Credit Review Manager
Portfolio manager job at First International Bank & Trust
First International Bank and Trust is seeking a Credit Review Manger to lead the Credit Review team. This role is responsible for overseeing the internal credit review function to ensure FIBT maintains sound credit risk management practices. This role leads a team of credit review professionals in evaluating the quality of the loan portfolio, ensuring adherence to lending policies, and identifying emerging risks. The Credit Review Manager plays a key role in maintaining regulatory compliance, supporting strategic decision-making, and safeguarding the Bank s credit integrity.
Key Responsibilities:
Lead and manage the Credit Review Team, including recruitment, onboarding, training, performance evaluation, and professional development.
Plan, assign, and direct team activities to ensure timely and accurate completion of monthly credit review reports.
Conduct in-depth reviews of individual loan files and the overall loan portfolio to assess asset quality, underwriting standards, and policy compliance.
Present findings and recommendations to the Board of Directors and senior leadership.
Monitor and provide oversight of lending policies and procedures, ensuring alignment with regulatory requirements and industry best practices.
Stay current on changes to federal and state banking laws and regulations affecting credit risk and lending operations.
Assist in the preparation and maintenance of Watch List and Allowance for Loan and Lease Loss (ALLL) reports.
Collaborate with Credit Administration, Lending, and Risk Management teams to address identified issues and implement corrective actions.
Support internal and external audits and regulatory examinations related to credit risk.
Qualifications:
Bachelor's degree from four-year college or university (preferably in finance, business administration, or other business related degree); minimum of four years related experience; or equivalent combination of education and experience.
Management experience is strongly preferred.
Strong understanding of credit risk principles, loan documentation, and regulatory compliance.
Proficiency in Microsoft Office and loan review systems.
First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ. We show our employees we care by providing competitive benefits and training and growth opportunities.
We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package:
Health, Dental & Vision
401K Retirement Plan with Employer Match
Paid Parental Leave
Life and Disability Insurance
Generous PTO and Holiday pay
If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at **************************.
Equal Opportunity Employer
Easy ApplyGlobal Portfolio Leader, Head, Eye, Face & Body Protection
Maplewood, MN jobs
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
The person hired for the position will report to the division vice-president and be a member of the division operating committee. have global portfolio responsibility for Head, Eye, Face and Body Protection products including delivery of the global OP sales and income results and meeting local currency growth targets. This individual will provide operational and strategic leadership to a global cross-functional team including supply chain, quality, regulatory, marketing, R&D, application engineering, key account management, and area portfolio managers. In addition, the Global Portfolio Leader will be responsible for developing and executing global strategic business and marketing plans and ensure alignment with the Division and Areas. Finally, the person in this role will have business team responsibility for prioritization, progress of all product development projects and new product launches.
This role will collaborate with the Area Division Leaders, Area Portfolio and Segment Marketing Managers.
As a Global Portfolio Leader, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Lead cross-functional business team to achieve operating plan financial targets
* Manage and inspire a team of Global Marketing and Key Account Managers to maximize growth and deliver planned results
* Establish portfolio business priorities, including both growth and cost down programs
* Develop the marketing and strategic business plan for the F&S product portfolio
* Manage the execution of the overall product/portfolio strategy and business plan
* Provide business and financial justification for product selection
* Communicate the definition / requirements for NPI and development
* Manage all stages of the product portfolio life cycle from concept through profit optimization and product rationalization
* Drive international growth through global, area and country teams in key markets
* Develop and execute pricing corridors globally
* Assess and track competitive landscape
* Other duties as may be assigned
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher (completed and verified prior to start) from an accredited institution
* Seven (7) years' experience in functional or business leadership
* Three (3) years of sales or marketing experience in a private, public, government or military business environment
* Three (3) combined years of experience supervising and/or managing direct reports in a private, public, government or military business environment with demonstrated ability to inspire and build on the strengths of their team.
* Three (3) years of profit and loss business management experience
Additional qualifications that could help you succeed even further in this role include:
* MBA or Marketing degree from an accredited university with an emphasis in marketing or strategy
* Experience in new product development teams and commercializing new products
* Demonstrated ability to work collaboratively with various businesses, technical functions and across countries to drive business results
* Self-motivated, enthusiastic and driven
* Excellent interpersonal, written and oral communication skills
* Ability to drive for results and make decisions with some ambiguity
Work location:
* On site (Job Duties allow for some remote work but require travel to 3M Center at least 4 days per week)
Travel: May include up to 25% domestic/international
Relocation Assistance: May be authorized
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 11/19/2025 To 12/19/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyPortfolio Innovation Manager, Packaging & Expressions
Maplewood, MN jobs
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Portfolio Innovation Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
* Leading the development of new products and platforms from discovery through post-launch, collaborating with portfolio, marketing communications, sales, supply chain, manufacturing, R&D, Insight and other cross-functional team members throughout the project;
* Partnering with R&D/Laboratory and Finance to develop realistic business cases that clearly define the risks, rewards, and resources needed for new products projects;
* Executing the marketing deliverables throughout product/platform development, including front-end innovation activities; stage-gate reviews and requirements; claims, positioning, and packaging development; and strong launch planning and market activation;
* Establishing the appropriate research objectives for a consumer/customer learning plan to address the most important business questions for new product development, leveraging a mix of art and science with regard to research results to reach conclusions and plans of action;
* Influencing up, down, and across the organization, and sometimes with external customers, to build diverse networks to enable effective program support, resourcing, and execution.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher (completed and verified prior to start) from an accredited institution
* Five (5) years' experience in marketing management and/or new products marketing in a private, public, government or military environment
* Three (3) years of project management and/or cross-functional team leadership in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
* MBA or graduate degree from an accredited university, with focus on marketing, strategy, business development, and/or innovation
* Previous experience working on innovation or emerging technologies/platforms
* Ability to execute in the near term and drive towards achieving plan within the year but also look to the future to create a roadmap for the portfolio for years to come
* Previous experience working on consumer products portfolios
* Knowledge or experience in mass retail, online, and other consumer channels
* Knowledge and interest in consumer behaviors and emerging consumer trends
* Experience with agile methodologies and/or working with start-up companies
Work location:
* Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.
Travel: May include up to 25% domestic/international
Relocation Assistance: Not authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $188,251 - $230,084, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 10/29/2025 To 11/28/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyLearning Portfolio Manager
Maplewood, MN jobs
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Learning Portfolio Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Stakeholder Management: Partner with business/function, HRBPs, HR Operations and Talent to translate priorities into clear learning objectives and solutions; build business cases, secure buy-in, and align with talent processes to scale access and strengthen a development culture
* Learner Insight: Cultivate deep learner empathy through ongoing research (surveys, interviews, journey maps, field observation) and use insights to shape design, prioritization, and engagement/ communications plans
* Learning Strategy: Define and maintain learning curricula for target group of learners and roadmap to bring it to life. Monitor performance & health of curricula, managing content lifecycle, recommending improvements
* Cross-Functional Team Leadership: Lead matrixed teams (Design, Delivery, Systems, Talent); Set goals, roles, and workplans. Manage team operations to deliver effective programs on-time and on-budget
* Program Design and Development: Oversees design/curation across a range of modalities; apply adult learning principles; Ensure accessibility, quality, and scalability
* External Partners: Source, contract and manage external partners ensuring content quality, learning outcomes with alignment to 3M priorities and performance culture
* Engagement + Communications: Collaborate closely with Delivery colleagues to build and execute communication plans that build awareness, drive uptake and impact (e.g., learner-facing comms, guidance/ toolkits for managers)
* Facilitation (as needed): Facilitates virtual and in-person program/modules with executive sponsors
* Measurement and Continuous Improvement: Define KPIs, develop evaluations and other techniques to track effectiveness and impact. Foster learning culture within the team, drives improvement via insights and experimentation
* Financial Management: Build and manage program budgets. Monitor costs to ensure ROI, efficiency, and impact
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher (completed and verified prior to start)
* Eight (8) years of experience in designing and delivering enterprise/global development programs in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
* Global program management experience
* Experience in learning and/leadership development
* Subject matter expertise of audience development
* Working knowledge of Project Management Methodologies
* Technology Proficiency: Familiarity with learning management systems and other relevant technologies
* Strong program management, communication and consulting skills
* Demonstrated initiative, curiosity and agility
Work location:
* Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.
* Travel: May include up to 10% domestic and/or international
* Relocation: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $188,251 - $230,084, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 12/11/2025 To 01/10/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyLearning Portfolio Manager
Maplewood, MN jobs
**Collaborate with Innovative 3Mers Around the World** **Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.**
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
**As a Learning Portfolio Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:**
**Stakeholder Management:** **Partner with business/function, HRBPs, HR Operations and Talent to translate priorities into clear learning objectives and solutions; build business cases, secure buy-in, and align with talent processes to scale access and strengthen a development culture**
**Learner Insight:** **Cultivate deep learner empathy through ongoing research (surveys, interviews, journey maps, field observation) and use insights to shape design, prioritization, and engagement/ communications plans**
**Learning Strategy:** **Define and maintain learning curricula for target group of learners and roadmap to bring it to life. Monitor performance & health of curricula, managing content lifecycle, recommending improvements**
**Cross-Functional Team Leadership:** **Lead matrixed teams (Design, Delivery, Systems, Talent); Set goals, roles, and workplans. Manage team operations to deliver effective programs on-time and on-budget**
**Program Design and Development:** **Oversees design/curation across a range of modalities; apply adult learning principles; Ensure accessibility, quality, and scalability**
**External Partners:** **Source, contract and manage external partners ensuring content quality, learning outcomes with alignment to 3M priorities and performance culture**
**Engagement + Communications:** **Collaborate closely with Delivery colleagues to build and execute communication plans that build awareness, drive uptake and impact (e.g., learner-facing comms, guidance/ toolkits for managers)**
**Facilitation (as needed):** **Facilitates virtual and in-person program/modules with executive sponsors**
**Measurement and Continuous Improvement:** **Define KPIs, develop evaluations and other techniques to track effectiveness and impact. Foster learning culture within the team, drives improvement via insights and experimentation**
**Financial Management:** **Build and manage program budgets. Monitor costs to ensure ROI, efficiency, and impact**
**Your Skills and Expertise**
**To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:**
**Bachelor's degree or higher (completed and verified prior to start)**
**Eight (8) years of experience in designing and delivering enterprise/global development programs in a private, public, government or military environment**
**Additional qualifications that could help you succeed even further in this role include:**
**Global program management experience**
**Experience in learning and/leadership development**
**Subject matter expertise of audience development**
**Working knowledge of Project Management Methodologies**
**Technology Proficiency: Familiarity with learning management systems and other relevant technologies**
**Strong program management, communication and consulting skills**
**Demonstrated initiative, curiosity and agility**
**Work location:**
**Work location:** **This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.**
**Travel:** **May include up to 10% domestic and/or international**
**Relocation:** **May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
**3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.**
**Chat with Max**
**For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.**
Applicable to US Applicants Only:The expected compensation range for this position is $188,251 - $230,084, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 12/11/2025 To 01/10/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Portfolio Manager III
Phoenix, AZ jobs
Job DescriptionDescription:
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III in Arizona.
Description:
The Portfolio Manager III position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk.
Responsibilities:
Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information.
Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections.
Research pertinent industry and market information relevant to customers' lines of business.
Prepare a written summary of analysis for new and existing loan relationships, especially in regard to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship.
Communicate key analytical finding and opinions to Commercial Bankers, management or credit officers.
Assist in monitoring credit files, such as periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed.
Exercise independent judgement on client relationship credit analysis and take appropriate resulting action.
Participate in departmental or company-wide projects. Seek and propose process improvements.
Provide technical advice and assistance to Commercial Bankers and customers.
Assist as a lead in the review of work, training, and development of more junior Portfolio Managers.
Attend joint calls with the Commercial Banker to gather more information about the business.
Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria.
Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC).
Education / Experience Preferred:
Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10+ years.
7+ years of experience in credit analysis/portfolio management in a commercial lending environment required.
Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending.
Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns.
Must be proficient in Microsoft Office Suite.
Must possess strong business math skills.
Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing.
Must possess ability to multi-task, prioritize and meet deadlines.
Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion.
Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to develop professionally.
Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators.
Must be able to work flexible hours.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
Requirements:
Global Portfolio Manager - Nextel(TM) Ceramic Fibers
Maplewood, MN jobs
Job Title Global Portfolio Manager - Nextel Ceramic Fibers Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Global Portfolio Manager for Nextel Ceramic Fibers portfolio ($80M P&L), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Grow the business, via innovation, account penetration, application replication, and converter channel building, working closely with Aerospace and Defense, Electronics verticals, commercial Areas and functional partners
* Build Business with OEM and tier customers, in the fast growing aerospace, defense, and consumer electronics space.
* Collaborate with broader TEBG Marquee and Key account teams and cross-functional teams to expand customer base and develop solutions, based on customer insights and market trends.
* Collaborate with Area portfolio managers for driving short term, medium term, and long term health of the portfolio.
* Lead prioritized NPI programs, from ideation to post launch.
* Lead prioritized global marketing content creation and work with commercial and vertical activation teams for campaign activations
* Explore and engage potential external strategic partners in technology advancement
* Portfolio management such as rationalization and mix management, with functional and sales teams.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher (completed and verified prior to start)
* Two (2) years of marketing, strategy, or technical experience, in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
* Master's degree of Business Administration (MBA), either completed or in-pursuit, from an accredited university
* Experience working globally across a wide range of geographic teams and different functions in a private, public, government or military environment
* Customer-focused thinking and proven success gathering key insights
* Strong analytical skills with ability to think strategically and to navigate complex situations
* Strong operational skills to manage a complex portfolio
* Self starter, team player, and leader
Travel: May include up to 20% domestic or international Travel
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Responsibilities of this position may include direct and/or indirect physical or logical access to information, systems, technologies subjected to the regulations/compliance with U.S. Export Control Laws.
U.S. Export Control laws and U.S. Government Department of Defense contracts and sub-contracts impose certain restrictions on companies and their ability to share export-controlled and other technology and services with certain "non-U.S. persons" (persons who are not U.S. citizens or nationals, lawful permanent residents of the U.S., refugees, "Temporary Residents" (granted Amnesty or Special Agricultural Worker provisions), or persons granted asylum.
To comply with these laws, 3M must help assess candidates' U.S. person status.
The questions asked in this application are intended to assess this and will be used for evaluation purposes only. Failure to provide the necessary information in this regard will result in our inability to consider you further for this particular position
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 12/02/2025 To 01/01/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyManager- Portfolio Management
Phoenix, AZ jobs
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.
Auto-ApplyManager - Portfolio Management - eCRMS
Phoenix, AZ jobs
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
Manager - Portfolio Management - eCRMS
Phoenix, AZ jobs
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.
Manager - Portfolio Management; TRIS Finance
Phoenix, AZ jobs
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
Manager - Portfolio Management; TRIS Finance
Phoenix, AZ jobs
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.
Investment Portfolio Manager
Bloomington, MN jobs
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.
Auto-ApplyInvestment Portfolio Manager
Peoria, AZ jobs
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.
Auto-ApplyGlobal Portfolio Leader
Maplewood, MN jobs
**Global Portfolio Leader - Paper & Print** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
As a Global Portfolio Leader within the Paper & Print Business Unit, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ Develop and implement portfolio strategies in collaboration with the Area sales, Laboratory, and Operations teams to profitably grow the overall business.
+ Lead, develop, and execute the global New Product pipeline to ensure strong execution of new product introductions.
+ Lead the demand planning input from all areas to provide the right visibility to our plants and supply chain teams.
+ Set the pricing strategy and corridors for product portfolios under responsibility.
+ Lead, develop, and implement the Global Marketing Plan in collaboration with the Area sales, Global Marketing Center, and cross-functional teams in the BU and division.
+ Utilize portfolio analytics and market insights to define and execute marketing programs and tactics for portfolio optimization and maximization of gross margin dollars.
+ Engage with key customers, partners, co-suppliers, and industry influencers to develop and execute the global business growth plan.
+ Directly supervise product marketing and business development teams.
+ Drive improvements through an agile rhythm in collaboration with functional managers to improve cost, cash flow, and resolve roadblocks.
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree (completed and verified prior to start) from an accredited institution
+ Ten (10) years' combined experience in Global Portfolio Management, Product Marketing, and/or Business Management in a private, public, government, or military environment.
Additional qualifications that could help you succeed even further in this role include:
+ MBA from an accredited institution.
+ Five (5) years of experience in the Flexographic Printing market.
+ Strong track record of collaboration and cross-functional teamwork.
+ Strong analytical skills and ability to interpret data and drive decisions.
+ Excellent presentation and communication skills.
+ Demonstrated success in business strategy, operational marketing, business analytics, customer negotiations, price management, and leadership by influence.
**Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.**
**Travel:** May include up to 30% domestic /International
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 09/11/2025 To 10/11/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Portfolio Manager
Washington, MN jobs
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Job Description
At Brown Advisory, we foster a collaborative culture where teamwork, open communication, and entrepreneurship are at the core of how we achieve success together. To that end, we are seeking an exceptional professional with strong investment knowledge, proven business development track record, and a proven record of helping sophisticated, high net worth individuals and their families with making investment management decisions to work with us in our Washington, D.C. office.
The successful hire will be able to apply their strong investment knowledge to identify and cultivate new relationships. It is important that the individual can convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources. The goal is to develop the confidence and trust necessary to develop deep and lasting client relationships and to pursue prospective new business opportunities.
Due to the complex nature of our clients' investment objectives and related service needs, the Portfolio Manager ("PM") must possess an understanding of a broad range of investment concepts, disciplines and strategies and apply Brown Advisory's approach to each one for their individual clients. The PM role is both investment-focused and inclusive of other aspects of managing client relationships; PMs work with the broader private client teams in the development of strategies related to tax planning, wealth transfer, and philanthropy. Significant discretion and latitude are required to meet and interact with clients, prospective clients and their tax and legal advisors.
The primary duties and responsibilities include but are not limited to:
* Portfolio management for a broad array of portfolios, including, individual, family office, and endowments and foundations. The management of these portfolios are subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and alternative investments as appropriate in each situation.
* Management of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager.
* Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams.
* Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities.
* Contribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the presence of our brand.
* Ownership of the execution and delivery of presentations of the firm's investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors.
* Participation in the development of new ideas, planning and execution of business development strategies with senior management and other team members.
Desired Qualifications
* A minimum of 10 years of progressive experience working with sophisticated investors.
* Experience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies.
* Demonstrated success with managing balanced portfolios for high-net-worth private clients.
* Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity.
* Must be a passionate investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines.
* Experience in developing new business using both traditional and alternative investment strategies.
* Demonstrated success working with Qualified Purchasers with varying risk profiles.
* Exceptional investment acumen.
* High analytical expertise tempered by a strong relationship building mentality.
* Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person.
* A strong network in the Washington area is a plus, but not required
* Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies.
* Strong interpersonal skills - ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written.
* Highly motivated and self-starter capable of managing long-term relationships and initiating and cultivating new client relationships.
* Ability to work in our Washington office location.
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
DC Salary: $175-200k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility, which are applicable to this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplySenior Investment Performance Analyst
Minneapolis, MN jobs
We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
* Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
* Production of recurring deliverables provided to internal business partners.
* Actively support implementation of changes impacting performance, including development of solutions.
* Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting.
* Ensure documentation of relevant processes are complete, detailed and well-maintained.
* Work on ad-hoc projects as needed.
Required Qualifications
* BS/BA degree in Business, Finance, Accounting, or similar
* Knowledge of investments, fund accounting and reporting
* 5-7 years work experience in the financial services or investment management industry
* A standout colleague who can efficiently meet fast paced target dates
* Critical thinker with strong problem-solving skills
* Strong verbal and written communications skills
* Strong organizational skills
* Ability to work independently
Preferred Qualifications
* Curiosity about financial markets
* Work experience specific to performance measurement and analytics
* Experience with investment analytic systems like FactSet or BlackRock
* CIPM, CFA or eager to pursue
* Proficiency with Microsoft Excel and Access
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
Auto-ApplyAssociate Portfolio Manager
Washington, MN jobs
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Job Summary
Brown Advisory's Washington D.C. office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.
The primary duties and responsibilities include but are not limited to:
* Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
* Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
* Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group
* Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
* Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging
* Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
* Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
* Proactively participates in firm initiatives directed by local management
Qualifications:
This individual will be a key member of our investment team in Washington. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm, and participate actively in the analysis of new strategies. Associate Portfolio Managers are highly professional and unconditionally dedicated to delivering a first-class experience to clients.
* A minimum of 5 years' experience within the finance industry; 5 - 7 years' experience preferred.
* Strong quantitative, analytical, and interpersonal skills
* MBA or progress towards CFA designation is desired
* Ability to effectively communicate with clients
* Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus
* Ability to multi-task, to establish priorities, and to work both independently and within a small team environment
* Ability to handle confidential material with utmost discretion
* A passion for financial markets
* Ability to work in Washington office location
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $115-$140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyPortfolio Manager
Scottsdale, AZ jobs
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
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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.
Portfolio Manager
Scottsdale, AZ jobs
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
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