Portfolio manager jobs in Florida

My client is seeking an experienced and highly analytical Asset Manager to oversee the performance of a portfolio of multifamily properties. This role is critical in driving NOI growth, managing business plans, and protecting investor capital. The ideal candidate brings a strong understanding of multifamily operations, financial analysis, and value-add execution. Responsibilities: Manage a portfolio of multifamily assets to maximize operational performance and return on investment Monitor key performance indicators (KPIs) across revenue, expenses, occupancy, leasing, and capital projects Collaborate with property management teams to ensure alignment with business plans and budget targets Review monthly property financials, provide variance analysis, and recommend corrective actions Track and oversee value-add renovations, capital expenditures, and ROI on improvement plans Assist in the preparation and execution of annual operating budgets and reforecasts Work cross-functionally with acquisitions, accounting, investor relations, and executive leadership Prepare and present asset performance updates to internal stakeholders and investors Identify risks, operational inefficiencies, and value-creation opportunities across the portfolio Contribute to portfolio-level planning, hold/sell analysis, and disposition strategies Requirements: 10+ years of experience in asset management, real estate finance, or multifamily operations Proven track record of managing multifamily assets and driving performance improvements Strong financial modeling and analysis skills (Excel proficiency required) Experience with Yardi, RealPage, or similar property management/accounting platforms Understanding of real estate capital markets, underwriting, and investment returns Excellent communication and leadership skills with the ability to manage third-party partners Bachelor's degree in Finance, Real Estate, Business, or a related field (MBA or CPM a plus)

Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**

Details This is Full-Time Benefit Eligible position working 80 hours per biweekly pay period. Shift: Monday - Friday Annual Salary: Min $73,840.00 Mid $92,310.40 Position Summary Investigates and resolves incidents and grievances; secures evidence; creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues; facilitates corrective action plans; trends and analyzes risk reports; assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Initiates reports to insurance carrier and regulatory agencies; assesses damages and injury for claims, answers interrogatories and request to produce for claims, prepares staff for depositions and trials, and manages and coordinates claims with defense counsel. Identifies opportunities for the improvement of quality, safety and cost, as well as patient, customer, and employee satisfaction. Position Responsibilities People At The Heart Of All That We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. Standard Work Duties: Healthcare Risk Manager Investigates and resolves incidents and grievances (including sexual misconduct allegations, and reports to appropriate regulatory agencies, when required); creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues. Monitors and manages legal claims with defense counsel, sets reserves, interviews person(s) involved in claims, assists with depositions and trials, answers interrogatories. Assists with developing educational programs and learning modules for orientation and ongoing education, as well as upon request by various departments regarding risk topics. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Assists with managing Patient Safety Work Product via Patient Safety Organization Conducts Serious Incident meetings and Root Cause Analyses; provides clinical and/or risk expertise to requested committees and process reviews, as needed. Assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. People At The Heart Of All We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Guide Projects Using Acceptable Standards And ITIL Framework Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Competencies & Skills Essential: Excellent verbal and written communications, analytical ability, and computer literacy. Excellent presentation skills and organizational skills. Claims handling skills which include dealing with difficult people, and assessing damage. Excellent investigative skills. Maturity, ethics, and strong negotiating skill Conflict resolution skills Qualifications & Experience Essential: Bachelor Degree Nonessential: Master Degree Experience Essential: - Meets “Qualified Healthcare Risk Manager” competencies in accordance with Fla. Stat. 395.0197(2). - Staff RN experience (in lieu of Staff RN experience, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered). Licenses Essential: Registered Nurse (in lieu of Registered Nurse license, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered) Experience Preferred: Previous management Certifications Preferred: Certified Professional in Healthcare Risk Manager (CPHRM)

