Portfolio Solutions Specialist

**Job Opportunity**: As a Portfolio Management Specialist, you'll play a key role in supporting the acquisition, growth, and retention of high-quality customers. You'll collaborate closely with Relationship Managers to ensure seamless customer service, adherence to regulatory requirements, and efficient process management.About This RoleIn this position, you...

About the Role:As a Portfolio Management Specialist, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.You will proactively identify opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals by gaining an in-depth understanding of their business and...

1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Lead the evolution of portfolio strategy and client outcomes in a high-impact leadership role at the forefront of investment innovation.At Zenith Investment Partners, we're offering an exceptional opportunity for a Head of Portfolio Solutions to join our...

1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Lead the evolution of portfolio strategy and client outcomes in a high-impact leadership role at the forefront of investment innovation.At Zenith Investment Partners, we're offering an exceptional opportunity for a Head of Portfolio Solutions to join our...

About the Portfolio Specialist RoleThis position entails implementing and overseeing governance and assurance frameworks across project portfolios, conducting in-depth analysis of portfolio data, developing and presenting strategic reports, reviewing and validating project status reports, and collaborating with staff across departments.About YouYou will...

Job Title:Software Application Support SpecialistJob Description:The Software Application Support Specialist is responsible for the execution of activities required to support and maintain software applications within the IT division. This role is part of a larger team providing support for all cloud and on-premises software applications, ensuring they work...

We are seeking an experienced portfolio specialist to lead the delivery of tailored investment solutions to our valued clients.About This RoleThis key position requires a deep understanding of portfolio construction and asset consulting, along with strong relationship-building skills to foster long-term partnerships with financial advisors and their...

We are seeking a seasoned professional with a proven track record in claims management to join our team as Claims Portfolio Manager. This is an ongoing, full-time opportunity that will involve managing a portfolio of claims and delivering client-focused recovery solutions.The successful candidate will have a strong background in insurance claims management...

Portfolio Assurance SpecialistThis is a fixed term opportunity (up to 12 months) for a Portfolio Assurance Specialist to coordinate with the team to verify and validate risk identification reviews and testing on internal and external processes, policies, and practices.The role involves working with the team to:Verify and validate risk identification reviews...

About the Role">We are seeking a skilled and experienced professional to join our team as a Portfolio Analytics Product Manager Associate VP. In this role, you will have the opportunity to work closely with our product team to develop and implement cutting-edge analytics solutions for portfolio management.">The ideal candidate will possess a strong...