18 client portfolio manager jobs at 13 companies in Indiana
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Portfolio Manager, Servicing
Arizona or Connecticut or Florida or Georgia or Illinois or Indiana or Louisiana or Maryland or Michigan or Missouri or Montana or Nebraska or Nevada or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah or Wisconsin
RemoteFull Time
5+ YOEBachelor’s degree preferred and 5+ years in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services. Requires portfolio oversight, analytical, communication, and cross-functional coordination skills.
Microsoft Excel, Slack, Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder
1mo
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Client Experience Manager
Alabama or California or Colorado or Florida or Georgia or Illinois or Indiana or Iowa or North Carolina or New Jersey or Nevada or New York or Maryland or South Carolina or Texas or Washington or Virginia
$70k-$80k/yr RemoteFull Time
3+ YOE3+ years managing SEO client portfolios; experience with organic SEO, Google Business Profile, client retention, upsells, and communicating analytics to non-technical stakeholders.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
1mo
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Client Experience Manager
Alabama or California or Colorado or Florida or Georgia or Illinois or Indiana or Iowa or North Carolina or New Jersey or Nevada or New York or Maryland or South Carolina or Texas or Washington or Virginia
$70k-$80k/yr RemoteFull Time
3+ YOE3+ years managing SEO client portfolios, proficiency with Google Search Console and local search, strong client communication, account strategy, upselling, and retention skills.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
2w
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Energy Portfolio Marketing Manager
United States or Ridgeland or Denver or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or Austin or Kalamazoo or Fort Worth or Atlanta or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Jacksonville or Boulder or Nashville or Las Vegas or Indianapolis or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Alturas or Silver City or Fort Myers or Forest or Clearwater or Asheville or Greenwood or Boone or Aiken or Perry or Columbia or Belzoni or Naples or Amory or Chiefland or Palatka or Moss Point or Vero Beach or Edwards or Alaska or Alabama or Arkansas or Arizona or California or New York or Florida or Colorado or Mississippi or Minnesota or Massachusetts or North Carolina or Kentucky or Kansas
$90k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years in marketing operations, strategic marketing, or management consulting; Microsoft Office proficiency and strong client, communication, workshop, and analytical skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4w
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Marketing Manager
Indianapolis, Indiana, United States
HybridFull Time
4+ YOEBachelor's degree,4–7 years AEC marketing experience,portfolio required,CPSM interest,travel for client meetings,people management,experience with Microsoft Office,Adobe Creative Suite,InDesign and CRM.
Microsoft Office, Adobe Creative Suite, InDesign, CRM
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven client relationship leadership in wealth management, expertise in investment operations, account administration, CRM and portfolio systems, strong analytical, communication, and compliance skills.
CRM, portfolio management systems
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
CRM, portfolio management platforms
3mo
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Commercial Banking Relationship Manager
Fishers or Fort Wayne or Muncie or South Bend
OnsiteFull Time
6+ YOECommercial relationship management experience, portfolio management, sales and cross-selling; 6-8 years preferred; bachelor’s in Business/Finance/Economics/Marketing preferred; strong client relationships and risk awareness.
Microsoft Office, CRM software
2mo
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Account Director, Client Strategy (Remote US) - Future Opening
Columbus or Tampa or Raleigh or Orlando or Richmond or Houston or Miami or Phoenix or Philadelphia or Austin or Boise or Milwaukee or Atlanta or Oklahoma City or Charleston or Des Moines or Dallas or Kansas City or Detroit or Indianapolis or Salt Lake City or Nashville or Charlotte or Irvine or United States or Canada or Mexico or United Kingdom
RemoteFull Time
7+ YOE7+ years agency/client services experience with B2B SaaS or tech clients; proven portfolio ownership ($2M+), executive communication, commercial acumen, cross-channel fluency across Paid Media, SEO, CRO, Creative, and RevOps.
Zoom, Slack, DiscoverabilityOS™, Spring Health, Headspace, Omada, Aaptiv, One Medical
1mo
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Employee Relationship Manager - Financial Wellness Solutions
Mishawaka, Indiana, United States
OnsiteFull Time
4+ YOEDelivers financial wellness programs, acquires and deepens client relationships, manages portfolios, and generates consumer acquisition through proactive outreach; typically requires an associate degree and 4+ years related experience.
Edge
2w
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Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
10+ YOERequires 10+ years in commercial lending or investment banking, financial modeling, formal credit training, strong corporate finance and accounting skills, sales ability, leadership, and client portfolio management experience.
Financial modeling
2w
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Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
10+ YOEMinimum 10 years in commercial lending or investment banking, extensive client portfolio management, prospecting and sales success, corporate finance, capital markets, accounting, financial modeling, formal credit training, and strong communication and leadership skills.
3mo
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Private Banking Relationship Manager
Evansville, Indiana, United States
OnsiteFull Time
2+ YOEExperience in lending and private banking; BS/BA in business/finance or related field; minimum 2 years lending; strong customer service and sales skills; ability to grow client portfolio.
2w
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PMO VP, Practice Area Leader
Raleigh or Massachusetts or Minnesota or North Carolina or New Jersey or Florida or Rhode Island or Indiana or Alabama or California or District of Columbia or Pennsylvania or Virginia or Colorado or Maryland or Missouri or Illinois or Oregon or Texas or Ohio or Kentucky
$230k-$280k/yr FieldFull Time
20+ YOEBachelor's degree or equivalent experience, PMP or MEM required, and 20+ years leading complex life sciences projects, programs, portfolios, or PMOs. Requires practice growth, talent leadership, client delivery, and domestic travel.
PMO
2mo
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Hawthorn Regional Investment Director
Cincinnati or Chicago or Minneapolis or Louisville or Cleveland or Troy or Carmel or Wisconsin
$154k-$286k/yr OnsiteFull Time
8+ YOELead investment advisory and portfolio management for UHNW and family office clients; drive AUM growth, retain clients, provide leadership to investment professionals; typically requires a bachelor\u0002s degree and 8+ years of industry experience.
2mo
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Mortgage Loan Officer
Fort Wayne, Indiana, United States
OnsiteFull Time
0+ YOERecommend and originate mortgage loan solutions, manage customer portfolio and pipeline, analyze borrower financial information, and perform sales and client prospecting in accordance with lending guidelines.
1w
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Account Director
Saint Louis or Atlanta or Indianapolis or Cleveland or Chicago or Dallas
$153k-$180k/yr HybridFull Time
7+ MgmtBachelor's degree, 7+ years at management level, team leadership, client, P&L and contract management experience, integrated services account and retail portfolio experience, financial analysis, and MS Office proficiency.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Collections Coordinator
Raleigh or Lexington or Greensburg or Indianapolis or Atlanta or Richmond or Tysons Corner or Fort Lauderdale or Aiken or Elgin or Denver or Orlando or Charlotte or Greenville or Coral Gables or Jeffersonville or Alpharetta or Tampa or Nashville or Cincinnati or Louisville or Augusta or Chicago
$18-$28/hr HybridFull Time
1+ YOEHigh school diploma, 1+ year collections/accounts receivable experience in professional services, ability to manage AR portfolio, document client interactions, send statements, research payments, and escalate issues.
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