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
- 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
- Rialtic, Inc. is looking for a Client Experience Manager focused on improving operational processes and client interactions in Atlanta, GA or remotely. The ideal candidate will have 5-7 years of experience in operations or client success, specifically within the healthcare...SuggestedRemote job
- 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...SuggestedFull time
- NextGenEnergyJobs is seeking a dynamic professional to oversee client experience strategies and manage key CX initiatives. The role involves analyzing data from client feedback and leading improvements across client interactions. The ideal candidate will hold a bachelor...Suggested
- ...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...SuggestedFlexible hours
- ...brobstongroup.com - Jobboard as a sales professional in Atlanta, Georgia, where you will deliver personalized shopping experiences while building strong client relationships. The role focuses on achieving monthly and annual sales targets through omni-channel strategies and...
- ...insurance in Atlanta, Georgia. This role requires leading underwriting decisions and managing a profitable portfolio while fostering client relationships. Ideal candidates should have extensive HVH underwriting experience and strong analytical skills. Benefits include...Flexible hours
- ...Corp in Atlanta is seeking a Sr Investment Associate to manage client portfolios. Responsibilities include preparing materials for meetings,... ..., and communication skills, and have 1-3 years of experience in the financial services industry. This role requires authorization...Visa sponsorship
- ...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....
$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- ...this pivotal role, you will provide hands-on HR support for a portfolio of clients while supervising HR Associates. Your expertise will drive... ...possess a Bachelor's degree in HR, at least 5 years of experience, and demonstrate strong project coordination skills. Join RSM...
$88k - $132k
...seeking an Advisor to collaborate with the Portfolio Lead and various functional teams. This role involves ensuring client satisfaction, managing projects, and enhancing... .... Ideal candidates will have extensive experience in client management and project oversight,...Flexible hours- Union Depot is looking for a Manager of Client Experience in Atlanta, GA. The role involves advocating for clients, managing compliance and governance programs, and ensuring excellence in service delivery. Candidates should have a Bachelor’s degree and 4+ years of experience...Work at office
$180k - $220k
...Georgia, is seeking an experienced Asset Manager to oversee client portfolios in commercial real estate asset management. The successful candidate... ...in finance or mortgage banking and 8+ years of relevant experience, especially in real estate. Strong communication and Excel...- ...Gallagher & Co. (AJG) is seeking a dedicated Client Manager based in the Greater Atlanta... ...This role focuses on managing a diverse portfolio of clients while fostering relationships... ...Bachelor's degree, at least 3 years of experience in client management, and a strong understanding...
- Stockbridge is seeking an Investor Relations Analyst in Atlanta, GA, to support investment operations and client service initiatives. The Analyst will manage investor inquiries... ...to team efficiency and improving client experiences. This role demands strong analytical,...
- Stockbridge, located in Atlanta, is hiring an Investor Relations Analyst to support both... ...offers a unique opportunity to work on client service and product solutions. Responsibilities... ...’s degree and 1-3 years of relevant experience, especially in investment environments....
- ...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
- Investor Relations Analyst, Client Service & Product Solutions Company: Stockbridge Location: Atlanta, Georgia Type: Full Time Categories: Investment... ...launches and the delivery of high-quality investor experience. As part of the Client Service and Product Solutions (CSPS...Full time
- ...offers a unique opportunity to work at the intersection of client service, product strategy, and investment operations, including... ...for new product launches and the delivery of high‑quality investor experience. As part of the Client Service and Product Solutions (CSPS)...
$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...- ...support attorneys in various aspects of trademark prosecution and portfolio management. The ideal candidate should have experience with trademark filings, monitoring deadlines, and communicating with clients. Responsibilities include preparing and managing trademark...
- ...Invesco is one of the world’s leading independent global investment... ...possibilities for our clients. By delivering distinctive investment... ...Job Purpose The IFI Client Portfolio Manager (CPM) acts as an integral... ...‑related client‑facing experience, preferably covering U.S. investment...Work at officeWorldwideFlexible hours
$22 - $24 per hour
WizeHire, Inc, based in Atlanta, is seeking a bilingual Office Coordinator to support our legal team and enhance client experiences. You will be the first point of contact for clients who speak English and Spanish, ensuring a welcoming and organized office environment....Hourly payFull timeWork at officeMonday to Friday- ...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...
- ...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
$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... .... The ideal candidate has over 12 years of experience in wealth management, strong analytical skills...$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- ...for a Boutique Manager to join our growing Boutique Management team in Atlanta, Georgia. In this role, you will lead a team focused on sales, customer experience, and nurturing top talent within the organization. We are seeking someone with strong leadership and...
- Cortland is seeking a Senior Associate for Investor Relations in Atlanta, GA, to lead the execution of investor deliverables and manage junior team members... .... The ideal candidate will have 5-8+ years of experience in institutional investor relations and a strong ability...
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