Portfolio manager jobs in Overland Park, KS - 211 jobs

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.

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 5 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Job Title: Tax Manager - C-Corp / Portfolio Focused Salary: 135K-175K+ Requirements: 5-7+ years of Public Accounting experience Benefits: Full Benefits/ 401K match, Lucrative Bonuses - 10-15%, Flexible PTO & other perks! Position Overview We are seeking a motivated and experienced Tax Manager to join our team, focusing on C-corporation tax compliance and portfolio management. The ideal candidate will lead the tax planning and compliance efforts for our corporate clients, ensuring adherence to tax regulations while optimizing tax strategies. Key Responsibilities Manage and oversee tax compliance and reporting for C-corporation clients. Develop and implement tax strategies to minimize liabilities and maximize efficiency. Review and prepare corporate tax returns and ensure accuracy and compliance with federal and state regulations. Collaborate with clients to understand their business operations and provide strategic tax planning advice. Lead a team of tax professionals in delivering high-quality tax services to clients. Stay updated with the latest tax laws and regulations relevant to C-corporations and apply them accordingly. Qualifications Active CPA license is required. Minimum of 5 years of experience in tax management, specifically with C-corporations. Proven experience as a Senior Tax Manager or similar role in Business Tax Services. Strong knowledge of federal and state tax regulations pertaining to corporations. Excellent analytical, problem-solving, and organizational skills. Benefits Vacation/PTO Medical Dental Vision 401k Bonus Relocation Telecommute

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level. This position is responsible for creating investment packages and managing client expectations and transactions to meet or exceed the clients' overall objectives. Major Duties: Manage a loan portfolio including review of loan documents and credit memos ensuring adherence to CNB loan policy and federal lending regulations Consult with clients to determine lending needs Provide outstanding customer service to current and potential customers Compliance - keep up to date with changes to loan policies or the interpretation of or loan policies, and coordinate communication of these changes to relevant personnel in your location Understand, educate, and advise clients on current market conditions and economic trends that impact their accounts Coordinate lending functions with the Market President and assist Market President as needed Ensure Loan Officer's documentation of delinquent, problem loans and loan requests that require Loan Committee attention in customer files Complete ongoing training to improve job performance and share knowledge gained with other bank personnel Be an active member of the Loan Committee Maintain required loan reporting as designated by the Market President and CEO for the Board of Directors. Support internal and external auditors and bank examiners during reviews Uses experience and sound judgment to plan and accomplish goals Other duties as assigned General Responsibilities: Support CNB's strong relationship culture through quality customer service and superior product knowledge Provide superior customer service by resolving problems efficiently and responding timely Identify and implement solutions to problems in general and urgent matters Actively seek to add and enhance knowledge regarding developments and current trends in the industry Seek counsel of supervisor on issues as appropriate Work collaboratively with staff to maintain a team environment Flexible to accept additional assignments as requested by leadership Cross train for other positions to cover when necessary Professionalism while representing CNB (onsite, professional and community events and via communications) Participate and attend meetings as requested Recommend policies and procedures as it relates to area of responsibility Timely responses to inquiries for information to customers, staff and vendors Answer telephone calls and provide a prompt response Follow CNB's policies and procedures Other duties as assigned Qualifications: Bachelor's degree in Finance, Business Management or related field required, master's degree preferred 3 or more years of experience in loan administration, loan processing, or related field required Experience as Portfolio Manager or similar role preferred Some understanding of government loan programs Exceptional communication skills along with strong analytical and problem-solving skills Requires being a team player, reliable, responsible, and dependable to fulfill the obligations of this role Physical Demands: The physical demands described are representative to those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee must be able to stand and sit for extended lengths of time, read computer screens, talk on the phone, unpack and move supplies up to fifty (50) pounds, reach, kneel, bend, climb and balance. Vision abilities required for this job include close vision. Additional Duties: This is only a summary of the typical functions of this position, not an exhaustive nor all-inclusive list of all possible job responsibilities, tasks, duties, knowledge, skill and ability required to perform this job. Additional duties and responsibilities may be added to this at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as required. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate individuals. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions . However, no accommodations are made which may pose serious health or safety risks to the team member or others, or which impose undue hardships on Community National Bank. An individual seeking an accommodation should contact the Human Resources Manager or CEO.

