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Portfolio manager jobs in Connecticut - 329 jobs

  • Portfolio Risk Lead - Quantitative Risk & Modeling

    Trexquant Investment 4.0company rating

    Portfolio manager job in Stamford, CT

    A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits. #J-18808-Ljbffr
    $113k-174k yearly est. 4d ago
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  • Head of Audit and Risk

    Skatelescope

    Portfolio manager job in Cheshire, CT

    This is an excellent opportunity for someone with strong leadership experience in the following areas: Lead Risk Management efforts in the Observatory Lead Internal Audit activities Lead investigations as directed by the Director-General or the Director of Assurance Undertake projects providing assurance in various areas as directed by the Director of Assurance. Advocate for the Assurance function in research infrastructures (RIs) Deputise the role of the Director of Assurance where necessary and appropriate. The purpose of the role is critical to core Assurance functions, protecting the Observatory from risks. The Head of Audit and Risk will report to the Director of Assurance and will work with all members of the Executive Group and others internally and externally at a senior level. This role will be based at the SKAO Global Headquarters at the iconic Jodrell Bank Observatory, Cheshire, UK. SKAO is committed to providing an inclusive and flexible working environment, meeting the requests of our Colleagues whilst also fulfilling the needs and objectives of the Observatory. This role requires the post holder to work across different time zones and, in line with SKAO policy, flexible working hours will be supported in agreement with the line manager. Responsibilities 1. Lead Risk Management efforts in the Observatory in respect of: Observatory wide risk management policy and process Expert support of risk identification and analysis at Observatory level Independently identify risks to the Observatory, evaluate them and facilitate their management, advising as necessary Strategic approaches to the mitigation of risk at Observatory level, advising the Executive Group on options Structuring and Drafting of Risk Appetite Statements and conducting regular reviews The preparation and delivery of reports on high-level risks to Finance Committee and Council Monitor the Observatory's high-level decision-making processes and advise the Director of Assurance on any risks arising 2. Lead Internal Audit activities in respect of: The delivery of a proposal for the elements of the audit cycle together with the Director of Assurance and the Executive Group Use expertise to procure Internal Audit services Manage the internal audit contract including the management of changes Facilitate the field work of the Internal Auditors Monitor and facilitate the prioritized fulfilment of action items arising from findings, working with Directors and Heads Identify and initiate in-house audits where there is potential for unmanaged risk in any part of the business 3. Lead investigations as directed by the Director-General or the Director of Assurance, into: Failures of process or conduct highlighted by an internal or in-house audit Incidents occurring through unidentified or inadequately managed risks Failures brought to the attention of Assurance by any other means 4. Undertake projects providing assurance in areas of sustainability, corporate responsibility, business ethics, staff security, Observatory resilience, industry relations and others as directed by the Director of Assurance. The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business. The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business. 5. Advocate for the Assurance function in research infrastructures (RIs), peer with colleagues in other RIs and represent the Observatory at major events where quality and assurance in international RIs are discussed. Take a leading role in the development of Assurance in RIs globally. 6. Deputise the role of the Director of Assurance where necessary and appropriate. Qualifications Qualifications in business administration, risk management or engineering project management Substantial experience in the management of major construction projects (civils, environmental, energy, resources, etc) at senior level Substantial experience in developing and implementing risk management policies, processes and risk appetite statements #J-18808-Ljbffr
    $110k-177k yearly est. 4d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Hartford, CT

    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 approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI 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 Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills 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. (https://*****************/us-en/careers/local/total-rewards) 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 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 such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. 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. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. 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. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 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. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 5d ago
  • Tax Manager - Private Companies

    PwC 4.8company rating

    Portfolio manager job in Hartford, CT

    Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level knowledge and/or a proven record of success in complex tax issues faced by non-publicly traded companies and day to day compliance and consulting for a variety of entities including corporations, and pass-through entities. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials; Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date 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 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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: ***********************************
    $99k-266k yearly 5d ago
  • Senior Manager, Tax

