Portfolio Manager jobs at BOK Financial

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: * Careers with a purpose * Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays * Competitive Compensation & Incentive * Hybrid work model: flexible arrangements for most positions * Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance * Robust associate training and development with CoBank University * Tuition reimbursement for higher education up to $10k per year * Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match * Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution * Associate Resource Groups: creating a culture of respect and inclusion * Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions * Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. * Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. * Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. * Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. * Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. * Manages enterprise portfolio kanban. * Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. * Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. * Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. * Organizes and facilitates all LPM events and meetings. Education * Bachelor's Degree required * SAFe certified RTE, POPM, SPC or SPCP required Work Experience * 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required * 6 years of experience working with medium to large complexity initiatives required * 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required * Strong knowledge of CI/CD pipelines and implementations * Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs * Experience in managing enterprise portfolios of work through Lean Portfolio Management practices * Experience in managing Agile environments using Scaled Agile Framework (SAFe) * Experience leading and/or partnering closely with distributed/virtual teams * Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques * Ability to work effectively in a rapidly changing, fluid and dynamic environment * Excellent communication, organizational change management and facilitation skills * Demonstrates growth mindset, learning mindset, strategic thinking * 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Responsibilities The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: Careers with a purpose Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. Manages enterprise portfolio kanban. Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. Organizes and facilitates all LPM events and meetings. Education Bachelor's Degree required SAFe certified RTE, POPM, SPC or SPCP required Work Experience 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required 6 years of experience working with medium to large complexity initiatives required 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required Strong knowledge of CI/CD pipelines and implementations Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs Experience in managing enterprise portfolios of work through Lean Portfolio Management practices Experience in managing Agile environments using Scaled Agile Framework (SAFe) Experience leading and/or partnering closely with distributed/virtual teams Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques Ability to work effectively in a rapidly changing, fluid and dynamic environment Excellent communication, organizational change management and facilitation skills Demonstrates growth mindset, learning mindset, strategic thinking 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. We can recommend jobs specifically for you! Click here to get started.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Portfolio Manager SUMMARY Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Acts as a key contact for commercial and consumer loan customers and services existing customers. * Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms. * Interacts with third parties to obtain information necessary to underwrite close and monitor loans. * Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines. * Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers. * Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions. * Monitors loan process to ensure full customer satisfaction. * Ensures that delinquency is maintained within the Bank's standard guidelines. * Keeps Loan Officers updated as to ongoing needs of customers. * Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines. ADDITIONAL DUTIES AND RESONSIBILITIES * Handles customer complaints and escalates issues as needed. * Work to collect past dues within portfolio. * Maintain high level of integrity. * Recommends to supervisor possible methods to improve department. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by supervisor EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's degree in Business or Finance or an equivalent combination of education, training, or experience. * Two years of experience in financial services field. Consumer or commercial lending background preferred. Technical/Functional Competencies * Exceptional customer service skills. * Demonstrates good judgment, problem-solving, and decision making skills. * Ability and willingness to take the lead in development and completion of a wide range of projects. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Dependable and adheres to time lines and schedules. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Denton-South If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Salary Range\: $110,000.00 to $190,000.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners. Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment. Key Responsibilities Include: Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud. Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification. Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed. Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps. Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback. Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business. Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan. Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines. Support development of change management initiatives, implementation strategy, and enabling tools/processes. Minimum Qualifications Bachelor's Degree Data Analytics and Financial modeling 5+ years of Portfolio or Program Management experience, in a large technology organization. Ability to execute and maintain high performance under tight timelines. Must be a team player and able to work collaboratively with and through others. Preferred Qualifications Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills. Problem solving and root cause identification skills. Cloud Technology knowledge. Literacy in financial modeling/analysis; should be able to connect strategy to financial results. Excellent at building relationships and inspiring others. Ability to influence others and move toward a common vision or goal. Flexible and adaptable; able to work in ambiguous situations. Organized with a natural inclination for planning strategy and tactics.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are on a journey to create a best-in-class Product Organization. Our Product people not only understand how technology works, but how that technology intersects with the people who count on it every day. Today, innovative ideas, insight and new perspectives are at the core of how we create a more powerful, personal and fulfilling experience for all our customers. **How will you make an impact in this role?** The Portfolio Manager is responsible for end-to-end management of workforce planning, headcount governance, and operating-expense (OPEX) tracking across an organization of ~700 colleagues and contractors. This role partners closely with senior leaders, Talent Acquisition, Vendor Management, and Technology Portfolio teams to ensure financial decisions are financially sound, strategically aligned, and executed with operational excellence. The ideal candidate combines strong analytical capabilities with exceptional data visualization and communication skills and a deep understanding of financial and resource planning in a technology-driven corporate environment. **Headcount Management & Governance** + Manage and maintain an accurate, real-time view of headcount across ~700 employees and contractor resources. + Oversee the full lifecycle of position requests including creation, approval workflow, posting, recruiting status, and fulfillment. + Build and maintain intuitive, executive-ready visual dashboards and data visualizations that communicate complex resource landscapes simply and clearly. + Partner with business leaders, HR/Talent Acquisition, and Executive Offices to ensure all role actions are aligned with capacity plans, budget controls, and organizational priorities. + Ensure every role-employee or vendor-is fully funded prior to posting, hiring, or onboarding. + Manage onboarding and offboarding processes for vendor/contractor resources, ensuring compliance with internal policies and documentation requirements. **Resource Planning, Forecasting & Analytics:** + Lead monthly/quarterly forecasting of headcount-related costs and resource capacity. + Monitor capacity versus demand across teams to identify gaps, surpluses, and optimization opportunities. + Leverage data insights to support workforce planning decisions and scenario modeling. **OPEX Tracking & Financial Management:** + Track, manage, and forecast OPEX categories including labor, non-labor, T&E, training, licenses, and contractual spend. + Identify cost risks and opportunities, quantify impact, and drive mitigation or optimization actions. + Partner closely with Technology Finance and Technology Portfolio teams as the primary point of contact for all OPEX-related questions, reporting requests, and monthly/quarterly close activities. + Maintain strong controls over data quality, financial accuracy, and audit readiness. **Cross-Functional Partnership & Stakeholder Management:** + Act as the central coordination point between HR, Recruiting, Vendor Management, Portfolio Management, and senior leadership. + Translate financial and workforce data into actionable insights for technical and non-technical stakeholders. + Prepare leadership-level updates, briefings, and presentations on headcount position, OPEX status, risks, and opportunities. + Drive continuous improvement in workforce planning processes, reporting tools, and governance cadence. **Minimum Qualifications:** + 5-8 years of experience in workforce planning, resource management, financial analysis, PMO, or related roles within technology, financial services, or other complex corporate environments. + Strong proficiency in headcount forecasting, OPEX management, and budget governance. + Advanced Excel/Sheets and data-visualization skills (e.g., Power BI, Tableau, Looker, or equivalent). + Ability to design intuitive dashboards and executive-facing reporting structures. + Experience partnering with senior executives and cross-functional teams in a matrixed environment. + Knowledge of vendor/contractor management processes and funding workflows. + Strong analytical mindset with demonstrated ability to synthesize data and present insights clearly. + Excellent communication, stakeholder management, and organizational skills. **Preferred Qualifications:** + Experience in large technology organizations or hybrid technology/financial services environments. + Familiarity with workforce planning tools and HRIS platforms (e.g. Apptio etc.). + Knowledge of Agile portfolio or tech portfolio management processes. + Comfortable managing multiple deadlines while maintaining accuracy and attention to detail. **Qualifications** Salary Range: $103,750 to $174,750 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** US-New York-New York **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25022810

