NewFinancial Advisor/Wealth Manager - Atlanta, GA Georgia Financial AdvisorsFinancial Advisor/Wealth Manager - Atlanta, GAAtlanta, GAOur fun, fast-paced, yet laid back mentality has helped us become a fast-growing firm that specializes in the unique needs of the working class with a soul focus of providing comprehensive financial planning and wealth management services to help our clients realize their dreams. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit.
NewAccount Manager Entry Level Competere GroupAccount Manager Entry LevelAtlanta, GA$45,000–$60,000 / yearAs an Account Manager, you'll provide innovative, industry-leading sales solutions for our clients and proactively identify new opportunities for growth. A Degree is preferred but not required as you do not need a degree to be great at sales or management; just a willingness to work hard and enjoy working with others.
NewAccount Manager - Lawrenceville Compass Marine ProgramsAccount Manager - LawrencevilleLawrenceville, GACMP’s dedicated marine experts collaborate closely with clients and carrier partners to provide optimal coverage at competitive premiums, serving a wide range of risks from yacht manufacturers and marinas to ports, shipyards, and offshore operators. Company Description Compass Marine Programs (CMP) is a nationwide marine insurance platform focused on accurately assessing risk and designing tailored coverage solutions for clients across recreational and commercial marine sectors.
NewAccount Manager Whit Blanchard Insurance GroupAccount ManagerAugusta, GADay-to-day work includes responding to client inquiries, processing policy changes, preparing quotes and renewals, and ensuring timely follow-up on requests and documentation. The Account Manager will maintain accurate records in agency systems, monitor account activity, and proactively identify opportunities to enhance coverage or expand services.
NewTerritory Manager Azurity PharmaceuticalsTerritory ManagerColumbus, GAAs an industry leader in providing unique, accessible, and high-quality medications, Azurity leverages its integrated capabilities and vast partner network to continually expand its broad commercial product portfolio and robust late-stage pipeline. This role builds and maintains strong relationships with healthcare professionals, key accounts, pharmacies, health systems, and other stakeholders while effectively communicating clinical and product information that supports optimal patient care.
Middle Market C&I Portfolio Manager Team Lead -Atlanta, GA FinTrust ConnectMiddle Market C&I Portfolio Manager Team Lead -Atlanta, GAAtlanta, GeorgiaThis role is ideal for an experienced commercial banking leader who combines deep Middle Market C&I credit expertise with a passion for coaching portfolio managers, driving credit quality, and partnering with Relationship Managers to deliver sound lending solutions and exceptional client service. Assist Portfolio Managers in structuring revolving credit facilities, working capital lines, equipment loans, acquisition financing, and other C&I lending solutions.
NewPortfolio Manager Coastal States BankPortfolio ManagerAtlanta, GARemoteEssential Responsibilities: Analyze and assess the financial condition, repayment capacity, character, and creditworthiness of borrowers and guarantors through review of financial statements, tax returns, personal financial statements, liquidity reports, and credit reports in accordance with Bank policies and underwriting guidelines. Evaluate collateral adequacy and capital strength by reviewing appraisals, evaluations, environmental reports, inspection reports, market studies, accounts receivable agings, invoices, and other supporting collateral documentation.
NewPortfolio Manager CoastalSouth Bancshares IncPortfolio ManagerAtlanta, GARemoteEssential Responsibilities: Analyze and assess the financial condition, repayment capacity, character, and creditworthiness of borrowers and guarantors through review of financial statements, tax returns, personal financial statements, liquidity reports, and credit reports in accordance with Bank policies and underwriting guidelines. Evaluate collateral adequacy and capital strength by reviewing appraisals, evaluations, environmental reports, inspection reports, market studies, accounts receivable agings, invoices, and other supporting collateral documentation.
Svp, Client Portfolio Manager - Fixed Income VOYA Financial Inc.Svp, Client Portfolio Manager - Fixed IncomeAtlanta, GA$175,000–$200,000 / yearServe as a senior client-facing representative of the Fixed Income platform, presenting investment capabilities to institutional and intermediary clients, conducting portfolio reviews, participating in prospect meetings, supporting business development efforts, and helping drive asset growth opportunities. Collaborate with Fixed Income Client Portfolio Manager ("CPM")/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, creating materials including commentaries, strategy-specific and thematic presentation books and various communication pieces.
NewPortfolio Manager Team Lead First Horizon BankPortfolio Manager Team LeadATLANTA, GAPortfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
Credit Delivery Portfolio Manager - Medical Specialty Team Truist Financial CorpCredit Delivery Portfolio Manager - Medical Specialty TeamAtlanta, GACredit requests have a variety of business structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, working capital facilities, yacht/airplane financing, corporate finance transactions, concentrated stock/highly structured securities-backed and unsecured facilities. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Franchise Finance - Specialty Banking Portfolio Manager I NBH BankFranchise Finance - Specialty Banking Portfolio Manager Iatlanta, GAMust be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. You will be responsible for a variety of tasks including effectively supporting the management and senior Portfolio Managers with profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management.
Client Portfolio Manager - Fixed Income InvescoClient Portfolio Manager - Fixed IncomeAtlanta, GeorgiaTechnical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products and comfortability adopting AI tools to enhance productivity. Play a key role in developing institutional and wealth opportunities by working with the distribution teams to educate consultants, investment platform gatekeepers and prospects on investment grade and high yield investment strategies.
Corporate Banking Portfolio Manager Team Lead For Asset Based Finance US BankCorporate Banking Portfolio Manager Team Lead For Asset Based FinanceAtlanta, GA$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
Special Assets Senior Portfolio Manager - Leveraged and Corporate Finance Truist BankSpecial Assets Senior Portfolio Manager - Leveraged and Corporate FinanceAtlanta, GeorgiaServe as a primary point of coordination and analysis for complex credit situations by actively engaging with internal stakeholders and external restructuring professionals, including legal counsel, financial advisors, investment bankers, and other vendors involved in credit resolution and workout activities. Develop, interpret, and challenge advanced analytical financial models—including financial projections, discounted cash flow analysis, enterprise valuation, and analysis of historical and projected cash flows—to support credit decisioning, restructuring strategies, and downside risk assessment.
Middle Market Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance Truist BankMiddle Market Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged FinanceAtlanta, GeorgiaSubject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Client Portfolio Manager - Retail - Wealth Channels (Atlanta) InvescoClient Portfolio Manager - Retail - Wealth Channels (Atlanta)Atlanta, GeorgiaPlay a key role in developing opportunities within the wealth channel by working with Invesco distribution teams to educate investment platform gatekeepers including wholesalers, RIAs, ETF Sales, broker-dealers, internal sales and prospects on multi-sector (Core, Core Plus, Short Duration), investment grade and high yield investment strategies. · Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Aladdin, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
Client Portfolio Manager - Fixed Income Invesco LtdClient Portfolio Manager - Fixed IncomeAtlanta, GATechnical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products and comfortability adopting AI tools to enhance productivity. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition.
GRT/Supplier Finance - Lead Portfolio Manager Wells Fargo & CoGRT/Supplier Finance - Lead Portfolio ManagerAtlanta, GAPartner with product management functional partners and other senior leaders to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
NewAssociate Portfolio Manager LEVOLORAssociate Portfolio ManagerAtlanta, GA$78,000–$106,000 / yearThis role plays a critical part in identifying growth opportunities, translating consumer and market insights into actionable product strategies, and ensuring new product initiatives move efficiently from concept through launch readiness. The Associate Portfolio Manager supports portfolio strategy, product positioning, consumer insights, pricing architecture, and trade planning for an assigned Stock or Custom product portfolio.