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct 40% of our dividends every year-over $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary American Century Investments is looking for an Associate Portfolio Manager with experience in managing exchange traded portfolios using a systematic and/or rules-based process in an active framework. The Analytics & ETF Solutions team is responsible for the efficient implementation of active strategies across multiple asset classes and vehicles (primarily ETFs and SMAs) This position will be based out of our Kansas City or New York office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Apply quantitative, systematic, and rules-based techniques to portfolio management and risk budgeting Manage portfolios to meet or exceed performance mandates consistent with investment objectives, while adhering to regulatory, firm, and/or client-specific guidelines and restrictions Generate value proactively through rebalance strategies, analysis of corporate actions, tax overlay strategies, and other opportunistic events Ensure portfolio risk is holistically and prudently led; align investment and operational processes with sound risk management framework; remain knowledgeable of all regulatory frameworks relevant to portfolios Strong client communication and presentations skills on complex investment topics to a diverse audience Calculate fund performance attribution and understand sources of portfolio risk relative to its benchmark Contribute to investment and system enhancements and development of future states of the ETF and SMA platform working closely with internal developers and third-party vendors Evaluate new strategies and markets to support product launches from the portfolio management perspective Build strong working relationships throughout the organization and the industry to execute new initiatives and deliver superior investment outcomes for clients What You Bring to the Team (Required) 3+ years of experience in the investment management industry Bachelor's degree High attention to detail and ability to work independently once trained Knowledge of optimization and risk models (for example, Barra, Axioma, Aladdin, etc.) Excellent verbal and written communication, relationship building (external and internal), and collaborative skills Strong analytical and problem-solving skills Ability to prioritize while being flexible to shift focus as needed Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Additional Assets (Preferred) 3 years ETF portfolio management, or related, experience strongly preferred Graduate degree, CFA (or working towards CFA) a plus Strong technology skills including programming experience - Python, R, etc. with demonstrated investment application a plus The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer Competitive compensation package with bonus plan Generous PTO and competitive benefits 401k with 5% company match plus annual performance-based discretionary contribution Tuition reimbursement, formal mentorship program, live and online learning Learn more about our benefits and perks. For New York based candidates, the salary range for this role is $125,000-$155,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

About the role When you step into the role as Associate Portfolio Manager at Triad Wealth Partners, LLC (“Triad Wealth”) you're not just starting a job, you're entering a new phase in your career as a builder, leader, and visionary. That's because, at Triad Wealth, we're not just going with the flow of our space: we're re-directing the trajectory of our entire industry. In this role you will be a key member of Triad Wealth's Investment Team and will be responsible for both portfolio and relationship management between Triad Wealth and our advisor clients. The Associate Portfolio Manager will work closely with the team, led by our Chief Investment Officer, to ensure the highest standard of client service while providing investment recommendation in line with our firm's investment philosophy and approach. Other responsibilities include collaborating on investment & market research and the development of any related content, monitoring advisor portfolios for risk and working cross functionally with all Triad Wealth departments during client onboarding and integration projects. This role combines investment expertise with strong interpersonal and relationship management skills to deliver exceptional advisor and client experiences. What you'll do Serve as the primary point of contact with our advisory members regarding the management of their clients investment portfolios. Consult with members and provide investment education and recommendations based on Triad Wealth's investment philosophy and platform. Conduct regular meetings with advisors to ensure transparency, communicate investment updates and alignment with their clients goals and objective. Respond promptly to advisor inquiries and provide proactive communication regarding portfolio changes or updates. Support the trading and investment research teams on portfolio implementation, onboarding new advisory firms and developing tailored investment solutions for high net worth clients and prospects. Assist in the development of Triad Wealth's market and economic commentary updates, as well as sourcing and distributing curated, value-add investment content from our strategic asset management partners. Partner with Triad Wealth's financial planning division to ensure investment recommendations are adhering to financial planning best practices. Qualifications Bachelor's degree in Finance, Economics, Business or related field. Minimum of three (3) years of experience working in investment management or financial services. Proven track record of managing client relationships in a fiduciary capacity. Ability to build and maintain trust-based relationships with independent financial advisors and their support staff. Willingness