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in the role?** The Technology Risk & Information Security (TRIS) team is looking for a dynamic individual to join our Portfolio Management team. We are looking for a highly analytical individual with strong attention to detail who thrives in a fast-paced environment. This position works with Risk and Information Security Leaders to ensure maximum insight into the financial plan, both in terms of value management and investment optimization. This position participates in the investment decision-making process and creates cost-benefit-analysis to identify opportunities where technology can enhance the value of the business and/or reduce risk for the company. The position also monitors and tracks multiple portfolio(s) against delivery, cost, budget, forecast, schedule, and quality targets, and provides recommendations on re-prioritization of the delivery plan where necessary. **Primary Responsibilities include:** + Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials + Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments + Create financial system entries and reconcile expenses to plan + Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes + Reconcile purchases against investment and run the business plans + Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership + Work closely with cross-functional teams to engage resources and monitor the delivery plan + Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts + Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization + Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities + Track depreciable costs back to forecasts and calculate the two-year impact + Track spend by fund type (Dev, Invest, etc.) + Mentor junior members on portfolio management and linkages to the TRIS teams/processes **Minimum Qualifications:** + 3 years of experience managing a large portfolio, preferably within the technology organization + Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus + Knowledge of TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd party / vendor management is preferred + Advanced MS Excel and Access Database skills for gathering and compiling data **Preferred Qualifications:** + Drive results through the prioritization of work under tight timeframes and time constrained deliverables + Takes on additional responsibilities as needed, and is a self-starter + Proven ability to lead team members toward a common goal and drive overall process improvement + Excellent interpersonal skills to work with varied constituencies and drive results without direct authority + Highly developed communication skills both verbal and written, as well as presentation skills + Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data + Proven ability to work with and across all levels of the organization + Demonstrated problem-solving skills + Ability to persuade and influence through established credibility + Ability to apply situational leadership, and encourage and motivate team members + Excellent time management skills; ability to prioritize and multi-task + Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25023005

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in the role? The Technology Risk & Information Security (TRIS) team is looking for a dynamic individual to join our Portfolio Management team. We are looking for a highly analytical individual with strong attention to detail who thrives in a fast-paced environment. This position works with Risk and Information Security Leaders to ensure maximum insight into the financial plan, both in terms of value management and investment optimization. This position participates in the investment decision-making process and creates cost-benefit-analysis to identify opportunities where technology can enhance the value of the business and/or reduce risk for the company. The position also monitors and tracks multiple portfolio(s) against delivery, cost, budget, forecast, schedule, and quality targets, and provides recommendations on re-prioritization of the delivery plan where necessary. Primary Responsibilities include: * Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials * Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments * Create financial system entries and reconcile expenses to plan * Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes * Reconcile purchases against investment and run the business plans * Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership * Work closely with cross-functional teams to engage resources and monitor the delivery plan * Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts * Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization * Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities * Track depreciable costs back to forecasts and calculate the two-year impact * Track spend by fund type (Dev, Invest, etc.) * Mentor junior members on portfolio management and linkages to the TRIS teams/processes Minimum Qualifications: * 3+ years of experience managing a large portfolio, preferably within the technology organization * Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus * Knowledge of TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd party / vendor management is preferred * Advanced MS Excel and Access Database skills for gathering and compiling data Preferred Qualifications: * Drive results through the prioritization of work under tight timeframes and time constrained deliverables * Takes on additional responsibilities as needed, and is a self-starter * Proven ability to lead team members toward a common goal and drive overall process improvement * Excellent interpersonal skills to work with varied constituencies and drive results without direct authority * Highly developed communication skills both verbal and written, as well as presentation skills * Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data * Proven ability to work with and across all levels of the organization * Demonstrated problem-solving skills * Ability to persuade and influence through established credibility * Ability to apply situational leadership, and encourage and motivate team members * Excellent time management skills; ability to prioritize and multi-task * Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are on a journey to create a best-in-class Product Organization. Our Product people not only understand how technology works, but how that technology intersects with the people who count on it every day. Today, innovative ideas, insight and new perspectives are at the core of how we create a more powerful, personal and fulfilling experience for all our customers. How will you make an impact in this role? The Portfolio Manager is responsible for end-to-end management of workforce planning, headcount governance, and operating-expense (OPEX) tracking across an organization of ~700 colleagues and contractors. This role partners closely with senior leaders, Talent Acquisition, Vendor Management, and Technology Portfolio teams to ensure financial decisions are financially sound, strategically aligned, and executed with operational excellence. The ideal candidate combines strong analytical capabilities with exceptional data