2 senior portfolio manager jobs found

Overview:   JOB SUMMARY: The Associate Service Delivery Manager position is responsible for delivering our IT managed services to a portfolio of client accounts with the support of a cross-functional team. This role involves helping designDATA safeguard our revenue, retain our clients, grow our accounts, and spearhead projects to modernize client infrastructure. Responsibilities: ESSENTIAL FUNCTIONS: Account Management Manage 8 to 10 client accounts with the support of a dedicated cross functional team Drive contract renewal and project sales activities within assigned accounts to meet service renewal and expansion targets, to include cultivating leads and generating and presenting proposals Motivate clients to adopt designDATA infrastructure and IT offerings Analyze clients’ environments and needs regularly to identify new sales opportunities Meet with clients regularly to ensure satisfaction with our services Establish and maintain key...

Financial Planner Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored...