Lead portfolio manager work from home jobs - 366 jobs
Senior Portfolio Manager, Field Innovation - Climate Impact
NRG Consulting Group
Remote job
A prominent global philanthropy fund is seeking a Senior PortfolioManager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones.
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$120k-140k yearly 2d ago
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Remote Tax Manager-Lead In-House Tax Team
Solid Rock Recruiting LLC
Remote job
A rapidly growing financial services company is seeking a Tax Manager to lead and build in-house tax services. This role offers a unique opportunity for growth and ownership in shaping a new department. Ideal candidates will have CPA qualifications, strong tax experience, and leadership skills. Compensation ranges from $120,000-$170,000+ based on experience, alongside comprehensive benefits and performance bonuses.
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$120k-170k yearly 4d ago
Seasonal Tax Manager: Banking & Capital Markets (Remote)
Ernst & Young Oman 4.7
Remote job
A global consulting firm is seeking a Seasonal Tax Manager specializing in Banking and Capital Markets. The role involves providing tax guidance and consulting, preparing tax provisions, and enhancing controls. Candidates should have a bachelor's degree, a valid CPA license, and at least 5 years of tax experience. The position supports a flexible work model, with most engagements requiring in-person collaboration 40-60% of the time. Competitive hourly compensation of $90-$120 inclusive of diverse benefits is offered.
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$90-120 hourly 4d ago
Asset Manager - Distressed Assets
Talently
Remote job
Job Title: Asset Manager
Salary: $130,000-$155,000
Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management
About the Real Estate Company / The Opportunity:
Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight.
Responsibilities:
Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance.
Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies.
Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes.
Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding.
Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention.
Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations.
Prepare and present asset updates and financial reports to leadership and external partners.
Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize.
Must-Have Skills:
4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround
Strong proficiency in financial modeling
Ability to lead cross-functional teams and enact influence
Bachelor's degree in Real Estate, Finance, Business, or related field.
$130k-155k yearly 3d ago
Tax Manager
Councilor, Buchanan & Mitchell, P.C 3.7
Remote job
Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced senior tax professional. The ideal candidate will have a minimum of six years of public accounting and tax experience and will work on compilation, review, and tax engagements - primarily for clients in the auto dealership industry. Remote work and flexible schedule are available. Anticipated start date for this position is early 2026.
Essential Functions
Manage tax related processes, procedures, and team
Prepare personal, corporate, estate, and trust tax returns, including more complex cases
Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director
Review tax accruals and associated working papers
Assume responsibility for the smooth flow of tax returns
Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements
Bill and discuss fees with clients
Complete complex tax planning, including preparation of BNA projections
Analyze IRS notices and draft responses
Review IRS notice responses prepared by other tax personnel
Represent clients before the IRS
Communicate tax developments to the firm
Perform more complex tax research and review the research projects of others
Assist accounting and auditing staff members in client meetings
Delegate work to and supervise/manage work of tax staff, senior tax accountants, and tax supervisors
Participate in tax department administrative projects
Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members
Act as a resource for tax team
Contribute to the client service team by producing quality work with quick turnaround and attentive service
Develop a general understanding of the firm\'s philosophy and tax opinions
Establish good working relationships with all directors and staff members
Other Functions
Possess time management and organization skills
Demonstrate industry expertise
Assist with recruitment and training of other tax department personnel
Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
Write articles and make presentations
Develop a broad general knowledge of economic, political, and business conditions
Accept volunteer positions in community organizations
Perform other duties as assigned
Job Qualifications
Bachelor\'s degree in accounting or another related program
Advanced degree (generally a law degree or a master\'s in taxation) is strongly desired
CPA certification
At least six years of recent relevant public accounting, tax, and review experience (experience with pass-through entities is preferred)
At least two years of management experience and the ability to lead and develop professional staff
Proficiency in the use of computers and tax software programs (Document, Engagement, CCH Suite - Axcess Tax, QuickBooks, etc.)
Ability to manage multiple client engagements and prioritize work
About CBM
At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today\'s accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance.
CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment.
Company Benefits
401(k) and Profit-Sharing Plan
10 Paid Holidays
Paid Time Off
Bereavement/Jury Duty Leave
Paid Parental Leave
FSA/Dependent Care
Life Insurance
Short and Long-Term Disability
Volunteer Community Service Day
Healthcare Benefits - medical, dental, vision & other programs
Paid Parking & Metro
S subsidized Employee Wellness and Fitness Program
Mentorship Program - Project Clear Path
Professional Training & Development
Tuition Reimbursement
CPA and Other Certifications Assistance
Professional Memberships
Business Casual Work Environment
Fun Firm Activities
CBM is an Equal Opportunity Employer dedicated to diversity and inclusion
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$80k-113k yearly est. 3d ago
SEC Financial Reporting Manager ($120,000 - $150,000 plus bonus)
Korn Ferry 4.9
Remote job
Our client is an integrated service provider and marketplace for the real estate and mortgage industries. Combining operational excellence with a suite of innovative products and technologies, this company helps solve the demands of the ever-changing market.
We are seeking a highly skilled SEC Financial Reporting Manager to lead our financial reporting function. This role is responsible for ensuring accurate, timely, and compliant financial statements and disclosures in accordance with U.S. GAAP and SEC requirements. The ideal candidate will bring strong technical accounting expertise, leadership skills, and the ability to manage complex reporting processes. This position is U.S.-based and offers flexibility with remote work options to support work-life balance.
Key Responsibilities:
Oversee preparation and review of quarterly and annual financial statements and disclosures.
Ensure compliance with U.S. GAAP, SEC regulations, and internal control requirements.
Lead technical accounting research and implementation of new standards.
Manage financial consolidation and reporting processes across multiple entities.
Coordinate with internal and external auditors during audits.
Maintain SOX compliance and strengthen internal control frameworks.
Provide financial analysis and insights to support executive decision-making.
Mentor and develop the financial reporting team.
Qualifications:
Bachelor's degree in Accounting, Master's degree or MBA preferred.
CPA required; additional certifications (CMA, CIA) a plus.
3-5 years of progressive experience in accounting or financial reporting, including SEC reporting and public accounting.
Advanced knowledge of U.S. GAAP and SEC reporting requirements.
Strong leadership, analytical, and communication skills.
Proficiency in Excel and financial reporting systems.
Preferred Attributes:
Experience with IFRS and international reporting standards.
Familiarity with SOX compliance and internal controls.
Ability to manage multiple priorities under tight deadlines.
Big 4 experience
Experience reporting for a global publicly traded company
Compensation: $120,000 - $150,000 salary plus bonus
SE: 510775260
$120k-150k yearly 2d ago
Learning Portfolio Leader
Robert Half 4.5
Remote job
You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Where We Need You
We are looking for a Learning PortfolioLeader to join our Global Learning & Development (L&D) team . Protiviti works in a hybrid environment and this role requires that you work in-person in our office several times per week.
What You Can Expect
The Protiviti Global L&D team provides exceptional development opportunities for our people , from their first day on the job through every stage of their career . We focus on innovation in learning, and we work with our business leaders to support our b usiness growth , organization al development , and transformation goals.
As a Learning PortfolioLeader, y ou will lead the development and deliver y of multiple learning programs from start to finish , which provide immediate value to our consulting professionals and align with our strategic objectives . You will manage Milestone Learning Program s , tailored to each level in our consulting career model and focused on innovation, leadership, and professional development. Topics covered include d iversity & i nclusion, d esign t hinking, a gile, h ybrid work, presentation skills, networking and relationship development, project management , effective communication , and other consulting skills .
What You Will Be Doing
Develop , p lan and execute live virtual and in-person learning events of all sizes. Collaborate with colleagues , stakeholders and instructional designers to :
+ Identify organizational learning needs
+ Develop or enhance current learning materia ls to maximize effectiveness
+ Select and prepare internal facilitators and operation s teams
+ Send timely , effective communications
+ Cast a vision for impactful e xperiences beyond the classroom (executive receptions, group dinners, virtual networking events, etc.)
+ Collect and analyze participant feedback for continuous improvement.
+ Deliver exceptional development and culture-building experience s for participants, facilitators, and operation s teams
+ Be an expert on the content. Identify opportunities to enhance our learning portfolio and communicate actionable ideas.
+ Drive projects to timely completion through planning, forecasting, problem-solving, delegation and influence.
+ Cultivate relationships across the organization and keeps stakeholders informed of L&D developments.
+ Stay current with innovative learning trends, technologies, and environments (virtual or physical) and share ideas for integration into our programs.
What Will Help You Be Successful
+ S elf-motivated, decisive, adaptable, and skilled at balancing competing priorities.
+ B oth idealistic and realistic , motivated by new ideas yet practical under tight deadlines.
+ O utstanding leadership , organizational , and time management skills .
