Portfolio Manager Salary at Frontier Capital Llc BETA

Senior Lending Assistant The Senior Lending Assistant will assist assigned lending department and officers in administering routine operational aspects of assigned lending relationships, facilitating servicing of customers and sales support for the team. Position Competencies Successful incumbents possess customer service skills, ability to communicate by phone and via e-mail and other written correspondence, and problem-solving skills. Position Responsibilities: * Act as focal point between customers, relationship managers, portfolio managers and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues. * Provide customers with information for routine to highly complex inquiries. * Provides administrative support to the Relationship Managers and Portfolio Managers. * Assist in servicing financial and banking needs of lending and deposit customers. * Assist with loan maintenance and monitoring. * Assist in Portfolio Reporting activities by entering a

About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera's core values: Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships - Supportive and authentic with mutual respect for colleagues In addition, the ideal candidate: Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging. Is extremely organized with excellent attention to detail. Is capable of prior

**HEAD OF LENDING & CORPORATE FUNCTIONS TECHNOLOGY** **WHAT IS THE OPPORTUNITY?** The Head of Lending & Corporate Functions Technology will lead the strategic planning, execution, and governance of technology projects within the banking organization. This role is responsible for overseeing a portfolio of complex projects that drive business transformation and enhance the bank's competitive position. The ideal candidate will have a strong background in Project Management, deep knowledge of banking technology, and the ability to align project delivery with the organizations strategic goals. **What you will do** 1. **Strategic Portfolio Management:** 2. Develop and manage the technology project portfolio, ensuring alignment with the bank's strategic objectives and priorities. 3. Prioritize projects based on business impact, resource availability, and risk, ensuring optimal allocation of resources across the portfolio. 4. Establish and maintain a governance framework to monitor portfolio p

Senior Trust Officer Our client is seeking a highly experienced VP/SVP Trust Officer proficient in administering trusts, managing intricate fiduciary accounts, and overseeing fiduciary associates and personnel in account administration. The ideal candidate should excel in sourcing, developing, and finalizing new fiduciary accounts. You will inherit a portfolio of accounts and engage closely with beneficiaries. Collaboration is key as you will work alongside a wealth advisor, portfolio manager, retirement team, support staff, attorneys, and CPAs. If you are passionate about aiding high-net-worth individuals and families in resolving complex issues through decisive decision-making within a collaborative team setting, and possess the requisite experience, take action now, stop procrastinating and apply without delay. To learn more about our organization please visit us at www.westportone.com To apply for this position, submit your resume by choosing one of the following: ***CLICKING “APPL

A highly reputable middle market Private Equity firm investing equity capital in the Industrial, Consumer & Business Services sector within the middle market and lower middle market is seeking a Senior Associate that is looking to make a lateral move, for their investment team in Charlotte, NC! Qualifications: 2+ years of direct Private Equity investing experience at a reputable private equity firm (REQUIRED!) Experience with Consumer, Industrials or Business Services investments is a plus Excellent Financial Modeling skills Bachelor’s degree in Finance, Economics, or related field Proven track record of managing multiple projects in a fast-paced environment Relevant ties to Charlotte/North Carolina (REQUIRED!) Key Responsibilities: Investment Sourcing and Evaluation: Identifying potential investment opportunities and conducting thorough due diligence, including financial analysis and market research, to assess viability. Deal Execution: Participating in all aspects of transaction exec

Relationship Manager, US Banking The Relationship Manager will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue greater than $500MM. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision, Life Insurance * Flexible Schedules * Parental Leave and Adoption Assistance programs * Community Volunteer Opportunities * "Top 50 Diversity Company" by Diversity Inc. * Global 100 for Most Sustainable Corporations Position Competencies Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage. Position Responsibilities: * Increase the Bank's pro

**Overview** The Portfolio Manager (PM) APS for Education executes operational processes in alignment with the APS Platform Team ensuring that clients outcomes are achieved, client/faculty, Staff, Student, Parent experience is positive. ABM financial objectives are met, and sales opportunities are reviewed and supported. The PMs: APS is also engaged with the Education Operational Teams, Client Experience & Operations Support (CE-OS) Team and APS Platform Team (which includes sales) on client pursuits, due-diligence, contract reviews, account transitions, strategic planning, and operational excellence initiatives. The successful individual develops and implements operational improvement strategies, functions as the subject matter expert for APS for the IG (Industry Group), is the lead point of contact and business partner for the Mid Atlantic Southeast Area, ABMs Enterprise APS Platform Team, has primary Profit & Loss (P&L) responsibility for all APS accounts within the IG, is responsib

THE TEAM YOU WILL BE JOINING: Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation Recognized by Fortune as one of the world`s most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience. Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA WHAT THEY OFFER YOU: Highly visible opportunity as it supports organization tax policy Results driven organization that values accountability and continuous improvement Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes Excellent Company Benefits to include medical, dental, 401k and generous PTO policy WHY THIS ROLE IS IMPORTANT: Underwrites