9 client portfolio manager jobs at 6 companies in Norwich, CT
3w
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Portfolio Manager II
Providence, Rhode Island, United States
$105k-$175k/yr OnsiteFull Time
10+ YOE10+ years investment decision-making with high-net-worth clients, fiduciary knowledge, portfolio construction, risk management, client relationship and leadership skills.
6d
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Portfolio Manager III
West Hartford, Connecticut, United States
$136k-$300k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, and leadership, negotiation, analytical, and relationship management skills.
3w
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Portfolio Manager II
Providence, Rhode Island, United States
$105k-$175k/yr OnsiteFull Time
10+ YOE10+ years investment decision-making and financial consulting experience with high-net-worth clients; knowledge of fiduciary standards, investments, tax, legal, and operations; strong leadership and client relationship skills.
6d
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Portfolio Manager III
West Hartford, Connecticut, United States
$136k-$300k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, investment and fiduciary expertise, leadership skills, and a high school diploma or equivalent.
2mo
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Client Services Representative
Rocky Hill, Connecticut, United States
$61k-$89k/yr OnsiteFull Time
2+ YOEManage assigned customer portfolio, execute service agreement renewals, provide quotations, prospect for growth, respond to customers within 24 hours, review financial performance and AR, use Salesforce, and perform occasional sales at customer sites. Valid driver's license required.
Salesforce
1mo
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Business Banking Relationship Manager II
Branford, Connecticut, United States
OnsiteFull Time
4+ YOEManage and grow commercial client portfolios (>$5M–$50M revenue), 4+ years business banking experience, commercial credit training, strong communication, sales and negotiation skills, community engagement.
sales force
3w
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Head of Tech & AI - Americas & Chief Client Office
Hartford or New York or Stamford
$210k-$250k/yr OnsiteFull Time
Executive technology and AI leadership with commercial acumen, cloud/data/AI understanding, portfolio and delivery oversight, governance in regulated environments, and strong stakeholder influence.
3mo
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Relationship Development Associate
Lincoln, Rhode Island, United States
OnsiteFull Time
1+ YOEManage account portfolio, upsell to existing clients, conduct quarterly reviews, and engage executives to grow revenue.
Salesforce, Microsoft Office
2mo
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Executive Creative Director
Los Angeles or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Nashville or Detroit or San Diego
$151k-$434k/yr OnsiteFull Time
12+ YOE12+ years in creative direction for B2B and B2C, portfolio of brand-building work, experience leading large accounts and pitches, ability to manage and develop creative teams and present to clients.