+ A n expert at b uild ing and maintain ing relationships ; you value diversity of strengths and ideas .
+ E xceptionally detail oriented while maintaining a strategic, big-picture perspective.
+ W illing to take on any task, large or small, and skilled at delegation when needed.
+ E xperienced user of Microsoft Office 365 (Teams, Outlook, Excel, PowerPoint).
+ A vid user of technology and are eager to learn new platforms and tools.
+ F amiliar with various Learning Management Systems, course authoring tools, and other learning technologies . C urious , passionate about learning, and committed to people development.
+ Willingness to travel ~35%
Your Educational and Professional Qualifications
+ Bachelor's degree in a relevant discipline
+ 6+ years of experience in learning and development . Experience in the consulting/professional services industry is preferred.
Our Hybrid Workplace
P rotiviti operates in a hybrid work environment, meaning all employees are expected to achieve a blend of in-person and remote work. This model creates meaningful experiences for our people and clients while offering a flexible environment. The expected ratio of remote to in-person work will vary by team and other business factors. Local and/or out-of-state travel is required based on our project and internal client commitments.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$88,000.00 - $132,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
10%
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
$96,800.00 - $145,200.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2025-01/2025\_u.s.\_benefit\_highlights.pdf .
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
OH CLEVELAND
Protiviti (www.protiviti.com (https://www.protiviti.com/us-en) ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For (https://www.greatplacetowork.com/certified-company/1271638) list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI (https://www.roberthalf.com/us/en) ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE (https://learnmore.protiviti.com/joinourtalentcommunity) to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
$88k-132k yearly 39d ago
Lead Portfolio Management Manager - REMOTE
Jobgether
Remote job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote PortfolioManagementManager. In this role, you will be instrumental in overseeing the post-closing relationship management of our partners. You will work hands-on with various clients, ensuring compliance and performance metrics are accurately monitored. This presents a unique opportunity to drive significant impact within communities through effective management of a broad array of loans. Your analytical skills will be key to identifying and resolving performance-related concerns, providing your expertise to enhance client relationships and promote sustainable community development.Accountabilities
Oversee the performance of assigned loan portfolios and asset classes
Analyze portfolio trends and identify emerging risks
Prepare quarterly loan impairment analyses for troubled loans
Deliver consistent financial and risk analyses during key loan events
Serve as the primary post-closing relationship manager for borrowers
Requirements
Minimum of five (5) years of professional Portfolio and/or Asset Management experience
Formal Commercial Credit training from a recognized institution
Bachelor's degree in Accounting, Finance, Economics or a related field
Proficient in credit, investment, or real estate analysis
Advanced knowledge of Excel for financial analysis and modeling
Benefits
Up to twenty (20) paid holidays/business closure days
Unlimited flexible time off
Group medical insurance with a funded health reimbursement account
Retirement plan with employer contributions
Work from home fund
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$80k-137k yearly est. Auto-Apply 1d ago
Portfolio Delivery Leader
Rsm 4.4
Remote job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Portfolio Delivery Leader
The Portfolio Delivery Leader is accountable for collaborative design, driving alignment, and successful delivery of a prioritized portfolio roadmap. This role builds and maintains strong, trust-based relationships with key business stakeholders, ensuring that technology investments are aligned with strategic objectives and delivers measurable value.
Acting as a strategic partner to the business digital leader, the Portfolio Delivery Leader ensures the right teams, capabilities, and processes are in place to enable high impact, high-quality solutions. In partnership with Digital Leaders, this role champions an integrated, collaborative delivery model that strengthens business engagement, accelerates decision-making, and enhances transparency across the portfolio.
This position provides leadership and oversight for solution delivery leveraging advanced technologies including ensuring teams consistently apply AI and recent technology design best practices, standards, and methodologies. The Portfolio Delivery Leader is accountable for team performance, delivery excellence, and continuous improvement, fostering an environment of shared ownership, high quality outcomes, and operational efficiency.
ESSENTIAL DUTIES:
Cultivate strong, trust-based relationships with stakeholders to collaboratively shape portfolio roadmaps, prioritize initiatives based on business value, and ensure transparent visibility into delivery progress and effectiveness
Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining world-class custom solutions that seamlessly integrate with internal and external systems. Apply deep business knowledge of assigned lines of business, across lines of business or functional groups to ensure alignment with strategic goals. Drive accountability among leaders to identify and execute opportunities for streamlining delivery workflows through AI, automation, and modern delivery tools. Lead in-house and 3rd party teams on the synthesis of Cloud and hybrid platform offerings into first class solutions for RSM with a consistent focus on delivering high value, high quality solutions that are reliable and will scale to the growing needs of RSM and relevant practice
Establish and oversee processes that enable teams to deliver high-value solutions reliably and collaboratively for RSM business and digital solutions teams. Standardize Agile and SAFe practices across all teams, while fostering leadership collaboration with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity. Champion continuous improvement by driving enhancements in Agile and SAFe practices to optimize delivery efficiency and team performance.
Oversee the execution of advanced products, AI and cloud platform development, governance processes, and manage expectations with stakeholders while continuing to advance the partnership with our business leaders through the priority focus of solving business problems. Identify leading practices around platform Security, Data Integrity, Service Quality, Scalability, Privacy, Risk Mitigation, Disaster Recovery, Control and Monitoring.
Lead high performing teams ensure best practices; standards and policies are adhered to during the execution process. Lead process optimization efforts and provide regular performance
QUALIFICATIONS:
EDUCATION/CERTIFICATIONS
Bachelor of Science or equivalent experience in Software Engineering/Cloud/technology leadership role - Required
Master of Science - Preferred
TECHNICAL/SOFT SKILLS
Solid understanding of Microsoft Azure cloud architecture and administration
Experience building on premise, off-premise and hybrid solutions
Experience building business solutions with a strong understanding of business processes required
Strong conceptual, analytic, and expert problem-solving skills
An understanding of current development technologies
Strong leadership skills with experience managing Agile SAFe development teams to deliver complex business solutions
Motivated to work in a new and growing environment
Strong mentoring and training skills
Excellent communication, collaboration, and influence skills and conveys an approachable demeanor
EXPERIENCE
5 years' experience leading matrixed delivery teams, building strategic roadmaps and providing effective business alignment
Solution Development and Governance required
10 years' experience building enterprise-class on-premise, off-premise and hybrid solutions required
5 years' experience developing and maintaining policies, procedures, standards, and guidelines required
Strong business knowledge in Audit, Tax, Consulting and/or internal functions of the firm required
Strong experience in Agile SAFe
Knowledge and experience with Application Lifecycle Management with Microsoft Team Foundation Server
Experience presenting to C-level executive and Board of Director levels
Proficiency in performing and reporting risk, business impact
Knowledge of experience in developing and documenting cloud architecture and plans, including strategic, tactical and project plans.
Knowledge and experience leading teams focused on Azure cloud and related cloud technologies
Ability to determine when Customization, Development, or additional commercial products are required
Hands on experience with large scale implementation(s) of Azure in an enterprise environment required, specifically around:
Deploying applications for scale in Azure cloud
Monitoring and support of Azure
Disaster Recovery
Performance tuning and optimization
LEADERSHIP SKILLS
Strong leadership skills and the ability to work effectively with business managers, IT engineering and IT operations staff
Ability to influence without authority
Ability to build strong relationships across lines of business, functional areas, and outside vendors
Excellent verbal, written and interpersonal communication skills, including the ability to communicate effectively across the entire organization
Ability to be a leader and SME of Cloud technologies for project and application development teams, management, and business personnel
Ability to drive delivery, motivate team as well as provide input into achieving realistic timelines, roadmaps, and goals
Strong leader: takes ownership, leads by example, creates, and motivates high-performing teams
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $215,800 - $381,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$125k-179k yearly est. Auto-Apply 4d ago
Diversified Markets Portfolio Manager
Farm Credit Services of America 4.7
Remote job
We are seeking a Diversified Markets PortfolioManager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolioManager is responsible for client relationships as well as on-going lending and servicing support.
Responsibilities:
Credit PortfolioManagement: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events.
Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types.
Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments.
Requirements:
• Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred.
• 3-7 years related work experience preferred
• Ability to communicate effectively with all levels of the organization
• Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association
• Ability to travel within the assigned territory and occasional travel across the association
• Ability to work independently and as a team member under minimal supervision
• Excellent computer skills
• Focus on problem solving skills with solutions-driven results
• Current awareness of economic developments and production technology affecting agriculture in the region
Other Details:
AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Why AgSouth?
When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast.
At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family!
What can we offer you?
• Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering
• Corporate incentive plan with spot bonuses for top-notch work
• Medical, dental and vision insurance, as well as life and disability insurance
• Flexible spending and health savings accounts
• Generous 401(k) matching contributions, as well as additional employer contributions
• Reimbursement for approved higher education pursuits
• A wellness program for employees, which includes resources for a healthier lifestyle
• Corporate learning programs for professional development
• Other perks, such as employee discounts on select cell phone providers, computers, etc.
$104k-206k yearly est. Auto-Apply 60d+ ago
Learning Portfolio Leader
Protiviti 4.7
Remote job
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Where We Need You
We are looking for a Learning PortfolioLeader to join our Global Learning & Development (L&D) team. Protiviti works in a hybrid environment and this role requires that you work in-person in our office several times per week.
What You Can Expect
The Protiviti Global L&D team provides exceptional development opportunities for our people, from their first day on the job through every stage of their career. We focus on innovation in learning, and we work with our business leaders to support our business growth, organizational development, and transformation goals.
As a Learning PortfolioLeader, you will lead the development and delivery of multiple learning programs from start to finish, which provide immediate value to our consulting professionals and align with our strategic objectives. You will manage Milestone Learning Programs, tailored to each level in our consulting career model and focused on innovation, leadership, and professional development. Topics covered include diversity & inclusion, design thinking, agile, hybrid work, presentation skills, networking and relationship development, project management, effective communication, and other consulting skills.
What You Will Be Doing
Develop, plan and execute live virtual and in-person learning events of all sizes. Collaborate with colleagues, stakeholders and instructional designers to:
Identify organizational learning needs
Develop or enhance current learning materials to maximize effectiveness
Select and prepare internal facilitators and operations teams
Send timely, effective communications
Cast a vision for impactful experiences beyond the classroom (executive receptions, group dinners, virtual networking events, etc.)
Collect and analyze participant feedback for continuous improvement.
Deliver exceptional development and culture-building experiences for participants, facilitators, and operations teams
Be an expert on the content. Identify opportunities to enhance our learning portfolio and communicate actionable ideas.
Drive projects to timely completion through planning, forecasting, problem-solving, delegation and influence.
Cultivate relationships across the organization and keeps stakeholders informed of L&D developments.
Stay current with innovative learning trends, technologies, and environments (virtual or physical) and share ideas for integration into our programs.
What Will Help You Be Successful
Self-motivated, decisive, adaptable, and skilled at balancing competing priorities.
Both idealistic and realistic, motivated by new ideas yet practical under tight deadlines.
Outstanding leadership, organizational, and time management skills.
An expert at building and maintaining relationships; you value diversity of strengths and ideas.
Exceptionally detail oriented while maintaining a strategic, big-picture perspective.
Willing to take on any task, large or small, and skilled at delegation when needed.
Experienced user of Microsoft Office 365 (Teams, Outlook, Excel, PowerPoint).
Avid user of technology and are eager to learn new platforms and tools.
Familiar with various Learning Management Systems, course authoring tools, and other learning technologies. Curious, passionate about learning, and committed to people development.
Willingness to travel ~35%
Your Educational and Professional Qualifications
Bachelor's degree in a relevant discipline
6+ years of experience in learning and development. Experience in the consulting/professional services industry is preferred.
Our Hybrid Workplace
Protiviti operates in a hybrid work environment, meaning all employees are expected to achieve a blend of in-person and remote work. This model creates meaningful experiences for our people and clients while offering a flexible environment. The expected ratio of remote to in-person work will vary by team and other business factors. Local and/or out-of-state travel is required based on our project and internal client commitments.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$88,000.00 - $132,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
10%
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
$96,800.00 - $145,200.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.
Learn more about the variety of rewards we offer at Protiviti at ***************************************************************************************
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to ************************** or call ************** for assistance.
In your email please include the following:
The specific accommodation requested to complete the employment application.
The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
OH CLEVELAND
$88k-132k yearly Auto-Apply 14d ago
Portfolio Success Manager
Shipbob 3.8
Remote job
As a member of the ShipBob Team, you will...
Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob.
Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights.
Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories.
Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Role Description:
The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success.
What you'll do:
Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
Manage a book of high revenue clients and grow their business within ShipBob.
Source and close expansion deals within your merchant book of business.
Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
Collaborate cross departmentally with multiple stakeholders.
Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation.
Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies.
Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
Experience with data analytics - reviewing and utilizing data to make decisions.
Additional duties and responsibilities as necessary.
What you'll bring to the table:
8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred.
Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives.
Established ability to negotiate and deliver contractual partnership deals.
Demonstrated ability to manage and foster a positive team culture.