to problem solve and work cross-collaboratively with other divisions of Triad Wealth (Operations, Onboarding, Compliance, etc.) In-depth knowledge of financial markets, investment strategies, asset allocation and financial planning principles. Highly organized with exceptional attention to detail and follow-through. Financial professional designation (CFA, CFP, CAIA, CIMA, CIPM, etc.) preferred. Experience using Microsoft Office (Outlook, Word, PowerPoint, etc.). Excellent written and verbal communication skills. Trading experience preferred (Orion Eclipse/TOM, CircleBlack, Addepar, APX, etc.) Certified to work as an Investment Advisor Representative (Series 65, Series 7 & 66, or equivalent), or willingness to complete within 90 days of hire. As an access person of Triad Wealth this position is subject to SEC restrictions on personal political contributions, personal securities transactions, and gifts & entertainment.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: * A minimum of 10 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 For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners. Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a regular basis, providing portfolio and investment reporting and making investment recommendations as appropriate. Essential Functions Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations Provide timely implementation of security-specific recommendations in assigned client portfolios Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues Provide support to the investment committees by providing complete and timely information about assigned client portfolios Maintain constructive, pro-active working relationship with private client associates to provide timely client service Participate in new business development Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the investment industry Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ year trust, bank or investment management experience required Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager I & II - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time

CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual reviews, loan renewals and loan modifications. How you will spend your time: Analyze business and personal financial statements and performing financial spreading of those statements. Utilize loan processing software to produce formal Loan Proposals for credit actions that will be presented for approval. Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager. Monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues and other portfolio management activities. Recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. Provide timely follow up and ensure that loan servicing actions are properly administered. Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit quality for existing base of customers. Work with Relationship Officers to clear past dues, exceptions and covenants. This role will spend approximately 50% of their time performing the following functions: Manage and administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans. Monitor and secure loan collateral. Conduct site visits and coordinate with various parties to liquidate loan collateral. Manage and monitor assigned SAM reports as applicable such as collateral impairment and watch list reports. Assist SBA Program Manager with various SBA related actions such as liquidation packages, workouts and general SBA loan processing. Review and manage the Quarter BB Score Report. We are excited to talk with you if you have: Bachelor's degree in Business, Accounting, Finance or related area with at least 6 hours of accounting 5+ years of experience with Business Banking loans up to $5MM 3+ years of experience underwriting Business Banking loans Demonstrated credit decision making skills and ability Demonstrated financial analytical skills with ability to solve complex problems by interpreting data and results Demonstrated excellent writing skills to create credit memos Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers Demonstrated ability to work independently Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos Compensation Range: $57,760.00 - $124,170.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

R10081499 Asset Manager (Open) How will you CONTRIBUTE and GROW? Airgas is Hiring for an Asset Manager in Houston, TX! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world. We are looking for you! * Salary $100k - $110k * 30% Travel * 8 Hour Shift Mon - Fri (On-Call) * Annual Bonus Recruiter: Nardia Francis / ***************************** / ************ How will you CONTRIBUTE and GROW? Oversees and manages the AMG spare parts program on a national level. This includes defining the critical spares for each of the technologies, identifying and prioritizing gaps then leading a collaborative approach to closing the gaps. Optimize SAP for the spares program. Function as the Subject Matter Expert for all facets of spare parts management. Drive efficiencies in purchasing and stocking of spare parts * Maintain the site critical spare parts lists in conjunction with Plant Managers and Subject Matter Experts * Ensure proper implementation of spare parts/assets movement within SAP (site to storage location and vice and versa) * Manage refurbishment of all unrepaired capital assets in conjunction with Zone and AMG Procurement teams * Help identify and categorize spares that could potentially be shared between sites * Standardize spare parts storage, maintenance, and inventory levels based on business needs and criticality * Manage the 3rd Party Storage process including auditable records and monitoring of 3rd party storage facilities. ________________________ Are you a MATCH? Are you a MATCH? Required Qualifications * Associate Technical Degree or equivalent Military experience * 10 years in a directly related maintenance role or indirectly related inventory