visualization and communication skills and a deep understanding of financial and resource planning in a technology-driven corporate environment. Headcount Management & Governance * Manage and maintain an accurate, real-time view of headcount across ~700 employees and contractor resources. * Oversee the full lifecycle of position requests including creation, approval workflow, posting, recruiting status, and fulfillment. * Build and maintain intuitive, executive-ready visual dashboards and data visualizations that communicate complex resource landscapes simply and clearly. * Partner with business leaders, HR/Talent Acquisition, and Executive Offices to ensure all role actions are aligned with capacity plans, budget controls, and organizational priorities. * Ensure every role-employee or vendor-is fully funded prior to posting, hiring, or onboarding. * Manage onboarding and offboarding processes for vendor/contractor resources, ensuring compliance with internal policies and documentation requirements. Resource Planning, Forecasting & Analytics: * Lead monthly/quarterly forecasting of headcount-related costs and resource capacity. * Monitor capacity versus demand across teams to identify gaps, surpluses, and optimization opportunities. * Leverage data insights to support workforce planning decisions and scenario modeling. OPEX Tracking & Financial Management: * Track, manage, and forecast OPEX categories including labor, non-labor, T&E, training, licenses, and contractual spend. * Identify cost risks and opportunities, quantify impact, and drive mitigation or optimization actions. * Partner closely with Technology Finance and Technology Portfolio teams as the primary point of contact for all OPEX-related questions, reporting requests, and monthly/quarterly close activities. * Maintain strong controls over data quality, financial accuracy, and audit readiness. Cross-Functional Partnership & Stakeholder Management: * Act as the central coordination point between HR, Recruiting, Vendor Management, Portfolio Management, and senior leadership. * Translate financial and workforce data into actionable insights for technical and non-technical stakeholders. * Prepare leadership-level updates, briefings, and presentations on headcount position, OPEX status, risks, and opportunities. * Drive continuous improvement in workforce planning processes, reporting tools, and governance cadence. Minimum Qualifications: * 5-8+ years of experience in workforce planning, resource management, financial analysis, PMO, or related roles within technology, financial services, or other complex corporate environments. * Strong proficiency in headcount forecasting, OPEX management, and budget governance. * Advanced Excel/Sheets and data-visualization skills (e.g., Power BI, Tableau, Looker, or equivalent). * Ability to design intuitive dashboards and executive-facing reporting structures. * Experience partnering with senior executives and cross-functional teams in a matrixed environment. * Knowledge of vendor/contractor management processes and funding workflows. * Strong analytical mindset with demonstrated ability to synthesize data and present insights clearly. * Excellent communication, stakeholder management, and organizational skills. Preferred Qualifications: * Experience in large technology organizations or hybrid technology/financial services environments. * Familiarity with workforce planning tools and HRIS platforms (e.g. Apptio etc.). * Knowledge of Agile portfolio or tech portfolio management processes. * Comfortable managing multiple deadlines while maintaining accuracy and attention to detail. Salary Range: $103,750 to $174,750 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client's investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey's Investment Strategies Team. Regular communication with clients regarding latest market developments, investment positioning and investment performance will also be the responsibility of the Portfolio Manager. Duties & Responsibilities * Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing documents, and Busey Wealth Management policies and procedures. * Work as a part of a relationship team to deliver clients a diverse set of financial solutions, and maximize each relationship. * In conjunction with local Private Wealth Advisor, Portfolio Manager will work to develop a comprehensive understanding of each clients' specific investment goals and objectives to construct individually tailored investment portfolios consistent with their goals and objectives. * Determine client's risk profile and educate the client about various strategies to align with their stated level of risk tolerance, ensuring accounts are structured to comply with client's investment policy statement and correspond with current investment strategy. * Provide ongoing and regular client communication, daily monitoring, and portfolio rebalancing to ensure ongoing goals and objectives are being met. Position will play an active role within the relationship management team as it relates to IPS changes, Reg 9 reviews and other related forms and processes as required. * Oversee and manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations, while providing high-value, meaningful client interactions in conjunction with the client relationship team. * Remain informed of developments in security markets, the current economic environment, and Busey Wealth Management's asset management strategy and allocations. * Actively participate and engage in business development activities, working with and assisting local relationship team members on prospects and securing additional assets from existing clients. * Identify opportunities for referrals to other lines of business within Busey Bank, as appropriate. Education & Experience * Knowledge of: * Proven decision making, sales and negotiating skills * Well-developed problem solving and decision making * Clear communication skills, particularly in explaining financial principles and concepts * Strong attention to detail * Portfolio management and trading software * Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces * Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies * Ability to: * Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value * Attend client meetings to communicate market developments, investment strategy and investment performance * Attend and participate