Risk Manager (Freelance/Full-Time) 📍 💼 Estimated Salary: $90,000 - $108,000 per year 🕘 Schedule: Monday-Friday, 8:00 AM - 4:30 PM | 40 hours/week As a Risk Manager, you will lead strategic initiatives to support and strengthen the organization's risk management and patient safety programs. This role focuses on clinical risk assessment, peer review coordination, and overall process improvement to ensure compliance, quality, and safety across the healthcare system. You'll collaborate with leadership and multidisciplinary teams to ensure that policies, standards, and procedures meet the highest benchmarks in healthcare. You will report to the Senior Vice President of Transformation and hold 24/7 accountability for risk management operations. Key Responsibilities Strategic & Operational Oversight Lead planning and execution within risk management functions to support organizational goals. Drive the execution of growth and compliance strategies that align with the organization's long-term objectives. Monitor and ensure department metrics meet national benchmarks across people, service, quality, growth, and finance pillars. Clinical Risk & Peer Review Coordinate with medical and nursing leadership to develop clinical peer review criteria and processes. Evaluate incident reports, patient/family concerns, and staff input to identify quality-of-care issues. Organize peer review documentation and support quality improvement activities. Compliance & Quality Assurance Maintain compliance with all federal, state, and local regulations, including Joint Commission and CMS standards. Guide accreditation, certification, and audit readiness across departments. Ensure timely and accurate regulatory reporting. Team Engagement & Development Create a collaborative and safe work environment that supports employee engagement. Oversee training, mentorship, and performance management for team members. Act as a backup to staff when needed to ensure operational continuity. Financial Responsibility Manage department budgets, control operational costs, and implement corrective measures for variances. Contribute to long-term financial sustainability while maintaining high-quality service. Required Qualifications Education Bachelor's degree in a related field required. An Associate's degree with 2+ years of supervisory experience may substitute. Experience 5+ years of experience in healthcare risk management preferred. 3+ years in a related field with at least 2 years in a leadership role required. Knowledge in self-insurance or captive insurance entities is a plus. Certifications Six Sigma Green Belt certification (required within 1 year of hire). Associate in Risk Management (ARM) or Certified Professional in Healthcare Risk Management (CPHRM) preferred. National Risk Management certification also preferred. Full-Time Benefits Coverage begins Day 1 Health, dental, and vision insurance 403(b) retirement plan Tuition reimbursement and educational assistance Flexible spending accounts and supplemental insurance 152 hours of personal leave annually Employee assistance programs and more

General Manager (Commercial Roofing) Jacksonville, FL $100,000 - $125,000 + Benefits Become the boss you wish you had! This is your opportunity to be part of real growth, if you know how to sell and build branches then this is your opportunity to make your mark and be a key player within one of the leading contractors in the southeast Here, you won't find poor management or stagnant leadership. Every senior member has earned their place by growing through the ranks, learning the craft, and leading from the front. It's a culture built on respect, teamwork, and opportunity, and a place where people are placed in the right seats, supported to grow, and recognized for their contribution. Other Perks 401k with Company Match Insurance PTO Company Vehicle & Fuel Card Company Overview This is a well-established commercial roofing company with a strong name across the Southeast. They've been around for decades and have built their reputation on doing things the right way and are known for their quality work, honest communication and long-term relationships. They handle everything from large commercial re-roofs to complex specialty systems and service work. Their clients include schools, hospitals, industrial sites, and government facilities, places where reliability, safety, and consistency matter. What makes them stand out is how they combine size and stability with a personal, hands-on approach. They have the crews, equipment, and systems to take on big work, but they still operate the same way they always have, where people take ownership and results matter. It's a company built on teamwork, pride, and performance, It is truly the kind of place where people stick around because they're valued and supported, and where good work gets noticed. What You'll Be Doing You'll be leading the branch, setting goals, building the team, and making sure everything runs smoothly day to day. You'll keep the branch profitable, manage costs, and actively bring in new business while maintaining strong client relationships. You'll also oversee quality and performance, help with complex leak diagnostics, handle take-offs and proposals, and represent the company at industry events. What You'll Need A minimum of 10 years in commercial roofing Strong leadership, organization and communication skills Proven ability to build and lead a branch/division Ability to set strategy and establish plans for business growth Let's Talk Even if your resume isn't perfect, don't let it prevent you from applying. You can email me directly at ****************************** or call me on **************. Know someone perfect for this role? Refer them and if they're hired, you'll earn $1,000. INDHP

Risk Manager - Large-Scale Insurance Expertise Required (Onsite) 📍 Onsite | Palm Beach Gardens, FL About Us: Metro One LPSG is the U.S. leader in providing specialized security and loss prevention services to national clients. As a rapidly expanding organization, we are reshaping the contract security industry through dedicated service delivery and a best-in-class employee experience for thousands of security and LP officers nationwide. We are seeking talented, committed, and driven professionals to join our growing team-individuals who thrive in dynamic environments and are passionate about risk mitigation and operational excellence. Position Overview: We are hiring an experienced Claims & Risk Manager to lead our enterprise risk management efforts from our Palm Beach Gardens, FL location. The ideal candidate must have a proven background in risk management within a large-scale insurance company, with deep expertise in risk assessment, claims management, regulatory compliance, and loss control. This role is pivotal in developing strategies that safeguard company assets, enhance operational resilience, and protect our people and clients. You will collaborate across departments to identify and mitigate potential threats, while aligning risk strategy with business objectives. Key Responsibilities: Develop, implement, and manage enterprise-wide risk management strategies and frameworks. Evaluate and mitigate risk exposure across operations, financial performance, safety, legal, and regulatory compliance. Serve as primary liaison with insurance carriers, brokers, and legal counsel to optimize insurance programs, claims processing, and policy renewals. Lead the end-to-end claims management process-ensuring timely reporting, thorough documentation, investigation, and resolution of incidents. Conduct proactive risk assessments and on-site loss control evaluations across multiple client accounts and business units. Ensure ongoing compliance with federal, state, and local regulations, as well as adherence to internal risk policies and procedures. Advise executive leadership on risk exposures, insurance coverage, and contractual risk transfer obligations. Design and lead internal risk education, training, and awareness programs to foster a proactive risk management culture. Qualifications: Minimum 5 years of risk management experience within a large-scale insurance company is required. In-depth understanding of insurance structures, claims processes, compliance mandates, and loss control programs. Demonstrated success in designing and executing enterprise risk strategies with measurable outcomes. Strong analytical, communication, and negotiation skills-capable of influencing executive-level stakeholders. Highly organized, with the ability to manage multiple projects and priorities in a fast-paced, dynamic environment. Must be willing to participate in the Company's pre-employment screening process and continuously meet any applicable state, county, and municipal requirements. Metro One LPSG is an Equal Opportunity Employer committed to embracing diversity.

A Portfolio Manager for Residential Real Estate (also called a real estate agent) oversees the entire real estate sale and purchase process. Real estate is a fast paced, thrilling and stimulating business that draws managers who desire a career that allows their leadership skills to flourish. A Portfolio Manager for Residential Real Estate needs to excel in interpersonal skills and be able to manage an extensive portfolio of clients. This manager positon is for individuals who desire to use their leadership abilities in the areas of real estate portfolio management, contract negotiations and residential real estate purchasing and selling. Job Responsibilities * Oversee the purchase and sale of a large residential real estate portfolio * Manage the negotiation and contract process of a real estate transaction * Create marketing and advertising materials for your business * Stay informed about the current real estate market and devise strategies to better equip clients for the purchase or sale of their residential property * Manage a team to efficiently guide a client through the real estate transaction process About Berkshire Hathaway HomeServices Florida Network Realty Berkshire Hathaway HomeServices Florida Network Realty was established in 1988 as Prudential Network Realty. Linda Sherrer, Founder, President and CEO, had one clear goal in mind: to raise the level of professionalism in Northeast Florida's real estate market. We knew this goal could only be achieved if key elements were in place - a well-known brand that commanded trust and respect and a select team of REALTORS and employees with a shared passion for serving the clients' needs. Regulatory Notice. To work as a real estate agent (and be qualified for this position) you must have (or obtain) a real estate license. Like getting a driver's license, state authorized training/testing is required to get certified. Third-party educational institutions provide this fee-based training to the general

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. Process loan servicing requests in accordance with Bank policy and regulatory requirements. Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. Prepare delinquent loan status reports and deferment requests as needed. Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. Miscellaneous duties as assigned. Qualifications Bachelor's degree or equivalent experience required. Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. Strong understanding of the underwriting process for commercial loans. Excellent verbal and written communication skills. Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. Solid understanding of banking services and financial products. Strong analytical and financial analysis skills. Excellent interpersonal skills with the ability to build strong client and internal relationships. Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. Self-motivated individual with a positive, can-do attitude. Ability to work both independently and collaboratively within a team. Strong time management and multi-tasking skills. Demonstrated ability to perform in a fast-paced, high-volume environment. Strong negotiation and persuasion skills. Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

This a privately held global asset management where you will be provided a roster of high\-net\-worth clients a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33592"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde1e79d83e320c8728779eb55f2ef12e357f912f35cf41ef014dff0b957c386169f31aa53b878839eb8045bbd3361d209","is CandidateLoginEnabled":false,"job Id":"378093000011824001","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager to support a large healthcare client. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestically from 50% to 75% of the time based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience COMPENSATION & BENEFITS: Pay Rate: $65,000 to $85,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1460639

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities * Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. * Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. * Process loan servicing requests in accordance with Bank policy and regulatory requirements. * Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. * Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. * In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. * Prepare delinquent loan status reports and deferment requests as needed. * Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. * Miscellaneous duties as assigned. Qualifications * Bachelor's degree or equivalent experience required. * Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. * Strong understanding of the underwriting process for commercial loans. * Excellent verbal and written communication skills. * Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. * Solid understanding of banking services and financial products. * Strong analytical and financial analysis skills. * Excellent interpersonal skills with the ability to build strong client and internal relationships. * Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. * Self-motivated individual with a positive, can-do attitude. * Ability to work both independently and collaboratively within a team. * Strong time management and multi-tasking skills. * Demonstrated ability to perform in a fast-paced, high-volume environment. * Strong negotiation and persuasion skills. * Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization How will you make an impact in this role? * The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. * Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. * Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. * Reconcile financial details across planning and execution systems, investigating and resolving discrepancies * Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. * Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. * Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. * Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. * Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics * Will be crafting visually impactful presentations to tell a compelling story. Qualifications: * Degree in business management or economics, Advance Degree preferred. * Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. * Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. * Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. * You are collaborative, excellent relationship builder and should be able to influence without authority. Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Department:Strategic Portfolio Management Work Type: Full Time Shift: Shift 1/ to Minimum to Midpoint Pay Rate:$45.46 - $61.37 / hour The Strategic Portfolio Manager within the Strategic Portfolio Management team plays a pivotal leadership role in overseeing the strategic alignment and performance of a portfolio of projects and programs. This position is responsible for ensuring that projects are managed effectively to achieve strategic objectives, optimize resource allocation, and deliver stakeholder value. The Portfolio Manager works closely with business leadership, project managers, and cross-functional teams to monitor and guide the portfolio toward successful outcomes, ensuring strategic alignment with business goals and effective risk mitigation and conflict resolution. Work involves establishing the strategic portfolio plan, coordinating the planning and initiation of a portfolio of projects at various levels of completion, monitoring progress, budgets, and schedules, and communicating with portfolio and project stakeholders, management, and other relevant parties. Key responsibilities include data analysis, preparation of confidential reports and letters, financial data analysis, customer relations and project coordination. This role operates under limited supervision, requiring a high degree of independent judgment, critical thinking, and strategic decision-making, with the ability to navigate complexity and supervise the work of others as needed. Requirements Education: Bachelors degree required Experience: 5+ years in portfolio management, with healthcare experience highly valued. Certification: PMP or PfMP certification preferred. License: N/A Other: N/A US:FL:Fort Myers

About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology. Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients. At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values-Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine-are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it. The Opportunity We are seeking a highly skilled Senior Investment Analyst to join our Investment Management and Research, part of the broader Product team at Netwealth. This is a pivotal role focused on the governance and oversight of investment products offered through Netwealth's Superannuation platform. As regulatory obligations increase and investment governance becomes more complex, this role will be instrumental in ensuring that all investment options meet our high standards of suitability, compliance, and performance. Key responsibilities include; * Ensuring the Investment Governance Framework ('IGF') is adhered to in the management of the investment menus * Manage the investment menu analysts including responsibility for adherence to the IGFs and analysts work * Ongoing governance of the investment menu including assets addition, monitoring and surveillance, removal, corporate action voting and investment performance monitoring * Managing IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc. * Conducting external investment manager reviews (fund manager and model manager) as required * Preparation of written recommendation and analysis * Delivering Investment Committees reporting and fulfilling the regular work plans About you You are a seasoned investment professional with a strong analytical mindset and a deep understanding of superannuation and investment governance. You thrive in a collaborative environment and are passionate about delivering high-quality outcomes for clients. Your background includes; * A tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded. * Minimum 10 years' experience in funds management research, asset consulting and/ or fund ratings * Knowledge and understanding of platform financial products and their use by clients and advisers. * Sound understanding of trustee / responsible entities regulations of Managed Investment Schemes and Superannuation Trustee regulations are advantageous. * Working knowledge on fund manager quantitative analysis and investment stress testing are preferred. Life At Netwealth At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we. We're committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We're proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180. We're big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people. Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing. We offer a range of benefits focused on health, wellbeing, and personal development, including: * Family-friendly support: Paid parental leave and a fully funded school holiday program * Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services * A vibrant culture: Social events, trivia nights, and corporate sports * Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group * Community impact: Paid volunteering and our Netwealth Impact Group Apply now! We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We're also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work. If you're excited about this opportunity but don't meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much. If you require any reasonable adjustments during the recruitment process, please contact us at ********************.au.

Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies. We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software. ARGUS Experience required. Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Job Description Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies. We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software. ARGUS Experience required. Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization **How will you make an impact in this role?** + The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. + Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. + Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. + Reconcile financial details across planning and execution systems, investigating and resolving discrepancies + Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. + Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. + Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. + Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. + Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics + Will be crafting visually impactful presentations to tell a compelling story. **Qualifications:** + Degree in business management or economics, Advance Degree preferred. + Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. + Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. + Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. + You are collaborative, excellent relationship builder and should be able to influence without authority. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25018535