management role Preferred Qualifications * Bachelors degree preferred * Previous industry gas experience preferred ________________________ Benefits We care about and support our Airgas Families. This is evident not only through our competitive compensation but also through a comprehensive benefits package that includes medical, dental, and vision plans, short-term and long-term disability, life and accidental death and dismemberment (AD&D) insurance, Employee Assistance Program (EAP), pre-tax commuter transportation benefit, parental leave, vacation, sick time, floating holidays, jury duty and funeral/bereavement leave, and paid holidays for all eligible full-time employees. Additionally, we offer our eligible employees a 401k plan with company matching funds, tuition reimbursement, discounted college tuition for eligible employees' dependents, and an Airgas Scholarship Program for dependent children. Associates who are members of collective bargaining units should review their bargaining agreement to determine whether they are eligible for some or all of the benefits described here and to see any special terms or conditions for eligibility. _________________________ Your DIFFERENCES enhance our PERFORMANCE At Airgas, we are committed to building a workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world. We welcome and consider applications from all qualified applicants, regardless of their race, gender, sexual orientation, religion, disability or any other protected characteristic. We strongly believe a diverse organization opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to innovate by living our fundamentals, acting for our success and creating an engaging environment in a changing world. _________________________ About Airgas Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products; and a leading U.S. supplier of ammonia products and process chemicals. Through the passion and diversity of its 18,000 associates, Airgas fosters a culture of safety, customer success, sustainability and innovation. Airgas associates are empowered to share ideas, take initiative and make decisions. Airgas is a subsidiary of Air Liquide, a world leader in gases, technologies and services for industry and healthcare. Present in 60 countries with approximately 66,500 employees, Air Liquide serves more than 4 million customers and patients. Join us for a stimulating experience: At Airgas, you matter and so does the work you do. As a member of our team, you play an important role in the success of your team, making sure our products are created sustainably and delivered safely and efficiently. In turn, you'll find a welcoming workplace where you're valued for who you are and where you can fill your potential while growing a fulfilling career - whatever path you choose. _________________________ Equal Employment Opportunity Information We are an equal opportunity employer. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. Airgas, an Air Liquide Company is a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974 and Section 503 of the Rehabilitation Act of 1973. Airgas does not discriminate against qualified applicants with disabilities, and is committed to providing reasonable accommodations to the known disabilities of such individuals so as to ensure equal access to benefits and privileges of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact us by email at us-accommodationrequest@airgas.com. _________________________ California Privacy Notice

**Manager Consultant, Asset Management Systems SME - Oracle** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 111683 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** Yes **Visa Sponsorship Available:** No **Why Black and Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** Black & Veatch is seeking an exceptional professional to join our Infrastructure Advisory organization as a **Principal, Asset Management Systems Subject Matter Expert (SME) - Oracle** . Black & Veatch's Infrastructure Advisory organization provides strategic and digital transformation consulting services to the power, energy, gas, oil, and water sectors. We have an immediate need for a professional with Business Development capabilities and functional / technical industry expertise and experience with Enterprise Asset Management. As the **Principal, Asset Management Systems SME - Oracle** , you will contribute to identifying Enterprise Asset Management client opportunities and proposing of Black & Veatch services. You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions. **The Team** **_Building a World of Difference_** ...it's more than just a tag line, it is _the passion_ that fuels Black & Veatch's global success. The world is changing at an unprecedented rate and that change increases the demand for innovation and efficiency to deliver solutions and services across the world's utility infrastructure. Join **Black & Veatch Infrastructure Advisory** and use your talent and expertise to impact the world. **Key Responsibilities** + Define and lead the architectural strategy for Oracle WACS implementations across enterprise environments. + Design scalable, secure, and high-performance Oracle WACS solutions aligned with business requirements. + Oversee system integrations with Oracle ERP, SCM, HCM, and third-party platforms. + Evaluate emerging technologies and recommend enhancements to Oracle WACS solution architecture. + Collaborate with stakeholders to translate functional needs into technical architecture and integration plans. + Use personal network to identify potential clients for Black & Veatch's Asset Management Systems offerings. + Lead business development efforts for Black & Veatch's Asset Management Systems offerings. + Ability to articulate the business case for the implementation of Black & Veatch's Asset Management Systems offerings. + Lead and manage Enterprise Asset Management and Supply Chain transformation