in local region's client events & activities * Education and Training: * Bachelor's degree in Accounting, Finance or related field; working toward CFA or CFP * 5+ years of investment management experience Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $105,000 - $135,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. For this role, the investment analyst's main responsibilities include answering investment-related inquiries, assisting with our model portfolio research efforts, and providing back-up trading support. We are looking for someone who is hungry, humble, smart, and who wants to learn, grow, and influence others. A successful investment analyst must be willing to learn how and why we manage money the way we do. While the learning is never done, once the basics are mastered the investment analyst is expected to grow alongside the role by innovating existing products/processes and coming up with new ideas. Ultimately to be effective the ideal candidate must enjoy having the creative freedom to solve the myriads of problems faced on a day-to-day basis. The role of Investment Analyst is employed by Purpose Driven Wealth and will report to Clint Jasperson, Wealth Advisor, the Financial Advisor and Lotem Sella, Director of Investment Operations This role is full-time and fully in-office out of Loveland, CO. Hours: 8am to 5pm, Monay - Friday Compensation: $100K to $130K based on licensing and experience. Bonus opportunities available. Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays. Position Roles/Responsibilities/Accountabilities An investment research position that supports and reports to the Director of Investment Operations. Produce portfolio analysis for current and prospective clients. Assist in fund manager and model portfolio research. Respond to advisor questions related to market and economic trends. Research and responds to client inquiries. Provide fund values and answer securities product related questions. Help to gather and input client data into various systems. Provides back-up trade support for brokerage accounts Set up and retrieve reports in the portfolio management system. Assist in generating performance reports. Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire. Position Qualifications 2-5 years of experience in investment research, operations, or portfolio analytics Fully licensed (e.g., Series 7/66 or obtained within first 90 days of hire); CFA designation or candidacy is valued but not a prerequisite Bachelor's Degree Demonstrated understanding of how economic factors impact markets and portfolio positioning Proficient in Excel and VBA; familiarity with Python or other automation tools is valued but not a prerequisite Strong written and verbal communication skills for advisor support and presentations Comfortable balancing internal tool maintenance with advisor-facing research work Strong attention to detail Willingness to learn new things and take on new tasks. Strong organizational and prioritization skills Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of Purpose Driven Wealth Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Key Responsibilities:** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. + Assist in the structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. + Completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications Include:** + Bachelors Degree in business, accounting, or finance + At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Key Responsibilities:** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. + Assist in the structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. + Completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications Include:** + Bachelors Degree in business, accounting, or finance + At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Key Responsibilities:** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. + Assist in the structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. + Completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications Include:** + Bachelors Degree in business, accounting, or finance + At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Position: Senior Investment Strategy Analyst Department: AE Wealth Management Marketing Reporting to: Director of Investment Strategy Location: Lenexa, KS - Onsite Overview: AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you'll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals. You'll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit. This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities. What you'll do: Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution. Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments. Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies. Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions. Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making. Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations. Implement advanced strategies, including options overlays, aligned with client objectives. Conduct investment research, contribute to due diligence reporting, and support model development. Mentor and help junior analysts and provide guidance on portfolio management best practices. Experience you'll bring: 3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing. Strong knowledge of investment products, portfolio management, trade execution, and risk management. Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment. Strong analytical, problem-solving, and communication skills. Experience with portfolio management systems, multi-factor risk models, and optimization programs. Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders. Bonus Points: Bachelor's degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus. Series 7, 66 (or 63/65) license. Experience with block trade execution (equities and/or ETFs). Knowledge of listed index options. Mentorship experience and the ability to provide guidance on investment strategy execution. What you'll get: Amazing benefits including medical, dental, vision and 401k (with matching options) Generous PTO package from your start date Access to an on-site café, gym and primary care Continuous personal and professional development opportunities Recognition for hard work & exemplary performance Employee sponsored events…and more! Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945