    ASM Syracuse 4.7company rating

    Portfolio manager job in Norwalk, CT

    Senior Manager, Tax page is loaded## Senior Manager, Taxlocations: Norwalk, CTtime type: Full timeposted on: Posted Todayjob requisition id: R100117619**POSITION: Senior Manager, Tax****DEPARTMENT: Corporate Accounting****REPORTS TO: Senior Director, Tax****FLSA STATUS: Salaried/Exempt****LEGENDS GLOBAL**Legends Global is the premier partner to the world's greatest live events, venues, and brands. We deliver a fully integrated solution of premium services that keeps our partners front and center through our white-label approach. Our network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component - feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking - of world-class live events and venues.**Join us!****THE ROLE**The Sr. Manager, Tax will play a pivotal role in supporting the Legends Global tax function. This individual will work closely with the Sr. Director, Tax supporting the Company's multi-faceted tax profile and will interface regularly with the worldwide finance team, spanning 21 countries. This position will ensure delivery of high-quality tax accounting and reporting for a variety of entity structures, both domestic and foreign, as well as support the optimization of the Company's tax structure and planning opportunities.**Essential Duties and Responsibilities*** Primarily responsible for completion of all income and franchise tax filings at the local, state, federal and international level in collaboration with the Tax Director and any external consultants that may assist in the process.* Prepare interim and annual income tax provision and required financial statement disclosures as needed for GAAP reporting. Liaise with external auditors to support financial statement audit of tax provision.* Act as an internal consultant and subject matter expert on issues pertaining to Company's ongoing federal, state, and international tax compliance efforts, and responding to inquiries from local taxing and licensing authorities.* Collaborate with foreign and local finance team members regarding all tax matters. Assist facility level personnel, as applicable, in maintaining compliance with all state regulations concerning tax reporting.* Assist in the development and execution of transfer pricing and tax planning, both domestic and international.* Oversee tax audits, liaising with external tax consultants as appropriate.* Assist in the development and publication of policies, end user documentation, internal communications, training, mentoring, and guidance to facility level personnel to foster a robust knowledge base associated with tax compliance.* Identify and implement process improvements.* Make recommendations to Sr. Director, Tax for the strategic direction and internal procedures of the Tax department.* Support the Chief Accounting Officer and Sr. Director, Tax on strategic projects and perform ad hoc projects and analysis.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education and/or Experience*** B. S. in Accounting from a four-year college or university* CPA and/or master's in taxation preferred.* 7+ years of diverse tax experience**Skills and Abilities*** Able to understand and apply partnership and corporate tax law, regulations, and reporting requirements to existing domestic and international locations.* Strong analytic and critical thinking skills.* Ability to multitask within a fast-paced environment.* Project management experience with ability to manage competing priorities.* Excellent oral, written, and interpersonal skills.* Strong understanding of GAAP reporting and tax accounting principles, as well as research skills as it relates to domestic and international operations.* Excellent data analysis, accounting, and journal entry skills* Ability to function both independently and as a team member.* Extensive knowledge of Microsoft 365 suite, including proficiency in intermediate Excel skills, and familiarity with accounting software and automation tools.**COMPENSATION**Competitive salary, commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan.**WORKING CONDITIONS**Location: Norwalk, CT**Physical Demands**The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**NOTE:**The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.*Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.*Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area. #J-18808-Ljbffr
    $81k-113k yearly est. 4d ago
  • Tax Manager, Global Compliance & Automation

    Point72 Asset Management, L.P 4.7company rating

    Portfolio manager job in Stamford, CT

    A leading global alternative investment firm is seeking a Tax Manager for its Tax Team. The role involves managing tax compliance processes, providing strategic advice on U.S. tax issues, and enhancing automation in tax reporting. Ideal candidates have over 7 years of relevant experience, a Bachelor's in Accounting, and strong communication skills. Comprehensive benefits and growth opportunities are provided. #J-18808-Ljbffr
    $90k-129k yearly est. 1d ago
  • Portfolio Manager