projects for Gas & ElectricUtilities. + Manage project engagement issues. + Manage client expectations within defined scope of engagement. + Assist Black & Veatch in enhancing existing offerings. + Collaborate with Black & Veatch Teams to create new offerings. + Develop, present, and defend conclusions, recommendations, and implementation plans. + Recommend appropriate resources based on the phases of an engagement. + Delegate and manage work to assigned team members. + Transfer capabilities, and skills to improve others' knowledge and skill levels. + Enhance established working relationships with team members and management from within the client's organization. + Contribute to engagement quality reviews. + Establish best practices for configuration, customization, and data governance. + Guide development teams in implementing architectural standards and frameworks. + Ensure compliance with security, regulatory, and performance standards. **Management Responsibilities** Individual Contributor **Preferred Qualifications** + 8+ years of experience in Oracle Cloud applications, with 3+ years focused on Oracle WACS. + Proven experience in enterprise architecture and cloud solution design. + Expertise in Oracle Integration Cloud (OIC), REST APIs, and middleware technologies. + Strong understanding of asset management, work order systems, and cloud infrastructure. + Excellent leadership, communication, and stakeholder engagement skills. + Electric Generation/Transmission/Distribution, Gas Transmission/Distribution, Renewables. + Knowledge of the principles of Asset Management. + Experience providing advisory services in the functional areas of Asset Management, Work Management and Supply Chain. + Ability to communicate across organizational boundaries and organizational levels. + Oracle Cloud Architect Certification. + Experience with OCI, Kubernetes, and microservices architecture. + Knowledge of Oracle Visual Builder Studio and DevOps practices. + Background in utilities, manufacturing, or public sector implementations. **Minimum Qualifications** + Bachelor's Degree or relevant work experience + 7+ years experience in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** + Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel up to 50% **Salary Plan** CST: Consulting **Job Grade** 017 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** orvia our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. This job posting will remain open until a suitable candidate(s) has been identified. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers and array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time and dependent sick time. A variety of additional benefits are available to our professionals, including a company matched 401k plan, adoption reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. In accordance with local law, the following Annualcompensation range is applicable for the job and location associated with this requisition: $119,100.00- $228,735.00 **Nearest Major Market:** Olathe **Nearest Secondary Market:** Kansas City **Job Segment:** Engineer, Engineering

Velocity Staff is working with our client who is looking to hire, on a full time, permanent basis, an End User Specialist with strong ServiceNow IT Asset Management expertise. Service Now Asset Management Module Specialist would sit in the Asset Mgmt team. The right candidate would possess solid, progressive experience in IT Asset Management and strong knowledge of the components in Service Now to configure and manage and run those pieces in Service Now. Responsibilities Job Duties and Responsibilities: Maintain IT software and hardware asset tracking data in ServiceNow Design; implement and manage asset, vulnerability, and Discovery integrations with other systems Develop, document, implement, maintain, and support asset and Discovery governance policies, processes, procedures, and standards Support the design, development, and implementation of automated processes for gathering, populating, and maintaining CMDB data Reconcile the CMDB data when exceptions are noted, by working with stakeholders and CI data owners to ensure the quality of the CMDB data is maintained and all CI are up to date Develop scripts, workflows, and flows on the ServiceNow platform to automate tasks and integrations for the security and cybersecurity teams Provide software configuration and customization including, but not limited to, screen tailoring, workflow administration, report setup, data imports, integration, custom scripting, and third-party software integrations Additionally: Perform day-to-day support and maintenance of workflows in conjunction with the ServiceNow admin team Perform data analysis to identify data inaccuracies utilizing tools to drive data stabilization in the AMDB Review, analyze, and design solutions for the Service Catalog Develop and implement hardware and software asset management processes and procedures Define standards and ensure guidelines and controls are maintained The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required. Qualifications Minimum Requirements: Education and Experience 5 to 8 years of IT asset management or relatable IT experience that includes 3+ years of experience in IT Asset Management and Configuration Management using ServiceNow modules 2+ years of hands-on experience designing, implementing, and maintaining ServiceNow with a focus on IT Asset Management 3+ year experience managing leased assets Strong knowledge of ServiceNow CMDB and Discovery needed Experience developing, documenting, and implementing Asset Management and Configuration Management processes, policies, controls, and procedures Experience with multi-location coordination of technical resources Certifications/Licenses - ITIL Certification ITAM, CITAM, CHAMP industry certifications preferred Knowledge, Skills and Abilities Expert knowledge of ITAM standards Expert skills in Microsoft Excel Significant experience utilizing and managing ServiceNow Asset Management modules Excellent skills in problem-solving Excellent skills in customer service Able to consider and support both strategic and practical implications for proposed course of action Able to communicate clearly and effectively, both verbally and in writing Able to interact positively and work effectively with others (interpersonal skills) Able to organize time, energy, and resources effectively to achieve goals (organizational skills) Able to present a positive, energetic, and patient mentoring style Not ready to apply? Connect with us to learn about future opportunities.