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  • Senior Manager, State & Local Income Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Seattle, WA

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: Provide tax compliance services to partnerships for Asset Management clients Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests Research and draft technical memoranda regarding state and local tax questions Aid with the business development, management, and delivery of SALT services, and provide assistance and oversight on large client project engagements Supervise, mentor, and develop staff members and teams Additional responsibilities for Senior Manager: * Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions * Develop cross-functional relationships within the firm Qualifications: Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues Bachelor's degree from an accredited college/university Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Able to develop business and foster client relationships Ability and desire to perform in a high-energy team environment, and excellent writing, communication, and tax research skills Prior experience in Partnership and/or Asset Management Additional qualifications for Senior Manager: Minimum eight years of recent experience in providing tax research and technical advice on multi-state issues Strong knowledge of the development, planning, and execution of client delivery Experience with various other state and local taxes KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $63k-80k yearly est. 3d ago
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  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Kirkland, WA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
    $100.5k-270.3k yearly 5d ago
  • Tax Manager / Senior Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in Seattle, WA

    Tax Manager - Public Accounting Firm (Confidential Search) 💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence. We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses Review returns prepared by staff and seniors for technical accuracy and compliance Research complex tax issues and provide practical solutions for clients Support client relationships through proactive communication and planning discussions Lead, mentor, and develop team members through review and training Assist partners with business development, client onboarding, and workflow efficiency What They're Looking For Active CPA license (required) 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) Strong technical knowledge in federal and state tax compliance Excellent communication and leadership skills Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm Hybrid flexibility - typically 2-3 days in office Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) Real promotion potential - leadership succession planning is a key focus Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. 📧 joey@solidrockrecruiting.com 📞 (605) 601-4597 #J-18808-Ljbffr
    $140k-185k yearly 2d ago
  • Branch Manager

    Washington Trust Bank 4.7company rating

    Portfolio manager job in Wenatchee, WA

    "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery Location: South Wenatchee Branch - 759 South Wenatchee Avenue, Wenatchee, WA 98801 Schedule: Monday thru Friday, 8:00 am - 6:15 pm. Schedule may vary, must be flexible. Regular, reliable attendance required. This position embodies the Washington Trust Bank culture, by remaining focused on client experience in all aspects of their decisions. To meet this expectation this position is responsible for managing the branch as a business. Demonstrating positive leadership behaviors through team motivation and development while leading by example. Manage sales and business development by identifying referrals and prospects and calling on clients/prospects to achieve sales goals while training their team to do the same. Provides quality client service, sales, operations, administration and staff development for assigned branch. Supports the market in community involvement efforts. Essential Functions: Primary time allocation is dedicated to managing and supporting the implementation of sales and service activities in the branch. Manages reactive and proactive expansion to ensure development and retention of profitable relationships and assures appropriate targeting, tracking, and recognition occurs. Provides sales support, training, coaching, mentoring and development to all branch staff and ensures that core competency and development plan documentation for all staff is completed. Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Centers of Influence (COI) and other referrals sources and all new clients for referrals. Provides support and assistance to relationship managers throughout the bank. Meets regularly with the regional manager to give feedback on branch strategies and plan for further growth of the branch. Perform compliance and risk management duties as required or assigned. Sales and Business Development Develop branch strategies for implementation of sales programs to meet sales, service and profitability goals. Develops and implements growth plans tailored to bring in new clients and increase consumer and small business market penetration. Expand and retain existing clients by asking the right questions; utilizes needs-based selling. Reports on results will be recorded and reported on a regular basis. Manages team to achieve branch and market goals, strategies and initiatives. Manages and motivates team to achieve sales goals and activities. Conducts and facilitates consistent sales one-on-one, and all-staff meetings. Participating in and promoting team involvement in community organizations and business development activities when appropriate. Client Service and Relationship Management Provides professional financial advice, guidance and solutions to client inquiries and problems. Works with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines. Demonstrate a high level of product knowledge and have excellent client service. Supports staff in a variety of client needs and concerns including complaints and compliance concerns. Act as relationship manager for consumer and small business banking clients, when appropriate. Take responsibility and ownership of the client experience by bringing on new clients and expand as needed for all of their financial needs. Manages client base to meet bank goals, strategies and initiatives. Training, Development and Leadership Coaches to all corporate sponsored training programs. Directly conducts coaching with the assistant manager, training, human resource functions and staff development activities. Ensure that core competency and development plan documentation for all staff is completed. Provides sales support, training, coaching, mentoring, and development to all branch staff. Works with regional manager, when necessary and human resources in recruitment and hiring process. Compliance and Risk Management Performs compliance and risk management duties as required or assigned. Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit. Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls. Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow. Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation. Manage branch to proactively identify and prevent fraud situations. Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients. Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations. Administrative and Operational Management Provides overall direction for the branch sales and service delivery. Monitors and manages specific budget areas as assigned by regional manager. Participates in community affairs and activities and various bank functions, which may include after hours and weekend involvement. Conducts other duties as assigned by the manager. Qualifications: 1-3 Years of management experience required. Excellent verbal and written communication skills in all levels of the bank, inter-division as well as cross-department. Goal oriented, self-motivated and enthusiastic. Ability to sell products & services to clients. Demonstrates strong sales management and leadership skills. Demonstrates strong self and staff development skills including team recognition, motivation and conflict resolution. Ability to prioritize workflow, solve client or staff problems and manage multiple tasks. Positively supports the Bank and leads team through policy, philosophy and guiding principles. Required to maintain the security and confidentiality of Bank and client information. Completion of all appropriate Loan Origination, Sales, Service and appropriate training. May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS) High degree of PC based technical skills, including proficiency with the Microsoft Suite of products. Pay Range: $30.90 to $46.36 per hour The compensation range represents the low and high end of the base compensation range for this position located in Wenatchee, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan. What our culture can offer you: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $30.9-46.4 hourly 3d ago
  • Restoration Branch Manager - Equity & Profit Sharing