    Bankwell Financial Group 4.0company rating

    Portfolio manager job in New Canaan, CT

    About Bankwell: Bankwell is a commercial bank with over $3 billion in assets, providing privately-owned businesses, their owners and executives as well as high net worth individuals with personalized and technologically advanced banking solutions. We are committed to delivering exceptional service through a single-point of-contact, the Private Client Team, which represents an alignment of experienced financial professionals in support of businesses and individuals being well-banked. Our team members and their clients benefit from an organizational focus on personal growth and technological innovation across business lines. These commitments enable the Bankwell Private Client Team to deliver financial solutions to unique niches with speed, efficiency, and care. More about Bankwell can be found at ******************* Summary of Position: The Portfolio Manager supports the Private Client Team in managing and growing existing C&I client relationships and assisting with new client relationships. This position is responsible for actively managing and providing oversight of the loan portfolio and depository relationships, while providing excellent customer service on behalf of the Private Client Team. Immediately calling to attention of Management any occurrences that become known, which may have a negative impact on the Bank's borrowers and on the loan's risk rating. Responsibilities include: Support the Private Client Team with managing loan and depository relationships. Analyze and review financial information to assess the financial strength and creditworthiness of lending relationships at origination and on an ongoing basis. Spread financial statements and prepare financial models designed to sensitize various conditions impacting the proposed transaction. Prepare cash flow, collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis. Monitor credit performance of customer portfolios and escalate or remediate, as appropriate. • Prepare credit and loan documentation by accurately compiling and organizing financial data, credit histories, and collateral information. Assist in the collection of monthly, quarterly and annual financial statements from borrowers and guarantors, as required. Track covenant compliance and provide necessary documentation. Track and manage non-performing, underperforming or delinquent loans, if applicable. Review loan files to ensure that risk ratings are appropriate and prepare documentation to support any recommended changes. • Participate in client meetings. Cross-sell additional bank products and services. Participate in special projects, as needed. Requirements Qualifications & Skills: 5 years of relevant C&I commercial banking experience Must be proficient in Microsoft Suite with an emphasis on Excel, Word, PowerPoint • Proficiency with Abrigo is a plus • Extensive knowledge of credit products offered and regulatory requirements Strong analytical skills in order to evaluate credit and financial issues Able to contribute positively as part of a team Ability to work effectively with a strong will to help others Strong attention to detail and highly organized Excellent written and verbal communication skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Performs assigned tasks accurately and on a timely basis Ability to recommend process improvements to enhance efficiency Adheres to all applicable Policies and Procedures Bachelor's degree preferred This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment. Salary Description $125,000 - $150,000
    $125k-150k yearly 57d ago
  • Strategy Portfolio Manager

    Sagesure

    Portfolio manager job in Cheshire, CT

    If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we're hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Strategy Portfolio Manager. This exciting role will be pivotal in helping senior leadership achieve our multi-year strategy plan and effectively grow the organization. We seek a highly motivated candidate skilled in strategic ideation and design, project execution, process improvement, and change management. This position offers exposure to executive and senior leadership, providing consultative services to effectively deliver strategic priorities and collectively drive success. If you're results-driven, have a growth mindset, and are passionate about collaborating across the organization to drive business outcomes, we'd love for you to apply. What you'd be doing: Strategic Capability Execution Lead execution capabilities that will enable effective delivery of top strategic priorities across the organization Lead and optimize execution of Quarterly Planning Meeting framework to ensure leaders have a forum to regularly discuss their strategic priorities, any material changes from prior quarter, and what support they need to achieve results Lead and optimize execution of Leadership Committee meetings to ensure executive leaders connect, collaborate, problem solve, align on evolving priorities, and proactively identify and address cross-functional opportunities or concerns Strategic Leadership Consulting Provide dedicated support to senior leadership, ensuring consistency across teams in how we articulate our strategic priorities, where additional investment is needed, and where cross-functional support is critical Partner with senior leaders as they strengthen their team's strategic muscles in efforts to effectively and sustainably grow as a company We're looking for someone who has: At least 5-year track record of successful implementations of cross-functional projects Strong strategic ideation and design skillset with ability to translate ideas into tangible action Desire to challenge status quo and understand the “why” Exceptional problem-solving skills Highly effective written and verbal communication skills Strong ability to execute, adapt, and drive change in a results-driven environment Adept at building and leveraging relationships across an organization to achieve objectives Ability to influence and gain buy-in from senior leadership Experience leading operational improvement initiatives with large corporations Detail-oriented and well-organized, yet effectively able to overcome ambiguity and operate in an entrepreneurial organization Highly preferred candidates also have: At least 5 years of P&C insurance experience Leadership consulting experience Experience developing and launching change management initiatives Experience with corporate strategic development initiatives Experience leading operational improvement initiatives with small companies Experience engaging with C-suite executives About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
    $107k-188k yearly est. Auto-Apply 31d ago
  • Portfolio Delivery Leader

