Portfolio Development Manager

4 days ago

Ottawa, Ontario, Canada CB Canada Full time
About Us

CB Canada is a privately owned and operated Canadian company with over 50 years of experience in delivering advanced technology solutions. We employ a team of highly skilled professionals who provide subject matter expertise to clients across various markets.

Job Description

The Portfolio Development Manager plays a critical role in developing and maintaining strong relationships with our clients. They work closely with customers to understand their business needs, identify areas for improvement, and recommend customized solutions. This position is responsible for managing the overall growth and development of ADGA's contracts within assigned client accounts, leading and managing ADGA resources assigned to the respective portfolio, and overseeing financial management.

Key Responsibilities:
  • Account Management: Foster strong relationships with assigned clients, ensure a primary point of contact is appointed for client needs, and act as key contact or appoint a senior resource.
  • Resource Management: Maintain and update CRM/PSA for assigned accounts, manage performance-related matters, and ensure all mandatory training has been completed by staff.
  • Financial Management: Oversee and monitor ADGA budgets for assigned programs, communicate financial variances, forecast potential issues, and maintain the Salesforce Price repository.
Requirements:
  • 5 years' experience in a customer-facing management role on a program or project.
  • College degree or diploma in Engineering, Computer Technology, Business Administration, or equivalent.
  • Superior organizational skills, ability to plan, coordinate, and monitor multiple projects simultaneously, and experience working in Professional Services and business development.
Compensation Package:

We offer an estimated annual salary of $93,600 based on industry standards and location. CB Canada is committed to providing a comprehensive benefits package and opportunities for professional growth and development.

  • Senior Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    {"h1": "Job Title: Senior Portfolio Manager", "p": "We are seeking a highly skilled Senior Portfolio Manager to join our team at Employment and Social Development Canada. As a key member of our organization, you will be responsible for managing human and financial resources, developing proposals, reports, and presentations, and providing operational and...

  • Senior Portfolio Manager

    4 weeks ago

    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    Job Title: Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to join our team at Employment and Social Development Canada. As a key member of our organization, you will be responsible for managing human and financial resources, developing proposals and reports, and providing strategic advice to senior management.Key...

  • Senior Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    Job Title: Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to join our team at Employment and Social Development Canada. As a key member of our organization, you will be responsible for managing human and financial resources, developing proposals and reports, and providing operational and strategic advice to senior...

  • Senior Portfolio Manager

    4 weeks ago

    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    Job OpportunityWe are seeking a highly skilled and experienced professional to join our team as a Senior Portfolio Manager. This is a unique opportunity to leverage your expertise in managing human and financial resources, developing proposals and reports, and providing strategic advice to senior management.Key ResponsibilitiesManage human and financial...

  • Senior Manager/Portfolio Manager, Real Property

    4 weeks ago

    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    Job Title: Senior Manager/Portfolio Manager, Real PropertyWe are seeking a highly skilled and experienced Senior Manager/Portfolio Manager to join our team at Employment and Social Development Canada. As a key member of our organization, you will be responsible for managing human and financial resources, developing and maintaining collaborative relationships...

  • Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada Staffing In Motion Full time

    Job Title: Private Client AdvisorAbout the Role:We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for working with high net worth clients to provide personalized investment advice and portfolio management services.Key Responsibilities:Meet with clients to...

  • Investment Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Portfolio Management AnalystBeBee Professionals is seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients. The successful candidate will be responsible for conducting thorough portfolio analysis, developing and implementing asset allocation strategies, and constructing and managing investment...

  • Portfolio Management Associate

    3 weeks ago

    Ottawa, Ontario, Canada Hire Intellect Full time

    About the Role:We are seeking a skilled Associate Portfolio Manager to support our Portfolio Strategy and Planning Lead in initiative and project oversight. As a key member of our team, you will work closely with our Portfolio Strategy and Planning Lead to coordinate strategic portfolio planning, develop criteria for evaluation and portfolio proposals, and...

  • Investment Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Portfolio Management AnalystBeBee Professionals is seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients. The successful candidate will be responsible for conducting thorough portfolio analysis, developing and implementing asset allocation strategies, and constructing optimized portfolios.Key...

  • Financial Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada University of Ottawa Full time

    Job SummaryWe are seeking a highly qualified individual to teach a course on portfolio management at the University of Ottawa. The successful candidate will have a strong background in finance and experience in teaching or mentoring students.Key ResponsibilitiesDevelop and deliver course materials on portfolio managementTeach students the principles of...

  • Portfolio Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Hire Intellect Full time

    About the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Project Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, aligning with the company's strategic...

  • Investment Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Portfolio Management AnalystWe are seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients. The successful candidate will be responsible for analyzing and optimizing investment portfolios, ensuring alignment with client goals and risk tolerance.Key Responsibilities:Conduct thorough portfolio...

  • Associate Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada Hire Intellect Full time

    About the RoleWe are seeking a highly skilled Associate Portfolio Manager to support our Portfolio Strategy and Planning Lead in coordinating strategic portfolio planning and implementation.The successful candidate will have a strong analytical mindset, excellent communication skills, and the ability to work effectively in an Agile environment.Key...

  • Portfolio Management Specialist

    1 month ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Portfolio Management AnalystBeBee Professionals is seeking a skilled Portfolio Management Analyst to provide portfolio management services to our clients. The ideal candidate will have a Bachelor's degree in finance, economics, or a related field, and a minimum of two years of experience in portfolio management.Key Responsibilities:Provide portfolio analysis...

  • Portfolio Management Specialist

    2 months ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    BeBee Professionals is seeking a Portfolio Management Analyst to contribute to our team in Ottawa.Key Responsibilities:* Provide portfolio management services to clients, including portfolio analysis, asset allocation, and portfolio construction.* Collaborate with clients to understand their investment objectives and develop tailored portfolio solutions.*...

  • Portfolio Management Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Hire Intellect Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Specialist to support our Portfolio Strategy and Planning Lead in coordinating strategic portfolio planning and implementation.The successful candidate will have strong analytical skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with...

  • Portfolio Manager

    1 month ago

    Ottawa, Ontario, Canada CB Canada Full time

    Job DescriptionADGA is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with our clients, understanding their business needs, and identifying opportunities for growth and improvement.Key Responsibilities:Account Management: Foster strong...

  • Portfolio Management Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Hire Intellect Full time

    About the Company:Hire Intellect is a leading provider of trade knowledge, financial solutions, equity insurance connections, and business growth strategies for Canadian companies.About the Role:The Associate Portfolio Manager supports the Portfolio Strategy and Planning Lead in initiative and project oversight, ensuring alignment, facilitation, and...

  • Academic Portfolio Manager

    3 weeks ago

    Ottawa, Ontario, Canada TriCert Investment Counsel Inc. Full time

    TriCert Investment Counsel, a registered portfolio management firm, seeks a skilled Investment and Portfolio Manager to join our team. As an investor, not a trader, we utilize a quality, sector-based methodology to match clients' risk tolerance with tailored portfolios.Our approach involves a holistic view of clients' financial affairs, including tax plans,...

  • Investment Portfolio Manager

    4 weeks ago

    Ottawa, Ontario, Canada Bank of Montreal Full time

    Investment Portfolio ManagerAs an Investment Portfolio Manager at Bank of Montreal, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating investment policy statements, asset allocations, investment portfolios, and financial plans. Your goal will be to...