    24 Hour Flood Pros

    Portfolio manager job in Everett, WA

    A national restoration company is seeking an experienced Restoration Specialist to take on the role of Branch Manager in Everett, WA. This position offers a competitive salary ranging from $55K to $75K, with additional benefits like profit sharing and vehicle assistance. The ideal candidate will be responsible for emergency restoration services, exhibit strong leadership qualities, and possess excellent problem-solving skills. Join a dedicated team focused on delivering exceptional service to customers in need. #J-18808-Ljbffr
    $55k-75k yearly 5d ago
  • Portfolio Manager-Vancouver and Oregon

    Riverview 4.5company rating

    Portfolio manager job in Vancouver, WA

    You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. SUMMARY This position is responsible primarily for analysis, monitoring and preparation of credit memorandums, criticized/classified loan memos and annual loan reviews for loan officers. Position is a support function to assist loan officers move loan requests through the approval process. ESSENTIAL DUTIES Works with existing clients and prospects as required to receive information as needed. Ensures that the financial analysis prepared by the Analyst Team is accurate. Analyzes financial spreads to determine if the loan requests meet Bank credit policy. Prepares credit memorandums, criticized/classified loan memos, and annual loan reviews in Credit Quest software program for lenders. Works with the Team Assistant to collect all necessary documents needed by the loan documentation team. Requests preliminary title reports, environmental reports and appraisals as directed by the loan officer. Analyzes borrowing base reports prepared by client and notifies loan officer of any discrepancies. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Annual Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes laws and regulations that relate to commercial lending. Additional duties and responsibilities. Other duties as may be assigned: Projects professionalism in both appearance and attitude when dealing with customers. Coordinates, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. RELATIONSHIPS Maintain strong working relationship with Commercial Loan Team Leader and peers in the lending area as well as other support areas. Maintains contact with clients to ensure that service levels are appropriate. 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 Bachelor's degree in a business, finance or related field is preferred, 2 or more years of commercial lending support experience, strong analytical skills, excellent communication skills, and knowledge of bank services, or equivalent combination of education and experience. SKILLS Ability to communicate with lenders and build strong working relationships. Ability to read, analyze and interpret business and personal financial statements and tax returns. Ability to understand bank lending policy and governmental regulations. Ability to prepare concise credit memorandums, annual loan reviews and criticized/classified loan memos that define the risk and financial condition of the borrower or prospect. Accurately analyze asset-based lending borrowing bases. Ability to effectively identify concerns or changes in financial position of borrowers and communicate to lending officer. Ability to work with mathematical and financial concepts such as global cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve with some assistance day-to-day problems and deal with a variety of issues that may arise in working with borrowers. Ability, with some assistance, to develop loan structure that protects the bank. Ability to define problems, collect data, establish facts, and draw valid conclusions. Basic skills associated with the general use of computers and business office equipment including developing a good working knowledge of the Credit Quest lending system. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms in accessing and working with files. The employee is occasionally required to stand, walk, and stoop, kneel, crouch, or crawl. The employee may be asked to move files, boxes, or small pieces of furniture and must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision in working with written forms and computers. WORK ENVIRONMENT While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment indoors. The noise level in the work environment is usually moderate. COMMENTS In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the employee's responsibility to continually strive to maximize personal growth. The salary for this role will be between $64,833 and $106,019. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. May be eligible for healthcare benefits, 401K plan, ESOP, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.
    $64.8k-106k yearly 60d+ ago
  • Commercial Portfolio Manager II

    Southstate Bank, National Association

    Portfolio manager job in Washington

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures Completes industry research, as needed, supporting existing and new Customers to the Bank Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) Undertakes special projects related to job function as determined by Credit Administration Leadership Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. Stays abreast of products and services the Bank is providing. Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. OTHER DUTIES Accepts other duties as assigned COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Cooperative and willing to assist coworkers and customers on a regular basis Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others Possesses multi-tasking skills and be able to function well under pressure Ability to remain composed under pressure and respond to customer and coworker concerns regularly Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications and Education Requirements Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience Experience: Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market. Familiarity with loan structuring and loan documentation is required. Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES South State Bank credit policies, procedures and underwriting standards Annual regulatory and compliance training Additional training may be required, as needed RECOMMENDED ADDITIONAL TRAINING New Employee Orientation Supervisory Responsibility none PHYSICAL DEMANDS/WORK ENVIRONMENT Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports. TRAVEL This position does not require travel. Equal Opportunity Employer, including disabled/veterans.
    $75k-134k yearly est. Auto-Apply 38d ago
  • Portfolio Manager

    Yqc Properties LLC

    Portfolio manager job in Vancouver, WA

    YQC Properties, a leading property management firm, is dedicated to delivering exceptional and comprehensive property management services. With a commitment to excellence, we specialize in the management of multifamily, single-family, and commercial properties. Our team of seasoned professionals is driven by a passion for real estate and a relentless pursuit of client satisfaction. We are seeking a full-time Portfolio Manager to join our growing portfolio! DUTIES INCLUDE: Directly manage and supervise assistant property manager, leasing agent, and multifamily onsite property managers for assigned portfolio. Provide leadership, guidance, and support to portfolio team in the execution of daily tasks and responsibilities. Analyze market trends and competitor strategies to identify opportunities for improvement. Conduct regular check-ins, performance evaluations, and training sessions for team members. Collaborate with assistant portfolio and onsite managers to address tenant concerns, maintenance issues, and lease management effectively. Oversee the implementation of company strategies and initiatives at the property level. Analyze key performance indicators (KPIs) for each property and develop action plans for improvement. Align marketing and leasing strategies with overall property goals ensuring efficiency, accuracy, and compliance. Oversee the leasing process from inquiry to lease signing. Train and guide leasing agents on effective leasing techniques and customer service. Collaborate with onsite teams to optimize property showings and tours. Foster positive relationships with current and prospective tenants. Address tenant inquiries, concerns, and feedback related to marketing and leasing activities. Conduct site visits to ensure that company standards are being maintained and to address any emerging issues promptly. Oversee move-in and move-out processes, following up with previous tenants for final disposition to include bad debt collection. Oversee assistant portfolio managers with monthly collection of rent, non-compliance issues, serving of legal notices, renewal process, and notices to vacate. Troubleshoot operational challenges and provide innovative solutions to improve property management efficiency. Work closely with the HR department to handle staffing matters, including recruitment, onboarding, and disciplinary actions. Foster a positive and collaborative working environment among all team members to enhance overall team performance. Manage all property operations incompliance with all local, state, and federal laws (Fair Housing, Landlord Tenant Laws, OSHA, etc). Ensure compliance with company policies, procedures, and standards across all managed properties. QUALIFICATIONS, KNOWLEDGE, SKILLS & ABILITIES REQUIRED High school diploma or equivalent. Proven performance for 5 years minimum in property management in single family, multifamily, and commercial properties a must. Ability to work in a fast-paced environment. Ability to resolve conflicts and facilitate collaboration. Ability to multi-task and differentiate competing priorities to optimize efficiency. Approximately 80% in the office environment using computer and phone. Approximately 20% outside of office to include: inspect property grounds, including apartments, building structure, landscaping, and signage which may require the ability to climb stairs, ladders, and maneuver walkways. Consistently demonstrate excellent customer service skills and professional development Knowledge of preventive maintenance preferred. Working knowledge of leasing practices Excellent verbal and written communication skills, marketing and negotiation skills Comply with all Fair Housing & Equal Housing Opportunity requirements. Comply with appropriate state landlord/tenant statutes. Must own a dependable vehicle and have a valid drivers license. Will be required to drive in Washington and/or Oregon.
    $74k-139k yearly est. 25d ago
  • Regional Portfolio Manager

    NW Recruiting Partners

    Portfolio manager job in Seattle, WA

    Job Description Regional Portfolio Manager - Multi-Family Properties Seattle, WA Join an esteemed Real Estate Investor and Operator as a Regional Portfolio Manager and become an integral part of their dynamic team! With a robust portfolio exceeding several billion in value, they are looking for an experienced professional to ensure the optimal performance of our commercial and multi-family properties. The ideal candidate will possess over five years of experience in multi-family real estate, strong financial acumen, and team management skills. In this role, you'll initially oversee 6-10 properties' operations, tenant experience, and financial performance, collaborating closely with the Director of Property Management. With the firm's stellar industry reputation and diverse portfolio, you'll find ample opportunities for growth and advancement as the team is active and growing. Are you looking for an opportunity where you can be strategic, look ahead and implement plans for your portfolio? Then this could be the role for you! Portfolio Manager Responsibilities: Develops the annual budget(s) for their assigned communities and oversees attainment of budgeted goals by analyzing and evaluating financial performance, reconciling monthly statements against approved budget. Ensures that individual communities meet the established operational, financial, and business performance goals by inspecting properties, reviewing financials, market, and operational reports, and developing and implementing appropriate action plans to achieve results. Provides leadership to the team of Property Managers by interviewing, hiring, and training team members. Oversees and responsible for appropriate and adequate staffing at each community and supervises the talent acquisition, development, and management of community team members. Promotes company satisfaction through timely reporting and ongoing communication about the performance of the properties. Reviews, analyzes, and interprets market data to identify emerging trends that may impact the performance of the portfolio, and works with the Asset Managers, Property Managers, and others to develop and implement market plans that drive occupancy and revenue growth. Ensures that the appearance and physical aspects of the properties meet the established standards through routine site and safety inspections. Coordinates work activities and services from vendors, consultants, and other contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication between consultants and project team members. Inspects the properties on a regular basis for safety hazards, property damage, and needed repairs by maintenance staff. Follows up on repairs to verify completion and compliance with property insurance companies, OSHA, government agencies, safety policies and risk management procedures. Adhere to the branding guide to maintain brand integrity across community and property management platforms. Collaborate with the Director to assess changes in the rental market through analysis of traffic and rental records. Supervise maintenance programs that encompass interior and exterior conditions and appearance of properties. Reviews and monitors the completion of all capital projects approved in the annual business plan. Regional Portfolio Manager Qualifications: 5+ years' experience in Multi-family Property Management. Minimum 4 years in a Supervisory Role. 5+ years managing multiple sites. Bachelors Degree in real estate, accounting, finance or related field preferred. Solid experience creating and managing a budget and producing monthly, quarterly and yearly variance reports. ARM, CPM, CAM designation preferred. WA Real Estate license desired. Working knowledge of Yardi software. Competent in MS Office and relevant databases and software. Well organized with excellent time management skills. Company Benefits: Medical, Dental, Vision, and Life Insurance Generous PTO and paid holidays 401K and potential for bonuses/profit sharing Excellent opportunities for advancement, continued learning, and more! Compensation: $130K - $150K + bonus
    $75k-140k yearly est. 4d ago
  • Strategic Facilities Portfolio Manager

    University of Washington 4.4company rating

    Portfolio manager job in Seattle, WA

    UW MEDICINE IT SERVICES has an outstanding job opportunity for a Strategic Facilities Portfolio Manager position. WORK SCHEDULE 100% FTE - 40 hours per week Day Shift - UW MEDICINE ITS SERVICES CORE HOURS ARE 08:00 - 17:00 (PST), Monday-Friday DEPARTMENT DESCRIPTION UW Medicine IT Services (ITS) is a shared services organization that supports all of UW Medicine. UW Medicine is comprised of Harborview Medical Center (HMC), UW Medical Center-Montlake Campus (UWMC-Montlake), UW Medical Center-Northwest Campus (UWMC-NW), Valley Medical Center (VMC), UW Medicine Primary Care (UWMPC), UW Physicians (UWP), UW School of Medicine (SOM), and Airlift Northwest (ALNW). ITS is responsible for the ongoing support and maintenance of the infrastructure and applications which support all these institutions, along with the implementation of new services and applications that are used to support and further the UW Medicine mission. POSITION HIGHLIGHTS HYBRID opportunity Values-based work environment Active departmental Equity, Diversity, and Inclusion Committee 15 days of vacation your first year - Also, 12 days of sick time, 1 personal holiday, and 11 paid holidays each year 100% matching, 100% immediately vesting 403(b) PRIMARY JOB RESPONSIBILITIES The IT Governance team provides the strategic foundation for effective strategic portfolio management and IT Governance across UW Medicine through re-usable standards and streamlined processes. The Strategic Facilities Portfolio Manager reports to the IT Governance Manager. The primary focus of the Strategic Facilities Portfolio Manager is to lead the Facilities Portfolio and partner with Facilities groups across UW Medicine and ITS to enable streamlined relationships and strategic planning. The Strategic Facilities Portfolio Manager supports Facilities by looking ahead at system needs and system strategy and creates and maintains a portfolio that will meet the ongoing and future needs of UW Medicine that is secure, and aligned with IT guiding principles, regulations, and that drives value. The Strategic Portfolio Manager provides governance and oversight of the portfolio, drives project and portfolio prioritization, manages vendor and stakeholder relationships, and serves as a mission-critical liaison between their customer, IT, and executive teams. The Strategic Facilities Portfolio Manager will create roadmaps, define scope, develop OKRs, and/or KPIs, create schedules, and oversee capacity management to ensure a successful delivery. The Strategic Facilities Portfolio Manager will partner with the PMO Facilities Leaders for planning and execution of facilities projects. The Strategic Facilities Portfolio Manager will: Provide strategic and tactical guidance to service line leaders on the overall portfolio and plan Ensure clarity on scope, schedule, and budget Provide portfolio communications, including roadmap, dashboards, and reports Enable and create processes for partnership and service-obsession Identify and resolve issues and risks Develop and maintain project plans, schedules, and other project planning documents Communicate pro-actively and broadly REQUIREMENTS Bachelor's degree in a healthcare-oriented profession, a technology field, a business-related field, or other discipline that demonstrates analytical or communications abilities, or related field or equivalent education and/or experience 8+ years of overall experience to include the below 8+ years of experience leading, managing, and coaching technology and/or business professionals in progressively more complicated vendor-packaged system deployment and/or process improvement projects Progressive, relevant experience related to IT portfolio, program, and project management, including demonstrated experience serving a single service-line Demonstrated experience leading, motivating, and managing various project and program team sizes, including internal and external constituents, while holding all teams accountable for performance Demonstrated leadership, diplomatic, and motivational skills including the ability to lead multiple business and technology organizations/business units Experience maintaining relationships by engaging business leaders to establish credibility, solve problems, build consensus, and achieve objectives Demonstrated experience effectively working with multiple, diverse stakeholders in a complex project environment within a cross-functional matrix environment Experience gaining buy-in from executive sponsors, team members, stakeholders and peers Demonstrated experience planning for large, complex, new facilities, including scope, schedule, and budget Proven ability to make independent administrative/procedural decisions and provide guidance and leadership to staff Demonstrated experience managing project work and/or work of others within an established standard project lifecycle framework Cognizant of budgetary and resource constraints Strong experience presenting to executive sponsors Demonstrated written and oral communication skills with technical staff, non-technical staff, and all levels of management Prior experience in a role with significant customer service component Experience negotiating vendor contracts Experience drafting and submitting budget proposals and recommending subsequent budget changes where necessary Experience researching best practices within and outside the organization to establish benchmark data using continuous process improvement disciplines to achieve results ABOUT UW MEDICINE - WHERE YOUR IMPACT GOES FURTHER UW Medicine is Washington's only health system that includes a top-rated medical school and an internationally recognized research center. UW Medicine's mission is to improve the health of the public by advancing medical knowledge, providing outstanding primary and specialty care to the people of the region, and preparing tomorrow's physicians, scientists and other health professionals. All across UW Medicine, our employees collaborate to perform the highest quality work with integrity and compassion and to create a respectful, welcoming environment where every patient, family, student and colleague is valued and honored. Nearly 29,000 healthcare professionals, researchers, and educators work in the UW Medicine family of organizations that includes: Harborview Medical Center, UW Medical Center - Montlake, UW Medical Center - Northwest, Valley Medical Center, UW Medicine Primary Care, UW Physicians, UW School of Medicine, and Airlift Northwest. Become part of our team. Join our mission to make life healthier for everyone in our community. Compensation, Benefits and Position Details Pay Range Minimum: $135,000.00 annual Pay Range Maximum: $160,008.00 annual Other Compensation: - Benefits: For information about benefits for this position, visit ****************************************************** Shift: First Shift (United States of America) Temporary or Regular? This is a regular position FTE (Full-Time Equivalent): 100.00% Union/Bargaining Unit: Not Applicable About the UW Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty. Our Commitment The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81. To request disability accommodation in the application process, contact the Disability Services Office at ************ or **********. Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
    $135k-160k yearly 1d ago
  • Network Site Investments Manager