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. An ideal candidate will have: * 5+ years of asset management or workout experience * CMBS servicing experience, including payment postings and investor reporting knowledge * Extensive knowledge of servicing agreements and complex loan documents PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Defines the overall strategy for their business functional unit within operations. Executes operating plan. Communicates strategy to operations team. Responsible for multiple functions across one or more sites. Manages managers, supervisors and/or individual contributors. Participates in industry forums. * Manages and is responsible for achieving desired business results. Acts as a senior point of escalation and resolves exceptions on the most significant and complex issues, processes and products. Serves as a senior level representative for an operational group. Interacts with customers and/or third parties to drive business results in resolving escalated issues. Owns third party and/or senior level business partner relationships. * Provides coaching and development to operations managers and supervisors. Leads staff meetings, communicates the strategic direction and translates into tactical operating plans. * Provides consultation and advice to service partners and customers. Identifies and influences strategic improvement initiatives and serves as project sponsor. Reviews and approves standard operating procedures as appropriate. Drives policy improvements. * Owns the control framework for unit(s) of responsibility. Establishes and monitors key risk indicators to ensure effective quality risk management. Manages and is accountable for risk mitigation and business resiliency strategies. Verifies work processes to ensure completeness, accuracy and conformance to established service levels, department controls, risk tolerance and applicable procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) Competencies Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Internal Resource Coordination, Operational Functions, Operational Risk, Problem Solving, Process Management, Standard Operating Procedures Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. At least 3 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. An ideal candidate will have: - 5+ years of asset management or workout experience - CMBS servicing experience, including payment postings and investor reporting knowledge - Extensive knowledge of servicing agreements and complex loan documents PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Defines the overall strategy for their business functional unit within operations. Executes operating plan. Communicates strategy to operations team. Responsible for multiple functions across one or more sites. Manages managers, supervisors and/or individual contributors. Participates in industry forums. + Manages and is responsible for achieving desired business results. Acts as a senior point of escalation and resolves exceptions on the most significant and complex issues, processes and products. Serves as a senior level representative for an operational group. Interacts with customers and/or third parties to drive business results in resolving escalated issues. Owns third party and/or senior level business partner relationships. + Provides coaching and development to operations managers and supervisors. Leads staff meetings, communicates the strategic direction and translates into tactical operating plans. + Provides consultation and advice to service partners and customers. Identifies and influences strategic improvement initiatives and serves as project sponsor. Reviews and approves standard operating procedures as appropriate. Drives policy improvements. + Owns the control framework for unit(s) of responsibility. Establishes and monitors key risk indicators to ensure effective quality risk management. Manages and is accountable for risk mitigation and business resiliency strategies. Verifies work processes to ensure completeness, accuracy and conformance to established service levels, department controls, risk tolerance and applicable procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking. + **Live the Values** - Role models our values with transparency and courage. + **Enable Change** - Takes action to drive change and innovation that will transform our business. + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making. + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) **Competencies** Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Internal Resource Coordination, Operational Functions, Operational Risk, Problem Solving, Process Management, Standard Operating Procedures **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. At least 3 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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 Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, 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 Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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: $135700 - $273400 KPMG 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 KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. 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.