    Limra and Loma 3.7company rating

    Portfolio manager job in Windsor, CT

    Portfolio Delivery Leader About Us: Recognized as the trusted source for industry knowledge, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success. Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for: Research: Catalysts for new ideas, industry benchmarking, and strategic planning. Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders. Networking: Connections with industry leaders and peers through study groups, committees, and conferences. The Opportunity: We are seeking a strategic and results-driven Portfolio Delivery Leader to oversee the end-to-end delivery of prioritized solutions across the enterprise. This role is critical in ensuring that product development, marketing, sales, and service efforts are aligned, scalable, and impactful. The ideal candidate will bring deep expertise in delivery leadership, stakeholder engagement, and continuous improvement to drive business outcomes and value. What You'll Do: Lead end-to-end delivery of key products and solutions across the enterprise. Standardize and optimize product development and go-to-market processes. Collaborate with senior leaders, product owners, marketing, sales, and service teams. Track KPIs, manage risks, and provide executive-level reporting. Champion continuous improvement and delivery excellence. What You Bring: Bachelor's degree in Business, Technology, or related field (MBA preferred). 7-10 years in portfolio, program, or product delivery leadership. Proven success managing complex, cross-functional initiatives. Strong communication and stakeholder engagement skills. Proficiency in project management tools (e.g., Jira). What Do You Need To Succeed? Strategic Thinking: Aligns delivery outcomes with enterprise goals. Product Development & Go-to-Market Expertise: Builds scalable frameworks across product, marketing, sales, and service. Project Management: Skilled in planning and maintaining delivery roadmaps. Cross-Functional Leadership: Influences across business, technology, and product teams. Communication & Facilitation: Engages stakeholders at all levels. Analytical Thinking: Uses data to drive decisions and measure performance. Risk & Issue Management: Proactively resolves delivery challenges. Change Management: Drives adoption of new processes and tools. Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA AND LOMA. LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence. We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
    $144k-204k yearly est. 60d+ ago
  • Sr. Manager, Strategic Portfolio

    Primo Brands

    Portfolio manager job in Stamford, CT

    Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets. **If you are a current associate of Primo Brands, please apply via Success Factors.** The Primo Brands Marketing team is seeking a **Senior Manager, Marketing Growth Strategy** . This role will lead the development of critical projects that cross the company's brands. The focus is to lead brand portfolio projects to optimize and drive company growth. Projects include the coordination of monthly business reviews, annual brand planning, monthly department meetings and the coordination of portfolio partnership utilization. The role reports to the **Chief Marketing Officer** , and will be a key member of the Marketing Leadership Team. Pay Range: $144,211 - $180,134. This role is eligible for an annual bonus. Location Stamford, CT Responsibilities **Key responsibilities for this position include but are not limited to:** - Lead key department programs including annual commercial planning, monthly business reviews, department meetings and other key projects. - Work with brand portfolio leads to coordinate strategic projects like multi brand launches or cross business unit media campaigns that have broad company impact ensuring alignment with the company's strategic objectives. - Align with key stakeholders including, brand, sales, finance and supply chain to support the development of fully vetted annual plans. - Facilitate collaboration and alignment across the organization on key projects. Understand key dependencies across departments and identify creative solutions. - Continuously improve project management processes, tools, and methodologies to enhance efficiency and effectiveness Qualifications **Key qualifications include:** - Bachelor's Degree required - 3-5 years' experience in leading strategic insights and analytics teams preferably in consumer products. 3+ years of work experience as a Senior Manager or above. - Strong project management skills required and must excel at managing cross-functional projects - Strong commercial acumen and knowledge of working across key channels of trade of Food, Drug, Mass, Convenience, Club and E-Commerce - Strong interpersonal and leadership skills. Ability to effectively interface and influence at all levels - Ability to take initiative, develop and seek out creative and innovative ideas Salary Range Disclaimer: The salary range provided for this position is an approximation based on market research, internal compensation data and the candidate's qualifications and experience. Final salary offers are determined through a comprehensive evaluation of candidate qualifications and may vary depending on factors such as skills, experience, and geographic location of the position. Other components of the compensation package, including benefits and bonuses, will also be considered. We are committed to fair and equitable compensation practices, and we encourage open dialogue about compensation during the interview process. Primo Brands' established portfolio includes billion-dollar brands Poland Spring and Pure Life , premium brands like Saratoga and Mountain Valley , regional leaders such as Arrowhead , Deer Park , Ice Mountain Ozarka , and Zephyrhills , purified brands, Primo Water and Sparkletts , and flavored and enhanced brands like Splash and AC+ION . Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come. Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.
    $144.2k-180.1k yearly 36d ago
  • Credit Portfolio Manager I - Metro CRE

    TD Bank 4.5company rating

    Portfolio manager job in Hartford, CT

    Hours: 40 Pay Details: $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Department Overview: The Credit Portfolio Manager I - Metro CRE role covers Investment Commercial Real Estate Borrowers from $5 million to $50 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes Connecticut, Rhode Island, and New York. Analyst responsibilities include the comprehensive underwriting of new and existing clients and portfolio management such as monitoring financial covenants and interim trends. The above details are specific to the role which is outlined in the general description below. The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer. Depth & Scope: * Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer * Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department * Works on larger, more complex deals, mainly focused on Middle Market * May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives * Acts as a consultant to business lines regarding credit issues, processes and procedures * Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines * Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners * Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies * Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations * May communicates credit decisions to Relationship Managers and Account Managers * Manages and oversees workflow and adherence to policy for department * Participates in organizational cost benefit analysis and implementation * Manages activities by creating and maintaining quantifiable service level standards against business performance * Ensures timeliness of information and efficiency in process and workflow * Maintains confidentiality of credit and customer information at all times * May lead a team of Credit Analysts within a region or market Education & Experience: * Bachelor's degree or equivalent experience * 5+ years related experience * Strong understanding of commercial business development techniques and credit decisions. * Demonstrates business development track record * Strong market presence with wide network of outside referral sources for new business * Demonstrates credit and financial analysis skills * Refined negotiation skills * Demonstrates communication skills, both verbal and written. * Demonstrates PC skills Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $91k-145.6k yearly Auto-Apply 2d ago
  • Portfolio Clinical Leader

    Pennant Group

    Portfolio manager job in Farmington, CT

    Portfolio Clinical Leader - PCL (Home Health, and Hospice) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners , not employees. What You'll Own Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) Minimum 5 years of home health, and hospice experience 10 years experience in agency-level clinical leadership Solid understanding of home health and hospice regulations Strong communication, coaching, and time-management skills Confidence to work independently and collaboratively across organizational levels HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Farmington, CT Wage: $120K - $150K plus incentive plan Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: Opportunity for stock ownership Empowered, autonomous leadership supported by centralized resources A work-life balance that supports personal well-being Full benefits package: medical, dental, vision, 401(k) with match Generous PTO, holidays, and professional development A culture built around our core values-CAPLICO: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Portfolio Clinical Leader

    The Pennant Group, Inc.

    Portfolio manager job in Farmington, CT

    Portfolio Clinical Leader - PCL (Home Health, and Hospice) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners, not employees. What You'll Own * Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. * Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. * Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. * Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. * Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring * Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) * Minimum 5 years of home health, and hospice experience * 10 years experience in agency-level clinical leadership * Solid understanding of home health and hospice regulations * Strong communication, coaching, and time-management skills * Confidence to work independently and collaboratively across organizational levels * HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Farmington, CT Wage: $120K - $150K plus incentive plan Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: * Opportunity for stock ownership * Empowered, autonomous leadership supported by centralized resources * A work-life balance that supports personal well-being * Full benefits package: medical, dental, vision, 401(k) with match * Generous PTO, holidays, and professional development * A culture built around our core values-CAPLICO: * Customer Second * Accountability * Passion for Learning * Love One Another * Intelligent Risk Taking * Celebrate * Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 4d ago
  • Independent Portfolio Manager

    Worldquant 4.6company rating

    Portfolio manager job in Old Greenwich, CT

    WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement. Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it. The Role: * We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies Job Responsibilities (include, but not limited to the following) * Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options * Independently lead, manage and grow quantitative investment portfolio (portfolio will have a separately identifiable track record) * Autonomy to build your own research pipeline and grow your team What You'll Bring: * 2+ years' experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe * Strong programming skills in mainstream quant programming languages, such as Python and C++ The Independent Portfolio Manager Opportunity: * Transparent and formula-based compensation * Meaningful allocation with growth potential based on performance and scalability * Access to a deep and broad menu of datasets supported by a dedicated data team * Cross-asset execution led by a multi-regional trading team * Opportunity for select engagement with the CIO Office in support of your research and strategy development Our Benefits: * Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of: * twenty vacation days that are pro-rated based on the employee's start date, at an accrual of 1.67 days per month, * three personal days, and * ten sick days. * Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code * Training: learning and development courses, speakers, team-building off-site * Employee resource groups Pay Transparency: WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits. To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations. When finalizing an offer, we will take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package. The Base Pay Range For This Position Is $150,000 - $200,000 USD. At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws. If you believe any required details are missing from this job posting, please notify us at [email protected], and we will address your concerns promptly. #LI-JG1 By submitting this application, you acknowledge and consent to terms of the WorldQuant Privacy Policy. The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). The policy also describes legal and contractual limitations on these rights. The specific rights and obligations of individuals living and working in different areas may vary by jurisdiction. Copyright 2025 WorldQuant, LLC. All Rights Reserved. WorldQuant is an equal opportunity employer and does not discriminate in hiring on the basis of race, color, creed, religion, sex, sexual orientation or preference, age, marital status, citizenship, national origin, disability, military status, genetic predisposition or carrier status, or any other protected characteristic as established by applicable law.
    $150k-200k yearly 29d ago
  • Asset Manager I - Capital Projects