    Meta 4.8company rating

    Portfolio manager job in Bellevue, WA

    The Network Site Investments Manager will act as the primary contact for product and services sourcing focusing on the Colocation business with the Facebook supply base. Sourcing activities will include but not be limited to identification of product and service availability and options, developing and setting a negotiation and sourcing strategy, partnering with Meta Network Engineering to develop a business and technology roadmap for the Meta Backbone Network and driving strategic sourcing decisions on a global basis.The Network Site Investments Manager will lead and support the development, implementation and management of global strategies to provide the Meta production network with best-in-class cost, optimal flexibility, and unmatched delivery and availability performance.Working closely with the Network Engineering Team, the Network Site Investments Manager will communicate and implement strategies, contracts and pricing with an overall focus on maintaining long term partner relationships and managing total costs of ownership to a minimum. **Required Skills:** Network Site Investments Manager Responsibilities: 1. Contract Strategy and Execution: Lead the business negotiation process with internal partners and supplier. Own closure on contract. Develop negotiation approach, fallback positions, acceptable terms and conditions through to closure 2. RFx Services: Own and lead the supplier interface for all RFI, RFP and RFQ services. Partner with appropriate internal stakeholders. Present RFx results to evaluation team and drive the closure of a sourcing decision 3. SLA Performance: Measure, manage and improve supplier actual performance against negotiated SLA 4. Competitive Benchmarking: Identify key benchmark suppliers in RFx efforts. Partner to identify evaluation criterion and provide relevant data back to internal Meta team 5. Cost Modeling: Own and provide industry and actual unit and service cost data which feeds into TCO and RFx. Drive continual improvement of productivity 6. Technology Roadmap: Partner with Meta Network Engineering to coordinate suppliers and review supplier technology and services roadmaps 7. Preferred Supplier Management: Identify, qualify and formalize which suppliers are Meta's preferred supplier list. Partner with internal stakeholders to ensure alignment. Guide business to PSL 8. On time Delivery: Measure, report and action to improve delivery performance 9. Ongoing Cost Productivity: Measure, report and action cost productivity as a function of market pricing 10. Scorecard Management: Lead measuring supplier performance, root causing issues, and driving improved performance. Own all aspects of supplier performance **Minimum Qualifications:** Minimum Qualifications: 11. Bachelor's degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience 12. Bachelor's Degree in an Engineering or Business related field or equivalent, plus at least 6 years of relevant experience in the colocation industry 13. At least 5 years of Sourcing or Partner Management experience in Network related products and services 14. Knowledge of purchasing, and supply chain processes, with analytical and results focused approach 15. Experience in Colocation business, overall Colocation market and associated performance and cost models 16. Product knowledge among industry sectors Content Delivery Networks, Backbone Networks and IP Services, their operation and associated performance and cost models 17. Willing to travel about 25% of the time and work across various time zones **Public Compensation:** $135,000/year to $191,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon 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. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
    $135k-191k yearly 29d ago
  • Strategic Portfolio Lead