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level knowledge and/or a proven record of success in complex tax issues faced by non-publicly traded companies and day to day compliance and consulting for a variety of entities including corporations, and pass-through entities. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials; Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Kansas City, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. **Responsibilities:** + Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives + Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews + Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate + Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis + Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks + Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics **Required Qualifications:** * A minimum of 10 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 For internal employees; participation in a work from home posture does not make you ineligible to post. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

As the **Small Balance Commercial Real Estate (SBCRE) Portfolio Manager II** , you are tasked with executing all portfolio management activities for monitoring, identifying, and managing the credit risk of the SBCRE portfolio which generally consists of loan transactions ranging from $1,000,000 to $5,000,000. The Portfolio Manager will individually engage in active portfolio management responsibilities ensuring timely, high-quality work product in analysis of borrower and guarantor financial statements, annual reviews, performance covenant testing, extensions, renewals, modifications and risk rating assessment. **How** **you'll** **spend your time:** + You will perform credit risk analysis for existing client relationships in SBCRE portfolio to recognize and elevate signs of risk in an individual loan, relationship, or the portfolio, through completion of the recurring portfolio manager tasks, which include: analyzing borrower/property and guarantor financial performance upon receipt of reporting; preparing annual reviews, modifications and various memos for approval; and determining appropriate risk ratings. + You will prepare and present credit packages for credit and loan committee review and approval of annual reviews, modifications, renewals, and other requests as necessary, utilizing Bank MIS. + You will complete detailed guarantor global cash flow analysis through review of personal financial statement and individual/business tax returns, assessing recurring income and debt capacity across multiple entities. + You will confirm compliance with performance covenants as defined in contractual agreements and as compared to underwritten expectations and notify Relationship Manager and / or internal legal counsel to ensure timely notice is delivered to Borrower in the event of a breach and maintain oversight of breach through resolution. + You will recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower / guarantor / property financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + You will collaborate with Relationship Managers to efficiently lead the oversight and management of the Bank's SBCRE loans / relationships. + You will provide recurring customer service to clients, which includes direct contact with customers either through participation in joint calls with Relationship Managers or direct correspondence. + You will perform various projects / tasks as needed with an emphasis on maintaining UMB TUCE at all times; other duties as assigned. **We're** **excited to talk to you if:** + You possess a Bachelor's degree in Business, Accounting, Finance, Real Estate or related fields. + You have 3+ years commercial real estate experience including credit analysis/underwriting. + You hold a current valid driver's license. + You demonstrate excellent communication skills (verbal & written). + You demonstrateexcellent level of understanding of credit underwriting of all major investment CRE property types. + You demonstrateability to understand and interpret policies/procedures, contracts, loan documents, credit reports, financial statements, and property reports. + You demonstrate excellent analytical skills, including underwriting of CRE properties and markets; and guarantor financial statements, including real estate schedules. + You demonstrate expert knowledge and understanding of how to process, structure, and renew/extend maturing loans. + You demonstrate strong knowledge of bank products, services, and bank operations. + You demonstrateability to be self-starter, show initiative, and transfer knowledge to less experienced peers. + You demonstrateproficiency in Word, Excel, PowerPoint. + You demonstrate knowledge of commercial lending software. **Bonus points if:** + You have 5+ years commercial real estate experience including credit analysis/underwriting, and 2+ years of commercial banking experience. + You have the ability to prospect and network at various levels within a company and industry. + You have the ability to conduct global cash flow (GCF) analysis of borrowers and guarantorsutilizing tax returns, credit reports, and personal financial statements. + You have advanced Excel skills - can create Pivot tables, conduct V&H Lookup; Simple Macros, etc. + You are familiar with FIS Loan Accounting System. **Compensation Range:** $57,760.00 - $124,170.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB