Client Portfolio & Investor Experience Lead
$130k - $160kWTW
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 WTW
$130k - $160k
A leading global consultancy in Atlanta is seeking a Client Portfolio Specialist to enhance the investor experience. This role involves managing relationships with clients, ensuring satisfaction, and participating in new business opportunities. Candidates should have an...Suggested- ...Summary: The Market Investor CRE (MICRE) PM Team Lead is a senior commercial real... ...professional who can lead a team of Portfolio Managers and Credit... ...and portfolio management experience. They must have a... ...RMs, external counsel, and clients. ~ Strong organizational...SuggestedFull timeWork experience placementWork at officeLocal area
- ...consulting firm in Atlanta is seeking an experienced Salesforce Client Portfolio Manager to build strong client relationships and drive... ...across services. Ideal candidates should have over 7 years of experience in Salesforce implementations and excellent communication skills...SuggestedFlexible hours
- 1201 Invesco Advisors Inc. in Atlanta seeks a Client Portfolio Manager (CPM) to integrate into the portfolio management team. This role requires... ...engagement. The ideal candidate will have 10+ years of experience in client-facing roles, strong communication skills, and the...Suggested
- ...seeking a Private Banker. This role involves managing a portfolio of Private and Commercial Banking clients, focusing on generating new business and... ...interpersonal and communication skills, along with experience in banking. The position requires full-time, in-office...SuggestedFull timeWork at office
- A leading benefits consultancy located in Atlanta, Georgia, is seeking a Client Service Leader to guide a team dedicated to exceptional client service. In this role, you... ...should possess a degree and relevant experience in client service or claims management. The position...
- Invesco is seeking an experienced Senior Manager to lead the Client Experience (CX) program across key regions. This role enhances strategic decision-making and improves client outcomes by managing measurement programs and translating insights into actions. Ideal candidates...Full time
- ...Inc. in Atlanta, Georgia, is looking for a Boutique Facilitator with a passion for providing top-tier service and fostering client experiences. Responsibilities include assisting sales associates, handling administrative tasks, and working collaboratively to create an...Flexible hours
- ...self-motivated team player who can help clients achieve their financial and lifestyle goals... ...direct advice on asset allocation, portfolio design, and investment implementation. The... ...Finance, 3+ years of investment management experience, and an active Series 65 License....
- ...Investor Relations Analyst, Client Service & Product Solutions Atlanta, GA Opportunity and Position Summary: The Analyst will play a critical... ...launches and the delivery of high-quality investor experience. As part of the Client Service and Product Solutions...
$70 - $82 per hour
...Overview We are hiring multiple Senior Experience Leads (SXLs) to support a large-scale digital... ...Leads. SXLs will own major experience portfolios and work in close partnership with Product... ...factors including but not limited to client requirements, experience, statutory...Hourly payFull timeContract workLocal areaImmediate startShift work- ...Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role... ...investment strategies, and building client relationships. Ideal candidates will have... ...over five years of investment management experience, an undergraduate degree in a business-...Full time
$145k - $225k
...Advisors, Inc. is hiring a Vice President for their Portfolio Valuation practice in Atlanta. The role involves leading client engagements, managing financial due diligence,... ..., ideally with equity or debt valuation experience. The compensation range for this position is estimated...- ...frictionless, end-to-end customer experiences. We are known for our... ...that instills confidence in our clients. We embrace the power of Artificial... .... Join us to navigate and lead in the ever-changing digital... ...a dynamic Salesforce Client Portfolio Manager to the Astound...Work at officeRemote workWorldwideFlexible hours
- ...As one of the world’s leading independent global investment... ...possibilities for our clients. By delivering the... ...management empower investors to navigate complex markets... ...:**The IFI Client Portfolio Manager (CPM) acts as... ...related client-facing experience preferably covering U....Full timePart timeWork at office
- ...Partners is seeking a highly motivated Client Service Specialist (CSS) to join our team... ...client-facing role focuses on providing investor relations support to McKinsey U.S. taxpayer... ...must have relevant licenses and experience in client service or financial operations...Immediate start
- ...Atlanta, Georgia, is seeking a skilled Portfolio Manager with a strong background in equity... ...portfolios for ultra-high-net-worth clients and institutions, crafting investment packages... ...should have at least 10 years of experience and previous success in generating portfolio...
$260k - $350k
...Practice Group in Atlanta. This role requires 3 to 6 years of transactional work experience with strong analytical, drafting, and communication skills. The position involves representing clients in complex transactions and offers a competitive salary ranging from $260,000...Work experience placement- ...global investment firm in Atlanta is seeking an experienced Client Portfolio Manager. This role involves representing the investment team... ...insights. The ideal candidate has over 10 years of client-facing experience in investment strategies, strong communication skills, and...Full time
$115k - $170k
...Portfolio Manager, Enterprise Content & Training (M35) Role Overview... ...and assessment partnerships, leading the identification,... ...differentiation Capabilities & Experience Proven experience directly... ...product or revenue growth with client-facing experience in sales,...Full time$80k - $95k
...looking for a Wealth Advisor in Atlanta, Georgia, to partner with clients in achieving their financial goals through strategic planning... ...strategies. The ideal candidate will have over 3 years of experience in financial services, excellent client management skills, and...- ...Atlanta, Georgia, to provide fiduciary-level financial planning and investment services to clients, primarily injured plaintiffs. This role requires at least 5 years of advisory experience and the acquisition of Series 65 and Life & Health Insurance licenses within 6 months....
- ...Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the financial services sector. The advisor will collaborate with...
- ...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... ...looking for? We're seeking a Portfolio Leader who can elevate strategic...Work at officeLocal area3 days per week
- Invesco in Atlanta is seeking an Investor Relations Manager to support investor relations efforts through analytical reporting, peer... ...trading dynamics. The role requires strong analytical skills and experience in financial modeling. Ideal candidates will have a Bachelor’s...Flexible hours
$225k - $250k
...Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including... ...development Ability to travel as needed Leads by example Has a collaborative... ...commercial real estate loan underwriting experience with ability to manage and grow significant...Local areaMonday to FridayFlexible hours$150k - $247k
...Portfolio Relationship Manager There's no pledge more important than the one we... ...across a defined portfolio of priority clients. This role leads the charge in building trusted, long... ...delivery, this leader ensures clients experience sustained value and a seamless path to...Live inWork at officeLocal area3 days per week- A leading recruiting agency is looking for an experienced Audit Manager based in Atlanta... ...license and five years of public accounting experience. In this role, you will manage multiple... ...skills are crucial for fostering client relationships and mentoring staff. #J-18...
$292k - $373k
...Ibotta is seeking a Team Lead, Client Partnerships to join our innovative team and contribute to our mission to Make Every Purchase... ...from start to finish. Leverage previous sales management experience to ensure your team can deliver compelling, data-backed presentations...Full timeLive inWork at officeRemote workFlexible hours$72k - $97k
Description As a Lead Associate, Client Success, you’ll be instrumental in supporting and expanding... ...relationships across a diverse portfolio of our domestic/midmarket clients. This... ...platform adoption, ensuring a seamless experience across phone, email, and digital platforms...Temporary workWork at officeLocal areaFlexible hours
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