    Scale Ai Inc. 4.1company rating

    Portfolio manager job in Washington

    Scale AI is seeking an accomplished Strategic Portfolio Lead to drive growth of our partnership with the Chief Digital and Artificial Intelligence Office (CDAO) across the Autonomy Factory and Data Foundry initiatives. In this role, you will shape and accelerate Scale's strategic expansion in data labeling, model development, and test & evaluation (T&E), leading a complex portfolio anchored by Scale AI's multi-year Production OTA with CDAO. As a strategic and growth leader within the Go-To-Market (GTM) organization, you will align internal teams and senior government stakeholders around a unified vision, convert that vision into measurable outcomes, and strengthen Scale AI's position as a key enabler of mission-ready AI capabilities. This is a quota-carrying role, responsible for sourcing and closing new opportunities to meet annual bookings targets, while collaborating closely with Deployment Strategists driving Service-specific initiatives across the Army, Navy, Air Force, and other mission areas. Key Responsibilities Strategic Account Leadership - CDAO Autonomy Factory & Data Foundry Own and drive the overall relationship with CDAO's Autonomy Factory & Data Foundry, one of Scale AI's most complex and strategically significant government partnerships. Define and execute the strategic direction across data labeling, model development, and T&E initiatives, ensuring alignment with CDAO's mission priorities. Lead quarterly business reviews to assess progress, address challenges, and reinforce Scale's value proposition across multiple contracts. Co-develop and validate the “AI Incubator” model with CDAO, creating a repeatable framework for scaling small AI projects into self-funded, mission-critical capabilities. Growth & Partnership Expansion Identify, qualify, and capture high-impact growth opportunities with new and existing mission partners across the Department of War, emphasizing autonomy, computer vision, and AI-ready data. Own the end-to-end development and execution of Mission Partner Growth Plans, including relationship mapping, engagement cadences, funding strategies, and measurable value creation metrics. Develop and execute renewal and expansion strategies-understanding stakeholder priorities, navigating review processes, and driving mutual close plans that ensure long-term continuity and growth. Track and communicate progress against growth objectives, proactively managing risks and dependencies while driving scope expansion, sustainable funding, and strategic alignment. Executive Relationship & Stakeholder Engagement Build and foster trusted relationships with senior government officials, military leaders, and technical industry partners to advance Scale AI's mission and credibility. Serve as a trusted advisor to executive stakeholders across multiple organizations, demonstrating responsiveness, business acumen, and a deep understanding of their mission and operational needs. Represent Scale AI in high-stakes discussions and strategic negotiations, demonstrating thought leadership, adaptability, and a long-term perspective. Cross-Functional Leadership & Customer Advocacy Drive collaboration across GTM, Delivery & Operations (D&O), Engineering, Product, and Government Relations to define SMART growth objectives, set KPIs, and deliver actionable engagement plans that create measurable mission and business outcomes. Act as the voice of the customer internally-advocating for partner needs, providing feedback to influence product direction, and ensuring delivery excellence. Foster alignment and clarity across internal teams by establishing transparent communication channels, reducing silos, and driving unified execution. Establish a centralized “homeroom” for all CDAO contract materials to enhance internal knowledge management and operational efficiency. Deployment Strategist Enablement Partner with Deployment Strategists to ensure strategic alignment across service-specific initiatives, providing escalation support and enabling high-quality deal execution. Oversee the creation of sales and customer enablement materials that equip DSs to position Scale AI's capabilities effectively and consistently. Thought Leadership & Continuous Learning Stay current on defense, autonomy, and AI industry trends, consistently sharing insights to inform account strategy and strengthen Scale AI's competitive positioning. Thrive in a dynamic, fast-paced environment-managing multiple priorities while maintaining strategic focus and execution excellence. Qualifications & Experience 7+ years in strategic roles involving account growth, cross-functional leadership, or executive stakeholder engagement in AI, defense tech, SaaS, or government Familiarity with basic concepts of Machine Learning & Machine Learning Operations Demonstrated success orchestrating complex multi-party strategies across government and industry Strong experience working alongside sales teams to define winning approaches and support deal execution - without directly owning quotas Excellent communicator with strong executive presence; comfortable leading high-stakes conversations and aligning senior stakeholders Proven ability to drive clarity and progress in ambiguous, high-velocity environments Experience leading cross-functional collaboration and aligning diverse teams around shared goals Bachelor's degree in a relevant field (Computer Science, Engineering, Business, or similar); Master's preferred PMP, CSM, or similar certifications a plus, but not required Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You'll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend. The base salary range for this full-time position in the location of Washington DC is:$189,420-$236,775 USD PLEASE NOTE: Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants. About Us: At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications. We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at accommodations@scale.com. Please see the United States Department of Labor's Know Your Rights poster for additional information. We comply with the United States Department of Labor's Pay Transparency provision . PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our privacy policy for additional information.
    $189.4k-236.8k yearly Auto-Apply 5d ago
  • Portfolio Manager

    Seattle Bank 3.6company rating

    Portfolio manager job in Seattle, WA

    Full-time Description Who We Are Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary Seattle Bank is currently seeking an experienced professional to fill the role of Portfolio Manager. This position is responsible for the analysis and underwriting of moderate to complex loan applications and portfolio management. The Portfolio Manager applies strong credit skills and experience to structure loans with high complexity, balancing sales goals with strategic risk management to ensure risk is appropriately mitigated. This position is responsible for continual monitoring of the loan portfolio to ensure credit files are complete and well-maintained and notifying the Credit Administrator and Chief Credit Officer of any potential adverse information and trends. This is an in-person position located in Seattle, WA. Essential duties Gather and analyze credit information on current and potential borrowers including preparation of financial statement spreads for borrowers and guarantors. Prepare written summaries and financial trend, cash flow, and collateral analyses. Underwrite moderate to complex commercial, small business, and C&I credit requests and recommend appropriate loan structures by drawing conclusions from the information provided as to the financial condition of the client and its guarantors and identifying key credits risks and mitigating factors. Track changes and update credit approvals with additions, modifications, and clarifications as the package is vetted by the Credit Administrator, Chief Banking Officer, Chief Credit Officer, and Loan Committee. Ensure compliance with Seattle Bank's credit policy and procedures and identify policy exceptions. Collaboratively prepare credit approval presentations with the Relationship Managers. Research economic environment, business and industry cycles, management, and operation assessment to understand non-financial risks associated with the borrowers. Work in concert with Credit Administrator and Relationship Managers to organize and manage a portfolio monitoring system on all loan relationships. Review and analyze third party reports such as appraisals, environmental reports, and credit bureau reports. Monitor periodic loan/financial covenants to determine compliance, notifying appropriate parties for non-compliance. Contact borrowers to obtain updated financial information to ensure quality of documentation within files. Assist in the preparation of problem loan reports on adversely graded borrowers and assist in loan workouts as appropriate. Assist with special projects as assigned including, but not limited to, preparation of management reports. Mentoring Credit Analysts by providing opportunities for assistance and training. Requirements Bachelor's Degree and three (3) or more years as a Portfolio Manager and/or other related credit experience. Formal bank credit training program preferred or certification in RMA or Omega. Experience underwriting new commercial real estate and/or lines of credit loans with minimal oversight. Broad knowledge of credit principles and commercial lending best practices. Experience, knowledge, and training in financial statement and tax return analysis typically resulting from a combination of education and courses in accounting, financial, and credit analysis. Proficiency with financial spreading software (e.g., CreditQuest, Moody's Risk Analyst, Buker's Tax Analysis) and an understanding of basic accounting principles. Proficiency with Microsoft Office programs. Expertise in Microsoft Excel is a plus. Very strong verbal and written communications skills. Ability to communicate well with Relationship Managers, clients, and Bank management. Excellent organizational and time management skills. Ability to work with minimal supervision while performing duties. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation - 3 Weeks Sick Time - 1 hour per 40 hours worked Holidays - 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. Salary Description $90,000 - $120,000 per year
    $90k-120k yearly 39d ago
  • Portfolio Manager III

    Bank of America 4.7company rating

    Portfolio manager job in Seattle, WA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Usually manages the firm's the most complex and sophisticated relationships. Job Description: The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions. Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. Develop and recommend strategies to achieve the investment goals of clients. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. Support revenue growth of the market by meeting individual investment management, credit and deposit goals. May be responsible for developing and marketing specialized asset allocation products and services. Supervising, mentoring and coaching more junior staff. Required Qualifications: A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. Knowledge of fiduciary and financial products and services required through extensive related work experience. Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range$135,600.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $79k-125k yearly est. Auto-Apply 60d+ ago
  • Portfolio Acquisition Lead

    MMC Consulting 4.1company rating

    Portfolio manager job in Washington

    MMC Consulting (MMC) is a customer-centric provider of transformative solutions whose mission is to help government clients become better fiduciaries of taxpayer resources. Through management consulting activities that include program management, acquisition support, and workforce development training, we collaborate with our clients to deliver value added solutions to their mission critical activities. A disadvantaged, certified woman-owned small business, MMC is dedicated to enhancing our client's ability to efficiently engage, empower, and execute our missions with excellence. Position Description MMC Consulting has an exciting new opportunity to support the protection of our nation's borders. Responsibilities include the following: Work closely with Portfolio Assistant Program Managers for Business (APMBs) to support Acquisition Management, Program Financial Management, Budget Development, Spend Plan Development, OMB 300 Business Cases, Asset Capitalization, and Fund Execution and Accountability. The Acquisitions professionals will: Provide life cycle management and sustainment of PMOD-deployed systems. This shall include: Collecting, monitoring, and tracking deployed system performance. Identifying, reporting, and assisting with the resolution of operating and support deficiencies. Developing strategies to optimize system performance. Preparing for and participating in system CCBs and supporting the planning and implementation of system engineering changes. Providing input for the operations and maintenance budget formulation and reporting process for assigned systems and programs. Preparing for and participating in technical interchange meetings. Provide acquisition support and expert advice in the preparation and review of acquisition documents for the PMOD. Specific tasks include providing system acquisition and program management services to facilitate the cradle-to-grave system acquisition process within the PMOD. Provide acquisition support services to the PMOD during the acquisition life cycle. Common activities include integration planning with other pre-award efforts and providing source selection tools and support. Provide services for the Planning, Programming, Budgeting, and Accountability process for resource allocation planning, congressional justifications, and acquisition planning. Have knowledge of and follow DHS MD 102 and be able to successfully support the PMOD through complex system acquisitions. Provide support to the PMOD Portfolio PMs regarding contract issues involving scope, compliance, modifications, and alternative contract solutions. Identify requirements, deliverables, and specifications that should be included in acquisitions. Support the PMOD to develop and update documentation to support acquisition strategy, planning, and execution. Work closely with the Assistant Program Managers for Business (APMBs). We are searching for incumbent personnel and external talent. Minimum Qualifications BA/BS & 6+ Yrs Exp Preferred Qualifications Department of Homeland Security / Customs and Border Protection experience desired. Additional Information 1. Telework will be authorized. 2. Must be a U.S. citizen. 3. If required, degree must be from a US-accredited institution.
    $145k-216k yearly est. Auto-Apply 60d+ ago
  • Risk Manager - Construction

    Turner & Townsend 4.8company rating

    Portfolio manager job in Wenatchee, WA

    From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations. With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale. Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world. Turner & Townsend is seeking a risk analyst with a background in life sciences facilities projects to join our team to support project management function on a large-scale project. The ideal individual will have a proven track record of successfully delivering construction project control services. Job Description Turner & Townsend is looking for a Risk Manager to join our growing team. The ideal individual will be an experienced risk professional that has supported large scale construction projects. Responsibilities: Maintain visibility of threat/opportunity trigger points to facilitate risk cost profiling, timely drawdown of risk budget or retirement of threat/opportunity. Use risk data to inform investment planning. Monitor overall risk exposure and assess the remaining risk budget. Work with contractors to assess contractors held risks and their views on client held risks that impact upon them. Produce risk reports as required, in a timely manner, to support the effective communication of threat and opportunity status. Conduct quantitative risk assessment (cost and schedule) to inform project contingency levels. Initiate a proactive approach to the review, development and improvement of risk management services for the client. Undertake end-to-end project risk management practices on multiple projects/programs. Undertake the creation of risk management plans and processes in adherence to client requirements, processes, policies, and frameworks. Conduct risk reviews at regular intervals, identify and analyze, determine response plans, ensure that project and program risk profiles are being monitored and reported. Lead and run a comprehensive schedule and cost-effective risk assessment (QCRA & QSRA) process is delivered. Establish integration of the risk management function within the program and project controls team, with direct touch points to cost and schedule management, change control, and reporting. Work proactively and collaboratively with program and project control teams to eliminate redundancies and identify improvement opportunities. Provide opportunities to facilitate the transfer of knowledge within the immediate risk team, to the greater project controls team, and to the client. The transfer of knowledge may include informal one-on-one discussions with client stakeholders and more formal presentations to clients and colleagues. Create value stream mapping to quantify pain points and develop solutions to minimize waste (both in terms of speed and cost). Collaborate on the supplier performance management program including the collection of performance metrics and tracking supplier improvement action plans. Demonstrate a level of support to expert witnesses in arbitral or ligation processes. Lead, manage, and carry out construction stage contract and claims management. Carry out assessment of contractual claims in accordance with the contract. Provide strategic and contractual advice on disputes and related resolution issues. Evaluate delay recovery measures. Carry out change management and construction stage cost control. Supervise the measurement and valuation of completed works and variations. Manage the settlement of final accounts with contractors SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications Bachelor's degree in construction management, cost management, quantity surveying, engineering or field related to construction. Minimum 5-7 years of applicable experience Relevant construction project procurement and contract management experience. Demonstrated experience within a Program Management or Program Controls environment Deep knowledge and experience with risk identification, facilitation and techniques. Strong communication, analytical and negotiation skills. In-depth understanding of construction contracts, commercial models, and delivery methods. Proficient in process mapping, root causes analysis, problem solving, and value-stream mapping. Familiarity with web-based database tools - ARM, Predict, Tableau Highly self-motivated, analytical, and customer centric. Excellent communication skills. Additional Information The salary range for this full-time role is $100K-$185K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate's experience and qualifications. *On site presence could changer per client's needs. Qualified candidates with arrest or conviction records will be considered for employment in accordance with LA County ordinance and CA law. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at ************************** Turner & Townsend does not accept any speculative or unsolicited CV's that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV's will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-JD1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.
    $100k-185k yearly 1d ago
  • Tax Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Portfolio manager job in Wenatchee, WA

