Senior Portfolio Manager for UHNW & Institutional Clients
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC in Atlanta, Georgia, is seeking a skilled Portfolio Manager with a strong background in equity portfolio management and fundamental research analysis. The role involves managing investment portfolios for ultra-high-net-worth clients and institutions, crafting investment packages, and fostering strong client relationships. Candidates should have at least 10 years of experience and previous success in generating portfolio returns. An MBA or CFA is strongly preferred, along with excellent communication skills. #J-18808-Ljbffr Silvercrest Asset Management Group LLC
$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage investment portfolios, develop strategies, and partner with internal teams while focusing on risk management and client support. The ideal...Senior- ...Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client management...Senior
$140k - $175k
...Bank is looking for a Private Wealth Advisor in Atlanta, GA. This role involves identifying and deepening client relationships, requiring a strong background in managing High and Ultra High Net Worth clients. The position offers a hybrid work schedule, and a competitive...Senior- A nationwide financial institution is seeking a Portfolio Manager II to manage credit and risk for corporate clients. The ideal candidate should have over 10 years of Corporate Banking... ...and risk management practices. This is a senior role that involves mentoring junior staff...Senior
$155k - $170k
Senior Portfolio Manager A growing wealth management organization is seeking a senior Portfolio Manager to support complex private client and investment management relationships in the Atlanta area.... ...experience with private client, HNW, UHNW, family office, fiduciary, or...SeniorWork at officeLocal area- United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing... ...for high-net-worth individuals and institutions, developing investment strategies, and building client relationships. Ideal candidates will have over...Full time
$75k - $145k
...Job Description Job Description Senior Portfolio Manager – Special Assets (Leveraged & Corporate... ...all lending activities align with institutional risk philosophy and regulatory standards... .... Benefits & Culture Our client is a leading financial institution offering...SeniorFull timeWork at office- ...professional with 8-10 years of experience to join their team. The role involves developing and executing business opportunities while managing client relationships. The successful candidate will work closely with the Product Management and Investment Team and must demonstrate...Senior
- , and how to manage your# **About Invesco**As one of the world’... ...rethinking possibilities for our clients. By delivering the combined... ...Purpose:**The IFI Client Portfolio Manager (CPM) acts as an... ...succinctly to a variety of institutional clients and institutional /...Full timePart timeWork at office
- Corient Services LLC is seeking a Client Services Coordinator in Atlanta, Georgia. This role will focus on managing client requests, coordinating with various teams, and ensuring excellent customer service. The ideal candidate will have a Bachelor's degree, at least 5 years...Senior
- ...National Platform for Retail Institutional Investment Sales . We are currently... ..., loan servicing, and fund management, we deliver innovative solutions tailored to each client's goals and we foster... ...Estate ! We're looking for Senior Investment Brokers with: ~5+...SeniorCurrently hiring
- A financial institution in Atlanta, Georgia, seeks a Private Bank Wealth Advisor III to manage high-net-worth client relationships and drive business development. The advisor will be responsible for creating tailored wealth plans, providing legendary client service, and...SeniorWork at officeFlexible hours
- ...location listed in the job posting Summary The Portfolio Manager is responsible for proactively managing portfolios by identifying... ...structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package Serves...SeniorWork experience placement
- ...are a global investment management firm reimagining what... ...traditional sales or client service functions. Product... ..., articulate portfolio positioning, cultivate... ...seeking an exceptional Senior Product Management professional... ...originating new institutional relationships. • Communicate...Senior
- Hillcrest Bank is seeking a Specialty Banking Portfolio Manager III in Atlanta, GA. The role involves managing client relationships, supporting business development efforts, and ensuring compliance with banking regulations. Ideal candidates should have a bachelor’s degree...Senior
- ...Georgia, is seeking an experienced credit professional to manage complex loan portfolios. You will independently analyze financial statements and navigate... ...ensuring adherence to banking policies while facilitating client relationships. The ideal candidate should have a Bachelor'...Senior
- Financial Advisor - dealing with UHNW clients - 750K+ Full-time Our client, a leading financial services company, is seeking a highly... ...Commission = 115K-135K+ 1st year Training, support and hands-on management Our work environment is fast-paced, energetic and...Full timeLocal area
- SouthState Bank is looking for a Commercial Portfolio Manager to support our commercial loan and deposit portfolio. In this role, you will analyze... ...work closely with Relationship Managers to maintain positive client relationships and manage risk effectively. The ideal...Senior
- NBH Bank is seeking a Specialty Banking Portfolio Manager III in Atlanta, Georgia. The ideal candidate will have over 8 years of relevant experience in specialty banking, managing client relationships, and supporting business development. Responsibilities include reviewing...Senior
- Georgia's Own Credit Union is looking for a Portfolio Management Officer to oversee a commercial banking portfolio. This role ensures ongoing credit surveillance and risk identification throughout client relationships. Applicants should have a bachelor’s degree and 5+ years...SeniorFlexible hours
- Cooper Lighting Solutions is seeking a qualified individual to manage a portfolio of Asset Based Lending (ABL) transactions, ensuring credit... ...analysis, risk mitigation, and close interaction with clients. Located in Atlanta, candidates should have 7-11 years of relevant...Senior
- Infosys Limited is seeking a Senior Principal in Utilities Business Consulting in Atlanta, Georgia. The role focuses on client relationship management, engagement delivery, and proposal development. Candidates should have over 15 years of leadership experience and a Bachelor...Senior
- Bankmw is seeking a Specialty Banking Portfolio Manager III in Atlanta. This role involves managing client relationships, supporting business development, and ensuring compliance with banking standards. Candidates should possess a Bachelor’s degree, with 8+ years in specialty...Senior
- Truist is looking for a Middle Market Portfolio Manager in Atlanta, Georgia, responsible for independent underwriting and portfolio management... ...The role includes leading underwriting processes, expanding client relationships, and mentoring junior team members. Offers...SeniorFull time
- ...Senior Auditor I/II - Retail and Institutional Location US-MS, AL, Houston, TX; Memphis, TN; Panhandle... ...effective working relationships with clients, team members, and stakeholders... ...efficiencies and process improvement to Managers or above and evaluate subsequent...SeniorFull time
- JLL is seeking a Senior Director for its Institutional Valuation Practice in Atlanta, GA. This role involves leading a team, managing client relationships, and driving business development in commercial real estate. The ideal candidate will have experience in Argus Enterprise...Senior
- KeyCorp is seeking a Lead Servicing Officer to join their Real Estate Institutional Capital Group. This role involves managing a portfolio of commercial real estate loans and supporting client services for various loan structures. The ideal candidate will have over 3 years...Senior
- Department: EU Delivery Management and Technology About Astound Digital At Astound Digital... ...approach that instills confidence in our clients. We embrace the power of Artificial... ...looking to add a dynamic Salesforce Client Portfolio Manager to the Astound Digital team. As...Work at officeRemote workWorldwideFlexible hours
- Cooper Lighting Solutions is looking for a Middle Market Portfolio Manager to oversee complex credit relationships and lead the commercial underwriting... ...assigned portfolios, ensuring compliance, and expanding client relationships through direct efforts. The ideal candidate...Senior
$155k - $170k
Mohr Talent is looking for an experienced Investment Manager in Atlanta, GA. You'll oversee complex investment management for private clients, focusing on investment strategies, portfolio oversight, and client support. The ideal candidate will have over 10 years in investment...Senior
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