    Charter Oak Communities 3.4company rating

    Portfolio manager job in Stamford, CT

    Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration. Essential Duties and Responsibilities: Strategic Planning & Capital Oversight Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency). Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability. Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations. Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio. Create a collaborative, long-term capital improvement and operational plan for the portfolio. Assist with the Implementation and monitoring of capital projects. Track and monitor the unit turnover process and recommend process enhancements. Project Management & Vendor Procurement Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation. Assist with RFP development, scope of work preparation and contract drafting. Support contract negotiations and development to ensure final contract terms and compliance. Participate as a member of vendor selection committees for capital and maintenance project solicitations. Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed. Monitor capital projects and manage day-to-day construction supervision. Operational Coordination & Regulatory Compliance Ensure compliance with applicable regulations, building and fire codes, and internal safety standards. Mitigate risk to property and occupants; promote safe working and security of employees and residents. Oversee invoicing for active capital projects, review maintenance and capital expenditures. Serve as primary liaison to condominium association (8 units). Budgeting & Financial Oversight Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets. Review monthly financial reports to ensure compliance with approved operating and capital budgets. Other Duties as Assigned May be required to perform other related duties as required and/or assigned. Additional asset management and other related responsibilities may be delegated as needed. Knowledge, Skills and Abilities: Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders. Strong critical thinking, multitasking and decision-making abilities. Highly organized and results-oriented with the ability to meet multiple deadlines. Proven financial analysis, budget planning, and project coordination knowledge and abilities. Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred. Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute. Ability to be a self-starter who thrives in a fast-paced, team-oriented environment. Minimum Education and Experience: Bachelor's degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,) Budgeting and capital project experience are strongly preferred. Familiarity with procurement and vendor contracting best practice is strongly preferred. Professional certifications are a plus. Additional Requirements: An assessment may be administered to evaluate competency. A valid driver's license and reliable transportation to visit COC properties is mandatory. Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory. Estimated Time Allocation 40% Asset Management 30% Capital Projects 15% Procurement 10% Budgets 5% Maintenance Note: This estimate is for illustration purposes only. It will change based on business needs. This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.
    $74k-108k yearly est. Auto-Apply 8d ago
  • Portfolio Manager - Private Asset Management

    TIAA

    Portfolio manager job in Stamford, CT

    Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities and Duties Builds successful investment portfolios informed by market conditions and economic trends. Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. Provide input into investment models and allocation frameworks. Support business development and client retention initiatives. Maintain accurate records and documentation for audits and client reporting. Additional Responsibilities All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 65 Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC PLEASE NOTE: TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. Required Qualifications: 5+ years working directly with wealth management clients Preferred Qualifications: 7+ years working directly with wealth management clients CFA, CFP Certification University Degree #LI-KD2 Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date: 2026-01-26Base Pay Range: $124,000/yr - $155,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $124k-155k yearly Auto-Apply 12d ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Stamford, CT

    We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
    $87k-149k yearly est. 60d+ ago
  • Fund Manager

    Alter Domus Inc.

    Portfolio manager job in Darien, CT

    Assist in the preparation and review of investment entries, valuations, capital calls, and distributions; Review allocations, ad-hoc communications with investors, workpapers and unaudited financial statements, partners' capital statements, and all reports for both limited and general partners; Responsible for all client reporting; Review cash and journal entries; Analyze incentive fee calculations; Serve as the subject matter expert throughout the audit process; Assist with preparing and reviewing audited financials and supporting schedules and liaison with auditors; Assist with open items list/auditor communications, 1099 form preparation, and onboarding process for both new clients and new funds; Monitor and create fund/account efficiencies and ensure implementation of improvements; Ensure fund/account compliance with client agreement(s); Input client information into accounting and CRM systems; Analyze and discuss results for company databases, IRR's, and returns; Review and assist in spearheading ongoing IT reconciliation project; Manage and mentor Associate team members Advise performance review ratings and team performance; Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts; Communicate with senior team members on the status of reports and projects; Work with senior team members on special requests from clients; and Assist with the development of policies and procedures. YOUR PROFILE: Bachelor's degree in Accounting, Finance or similar; 7+ years of professional experience; Strong understanding of investments within Private Equity; Experience with preparing quarterly journal entries (cash, investments, intercompany, credit facility, accruals, valuations, management fees, invoices, carried interest); Understanding of multiple vehicle structures including parallel, co-investor, blocker, feeder and holding company structures; Ability to quickly learn and understand the accounting systems and corresponding reporting; Ability to proactively identify issues and recommend long-term solutions; Ability to multitask, working on multiple client and/or fund deadlines; Advanced Microsoft Excel skills, including advanced formulas and pivot tables; Ability to communicate professionally with clients; Ability to work both independently and on a team; and Attention to detail and analytical skills. ABOUT US: Independent and possessing more than fifteen years' experience in its field, Alter Domus has become a leader in corporate and management services for private equity & infrastructure and real estate funds as well as listed and unlisted companies. Our staff of over 2,000 people also provides fund administration and financial reporting services. We mentor and develop our employees' technical knowledge and practical skills. We also champion commitment and a customer-oriented mindset. WHAT WE OFFER: Alter Domus offers a competitive, comprehensive benefits package including a generous vacation policy, a diverse work environment, and strong global connections. As you collaborate with colleagues in our fast-paced environment, you will gain exposure to demanding and stimulating experiences that you will take with you as your career progresses. We provide a sophisticated work environment with prominent clients that will take your ambitions and talents to the next level and give you the resources and support you need to succeed. For more information, please visit: ******************* Alter Domus 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. #LI-LS1
    $58k-123k yearly est. Auto-Apply 60d+ ago
  • Senior Risk Manager (USA)

    Trexquant Investment 4.0company rating

    Portfolio manager job in Stamford, CT

    We are looking for an experienced Portfolio Risk Specialist to lead and grow the Risk Management Team at Trexquant. In this role, you will be responsible for enhancing our risk management platform, developing key metrics for risk analysis, and proposing and implementing risk mitigation tactics and processes as the notional footprint and number of asset classes in our quantitative portfolio continue to grow. Responsibilities Oversee and analyze risk factor exposures and trends across company portfolios in global markets Develop and manage automated risk models across all traded asset classes, including equities, credit, options, and futures, as well as at the portfolio level Design stress-test experiments and present results to senior research team members to broaden our risk considerations across various markets Partner with the Strategy, Execution, and Capital Allocation teams to develop and implement enhanced risk policies and ensure optimal risk management Collaborate with providers on macro market risk considerations, efficient margin policies, and counterparty exposure Present risk metrics and escalations to senior management and the investment committee to support timely decisions on shifting risk dynamics Bachelor's, Master's, or Ph.D. degree in Mathematics, Statistical Modeling, Computer Science, or another related STEM field 5+ years of experience in portfolio risk management, with exposure to cross-asset portfolios Prior experience at a quantitative hedge fund, bank, or multi-manager platform (preferred) Strong quantitative skills with exceptional attention to detail Proficiency in Python Benefits Competitive salary plus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $111k-157k yearly est. 4d ago
  • Credit Portfolio Manager I - Metro CRE

    TD Bank 4.5company rating

    Portfolio manager job in Hartford, CT

    New York, New York, United States of America **Hours:** 40 **Pay Details:** $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** **Department Overview:** The Credit Portfolio Manager I - Metro CRE role covers Investment Commercial Real Estate Borrowers from $5 million to $50 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes Connecticut, Rhode Island, and New York. Analyst responsibilities include the comprehensive underwriting of new and existing clients and portfolio management such as monitoring financial covenants and interim trends. The above details are specific to the role which is outlined in the general description below. The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer. **Depth & Scope:** + Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer + Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department + Works on larger, more complex deals, mainly focused on Middle Market + May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives + Acts as a consultant to business lines regarding credit issues, processes and procedures + Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines + Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners + Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies + Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations + May communicates credit decisions to Relationship Managers and Account Managers + Manages and oversees workflow and adherence to policy for department + Participates in organizational cost benefit analysis and implementation + Manages activities by creating and maintaining quantifiable service level standards against business performance + Ensures timeliness of information and efficiency in process and workflow + Maintains confidentiality of credit and customer information at all times + May lead a team of Credit Analysts within a region or market **Education & Experience:** + Bachelor's degree or equivalent experience + 5+ years related experience + Strong understanding of commercial business development techniques and credit decisions. + Demonstrates business development track record + Strong market presence with wide network of outside referral sources for new business + Demonstrates credit and financial analysis skills + Refined negotiation skills + Demonstrates communication skills, both verbal and written. + Demonstrates PC skills **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $91k-145.6k yearly 2d ago

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