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: * You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do: * Be a trusted member of the team providing various tax, accounting and advisory services to small business clients: * Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. * Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters * Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate * Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues * Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives * Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client * Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery * Maintain current knowledge of local, state, and federal tax practices and laws * Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications * Successful candidates will have: * Bachelor's degree in accounting, master's or advanced degree desirable * CPA or JD required * Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm * Two (2)+ years of supervisory experience, mentoring and counseling associates * Demonstrated management, analytical, organization, interpersonal, project management, communication skills * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $110,000 to $160,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $110k-160k yearly Auto-Apply 31d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Kirkland, WA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with 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
  • Restoration Branch Manager - Equity & Profit Sharing

    24 Hour Flood Pros

    Portfolio manager job in Everett, WA

    A leading restoration company is seeking a Restoration Specialist to take charge as Branch Manager in Everett, WA. This full-time position offers a competitive salary ranging from $55K to $75K, opportunities for equity ownership, and benefits including health insurance. The ideal candidate will have strong leadership skills, a proactive work ethic, and experience in restoration services. Responsibilities include managing emergency restoration projects and providing exceptional service to clients. Join our dedicated team and make a difference! #J-18808-Ljbffr
    $55k-75k yearly 5d ago
  • Capital Portfolio Manager

    University of Washington 4.4company rating

    Portfolio manager job in Seattle, WA

    **UW Medicine Supply Chain Management** has an outstanding opportunity for a **Capital Portfolio Manager.** **WORK SCHEDULE** 100% FTE, Days Hybrid telework 2 days per week This position requires building close working relationships with clinical leaders; Onsite work at Harborview, UW Medical Center-Montlake and UW Medical Center-Northwest will be important to success in this position **POSITION HIGHLIGHTS** + Own, establish and run the first capital equipment purchasing program for UW Medicine hospitals + Have autonomy to develop a new program with the support and guidance to be successful + Bring your builder mindset to creatively solve new and undefined problems + Unleash your skills as an aggressive negotiator to get the best deal + Work with an award-winning team: UW Medicine Supply Chain Management won Husky Sustainability and Stryker Sustainability Solutions Healthy Hospital Platinum and Gold Awards for spearheading a single-use device reprocessing program which has diverted 355 tons of waste from landfills, recycled over $50,000 in precious metals, and achieved $1M in annual growth, totaling $28M in cost savings since 2018 **DEPARTMENT DESCRIPTION** UW Medicine Supply Chain Management's objective is to ensure our patient care experience is enhanced by delivering a robust foundation of services, operational and technical support, and the sharing of comprehensive, relevant, and highly specialized supply chain management expertise. **PRIMARY JOB RESPONSIBILITIES** + Work closely with finance directors and site leads across UW Medicine hospitals to assert a point-of-view on capital equipment planning and facilitate purchasing between hospital subject matter experts and external vendors + Leads vendor negotiating strategy and monitors supplier contracts to standardize processes, identify opportunities for improvements to utilization, cost savings, and management of equipment lifecycles + Coordinates recurring system capital equipment value analysis with finance, site leads, administrators, project managers, department heads, and others as appropriate + Ongoing financial analysis and modeling of total capital equipment acquisition costs **REQUIREMENTS** + Bachelor's degree in related field and four years of experience in supply chain management, contracting, procurement, and/or value analysis + Expertise in negotiating and/or administering capital equipment procurement contracts, purchasing programs + Equivalent combination of education and experience may substitute for the stated requirements **Compensation, Benefits and Position Details** **Pay Range Minimum:** $99,996.00 annual **Pay Range Maximum:** $140,004.00 annual **Other Compensation:** - **Benefits:** For information about benefits for this position, visit ****************************************************** **Shift:** First Shift (United States of America) **Temporary or Regular?** This is a regular position **FTE (Full-Time Equivalent):** 100.00% **Union/Bargaining Unit:** Not Applicable **About the UW** Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty. **Our Commitment** The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** . To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** . Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* . University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.
    $50k-140k yearly 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in East Wenatchee, WA?

The average portfolio manager in East Wenatchee, WA earns between $55,000 and $180,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in East Wenatchee, WA

$100,000
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