Elevate Amazon's Property Tax Strategy with Technology and Strategic Leadership
We're seeking an innovative Property Tax Senior Manager to drive transformative tax management strategies using advanced technology, including generative AI. In this pivotal role, you'll lead a dynamic team that's revolutionizing property tax compliance, as well as review and management of our complex real estate portfolio.
Key responsibilities
Provide expert guidance on property tax strategies for Amazon's diverse site portfolio
Lead and develop a high-performing team of tax professionals
Identify and challenge property valuations to optimize tax outcomes
Develop strategic recommendations for senior leadership
Collaborate with internal and external stakeholders to manage property tax complexities
Leverage technology and generative AI to enhance tax management processes
Join us in reimagining property tax management at the intersection of technology and strategic leadership.
A day in the life
Your day will be a blend of strategic leadership, technological innovation, and collaborative problem-solving. You'll navigate complex tax landscapes, leverage advanced analytics, and work closely with cross-functional teams to minimize tax liabilities and maximize operational efficiency.
About the team
Our Property Tax Team is a forward-thinking group dedicated to managing property tax compliance, audits, and strategic planning across the United States and Canada. We're not just managing taxes; we're pioneering intelligent approaches to property tax management that drive significant value for Amazon.
Basic Qualifications
10+ years of tax, finance or a related analytical field experience
10+ years of tax experience with a significant amount of time providing technical guidance experience
5+ years of managing a high caliber team experience
Bachelor's degree in accounting, finance, business or related field
10+ years progressive experience in the area of Real and Personal property tax valuation and compliance
Preferred Qualifications
Experience within a multinational business and either legal or accountancy firm experience
Experience liaising with tax authorities including responding to audits and information requests
Experience communicating to senior management and customers verbally and in writing
Can work proactively and independently, meet deadlines, and deliver on projects and tasks
CPA, JD, or Master's degree
CMI or similar professional designation
Experience with multi-state, multi-entity corporate structures
Understanding of valuation methodology
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $149,800/year in our lowest geographic market up to $247,700/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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$149.8k-247.7k yearly 1d ago
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Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Kirkland, WA
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 7d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Seattle, WA
Tax Manager - Public Accounting Firm (Confidential Search)
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601-4597
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$140k-185k yearly 4d ago
Senior Tax Manager, ASC 740 - Lead Tax Strategy (ESOP)
BDO Capital Advisors, LLC
Portfolio manager job in Seattle, WA
A leading financial advisory firm based in Seattle seeks a Core Tax Services Senior Manager. This role involves advising clients on tax implications, managing tax compliance processes, and mentoring junior staff. The ideal candidate has eight or more years of relevant experience and a bachelor's degree in Accounting or Taxation. Key responsibilities include managing client relationships and ensuring compliance with tax regulations. Offering competitive salary ranges and opportunities for professional growth within a supportive culture.
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$72k-103k yearly est. 5d ago
Client Portfolio Manager - Custom Equity Platform
Invesco 4.6
Portfolio manager job in Seattle, WA
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
* Flexible paid time off
* Hybrid work schedule
* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
* Health & wellbeing benefits
* Parental Leave benefits
* Employee stock purchase plan
Job Description
About the Department / Team:
Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable and tax-efficient exposure to equity and fixed income asset classes. The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options.
About the Role:
The Client PortfolioManager (CPM) acts as an integral part of the portfoliomanagement team and possesses deep knowledge of capital markets and the team's investment philosophy and quantitative investment process. The CPM is regarded as a credible investor who acts as the primary interface between our client-facing teams and the investment team. The CPM interacts with the portfoliomanagement team daily to understand past and current portfolio positioning, performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, views of the team/asset class, and has primary responsibility for conveying this information effectively to retail and institutional clients including gatekeepers, research analysts, consultants, and internal colleagues. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with rest of the CPM team, the SMA team, marketing, and other relevant partners on business and marketing related projects. The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, stage presence, relationship building, business acumen, and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average, and continually strive to improve themselves, their work, and their environment.
Responsibilities of the Role:
* Grow and retain business by representing the investment team and key investment strategies to clients.
* Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies - this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.
* Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed.
* Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of PortfolioManagers.
* Provide portfolio updates and insights to drive client engagement and loyalty.
* Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.
* Participate in the development of advisor-facing content, presentations, and research.
* This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace.
* Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content.
* Present at Invesco roundtables and industry conferences.
* Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.
* Support Distribution with training, large conferences, meeting support.
* Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.
* Liaise with the firm's various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate.
* Assist with quarterly investment commentaries and regulatory commentary content.
Requirements of the Role:
* Undergraduate degree required, preferably in business or related discipline.
* 5-8 years of investment-related client-facing experience.
* Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams.
* Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred.
* Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems.
* Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products.
* Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages.
* Strong and influence management skills
* MBA/CFA a plus
* Series 7 and 63 or 66 required
* Regular travel required
The salary range for this position in New York City and Seattle is $150,000 - $180,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
$150k-180k yearly Auto-Apply 59d ago
Regional Portfolio Manager
NW Recruiting Partners
Portfolio manager job in Seattle, WA
Job Description
Regional PortfolioManager - Multi-Family Properties
Seattle, WA
Join an esteemed Real Estate Investor and Operator as a Regional PortfolioManager and become an integral part of their dynamic team! With a robust portfolio exceeding several billion in value, they are looking for an experienced professional to ensure the optimal performance of our commercial and multi-family properties.
The ideal candidate will possess over five years of experience in multi-family real estate, strong financial acumen, and team management skills. In this role, you'll initially oversee 6-10 properties' operations, tenant experience, and financial performance, collaborating closely with the Director of Property Management.
With the firm's stellar industry reputation and diverse portfolio, you'll find ample opportunities for growth and advancement as the team is active and growing. Are you looking for an opportunity where you can be strategic, look ahead and implement plans for your portfolio? Then this could be the role for you!
PortfolioManager Responsibilities:
Develops the annual budget(s) for their assigned communities and oversees attainment of budgeted goals by analyzing and evaluating financial performance, reconciling monthly statements against approved budget.
