... ...operations. In this role, you will help clients modernize platforms, accelerate digital innovation... ...Engineering, or Mathematics8+ years of experience in software engineering, application...Local areaFlexible hoursDeloitte
Atlanta, GA5 days ago- H&R Block, Inc. is seeking a Multi-Office Leader (Area Experience Leader) to oversee 4-6 retail offices, shaping a consistent, high‑quality client experience across locations. You’ll coach Tax Professionals and Client Service Professionals, balancing strategic oversight...Work at office
- ...Exclusive Associatio Management is hiring a Portfolio Community Manager. Since our founding,... ...and property management services to our clients. We achieve this by staffing licensed... ...Management, and Real Estate Management experience Knowledge of HOA regulations, Enforcement...Full timeContract workWork at officeWork from homeFlexible hours
$150k - $180k
...Job Description Job Description: Experience Strategy Lead At MSQ DX, we help complex organizations... ...into direction. This is a highly client-facing role — leading discovery, defining... ...of work across the practice. A portfolio of work is required to be considered for...Local areaRemote work$78.3k - $151k
...create opportunities every day, for our clients, our people, and our communities through... ...Service: Prepare and present to clients portfolio reviews, economic outlooks, and financial... ...betweenmeetings.Requirements:Experience:Three years of experience as a financial...Full timeInterim roleWork at officeCliftonLarsonAllen
Atlanta, GA7 days ago$120k - $150k
Catastrophe Portfolio Modeling Manager - North AmericaMake your mark... ...individual in this role is to lead the Catastrophe Portfolio... ...proficient catastrophe modeler with experience building strong relationships... ...environment for our team and clients alike.Enjoy benefits that...Full timeWork at officeAmerican International Group (AIG)
Atlanta, GA8 days ago$159.2k - $212.1k
...embrace the fast-paced learning experience, owning your journey.A voice... ...advisory role across all client events, ensuring that event managers... ...of the budget across the portfolio of meetings. You’ll be part... ...and ideas. You will advise and lead on the execution of a...ApprenticeshipWork experience placementMcKinsey & Company
Atlanta, GA4 days ago- ...relationships and actively manages a portfolio of nonprofit, foundation,... .... Includes day-to-day client interaction, managing portfolio... ...from time to time.Underwriting: Leads the full underwriting process... ...of related training and experience in commercial/Not-For-Profit...Full timePart timeSeasonal workShift workDay shift
Truist
Atlanta, GA8 days ago $175k - $225k
...positively influence our culture, serve our clients and enrich our communities is essential... ...$6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment... ...candidate brings substantial investment experience and a demonstrated track record, buy-side...Full timePart timeWork experience placementWork at officeLocal areaFlexible hoursBenefitfocus
Atlanta, GA4 days ago- ...seeking an experienced and strategic Senior Director to lead our Offering Portfolio. In this role, you will be responsible for overseeing the... ...Location(s): Atlanta, GeorgiaTravel: 30-40%Ideal Candidate Experience 10+ years of experience in product management, with a...Temporary workFlexible hoursShift work
Honeywell
Atlanta, GA8 days ago $150k - $190k
...advisory and technology for our clients. We are committed to hiring... .... Whether you’ve got deep experience in commercial real estate, skilled... ...OVERVIEWThe Program Controls Lead is a senior leadership role... ...visibility across the portfolio. This role leads both the Cost...Full timeWork at officeLocal areaRemote workJones Lang LaSalle
Atlanta, GA6 days ago- ...planning, assortment, and allocation. Logility clients include Big Lots, Husqvarna Group,... ...Success Leader is accountable for leading a team who works with existing clients toward... ...:· 5 Years of Client Success Management experience· MBA is highly desirable, 4-year college...Full time
Logility
Atlanta, GA8 days ago - ...position responsible for managing an industry-leading group that delivers Wholesale Payments solutions to clients. This role is critical in improving client relationships... ...and continuous improvement of the client experience. The Team Leader II ensures the accurate...Full timePart timeWork experience placementWork at officeShift workDay shift
Truist
Atlanta, GA7 days ago $150k - $220k
...About the Company Our client is a developer and owner of AI data... ...a large national real estate portfolio into power-dense edge compute... ...in partnership with a leading hyperscale cloud platform, with... ...~6+ years of power delivery experience working directly with electric...- ...following job description:The Portfolio Manager is responsible for... ...and modifications, supports client relationships, and ensures compliance... ...& Credit Analysis: Lead the end-to-end underwriting process... ...related financial services experience. Strong understanding of commercial...Full timePart timeWork at officeShift workDay shift
Truist
Atlanta, GA9 days ago - Overview The Wealth Management Portfolio Manager is responsible for... ...has responsibility for leading the development of the investment... ...strategy for new and existing clients. Additionally, this position... ...partners to enhance the client experience. Monitor and analyze...Full timeLocal areaRemote work
United Community Bank
Atlanta, GA5 days ago - ...strategy in the studio(s). The Studio Practice Leader often leads multiple projects with multiple clients concurrently. The role focuses on growing leadership... ...respective field, or relevant years in education or experience Licensure or certification in chosen field preferred...
HKS
Atlanta, GA3 days ago - ...Department Supervisor to drive sales, service, and merchandising in the department and throughout the store. You will lead a team to deliver the best customer experience while upholding brand standards and store policies. You will focus on omni-channel care, product knowledge,...
H&M
Atlanta, GA3 days ago - ...AGS - American Gaming Systems seeks a Senior PMO Manager to own end-to-end delivery oversight across a broad transformation portfolio. You will chair workstream steercos, manage dependencies, and ensure schedule, cost and value commitments are met through robust governance...
AGS - American Gaming Systems
Atlanta, GA3 days ago - ...leader, is seeking a Banking PMO Program Manager Senior Lead to provide strategic leadership for a portfolio of enterprise initiatives, programs, products, and... ...business, technology, finance, operations, and client-facing teams to optimize portfolio performance, governance...
FIS
Atlanta, GA3 days ago - ...Inspire is seeking an Associate Manager, Brand Strategy to monitor performance across the Arby’s brand experience and translate data into actionable recommendations. You will partner with Brand Experience leadership and cross-functional teams to flag risks, drive insights...
Inspire Inc
Atlanta, GA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio & Investor Experience Lead. Be the first to apply!
