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
- Stable Kernel is seeking a Client Experience Specialist to strengthen relationships and drive growth across client portfolios. You will design and execute engagement programs, including executive events, gifting initiatives, and tailored experiences, collaborating with...Suggested
- 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 a highly experienced Client Portfolio Manager to join its global investment team. You will serve as the primary interface... ...deep investment expertise, 10+ years of client-facing experience, and the ability to travel 25-50%. #J-18808-Ljbffr 1201 Invesco...Suggested
- 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
- Strategic Wealth Designers is seeking a Front Office Leader in Atlanta to own the client experience engine, greet clients, manage calendar accuracy, and ensure flawless meeting logistics. You will support office operations, CRM data integrity, and smooth events, playing...Work at office
- ...09. WORKING ON BIP CAPITAL’S CLIENT SUCCESS TEAM We hire intelligent... ...to positively impact investors and advisory firms, in a constant... ...deliver a top-tier investor experience. Key Responsibilities The role... ...responsibilities across the investor portfolio. Contribute to process...Full timeWork at office
$84.3k - $155.4k
...Effectively, manages personal portfolio and advises account teams on... ...peers, internal leadership, and clients.Recruiting for this role ends... ...relationshipsAbility to lead projects or workstreamsThe Team... ...working experience2+ years of experience in multiple contract types (e...Contract workFor contractors$84.3k - $155.4k
...contracts. Effectively, manages personal portfolio and advises account teams on... ...2026. Work you'll do As a Specialist Lead, Government Client Contracts Management on the Enterprise... ...Required: Bachelor’s degree5+ years of experience in contract management, contract administration...Contract work- ...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....Full timeWork at officeFlexible hours
$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...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$150k - $180k
...InvescoAs one of the world’s leading independent global... ...possibilities for our clients. By delivering the... ...solutions seek to provide investors with customizable and... ...and long/short equity portfolios that allow, among... ...internal and external experience for our products and work...Full timeWork at officeFlexible 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
$186k - $270k
Investor Ecosystem GTM Strategy Lead, Startups, Google Cloud Google Austin, TX, USA ; Atlanta, GA, USA ; +2... ...Bachelor's degree or equivalent practical experience. 8 years of experience in... ...analysis and insights, aligning project portfolios and Go-to-Market (GTM) plans with...$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- Distinct Tax Consulting Group in Atlanta, GA seeks a Client Relations Lead to manage daily operations of the client relations department and serve as the primary client contact. The role focuses on sustaining strong client relationships and high satisfaction throughout...
- Truist Financial Corporation is seeking a senior level Wholesale Payments Dedicated Specialist to deliver best-in-class client service. You will own client relationships, coordinate with internal partners, and ensure timely resolutions through expert knowledge of services...
- Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within the Client Service department. You will partner with Wealth Advisors to ensure commitments are executed with precision, consistency, and care. You will drive practice management, client...
- Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income team in Atlanta. As a senior client-facing representative, you will engage institutional clients and intermediaries, present investment capabilities, conduct portfolio...
- ...identify top talent for a confidential Portfolio Manager Team Lead, Middle Market C&I opportunity. This... ...lending solutions and exceptional client service. Why this opportunity Culture... ...portfolio management, or commercial lending experience with significant Middle Market C&I...
- ...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
- ...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)...
- ...Wells Fargo is seeking a Product Portfolio Specialist / Portfolio... ...managing a portfolio of ARS clients, overseeing ongoing credit and... ...deepen client relationships.Lead transaction amendments and facility... ...or portfolio management experience, or equivalent demonstrated through...Work experience placement
- FinTrust Connect, in Atlanta, seeks a Portfolio Manager Team Lead for Middle Market C&I to drive credit... ...lending solutions and exceptional client service. The role requires a bachelor... ...commercial banking, with leadership experience in MM C&I. The position emphasizes portfolio...
- ...Atlanta is seeking a Boutique Director to lead sales strategies and team development.... ...candidate will have at least 2 years of experience in luxury retail and demonstrate strong business... ..., managing operations, and fostering client relationships to create an exceptional luxury...Flexible hoursNight shift
- ...seeks a Senior Vice President, Client Portfolio Manager for its Fixed Income team in Atlanta. You will lead senior client engagement with institutional investors and intermediaries, presenting investment... ...strong presentation skills, and experience in fixed income. Travel 40-60%...
- 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...Part timeWork experience placementWork at officeFlexible hours
- ...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
$175k - $200k
...Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income... ...internal stakeholders, institutional investors, consultants, and external clients,... ...of 15 years of financial services experience, preferably in asset management or capital...Work experience placementWork at officeLocal areaFlexible hours- ...Who are we looking for?We’re seeking a Portfolio Leader who can elevate strategic... ...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
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