Ensures that individual communities meet the established operational, financial, and business performance goals by inspecting properties, reviewing financials, market, and operational reports, and developing and implementing appropriate action plans to achieve results.
Provides leadership to the team of Property Managers by interviewing, hiring, and training team members.
Oversees and responsible for appropriate and adequate staffing at each community and supervises the talent acquisition, development, and management of community team members.
Promotes company satisfaction through timely reporting and ongoing communication about the performance of the properties.
Reviews, analyzes, and interprets market data to identify emerging trends that may impact the performance of the portfolio, and works with the Asset Managers, Property Managers, and others to develop and implement market plans that drive occupancy and revenue growth.
Ensures that the appearance and physical aspects of the properties meet the established standards through routine site and safety inspections.
Coordinates work activities and services from vendors, consultants, and other contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication between consultants and project team members.
Inspects the properties on a regular basis for safety hazards, property damage, and needed repairs by maintenance staff. Follows up on repairs to verify completion and compliance with property insurance companies, OSHA, government agencies, safety policies and risk management procedures.
Adhere to the branding guide to maintain brand integrity across community and property management platforms.
Collaborate with the Director to assess changes in the rental market through analysis of traffic and rental records.
Supervise maintenance programs that encompass interior and exterior conditions and appearance of properties.
Reviews and monitors the completion of all capital projects approved in the annual business plan.
Regional PortfolioManager Qualifications:
5+ years' experience in Multi-family Property Management.
Minimum 4 years in a Supervisory Role.
5+ years managing multiple sites.
Bachelors Degree in real estate, accounting, finance or related field preferred.
Solid experience creating and managing a budget and producing monthly, quarterly and yearly variance reports.
ARM, CPM, CAM designation preferred.
WA Real Estate license desired.
Working knowledge of Yardi software.
Competent in MS Office and relevant databases and software.
Well organized with excellent time management skills.
Company Benefits:
Medical, Dental, Vision, and Life Insurance
Generous PTO and paid holidays
401K and potential for bonuses/profit sharing
Excellent opportunities for advancement, continued learning, and more!
Compensation: $130K - $150K + bonus
$75k-140k yearly est. 6d ago
Portfolio Manager, WEX Venture Capital
WEX Inc. 4.8
Portfolio manager job in Seattle, WA
About Team / Role WEX Venture Capital is the global venture capital arm of WEX Inc., a global financial technology company that provides payment processing, information management, and fleet card payment solutions to businesses of all sizes, including over 19 million commercial vehicles. The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across mobility and B2B payments. We invest in startups with new technology and business models and then create new partnerships with WEX that pull WEX into new areas, while using our scale to accelerate the success of the companies we support.
We are seeking a full-time Portfolio Operations Manager, WEX Venture Capital. The ideal candidate is highly motivated to drive portfolio support and fund operations so we can maximize the value we can create for our portfolio companies. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry.
How you'll make an impact
* Create an innovative playbook for how to translate WEX's technology, global customer base and channel partnerships into strategic value for new and existing portfolio companies
* Drive strategic partnerships and integrations for WEX's portfolio companies across WEX, from scoping through implementation and measurement
* Communicate progress about WEX's portfolio companies to WEX's global employee base to generate new product and commercial opportunities that can help our portfolio companies grow
* Craft partnerships and awareness of WEX Venture Capital within the electric mobility and fleet software ecosystems, including with venture capitalists, startups, accelerators, and incubators
* Collaborate cross-functionally to support WEX's commercial and product teams with ongoing partnership efforts
* Analyze performance for WEX's investments to drive decision-making and reporting
* Assist in creating and presenting reporting memos and decks for WEX's executive leadership team and board of directors
* Develop a vision for how to support the continued growth and success of our portfolio companies beyond WEX
Experience you'll bring
* Bachelor's Degree with 10+ years of experience in venture capital platform or operations roles, VC/accelerator program management, or sales, operations, or community roles at a high-growth startup.
* High autonomy (we are a small but mighty team) with a track record of ideating and executing cross-functional projects and partnerships across a global, matrixed organization
* Superior organizational, relationship-building, and communication skills with the ability to prepare executive-facing materials and work with stakeholders across WEX and our portfolio companies
* Experience in managing multiple tasks under timelines with shifting priorities
* Deep interest in both the climate technology industry and the venture-backed startup ecosystem
* Entrepreneurial mindset and passion for building alongside founders, up for the challenge of helping them collaborate with a global organization
You should expect
* A collaborative and intellectually-stimulating working environment
* The opportunity to engage with various stakeholders across the business
* Mentorship from leaders across WEX, including: venture capital, corporate development, finance, strategy, product, marketing, general managers, executive leadership, and sales teams across the US and Europe
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.
Pay Range: $113,000.00 - $150,000.00
$113k-150k yearly Auto-Apply 48d ago
Strategic Facilities Portfolio Manager
University of Washington 4.4
Portfolio manager job in Seattle, WA
**UW MEDICINE IT SERVICES** has an outstanding job opportunity for a **Strategic Facilities PortfolioManager** position. **WORK SCHEDULE** + 100% FTE - 40 hours per week + Day Shift - UW MEDICINE ITS SERVICES CORE HOURS ARE 08:00 - 17:00 (PST), Monday-Friday
**DEPARTMENT DESCRIPTION**
**UW Medicine IT Services (ITS)** is a shared services organization that supports all of UW Medicine. UW Medicine is comprised of Harborview Medical Center (HMC), UW Medical Center-Montlake Campus (UWMC-Montlake), UW Medical Center-Northwest Campus (UWMC-NW), Valley Medical Center (VMC), UW Medicine Primary Care (UWMPC), UW Physicians (UWP), UW School of Medicine (SOM), and Airlift Northwest (ALNW). ITS is responsible for the ongoing support and maintenance of the infrastructure and applications which support all these institutions, along with the implementation of new services and applications that are used to support and further the UW Medicine mission.