Ability to build consultative and executive-level customer relationships.
Excellent conflict resolution abilities and negotiation experience.
Advanced written and verbal communication skills.
Desire to work in a fast-paced environment.
Advanced experience in Microsoft Office Suite.
This role will require up to 15% of travel.
Perks & Benefits:
Medical, Dental, Vision & Basic Life Insurance
Paid Maternity/Parental Leave Program
Flexible Time Off Program
Paid Sick Leave
Wellness Days (1 day/quarter)
401K Match
Comprehensive Benefits Package >>> ********************************
See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob)
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions.
About You:
The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain.
Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/).
About Us:
ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago.
ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
$93k-182k yearly est. Auto-Apply 5d ago
HD Power Outage Management - Customer Portfolio Manager - CPM CS
GE Vernova
Remote job
SummaryThrough relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future.
What Impact you'll make:
As the Site Customer PortfolioManager located at our Client's site in the greater area of Corpus Christi South Texas with a dynamic customer base you will need to demonstrate accountability for functional, business, and broad company objectives for Gas Power within GE VERNOVA.
You will be responsible for the profitability and customer satisfaction for assigned contract/s and customer obligations, fulfill service agreement obligations, fixed price, material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams.
Your high levels of operational judgment are required to achieve objectives under our SQDC principles.
The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required.Job Description
What you'll do
As the Customer PortfolioManager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity for this Portfolio located in Corpus Christi.
Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer at the site.
Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GEV.
Be responsible for developing outage scope/communicating scope to the field services team.
Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable.
Provide leadership in owning and driving all emergent/forced outage matters to resolution.
Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GEV network.
Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure.
What you'll bring: (Basic Qualifications)
Bachelor's Degree from an accredited University (OR an Associates degree from a college or 7 years of experience in a power generation industry)
Minimum of 7+ years of Outage Management with Technical Field knowledge of Heavy Duty Gas Turbine/and or Steam Power Equipment experience
What will make you stand out:
You have a passion for leading by example with exceptional communication skills, time management and leadership in a proactive service environment.
Including excellent Presentation skills with advanced knowledge in Microsoft tools such as excel, and Power Point is strongly desired
You are someone who brings
vision
for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives
Other Eligibility Requirement:
National Relocation offered to Texas US area only
Must be legally authorized to work in the United States
No Sponsorship nor is Immigration service offered
This position also requires inter-company travel up to 50% of the time.
Benefits Available to You
GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: *******************************************************
Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements.
A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today.
GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development.
Inclusion & Diversity
At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong.
About GE Gas Power
GE Gas Power engineer's cleaner, more accessible energy that people depend on, powering growth and prosperity for people everywhere. Our leading technologies produce a third of the world's electricity thanks to our talented people, who make gas work for our customers, stakeholders, and the world. Through relentless innovation and continuous partnership with our customers, we are building the energy technologies of the future and providing the cleaner, more efficient power people depend on today.
For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600 - $199,400 USD Annual.
The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set.
This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least 11/8/2025.
The Company pays a geographic differential of 110%,120% or 130% of salary in certain areas of the USA.
Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services.
Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a “Sponsor”).
Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
#LI-Remote - This is a remote position Application Deadline: January 20, 2026For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on January 08, 2026.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
$119.6k-199.4k yearly Auto-Apply 12d ago
Applications Portfolio Manager - Microsoft Platforms
Michael Baker 4.6
Remote job
Michael Baker International is seeking an experienced “Application PortfolioManager” as part of its IT organization. The PortfolioLead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices.
This portfoliomanages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio.
Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms.
The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role.
RESPONSIBILITES
Portfolio & Applications ManagementLead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms.
Build, manage, and set the direction of the Knowledge Managementportfolio and its team members
Create, capture, organize, and assess knowledge assets for enterprise use.
Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies.
Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements.
Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge.
Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations.
Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture.
Translate business needs into long-term technical solutions to solve problems.
Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems.
Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers.
Function as the Subject Matter Expert for Microsoft 365 tools and processes
Create and advertise use cases for Microsoft tools, and assist businesses in adoption
Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools
Lead implementation of new tools, including project management and change management activities
Oversee end user support for Microsoft 365 and CX applications
Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment.
Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences.
Team Development and Stakeholder Engagement
Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions.
Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform.
Mentor and develop KM and CX team members.
Foster a collaborative, high-performance environment focused on innovation and delivery.
Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions.
Operational Excellence
Ensure quality, compliance, and security across all managed applications and platforms.
Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices.
Internal Processes: Lead information management process definition and implementation.
Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption.
Services Support: Work with business to manage information needs.
Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use.
PROFESSIONAL REQUIREMENTS
Bachelor's degree in Computer Science, Information Technology, or related field.
10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization.
Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies.
Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale.
Strong background in business analysis, solution architecture, and portfoliomanagement.
Experience managing cross-functional teams and external partners.
Excellent communication, presentation, and stakeholder management skills.
Demonstrated ability to drive adoption and deliver measurable results.
PREFERRED QUALIFICATIONS
Experience in the Architectural, Engineering, and Consulting (AEC) industry.
Supervisory and training experience.
Application portfoliomanagement in complex, multi-business environments.
COMPENSATION
The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
BENEFITS
We offer a comprehensive benefits package including:
Medical, dental, vision insurance
401 (k) Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits
#LI-KR2 #LI-REMOTE
$140k-180k yearly Auto-Apply 60d+ ago
Systematic Portfolio Manager - Crypto / CeFi
Elliot Partnership
Remote job
Crypto PortfolioManager | Senior Crypto Quant Trader
Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading
NYC or US based (remote)
A stealth mode systematic crypto trading firm is looking to add a PortfolioManager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome.
They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps.
The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive:
Access to Capital and high % pay-out
Interesting team growth opportunity
Collaborative culture
Required:
Detailed CV and Investment process plan
Min 2 year track record of risk adjusted returns
Sharpe ratio above 2
PM must have managed live capital of minimum $5m
BSc / MSc in Quant Math or Science discipline
$106k-186k yearly est. 60d+ ago
Remote Healthcare Portfolio Manager
Insight Global
Remote job
Insight Global is seeking a PortfolioManager to work fully remote on a one-year contract, with the possibility of conversion to a full-time role or extension. This individual will support wholesale affiliate partners and oversee a portfolio of approximately 20-25 projects.
The ideal candidate will have exceptional communication skills and strong leadership capabilities to collaborate closely with executive stakeholders. Day to day, they will manage a portfolio budget of $20-25 million and be responsible for EAC (estimate at completion) forecasting, burn rate analysis, and managing both labor and non labor budgets. They will also be expected to create forecast trends. All financial documentation will be maintained in Clarity.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Ability to create PowerPoint presentations without direction for executive-level audiences
- Strong communication skills to effectively engage with executives
- Able to improve reporting, identifying process gaps (risk mgt), and building dashboard visibility for leadership
- Experience managing a budget of at least $20 million
o Establish funding buckets
o Resource allocation
o Burn Rate Analysis
- Experience using Clarity (or a comparable financial documentation tool-excluding Microsoft tools)
- Healthcare insurance experience (highly preferred)
$91k-160k yearly est. 3d ago
Portfolio Manager, NextGear Capital (Baltimore/DC Market)
Cox Holdings, Inc. 4.4
Remote job
Company
Cox Automotive - USA
Job Family Group
Customer Care Group
Job Profile
PortfolioManager III - NGC
Management Level
Individual Contributor
Flexible Work Option
Can work remotely but need to live in the specified city, state, or region
Travel %
Yes, 75% of the time
Work Shift
Day
Compensation
Compensation includes a base salary of $107,200.00 - $160,800.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Job Description
Job Summary
The PortfolioManagermanages and grows a portfolio of dealer clients across the assigned Baltimore/DC territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Atlanta Northwest area.
*
The Candidate must permanently reside in assigned geographic territory
.
Responsibilities
Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients.
Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation.
Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations.
Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress.
Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery.
Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors.
Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company.
Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company.
Responsible for onboarding new clients to ensure a positive and successful client experience.
Cultivate Cox Automotive cross functional business unit relationships and opportunities.
Participate and support other projects and initiatives as required.
Perform all other duties as assigned.
Job Knowledge, Skills and Abilities:
Knowledge of the automotive industry (various sectors).
Knowledge of the finance industry (various sectors).
Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred.
Strong financial acumen with working knowledge of key financial tools and terminology.
Ability to identify risk indicators through data tools.
Ability to communicate a proactive performance plan on continuous basis individually and client level.
Strong presentation, verbal and written communication skills.
Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
Strong time management skills with ability to manage deadlines.
Strong negotiation and collection skills.
Strong analytical and problem-solving skills.
Ability to work independently and in a remote environment.
Ability to maintain a high level of safety awareness and take necessary safety precautions.
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.
Education and Experience:
BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree.
Automotive and/or floorplan industry background preferred.
Financial knowledge and acumen preferred.
Physical Demands:
Ability to visit clients at least 60% of the time with occasionally required overnight travel.
Ability to sit and stand for extended periods of time.
Valid driver's license is required for this position.
Disclaimer:
The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.
$107.2k-160.8k yearly Auto-Apply 11d ago
Manager, Portfolio Management
Nonprofit Finance Fund 4.3
Remote job
Senior Director, PortfolioManagement
Suite: Credit Risk and Loan Administration
Department: PortfolioManagement
Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia).
Salary Range: $99,500 - $110,600
About Nonprofit Finance Fund
Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values.
About This Role
Nonprofit Finance Fund is looking for talented and mission-driven Manager, PortfolioManagement who specializes in commercial loans to support our PortfolioManagement team in the post-closing relationship management of NFF's borrowers. The PortfolioManagement team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. PortfolioManagersmanage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The PortfolioManagement team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve.
NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required.
What You Will Do
Essential responsibilities for this role include, but are not limited to:
Portfolio Monitoring & Risk Management (35%)
Oversee the performance of assigned loan portfolios and asset classes
Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators
Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio
Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns
Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults
Relationship Management & Customer Service (35%)
Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions
Serve as the primary post-closing relationship manager for NFF borrowers
Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues
Compliance, Documentation & Workout Management (20%)
Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations
Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution
Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda
Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies
Meetings and Other Duties As Assigned (10%)
Attend internal and external meetings as needed
As work and community/client needs change assignments, projects, and job duties will be assigned and may change
Who You Are and Minimum Qualifications
Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields
Formal Commercial Credit training from a recognized bank or institution
A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending
Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders
Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points
Advanced knowledge of Excel with the ability to perform financial analysis and modeling
Proficient experience in analyzing complex financial statements and tax returns
Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc.
Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents
Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management
Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications
All other equivalent combinations of work experience and training/education will also be considered
The Strongest Candidates Will Have/Be
Commitment to NFF's values and mission
Experience working with communities with historical disinvestment
Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools
Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices
Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones
Willingness to collaborate with a dynamic and mission-driven team
Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment
Benefits and Compensation
NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs.
This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.
$99.5k-110.6k yearly Auto-Apply 4d ago
Portfolio Manager
Pennington Partners and Co 4.2
Remote job
About the Company
Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families.
Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility.
About the Position
Working with some of the most successful families in the country brings with it a commitment to Client Service and PortfolioManagement excellence, this position at Pennington is the face of PortfolioManagement excellence and engagement with our Operating Partner Families in different markets across the United States.
This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm.
What You'll Do
Leading the analysis of the client portfolios, and interfacing with clients to discuss updates.
Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes.
Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements.
Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies.
Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events.
Performing related assignments or special projects as may be required.
What You'll Need
Minimum of a BA/BS degree. Graduate degree preferred, not required.
CFA or CPWA accredited certifications are required.
Highly motivated and an ability to work in an entrepreneurial environment.
5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant.
Demonstrated skills interfacing with clients and a passion for improving their lives.
Strong written and verbal communication skills, including ability to succinctly explain complex ideas.
Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment.
Extraordinary organizational and project management skills.
What You'll Get.
We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).
Salary - Competitive compensation (base salary + target bonus)
Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.
EQUAL EMPLOYMENT OPPORTUNITY
It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
$102k-172k yearly est. 60d+ ago
Portfolio Manager
United Community Bank 4.5
Remote job
United Community is seeking a highly skilled PortfolioManager. The PortfolioManager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The PortfolioManager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.
What You'll Do
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending.
Analyze complex financial statements and prepare credit analysis packages.
Serve as a secondary contact on client relationships.
Identify cross-sell opportunities with new and existing clients.
Assist in the loan process, including underwriting and closing.
Prepare commitment letters and review loan documents.
Assist lenders in their prospecting efforts.
Requirements For Success
Bachelor's Degree in finance or accounting preferred.
5+ years of experience in commercial lending.
Proficient knowledge of credit policy, banking regulations, and loan documentation.
Ability to analyze complex financial statements and tax returns.
Strong interpersonal and communication skills.
Excellent organizational and time management skills.
Ability to work effectively within the company's credit culture.
Proficiency with in-house financial reporting applications, including Navigator.
Good mathematical, reading comprehension, and writing skills
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $60,466.00 - USD $93,119.00 /Yr.