**POSITION HIGHLIGHTS**
+ **HYBRID** opportunity
+ Values-based work environment
+ Active departmental Equity, Diversity, and Inclusion Committee
+ 15 days of vacation your first year - Also, 12 days of sick time, 1 personal holiday, and 11 paid holidays each year
+ 100% matching, 100% immediately vesting 403(b)
**PRIMARY JOB RESPONSIBILITIES**
The IT Governance team provides the strategic foundation for effective strategic portfoliomanagement and IT Governance across UW Medicine through re-usable standards and streamlined processes. The Strategic Facilities PortfolioManager reports to the IT Governance Manager.
The primary focus of the Strategic Facilities PortfolioManager is to lead the Facilities Portfolio and partner with Facilities groups across UW Medicine and ITS to enable streamlined relationships and strategic planning. The Strategic Facilities PortfolioManager supports Facilities by looking ahead at system needs and system strategy and creates and maintains a portfolio that will meet the ongoing and future needs of UW Medicine that is secure, and aligned with IT guiding principles, regulations, and that drives value. The Strategic PortfolioManager provides governance and oversight of the portfolio, drives project and portfolio prioritization, manages vendor and stakeholder relationships, and serves as a mission-critical liaison between their customer, IT, and executive teams.
The Strategic Facilities PortfolioManager will create roadmaps, define scope, develop OKRs, and/or KPIs, create schedules, and oversee capacity management to ensure a successful delivery. The Strategic Facilities PortfolioManager will partner with the PMO Facilities Leaders for planning and execution of facilities projects. The Strategic Facilities PortfolioManager will:
+ Provide strategic and tactical guidance to service line leaders on the overall portfolio and plan
+ Ensure clarity on scope, schedule, and budget
+ Provide portfolio communications, including roadmap, dashboards, and reports
+ Enable and create processes for partnership and service-obsession
+ Identify and resolve issues and risks
+ Develop and maintain project plans, schedules, and other project planning documents
+ Communicate pro-actively and broadly
**REQUIREMENTS**
+ Bachelor's degree in a healthcare-oriented profession, a technology field, a business-related field, or other discipline that demonstrates analytical or communications abilities, or related field or equivalent education and/or experience
+ 8+ years of overall experience to include the below
+ 8+ years of experience leading, managing, and coaching technology and/or business professionals in progressively more complicated vendor-packaged system deployment and/or process improvement projects
+ Progressive, relevant experience related to IT portfolio, program, and project management, including demonstrated experience serving a single service-line
+ Demonstrated experience leading, motivating, and managing various project and program team sizes, including internal and external constituents, while holding all teams accountable for performance
+ Demonstrated leadership, diplomatic, and motivational skills including the ability to lead multiple business and technology organizations/business units
+ Experience maintaining relationships by engaging business leaders to establish credibility, solve problems, build consensus, and achieve objectives
+ Demonstrated experience effectively working with multiple, diverse stakeholders in a complex project environment within a cross-functional matrix environment
+ Experience gaining buy-in from executive sponsors, team members, stakeholders and peers
+ Demonstrated experience planning for large, complex, new facilities, including scope, schedule, and budget
+ Proven ability to make independent administrative/procedural decisions and provide guidance and leadership to staff
+ Demonstrated experience managing project work and/or work of others within an established standard project lifecycle framework
+ Cognizant of budgetary and resource constraints
+ Strong experience presenting to executive sponsors
+ Demonstrated written and oral communication skills with technical staff, non-technical staff, and all levels of management
+ Prior experience in a role with significant customer service component
+ Experience negotiating vendor contracts
+ Experience drafting and submitting budget proposals and recommending subsequent budget changes where necessary
+ Experience researching best practices within and outside the organization to establish benchmark data using continuous process improvement disciplines to achieve results
**ABOUT UW MEDICINE - WHERE YOUR IMPACT GOES FURTHER**
UW Medicine is Washington's only health system that includes a top-rated medical school and an internationally recognized research center. UW Medicine's mission is to improve the health of the public by advancing medical knowledge, providing outstanding primary and specialty care to the people of the region, and preparing tomorrow's physicians, scientists and other health professionals.
All across UW Medicine, our employees collaborate to perform the highest quality work with integrity and compassion and to create a respectful, welcoming environment where every patient, family, student and colleague is valued and honored. Nearly 29,000 healthcare professionals, researchers, and educators work in the UW Medicine family of organizations that includes: Harborview Medical Center, UW Medical Center - Montlake, UW Medical Center - Northwest, Valley Medical Center, UW Medicine Primary Care, UW Physicians, UW School of Medicine, and Airlift Northwest.
Become part of our team (******************************** . Join our mission to make life healthier for everyone in our community.
**Compensation, Benefits and Position Details**
**Pay Range Minimum:**
$135,000.00 annual
**Pay Range Maximum:**
$160,008.00 annual
**Other Compensation:**
-
**Benefits:**
For information about benefits for this position, visit ******************************************************
**Shift:**
First Shift (United States of America)
**Temporary or Regular?**
This is a regular position
**FTE (Full-Time Equivalent):**
100.00%
**Union/Bargaining Unit:**
Not Applicable
**About the UW**
Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world.
UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment**
The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** .
To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** .
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* .
University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.
$135k-160k yearly 60d+ ago
Vice President - Portfolio Manager
Whittier Trust 3.8
Portfolio manager job in Seattle, WA
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, PortfolioManager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.
PRIMARY RESPONSIBILITIES
Manageportfolios to achieve client objectives
Make and implement investment decisions
Maintain asset allocations within client guidelines and department policies
Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
Lead or assist in internally managed strategies and asset allocation
Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
Meet with clients on a regular basis
Communicate with and make presentations to clients, prospects and referral sources
Participate in Business Development initiatives to achieve established goals for new revenues
Work with Client Administrators on shared accounts
DESIRED SKILLS/EXPERIENCE
Bachelor's degree from an accredited 4-year university
MBA from top-tier business school, preferred not essential
CFA designation preferred not essential
10+ years of PortfolioManagement and staff experience overseeing diversified global portfolios of equities, bonds and cash
Strong investment research experience
Investment experience with alternative assets a plus
Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
Superior ability to identify and build relationships with qualified prospects
PERSONAL CHARACTERISTICS
Strong people skills
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver's license and the ability to travel by airplane
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
$150k-200k yearly 60d+ ago
Portfolio Manager
Seattle Bank 3.6
Portfolio manager job in Seattle, WA
Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.
Position Summary
Seattle Bank is currently seeking an experienced professional to fill the role of PortfolioManager. This position is responsible for the analysis and underwriting of moderate to complex loan applications and portfoliomanagement. The PortfolioManager applies strong credit skills and experience to structure loans with high complexity, balancing sales goals with strategic risk management to ensure risk is appropriately mitigated. This position is responsible for continual monitoring of the loan portfolio to ensure credit files are complete and well-maintained and notifying the Credit Administrator and Chief Credit Officer of any potential adverse information and trends.
This is an in-person position located in Seattle, WA.
Essential duties
* Gather and analyze credit information on current and potential borrowers including preparation of financial statement spreads for borrowers and guarantors. Prepare written summaries and financial trend, cash flow, and collateral analyses.
* Underwrite moderate to complex commercial, small business, and C&I credit requests and recommend appropriate loan structures by drawing conclusions from the information provided as to the financial condition of the client and its guarantors and identifying key credits risks and mitigating factors.
* Track changes and update credit approvals with additions, modifications, and clarifications as the package is vetted by the Credit Administrator, Chief Banking Officer, Chief Credit Officer, and Loan Committee.
* Ensure compliance with Seattle Bank's credit policy and procedures and identify policy exceptions.
* Collaboratively prepare credit approval presentations with the Relationship Managers.
* Research economic environment, business and industry cycles, management, and operation assessment to understand non-financial risks associated with the borrowers.
* Work in concert with Credit Administrator and Relationship Managers to organize and manage a portfolio monitoring system on all loan relationships.
* Review and analyze third party reports such as appraisals, environmental reports, and credit bureau reports.
* Monitor periodic loan/financial covenants to determine compliance, notifying appropriate parties for non-compliance.
* Contact borrowers to obtain updated financial information to ensure quality of documentation within files.
* Assist in the preparation of problem loan reports on adversely graded borrowers and assist in loan workouts as appropriate.
* Assist with special projects as assigned including, but not limited to, preparation of management reports.
* Mentoring Credit Analysts by providing opportunities for assistance and training.
Requirements
* Bachelor's Degree and three (3) or more years as a PortfolioManager and/or other related credit experience.
* Formal bank credit training program preferred or certification in RMA or Omega.
* Experience underwriting new commercial real estate and/or lines of credit loans with minimal oversight.
* Broad knowledge of credit principles and commercial lending best practices.
* Experience, knowledge, and training in financial statement and tax return analysis typically resulting from a combination of education and courses in accounting, financial, and credit analysis.
* Proficiency with financial spreading software (e.g., CreditQuest, Moody's Risk Analyst, Buker's Tax Analysis) and an understanding of basic accounting principles.
* Proficiency with Microsoft Office programs. Expertise in Microsoft Excel is a plus.
* Very strong verbal and written communications skills.
* Ability to communicate well with Relationship Managers, clients, and Bank management.
* Excellent organizational and time management skills.
* Ability to work with minimal supervision while performing duties.
Seattle Bank Benefits
We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes:
* Medical/Vision, and Dental insurance
* Life Insurance, Long Term Disability, Voluntary Life
* 401K with Bank contribution, Stock Award, and Incentive Opportunity
* Paid Time Off:
* Vacation - 3 Weeks
* Sick Time - 1 hour per 40 hours worked
* Holidays - 10 days
* Transportation and fitness benefits
* And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
$78k-132k yearly est. 40d ago
Product Portfolio Manager
Univar Solutions Inc. 4.6
Portfolio manager job in Bellevue, WA
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Title: Product PortfolioManager
Location:
Bellevue, WA, US, 98004
Company Name: ChemPoint LLC
Requisition ID: 34093
We value passion, energy, and enthusiasm to ignite transformation in our industry.
Start your career journey with ChemPoint! Be part of our team that is transforming the chemical, ingredient, and industrial finished products industry.
Primary Purpose:
The primary responsibility of the Product Manager is to manage, optimize, and grow ChemPoint product lines in accordance with supplier investment and objectives and ChemPoint's strategic aims.
What you will do:
* Acts as liaison and primary ChemPoint contact for suppliers; understands and leverage supplier partnership opportunities while packaging and presenting sales data to set and manage supplier expectations.
* Analyzes sales results, leads and opportunities information pertaining to product lines and provides direction to marketing team for campaign strategy.
* Builds product line plans and coordinates internal strategies for product lines that incorporate supplier and internal objectives and ensures alignment by effectively implementing & monitoring sales execution, providing product line training and offering first line support on pricing issues.
* Works with Demand Planning and Supply Chain teams, using knowledge of the customer-base and industry to plan monthly/yearly projections for what will be sold and what will need to be bought to service the customer-base.
* Collaborates with Market Developers on the learnings and results of all demand generation activities (phone activities, supplier leads, web leads, etc.)
* Mentor interns by providing projects and tasks to assist relevant business area
* Aligns behavior and actions with ChemPoint culture by showing up with energy, promoting and adapting to change, initiating and promoting innovation, leading with courage, and having fun.
* Shows interest in industry and global trends Ongoing
* Demonstrates job competencies and remains accountable for performance in area of responsibility. Ongoing
* Performs other related duties as required or requested.
What you will need:
* Bachelor's degree from fully accredited four-year institution or equivalent work experience required
* Experience in business to business sales organization, preferably as a Market Developer, or 5+ equivalent technical sales experience
* Experience and strong knowledge of using PC and Windows OS
* Knowledge and experience working with MS Office Suite, with strong Excel skills
* Consultative selling skills
* Exhibits some versatility when interacting with customers, suppliers, and outsourced relationships
* Effectively conveys ideas and concepts via multiple modes of communication, including excellent telephone skills
* Knowledge of ChemPoint products & services and the industries we serve
* Problem-solving and negotiation • Customer and territory management
* Knowledge of pricing and marketing strategy
* Expereince with CRM systems, Microsoft Dynamics preferred
*
Pay and Benefits:
* The salary range for this position is $112,790 - $140,990 annually.
* The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's relevant experience, education, training, certifications, qualifications, and work location.
* Available employee benefits include health, vision, dental coverage, along with industry-leading retirement and time off programs.
It takes people like you and a global network of employees across North America and EMEA to build a company where the best people want to work. As a valued ChemPoint employee, your role is to be fanatical about every customer and supplier interaction.
We are committed to a diverse workforce and a culture of inclusion. Together, we are building a culture where we respect one another as peers and that acknowledges the unique experiences, perspectives and expertise of individuals and provides the development and growth opportunities to empower us to redefine our industry.
ChemPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on their race, gender, sexual orientation, gender identity, religion, national origin, age, disability, veteran status, or other protected classification.
$112.8k-141k yearly 60d+ ago
Syndication Portfolio Manager (Remote WA, OR, ID & CA)
Banner Bank 4.7
Portfolio manager job in Seattle, WA
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Syndication PortfolioManager, you will be responsible for monitoring and reporting of the ongoing financial health of the syndicated loan portfolio. Track portfolio performance for delinquency, charge-offs, and risk migration, while providing regular feedback to senior management.In this role you will have the opportunity to:
Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook.
Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting.
Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting.
Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends.
Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks.
Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees.
Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements.
Education & Certifications
Bachelor's degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered)
Experience
4 or more years of commercial lending experience Required
Knowledge, Skills and Abilities
Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics.
Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations.
Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance.
Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries.
Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams.
Travel
20%
Compensation & Benefits
Targeted starting salary range (based on experience): $88,657 - $$116,819
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$88.7k-116.8k yearly Auto-Apply 38d ago
Network Site Investments Manager
Meta Platforms, Inc. 4.8
Portfolio manager job in Seattle, WA
The Network Site Investments Manager will act as the primary contact for product and services sourcing focusing on the Colocation business with the Facebook supply base. Sourcing activities will include but not be limited to identification of product and service availability and options, developing and setting a negotiation and sourcing strategy, partnering with Meta Network Engineering to develop a business and technology roadmap for the Meta Backbone Network and driving strategic sourcing decisions on a global basis. The Network Site Investments Manager will lead and support the development, implementation and management of global strategies to provide the Meta production network with best-in-class cost, optimal flexibility, and unmatched delivery and availability performance. Working closely with the Network Engineering Team, the Network Site Investments Manager will communicate and implement strategies, contracts and pricing with an overall focus on maintaining long term partner relationships and managing total costs of ownership to a minimum.
Minimum Qualifications
* Bachelor's degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience
* Bachelor's Degree in an Engineering or Business related field or equivalent, plus at least 6 years of relevant experience in the colocation industry
* At least 5 years of Sourcing or Partner Management experience in Network related products and services
* Knowledge of purchasing, and supply chain processes, with analytical and results focused approach
* Experience in Colocation business, overall Colocation market and associated performance and cost models
* Product knowledge among industry sectors Content Delivery Networks, Backbone Networks and IP Services, their operation and associated performance and cost models
* Willing to travel about 25% of the time and work across various time zones
Responsibilities
* Contract Strategy and Execution: Lead the business negotiation process with internal partners and supplier. Own closure on contract. Develop negotiation approach, fallback positions, acceptable terms and conditions through to closure
* RFx Services: Own and lead the supplier interface for all RFI, RFP and RFQ services. Partner with appropriate internal stakeholders. Present RFx results to evaluation team and drive the closure of a sourcing decision
* SLA Performance: Measure, manage and improve supplier actual performance against negotiated SLA
* Competitive Benchmarking: Identify key benchmark suppliers in RFx efforts. Partner to identify evaluation criterion and provide relevant data back to internal Meta team
* Cost Modeling: Own and provide industry and actual unit and service cost data which feeds into TCO and RFx. Drive continual improvement of productivity
* Technology Roadmap: Partner with Meta Network Engineering to coordinate suppliers and review supplier technology and services roadmaps
* Preferred Supplier Management: Identify, qualify and formalize which suppliers are Meta's preferred supplier list. Partner with internal stakeholders to ensure alignment. Guide business to PSL
* On time Delivery: Measure, report and action to improve delivery performance
* Ongoing Cost Productivity: Measure, report and action cost productivity as a function of market pricing
* Scorecard Management: Lead measuring supplier performance, root causing issues, and driving improved performance. Own all aspects of supplier performance
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
$148k-203k yearly est. 39d ago
Portfolio Manager
Pilot Ventures 4.0
Portfolio manager job in Seattle, WA
Pilot Property Management is a local company specializing in multifamily real estate in the greater Seattle area. Our focus on long-term client success is at the core of everything we do and we strive to operate the properties we have been entrusted to manage as if they were our own. As we continue to grow our portfolio of 1100+ units, we are looking for individuals who can see the big picture of our clients' goals, how they relate to the management plan for each property, and implement those initiatives into daily decision making.
The PortfolioManager (PM) is responsible for overseeing the daily operations of a portfolio of properties located in the greater Seattle metro area. PMs work with a variety of building types, locations, vendors, residents, and property owners. A typical day will include approving payables, visiting and inspecting assigned properties, monitoring vacancy and leasing efforts, assisting with tenant concern escalations, managing apartment turns, tracking delinquency, and maintaining excellent communication with property owners.
As a primary point of contact for clients, PortfolioManagers are an important face of the company and as such, must convey our brand of professionalism and a can-do attitude.
Skills/Qualifications
4+ years proven professional experience in multifamily property management, preferably in a client-facing role
Must have access to reliable personal vehicle - this position requires daily travel between various property sites in the greater Seattle metro area
Valid Washington driver's license with an insurable driving record
Excellent English written and verbal communication skills
High computer literacy including MS Office Suite
Strong time management & organization skills
Experience using property management software - Appfolio preferred
Ability to meet deadlines, multi-task, adapt to situational changes, and prioritize work responsibilities with minimal supervision
Capacity to remain calm in intense situations
Willingness to accept constructive criticism and give appropriate feedback
Working knowledge of property budgets and how they relate to real estate financial performance
Adherence to Federal, State, and local fair housing laws and best practices
High School diploma required, higher education encouraged
Responsibilities & Duties
The following describes the general nature and level of the work performed by the individual and is not intended to be all-inclusive. It represents essential elements and criteria necessary to successfully perform the job. It is generally agreed that other duties may be assigned from time to time.
Client Relationship Management: Serve as the primary strategic partner for property owners, fostering trust through proactive communication, comprehensive and timely reporting, and consultative guidance on property performance and long-term objectives.
Property Performance Oversight: Ownership of financial and operational success of properties, including setting and monitoring budgets, analyzing performance metrics, and implementing initiatives that enhance asset value and tenant satisfaction.
Leadership & Team Development: Lead and mentor a small team and promote collaboration across internal teams, including property management, leasing, maintenance, and accounting, to ensure seamless service delivery.
Strategic Decision-Making: Provide high-level guidance on capital planning, risk management, and compliance to align property operations with client objectives and market conditions.
Operational Oversight: Oversee day-to-day property operations and portfolio-level initiatives, including CapEx projects, resolution of complex issues, and management of service contracts. Ensure consistent execution of best practices across all assets.
Compensation & Benefits
Annual salary $85,000 - $100,000
Mileage reimbursement for work-related travel
100% Company-paid health insurance (medical, vision, and dental) + group life insurance
Company-paid Long-Term Disability Insurance
401(k) with company match
Paid company holidays + Vacation Leave + Sick Leave
Fun company events & development opportunities
Additional Information
This position will cover a portfolio of properties located across the greater Seattle area (between Everett and Tacoma). Daily travel between locations is common.
Schedule: this is a full-time, exempt position, generally working Monday - Friday 8:30am - 5:30pm.
Work Environment: We are an office-first team. Onsite work in our office in Seattle comprises about 50-60% of the work, and 40-50% is in the field at managed properties (subject to change). Team members are generally expected to be in the Seattle office when not at properties.
Pilot Ventures LLC (Pilot Property Management & Pilot Capital) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
$85k-100k yearly Auto-Apply 38d ago
Portfolio Manager III
Bank of America 4.7
Portfolio manager job in Seattle, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Summary:
Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. PortfolioManagers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies.
Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Usually manages the firm's the most complex and sophisticated relationships.
Job Description:
The PortfolioManager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.
Oversee completion of investment policy statement.
Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.
Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.
Develop and recommend strategies to achieve the investment goals of clients.
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
Conduct all aspects involved with managingportfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.
Support revenue growth of the market by meeting individual investment management, credit and deposit goals.
May be responsible for developing and marketing specialized asset allocation products and services.
Supervising, mentoring and coaching more junior staff.
Required Qualifications:
A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
Knowledge of fiduciary and financial products and services required through extensive related work experience.
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
Desired Qualifications:
Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
A graduate degree such as MBA or JD preferred
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
Advisory
Client Investments Management
Customer and Client Focus
Investment Management
Presentation Skills
Active Listening
Analytical Thinking
Attention to Detail
Client Experience Branding
Valuation Ethics and Practice Standards
Collaboration
Critical Thinking
Data Quality Management
Trading
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range$135,600.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$79k-125k yearly est. Auto-Apply 60d+ ago
Portfolio and Platform Lead, Accelerator
Bill & Melinda Gates Foundation 4.7
Portfolio manager job in Seattle, WA
The Foundation We are the largest nonprofit fighting poverty, disease, and inequity around the world. Founded on a simple premise: people everywhere, regardless of identity or circumstances, should have the chance to live healthy, productive lives. We believe our employees should reflect the rich diversity of the global populations we aim to serve. We provide an exceptional benefits package to employees and their families which include comprehensive medical, dental, and vision coverage with no premiums, generous paid time off, paid family leave, foundation-paid retirement contribution, regional holidays, and opportunities to engage in several employee communities. As a workplace, we're committed to creating an environment for you to thrive both personally and professionally.
The Team
Our Global Health (GH) program harnesses advances in science and technology to save lives in low and middle income countries. We focus on the health problems that have a major impact in developing countries but get too little attention and funding. Where proven tools exist, we support sustainable ways to improve their delivery. Where they don't, we invest in research and development of new interventions, such as vaccines, drugs, and diagnostics. Our work in infectious diseases focuses on strategies to fight and prevent HIV/AIDS, malaria, tuberculosis, neglected and other infectious diseases, enteric and diarrheal diseases and pneumonia. These strategies are supported by functional teams that focus on Discovery and Translational Sciences, Vaccine Development, and Integrated Development.
The Accelerator funds the creation of novel technology capabilities that enable the achievement of the foundation's mission by fostering the conception, design, and testing of fundamentally new biotech platforms that have the potential to change current best practices or business models and show proof of concept for these platforms. By leveraging grants, equity, and donor capital, we work to ensure the capabilities advanced further the foundation's objectives and support the transition of these new technology platforms to execution partners. Some platform capabilities that we are exploring include harnessing the power of chemo-sensing for ultra-high sensitivity detection of volatiles, programming immune system responses for design of next generation vaccine modalities, and engineering antibodies for oral delivery. We will be exploring exciting new transformative technology capabilities beyond these within our broad mandate. Our team also includes more mature programmatic units aiming to achieve a "single-shot cure" for HIV and sickle cell disease in the next ten years, harness AI and machine learning tools to radically advance drug discovery and development to cure HPV and pre-eclampsia, and develop five new preclinical oral polio vaccine candidates in the next two years.
Your Role
We are currently seeking a Portfolio and Platform Lead (PPL) for the Accelerator team within the Global Health Division. The candidate will help put together and apply integrated product development plans, as well as bring deep platform implementation and management experience to the Accelerator portfolio. The PPL will apply relevant technical and execution expertise to best suit the complex ecosystem in which Global Health works with various partners (academic institutions, biotechs, PDPs, Pharma). The candidate will work with the Accelerator team and its partners to ensure that: (a) the portfolio of investments related to product development have robust implementation plans that ultimately result in effective, impactful, deliverable interventions; and (b) the portfolio of investments in cross-cutting platforms have robust development, implementation and tracking plans that facilitate the de-risking, advancement and/or termination of product/intervention concepts and candidates in a rational, expedited manner. The PPL will leverage subject matter and execution expertise relevant to drugs, vaccines, biologics, and novel technological platforms, and apply rigorous methodology to assist the Accelerator in assessing, managing, and continuously refining the portfolios to achieve optimal global health impact through our partners and grantees. The Accelerator works predominantly in preclinical innovation for fundamentally new modalities, requiring expertise and comfort in development of novel clinical products.
What You'll Do
* Develop long term portfolio execution plans aligned with the high-level strategies of the Accelerator team.
* Work collaboratively with BMGF Program Strategy and Functional teams to develop and execute product development plans and/or the development and management of enabling platforms, with foundation partners and grantees.
* Identify and assess key risks at the portfolio level; develop and manage mitigation/ contingency plans.
* Proactively identify areas of misalignment and lead the process of developing plans to 'get back on track' and refine the portfolio execution plans.
* Work with BMGF Program Strategy and Functional teams to identify potential new cross-cutting areas for platform development with partners and grantees.
* Manage or oversee Functional team platform strategy and execution.
* Monitor the development of promising novel technologies with product or platform potential.
* Develop and encourage use of standard approaches, tools and methodologies for portfoliomanagement across teams to enable effective decision making.
* Proactively work with peers/ fellow PPLs to ensure a consistent approach as well as application of appropriate rigor to portfoliomanagement across the Global Health Program.
* Communicate information related to the portfolio dynamics that will support strategy development and effectively communicate the state of the Accelerator portfolio and platforms to foundation leadership.
* Effectively and proactively manage relationships with key internal stakeholders within the matrixed organization.
* Support efforts to ensure the team represents foundation's core values of collaboration, rigor, optimism, and innovation.
Your Experience
* Minimum 10 years of professional experience in the biotech/pharmaceutical professional experience in the biotech/pharmaceutical and/or life sciences research sectors at a senior level.
* Significant experience project managing R&D efforts at the product and portfolio levels in vaccines and/or biologics is required. While discovery and development experience is required, familiarity with the needs of commercial and/or delivery teams is recommended.
* PhD and/or MD (preferred) in one of the life sciences, or relevant experience/advanced degree.
* Integrated product development project management (methodology, metrics, best practices).
* Portfolio/platform management (in pharma/biotech context) and associated tools.
* Project management, implementation planning and associated tools.
* Risk assessment and management (mitigation and contingency plans).
Other Attributes
* Broad working knowledge and/or specific knowledge of several elements of product and/or service development and launch (e.g., discovery, development, commercial launch).
* Strong oral and written communications.
* Strong meeting and relationship facilitation.
* Facility working within a highly matrixed organization.
The salary range for this role is $186,400 to $288,800 USD. We recognize high-wage market differences in Seattle and Washington D.C., where our offices are located. The range for this role in these locations is $203,100 to $314,900 USD. As a mission-driven organization, we strive to balance competitive pay with our mission. New hires salaries are typically between the range minimum and the salary range midpoint. Actual placement in the range will depend on a candidate's job-related skills, experience, and expertise, as evaluated during the interview process.
#LI-CM1
Hiring Requirements
As part of our standard hiring process for new employees, employment will be contingent upon successful completion of a background check.
Candidate Accommodations
If you require assistance due to a disability in the application or recruitment process, please submit a request here.
Inclusion Statement
We are dedicated to the belief that all lives have equal value. We strive for a global and cultural workplace that supports ever greater diversity, equity, and inclusion - of voices, ideas, and approaches - and we support this diversity through all our employment practices.
All applicants and employees who are drawn to serve our mission will enjoy equality of opportunity and fair treatment without regard to race, color, age, religion, pregnancy, sex, sexual orientation, disability, gender identity, gender expression, national origin, genetic information, veteran status, marital status, and prior protected activity.
$203.1k-314.9k yearly Auto-Apply 28d ago
Portfolio Manager, CPWS - Western Washington
Southern Glazer's Wine and Spirits 4.4
Portfolio manager job in Tacoma, WA
**What You Need To Know** Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the premier wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.
The reputation of Southern Glazer's is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer's has been recognized by Newsweek as one of America's Greatest Workplaces for Inclusion and Diversity, as well as for Women and Parents and Families. These accolades speak volumes about our commitment to creating a supportive and inclusive culture of belonging for all employees.
Southern Glazer's offers a competitive compensation package with expected first year total earnings between $50000 - $65000 / year including incentives and auto allowance/reimbursement. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.
As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
**Overview**
Maximize the sale of supplier brands to the trade and consumer through effective territory planning, selling, merchandising and communicating that permits achievement of company and supplier objectives.
**Primary Responsibilities**
+ Drive brand success via leadership selling against trade channels and actively supporting the selling efforts of sales reps, district managers, and key account managers
+ Monitor field implementation and execution of programs for assigned brands to ensure product pricing and promotion
+ Regularly interact with field management for updating programming and brand priorities, brand standards and best practices leading to successful execution in the market
+ Provide detailed tracking reports of wholesaler performance against agreed-to supplier objectives
+ Perform other job-related duties as assigned
**Additional Primary Responsibilities**
**Minimum Qualifications**
+ Bachelor Degree or an equivalent combination of education and experience
+ Five years of industry-related sales experience within the distribution, hospitality or supplier community
+ Valid state motor vehicle operator s license and ability to obtain and maintain auto liability insurance by State laws
+ Must be at least 21 years of age
**Physical Demands**
+ Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
+ Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
+ Physical demands with activity or condition for a considerable amount of time include driving throughout the day with segments up to 2 hours
+ May require lifting/lowering, pushing, carrying, or pulling up to 56lbs
_This position is deemed a safety-sensitive position. As such, any person who is given a conditional offer of employment will be required to pass a_
_drug test._
**EEO Statement**
Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment 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. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.
_If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at *******************_
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Southern Glazer's Wine and Spirits 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.
$50k-65k yearly Easy Apply 13d ago
Senior Portfolio Manager - Commercial Banking
Bisnow
Portfolio manager job in Shoreline, WA
Our SelectLeaders client is a U.S.-based commercial bank that offers a broad range of financial services, with a particular strength in international trade and small business lending. They provide products such as export-import financing, commercial real estate loans, business and personal checking and savings accounts, and digital banking solutions and are seeking a Senior PortfolioManager to support their growing team.
The Senior PortfolioManager is a key member of the banking team and is responsible for managing an assigned portfolio's underwriting quality, portfolio administration, and credit quality. This role involves ensuring the portfolio's health and compliance with regulatory standards and identifying and executing opportunities to enhance customer relationships by offering tailored financial products and services.Essential Job Functions
Underwriting and Credit Analysis:
Perform in-depth credit analysis and risk assessment for new loan requests and portfolio reviews.
Structure credit solutions that align with customer needs and the bank's risk appetite.
Ensure adherence to the bank's credit policies, underwriting standards, and regulatory requirements.
Able to underwrite and obtain credit approval between 2-4 commercial loans each month.
PortfolioManagement:
Oversee the performance of the assigned portfolio, including compliance with credit agreements and covenants.
Monitor financial performance, market trends, and repayment behaviors of portfolio clients.
Maintain detailed and accurate records of portfolio activities, communications, and risk assessments.
Credit Quality Assurance:
Identify, evaluate, and mitigate potential risks within the portfolio.
Proactively manage relationships with clients showing signs of financial stress, developing mutually beneficial solutions.
Manage non-performing assets (NPAs) by implementing effective remediation strategies.
Customer Relationship Development:
Build strong relationships with portfolio clients to understand their financial needs and goals.
Identify opportunities to provide value-added products and services, such as treasury solutions, trade finance, and cash management.
Collaborate with Relationship Managers and Product Specialists to deliver comprehensive financial solutions that drive client satisfaction and loyalty.
Cross-functional Collaboration:
Serve as a liaison between customers, Relationship Managers, and internal credit committees to ensure seamless communication and service delivery.
Support business development efforts by identifying and cultivating opportunities within the portfolio.
Mentor and provide guidance to junior team members on portfoliomanagement best practices.
Strategic Insights and Reporting:
Analyze portfolio trends and provide actionable insights to leadership.
Offer recommendations for portfolio growth, diversification, and risk mitigation.
Stay informed on market developments and industry trends to anticipate client needs and risks.
Qualifications
Bachelor's degree in Business, Finance or related field or equivalent experience
Minimum of 10 years of experience working in a Banking environment with emphasis on credit underwriting.
Formal credit training is required.
Ability to analyze financial and project statement, corporate and personal tax returns.
Understanding of basic loan structure processes and regulations associated with lending
Strong understanding of loan documentation criteria
Excellent interpersonal and customer relations skills, verbal and written
Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
Excellent interpersonal, customer relations and sales skills
Ability to work well independently and in a fast-paced environment
Travel within the local market may be necessary
$76k-142k yearly est. Auto-Apply 10d ago
Digital Assurance & Transparency - Digital Assets Manager
PwC 4.8
Portfolio manager job in Seattle, WA
**Specialty/Competency:** Assurance **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 40% At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls.
In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Digital Assets team you will lead teams and manage client accounts, securing successful project delivery. As a Manager you will motivate and inspire others to deliver quality while leveraging team strengths and managing performance to meet client expectations. This role offers the chance to cultivate meaningful client relationships and embrace innovative technologies, all while contributing to the success of our firm.
Responsibilities
- Mentor junior staff to foster their professional growth
- Supervise and coach teams to enhance performance and deliverables
- Manage the auditing and consulting of IT controls
- Maintain adherence to current and emerging technology standards
- Oversee the strategic planning and execution of client engagements
- Build and maintain powerful relationships with clients
What You Must Have
- Bachelor's Degree
- 5 years of experience
- Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA)
What Sets You Apart
- Preferred field(s) of study in: Finance, Accounting, Management Information Systems, Management Information Systems & Accounting, Computer and Information Science, Economics, Business Administration/Management, Engineering, Mathematics, Accounting & Technology
- Proven knowledge of financial reporting and IT risks
- Understanding of current and emerging technologies
- Familiarity with blockchain and digital assets
- Experience with COSO Framework, CoBIT, ITIL
- Developing thought leadership in relevant subjects
- Leading IT controls assurance projects
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $252,450. For residents of Washington state the salary range for this position is: $99,000 - $297,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
\#LI-Hybrid
$99k-297k yearly 27d ago
US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager
EY 4.7
Portfolio manager job in Seattle, WA
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote**
**The opportunity**
EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team.
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team.
**Your key responsibilities**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns
+ Familiarity with taxable income allocations
+ Experience with corporate tax extension requests for corporate tax returns
+ The ability to produce technical writing and research in a tax context
+ Comfort with working remotely in a virtual team environment
**Skills and attributes for success**
**To qualify for this role, you must have **
+ A bachelor's degree in accounting, finance, business or a related discipline
+ A minimum of 5 years of relevant investment or operating partnership tax compliance experience
+ A proven record of excellence in a professional services or tax organization
+ Knowledge in partnership tax technical and transactional skills
**Ideally, you'll also have **
+ A proven record of excellence in public accounting in a top or mid-tier firm
+ Experience with hedge funds or private equity funds preferred
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
How much does a portfolio manager earn in Bellevue, WA?
The average portfolio manager in Bellevue, WA earns between $56,000 and $184,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Bellevue, WA
$102,000
What are the biggest employers of Portfolio Managers in Bellevue, WA?
The biggest employers of Portfolio Managers in Bellevue, WA are: