Portfolio manager jobs in Springfield, MO - 900 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.

The DESCO Group is seeking a proactive and detail-oriented Portfolio Administrator to join our Property Management & Leasing team. As a liaison between property management and leasing, the Portfolio Administrator will support to property managers and leasing brokers to facilitate timely and accurate handling of transactions from inception with leasing through to the transition and ongoing handling in property management. Key Responsibilities: Property Management Coordinate with Property Managers in obtaining proposals for Fall / Spring Maintenance, including power washing, hydro flushing, gutter and roof cleaning Assist with creating MSAs, Addendums and one-off contracts for services Assist as-needed with diligence required with onboarding and offboarding of properties Collect and update COIs from tenants, review for compliance and update database Collect and maintain data on properties including HVACs, grease traps, hydroflushing, etc. Back up to Property Administrator on vendor invoice coding and utility invoices Partner with Property Managers on implementation and tenant adoption of technology solutions that streamline payment and communication Leasing Team Provide support to leasing brokers during the deal cycle to facilitate new leases, renewals, outlot sales, amendments, on assigned portfolio including diligent follow up Prepare, edit and distribute emails, correspondence, spreadsheets and presentations between Leasing, Property Management, and Construction, and coordinate to ensure completion of LL work with diligent and detailed follow up on key dates such as obtaining permits, commencing construction and completion, including obtaining and tracking tenant COIs. Maintain tracking spreadsheet. Update site plans for the Leasing Team through BuildOut and post on website. Prepare and send email blasts with marketing materials. Manage social media accounts Administer Vacancy Program to include completion of a Suite Fact Sheet including: As-built space plan, existing HVAC report, existing electric, bathrooms reports, etc. and partner with construction on estimates Collect and update sales reports from tenants for use in budgeting and renewal negotiations; compile and prepare sales reports by property Qualifications Bachelor's degree or equivalent business office experience. 3+ years in commercial real estate (property management, leasing admin, or executive assistant). Proficiency in Microsoft Office and ability to learn industry software. Strong initiative, organizational skills, and attention to detail. Excellent communication, collaboration, and interpersonal skills. Adaptable, curious, and solution-oriented. Working Conditions Professional office environment with desk-based work. Ability to lift up to 20 lbs. DESCO's benefits: A collaborative, team oriented environment Supportive, transparent leadership Well established, tenured organization Competitive salary with annual bonus potential Health, Dental, Vision insurance Health Savings Account Contribution 401k benefits with employer match and profit sharing contributions Short-Term Disability Personal time off as well as additional holiday pay

Onsite Senior Tax Manager / Tax Director Opportunity Job Type: Full-time About the Firm: We're partnering with a well-established, fast-growing CPA firm that is looking to add a Senior Tax Manager or Tax Director to their onsite team. This is a great opportunity for someone who thrives in a collaborative environment and is ready to take on a leadership role with a clear path for growth. Highlights of the Role: Lead and manage diverse tax engagements (corporations, partnerships, individuals, and trusts). Review and sign complex federal and state returns. Provide strategic tax planning and consulting on entity structuring, transactions, and compliance. Mentor and develop staff while managing client relationships. Research complex issues and provide practical, actionable solutions. Work closely with firm leadership on practice development initiatives. What They're Looking For: CPA required. 8+ years of progressive tax experience in public accounting, including management responsibilities. Strong technical expertise across corporate, partnership, and individual taxation. Experience with ASC 740 or transaction planning is a plus. Excellent leadership and client service skills. What's Offered: Competitive compensation package. Full benefits (health, retirement, PTO, etc.). Onsite role with a strong, collaborative team culture. Opportunity to step into a visible leadership position with long-term growth potent If you're a highly motivated and looking for a opportunity with a growing public accounting firm, we'd love to hear from you! 📩 Apply today by sending your resume to Steve@solidrockrecruiting.com to learn more! Direct Phone: 605-273-2108 #J-18808-Ljbffr

Horace Mann is a purpose-driven company that is passionate about educators. The State Product Manager is responsible for developing, executing, and monitoring personal lines product strategy which comprises industry best practices in terms of product design, competitiveness, and risk management. Works closely with State Management, Underwriting, Regulatory, Research, Claims, IT, Finance and others to drive profitable household growth. Leads the execution of key initiatives to improve the financial performance of the auto and property product lines in assigned states. Performs regular analysis of statewide results vs objectives. Key Job Responsibilities Accountable for generating profitable growth in personal auto and residential property policies. Contribute to the development of the P&C rate plan and product enhancement schedule. Perform financial, market, and industry analysis. Responsible for influencing IT, Research, Pricing, Claims and Regulatory to implement product and pricing enhancements. Partner with Marketing and Field Sales teams to develop strategies to drive profitable growth. Where necessary, develop marketing strategies and P & C strategies to respond to opportunities to drive growth or address profitability issues. Maintain relationships with state regulatory departments and negotiate approval for rate and product changes. Define underwriting appetite and work with P&C Underwriting to establish and enforce underwriting guidelines. Provide business leadership for addressing regulatory changes, business errors or other unforeseen problems. Communicate as needed with agents, field leaders, vendors, and other constituencies on state strategies, system initiatives, and P & C initiatives to achieve key strategic goals. Leverage AI and other tools to help build statewide strategies. Qualifications & Skills Bachelor's degree required, MBA a plus. CPCU or other insurance designation a plus Minimum of 7 years in P&C product management, product development, underwriting, and/or risk management, preferably with a national or super-regional carrier. Direct or indirect leadership experience. Experience operating in a matrix environment is also required given the multifunctional nature of execution of initiatives. Additional Information Normal office environment / or remote access / may work irregular hours. Requires some travel (up to 25%). Pay Range: $117,500.00 - $173,300.00 Salary is commensurate to experience, location, etc. #VIZI #LI-LM1 #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

As a member of the Regional Protective Platform team, Protective & Marine Coatings, you will lead a team of regional product managers by establishing initiatives that align with PMC's strategies for our product portfolio range. The Regional Portfolio Strategy Manager owns the management respective of product and new product development (NPD) portfolios, to include product life cycles, increase range complexity and support growth in core base business and priority segments. You will report to the Regional Protective Platform Director. Responsibilities: Develop Regional Product Strategy according to the Global Business Platform and Global Product Strategy. Accomplish global product line strategies within region, by providing governance and oversight to regional product managers. Critical interface between R&D, segment and commercial teams to lead agreement and set priorities. Support segment managers and commercial teams during main customer discussions to assess needs from industry experts, collect informal voice of customer and share critical product characteristics. Lead the regional NPD portfolio by product category - guide decisions for prioritization and resource commitment. Update all supporting documentation for products in respective categories. Implement the best Change Management actions. Develop product life cycle optimization (product launch to elimination). Develop Regional Product Strategy according to the Global Business Platform and Global Product Strategy. Accomplish global product line strategies within region, by providing governance and oversight to regional product managers. Critical interface between R&D, segment and commercial teams to lead agreement and set priorities Qualifications: Bachelor's or master's degree in engineering, chemistry, business, or related degree. Eight years of applicable business experience. Minimum of five years' management experience. Experience in management of people and an understanding of complex structures to affect change, improve processes, and find solutions that improve results. Experience defining and tracking metrics that measure the success of products. Process oriented with the ability to simplify complexity from processes to be more agile. Business and technical acumen which demonstrates the ability to define market shifts and needs to stay ahead of the market. U.S. Citizens, Green Card holders, and political asylees or refugees are eligible to apply PPG pay ranges and benefits can vary by location which allows us to compensate employees competitively in different geographic markets. PPG considers several factors in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications and education, licensure and certifications, and other organizational needs. Other incentives may apply. Our employee benefits programs are designed to support the health and well-being of our employees. Any insurance coverages and benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents.

The Commercial Portfolio Manager is a key member of the commercial lending team, responsible for managing a diverse portfolio of commercial credit relationships in collaboration with the lending teams. This includes but is not limited to, Commercial Real Estate (CRE), Commercial & Industrial (C&I), construction, and unsecured loans. The role combines credit risk management, client relationship development, and strategic portfolio oversight. It requires strong collaboration with Loan Officers, Credit Analysts, and Loan Assistants to ensure sound underwriting, compliance, and client satisfaction. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Credit & Portfolio Management in Collaboration with Assigned Lending Team * Manage a portfolio of commercial borrowing relationships. * Underwrite new and renewed credit facilities, including market analysis, financial analysis, risk assessment, and structuring. * Define borrowers and guarantors, loan structure, credit terms, and financial covenants. * Perform risk rating analysis and document credit decisions and modifications. * Monitor ongoing financial performance, covenant compliance, and collateral adequacy. Client Relationship & Business Development * Partner with Commercial Loan Officers to form a "deal team" and participate in periodic customer calls to establish strong working relationships with clients. * Identify client needs and provide tailored banking solutions. * Communicate directly with clients regarding credit events and actions. * May assist in closing commercial loan business and expanding existing relationships as needed. Operational & Compliance Oversight * Ensure compliance with bank policies, procedures, and all applicable laws and regulations. * Review and assist with loan documentation and booking processes. * Collaborate with Lending teams regarding past dues, documentation exceptions, financial analysis updates. * Support the resolution of problem assets in collaboration with the lending and credit teams. Team Collaboration & Leadership * Collaborate with Lending Teams, Credit Teams and Loan Assistants for overall portfolio management and performance. * Provide input on workflow and process improvements. * Mentor junior team members and contribute to a collaborative team environment. ADDITIONAL DUTIES AND RESPONSIBILITIES: * Periodically Represent the bank in the community and at industry events. * Participate in internal training and development programs. * May be assigned work or training at other locations. * Perform other duties as assigned. POSITION REQUIREMENTS: * Preferred bachelor's degree or equivalent combination of education, training, and experience. * At least three years of credit analysis and/or loan review experience. * Knowledge of bank lending procedures, lending regulations, lien laws, collection/bankruptcy regulations, and loan documentation. * Ability to analyze financial statements and loan risk. * Good judgment skills and ability to make decisions within prescribed guidelines. * Strong customer relations skills and ability to work cooperatively with employees and customers. * Strong organizational skills and attention to detail. * Ability to represent the bank in the community. * Ability to operate office equipment and interpret various instructions. * Valid driver's license and acceptable driving record for bank insurance purposes. * Knowledge of commercial lending and real estate field, including appraisals, deeds, and lien recording. * Research and solve problems, work independently, handle confidential information and manage multiple tasks. * Thorough knowledge of bank products and services. * Ability to identify client needs, present banking solutions and bank products. * Ability to recognize closing opportunities and retain and grow customer relationships. * Ability to read, write, and speak English. * Excellent verbal, listening and communication skills. * Ability and desire to work as part of a team, and with people of diverse backgrounds. * Willingness to assume additional responsibilities, duties, and projects as they arise. PHYSICAL AND SENSORY DEMANDS: * Regularly required to sit, stand, walk, talk, see, and hear. * Use hands to handle objects, tools, or controls and reach with hands and arms. * Occasionally required to stoop, kneel, or crouch. * Frequently lift and/or move up to 20 pounds. * Specific vision abilities include close vision. * Regularly required to drive.

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 over 40% of our profits every year-more than $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.

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more. We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us. Job Description Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team. Working closely with the entire Investments team, this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms. Involved in every aspect of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing appropriate cash balances, and assuring model portfolios remain balanced with their goals and objectives. Essential Responsibilities Develop a strong understanding of the firm's investment strategy and the models we support under Centralized Portfolio Management (CPM) Monitor a dedicated number of portfolios for cash needs, rebalancing, and non-model positions Process tax loss harvest opportunities within dedicated portfolios Run regular audits to monitor portfolios for high cash balances as well as to identify portfolio improvement opportunities Effectively communicate with Partners and Advisors to explain trades, reports, and analytics Responsible for implementing portfolios with appropriate asset allocation based on predetermined models Responsible for processing withdraw request and change request from our proprietary workflow system Responsible for reporting needs on managed accounts enrolled to CPM Provide guidance and support to advisors on existing portfolios under management Qualifications Bachelor's degree required, preferably in Business, Economics, Finance, or other related topic 3+ years' experience working with Bloomberg, Morningstar, Schwab/TD Ameritrade, or Fidelity platforms Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred Advanced proficiency in Microsoft Excel This role is fully in office, located in our St. Louis, Missouri offices Additional Information Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

Project Management/ Planning/ Coordinating activities typically in the context of a production or services project to fulfill a customer order or need according to financial/commercial parameters and ensuring customer satisfaction. Impacts the team's ability to achieve service, quality and timeliness of objectives. The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required. **Job Description** What you'll do: As the Customer Portfolio Manager, you will: + Serve as a liaison between internal/external organizations and your assignedcustomer(s), ownthe customer relationship,and contribute to the overall business strategy and growth. + Develop and own site customer communication plan, coordinate and facilitate regular GE Vernova/Customer meetings reviewing open items and action plans andreviewing existingand new GE Vernova products/services that could provide value for the customer. + Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE + Be responsiblefor outage/non-outagepartsplanning includingrequests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable + Be responsible for managing the Outage planning andexecution processand processing of Change Orders + Be responsible for customer invoicing, collections, and support GE Vernova internal financial operating metrics + Act as the Customer Advocate within the GE Vernova organization + Provide leadership in owning and driving all emergent/forced outage matters to resolution + Manage safe outage planning, and execution mindful of our GE Vernova "Life Saving Principles". + Accountable for the wing to wing outage execution via organizing pre-outage, post-outage and outage milestone meetings to deliver desired outcomes + Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contractrequirements suchas LD & Bonus structure What you'll bring (Basic Qualifications): + Bachelor's Degree from an accredited University or College ( will consider Vocational Degree or equivalent Military background and/or a High School Diploma / GED with a minimum of 7 years of Power Plant experience + Minimum of 5 years of knowledge and experience within the power plant field services and/or Energy Industry Eligibility Requirements: + This role is offered within the greater Dell, AK + Candidate must be within the 400 miles radius What will make you stand out: + Engineering degree preferred + Advance technical knowledge in Gas Turbine, planning and executing maintenance and upgrade outages. + Strong leadership, financial and commercial skills + Experience presenting and managing stakeholder teams + Demonstrated communication & organizational skills For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $125,000 -$155,000. USD Annual.The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for A Variable Incentive Bonus of 15%.The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas.This position will stay open on the career website until at least May 13th. 2025. Benefits Available to You: GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: + Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers + We offer a robust benefits package depending on your employment status and your national requirements + A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today + GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development **About Us** For U.S. based candidates only,for purposes of complying with U.S. pay transparency requirements, the base pay range for this position **is** **$119,600-$199,400** **USD Annually.** The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for a Variable Incentive (VIC) bonus of 15% **.** *The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. This position will stay open on the career website until at least December 14, 2025. **Benefits Available to You:** GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* + Our **compensation & benefits** are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. + A **healthy, balanced lifestyle** can mean different things to different people. We've created programs that support the way you live and work today. + GE invests to provide opportunities to **grow your career** by providing a path for continued on-the-job **learning and development** . **Healthcare benefit** s include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. **Retirement benefits** include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. **Other benefits** include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. **Additional Information** GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. Bonus eligibility: discretionary annual bonus. This posting is expected to remain open for at least seven days after it was posted on January 15, 2026. Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off. GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

The Commercial Portfolio Manager is a key member of the commercial lending team, responsible for managing a diverse portfolio of commercial credit relationships in collaboration with the lending teams. This includes but is not limited to, Commercial Real Estate (CRE), Commercial & Industrial (C&I), construction, and unsecured loans. The role combines credit risk management, client relationship development, and strategic portfolio oversight. It requires strong collaboration with Loan Officers, Credit Analysts, and Loan Assistants to ensure sound underwriting, compliance, and client satisfaction. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Credit & Portfolio Management in Collaboration with Assigned Lending Team - Manage a portfolio of commercial borrowing relationships. - Underwrite new and renewed credit facilities, including market analysis, financial analysis, risk assessment, and structuring. - Define borrowers and guarantors, loan structure, credit terms, and financial covenants. - Perform risk rating analysis and document credit decisions and modifications. - Monitor ongoing financial performance, covenant compliance, and collateral adequacy. Client Relationship & Business Development - Partner with Commercial Loan Officers to form a “deal team” and participate in periodic customer calls to establish strong working relationships with clients. - Identify client needs and provide tailored banking solutions. - Communicate directly with clients regarding credit events and actions. - May assist in closing commercial loan business and expanding existing relationships as needed. Operational & Compliance Oversight - Ensure compliance with bank policies, procedures, and all applicable laws and regulations. - Review and assist with loan documentation and booking processes. - Collaborate with Lending teams regarding past dues, documentation exceptions, financial analysis updates. - Support the resolution of problem assets in collaboration with the lending and credit teams. Team Collaboration & Leadership - Collaborate with Lending Teams, Credit Teams and Loan Assistants for overall portfolio management and performance. - Provide input on workflow and process improvements. - Mentor junior team members and contribute to a collaborative team environment. ADDITIONAL DUTIES AND RESPONSIBILITIES: - Periodically Represent the bank in the community and at industry events. - Participate in internal training and development programs. - May be assigned work or training at other locations. - Perform other duties as assigned.

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.

A leading multinational commercial bank is seeking a Vice President, Loan Portfolio Manager to oversee the performance, risk management, and strategic direction of a diverse commercial credit portfolio. This role is built for a credit-minded professional who can balance analytical precision with relationship management, ensuring every loan on the books is both profitable and compliant. You'll be the key link between origination, underwriting, credit, and risk-responsible for maintaining portfolio quality, supporting deal execution, and identifying opportunities to optimize returns. What You'll Do Manage a portfolio of commercial and corporate loans, ensuring performance, risk, and compliance metrics are met. Conduct ongoing credit monitoring and analysis, including covenant compliance, collateral valuations, and borrower performance reviews. Partner with Relationship Managers and Credit Officers to structure, modify, and renew complex credit facilities. Prepare and present credit memos, portfolio reviews, and risk assessments to senior management and credit committees. Identify early warning signals and take proactive measures to mitigate potential credit deterioration. Maintain deep understanding of client industries, market conditions, and portfolio concentrations. Support new loan originations through financial modeling, underwriting support, and due diligence. Ensure all credit documentation, reporting, and regulatory requirements are accurate and timely. Collaborate with internal audit, compliance, and risk teams to ensure adherence to bank policies and regulatory standards. Contribute to portfolio strategy discussions-analyzing returns, risk-weighted assets, and capital allocation efficiency. What You Bring 7+ years of experience in commercial lending, credit risk, or portfolio management within a regulated banking environment. Strong understanding of commercial loan structures, credit documentation, and financial statement analysis. Experience managing C&I, real estate, or middle-market portfolios a plus. Excellent analytical, presentation, and problem-solving skills with an ability to make data-driven decisions. Strong command of credit policy, regulatory frameworks (OCC, FDIC, Basel), and portfolio risk management. Advanced Excel and financial modeling proficiency; exposure to credit risk systems and workflow tools. Bachelor's degree in finance, accounting, or economics required; MBA or CFA designation preferred. Why It's Worth a Conversation Key role managing a multi-billion-dollar loan book within a top-tier commercial bank. Blend of credit depth, portfolio strategy, and relationship exposure. Direct line of sight to senior credit leadership and portfolio strategy decisions. Competitive compensation, strong bonus potential, and long-term career trajectory in credit leadership.

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

As the Investor Relations Manager, you will be responsibilities will be to support the VP of Investor Relations in financial, communications, and administrative efforts. ? Financial: * Maintain financial model containing analysts' quarterly and annual earnings estimates. * Develop and maintain peer earnings models and related Wall Street expectations on quarterly and ad hoc basis. * Help develop and maintain other valuation models, as needed. Communications: * Prepare and update various investor relations materials, including presentations, factsheets, IR website content and other materials. * Assist in developing and maintaining investor Q&A backup. * Contribute to quarterly and annual earnings preparation. * Maintain investor relations pages on corporate website. * Track and report on analyst notes, and industry and peer news. Administrative: * Manage annual and quarterly investor relations calendar. * Assist in planning investor outreach and tracking related interactions. * Maintain database of investors and contacts and use to track investor ownership trends on quarterly basis. * Arrange and manage active, complex and detailed itineraries, agendas and travel plans for CFO and VP of Investor Relations. * Coordinate both on-site and remote meetings and manage corresponding meeting materials. Other: * Maintain strict confidentiality regarding wide range of material, non-public information. * Prioritize conflicting needs and handle matters proactively, following through on projects to successful completion, often with deadline pressures. * Serve as point person for Finance, IR, HQ Executive Staff and Finance Management Staff. * Perform office duties as assigned and support for Finance Management. * Other duties as assigned. What skills and experience do I need to be successful in this role? * High School Diploma or GED required. * Undergraduate or graduate degree in business, finance, accounting or a related field. * Strong finance and communications skills. * Positive internal and external service attitude. * Self-starter who is strong analytically and who can work independently. * Strong computer proficiency skills in MS Office, including solid working knowledge of MS Word, Excel and PowerPoint. What will set me apart? * Master of Business Administration (MBA) degree. * 2+ years of experience in FP&A or financial communications. * CRM experience. Compensation at ICL: If you are hired at ICL, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. We also offer a generous benefits package (more information on benefits listed below). Salary Range: $110,000 - $125,000 Annual Bonus Target: 12%, subject to plan provisions. We've Got You Covered ICL is committed to offering you a comprehensive set of benefits to empower you and your family physically, mentally, emotionally, and financially. The benefits we offer to our diverse and inclusive workforce include: * Competitive base pay and performance bonus * Medical, dental, vision, and life benefits that start quickly - the first of the month after hire. Wellness Incentive Program to lower your health insurance cost * Inclusive benefits for growing families, covering fertility, adoption, and parental leave * Generous Leave and FMLA policies * Tax-advantaged health savings and spending accounts (when applicable) * Prescription program that provides most generic maintenance medications at no cost (including Insulin products) * 401k eligibility from day one of employment with a generous company matching contribution. 100% vested after one year of service * Crisis assistance available to support employees during unforeseen circumstances * Employee Assistance Program that includes comprehensive mental health support for you and your household family members * Student Loan Assistance * Business travel reward points are eligible for personal use * Paid time off to support volunteering and Employee Resource Group's (ERG) participation * Free membership to a program that offers various discounts for travel, entertainment, groceries, and much more To learn more, visit: ************************** ICL will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. Who is ICL? ICL Group is a leading global specialty minerals company, which creates impactful solutions for humanity's sustainability challenges in the food, agriculture and industrial markets. ICL leverages its unique bromine, potash and phosphate resources, its global professional workforce, and its sustainability focused R&D and technological innovation capabilities, to drive the company's growth across its end markets. ICL shares are dual listed on the New York Stock Exchange and the Tel Aviv Stock Exchange (NYSE and TASE: ICL). The company employs more than 12,000 people worldwide, and its 2024 revenues totaled approximately $7 billion. EEO-USA Equal Opportunity Employer/Veterans/Disabilities

Be #InGoodHands with Metrobank! Here at Metrobank, we don't simply hire employees-we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach! Position Title: Credit Portfolio Manager Job Summary: * Effectively operates, implements initial remedial management measures, as well as, the overall strong credit risk management in the Credit Support Unit. Scope of work covers accounts coming from the Branch Lending Units and the Branches Role Exposure: * Supervises and reviews the analysis & evaluation of loan proposals from Lending Units using various credit tools/information/documents, ensuring an appropriate and holistic credit risk/mitigant assessment in determining the creditworthiness of existing and prospective borrowers. * Guarantees quality and timely completion of account renewals, evaluation of prospective borrowers and various credit requests and reports. * Appropriately assess credit risk ratings and classifications and demonstrates strict compliance to documentation and bank policies. * Performs effective portfolio management, recognizes potential issues that requires immediate attention or escalation, and initiates remedial management efforts for non-performing loans of accounts showing signs of weakness. * Ensures effective performance management of the team against set KRAs * Coordinates with Human Resource partners to ensure adequate talent is available and honed with well-thought-out career development programs. * Compliance with the bank's Business Continuity Program. * Handles any and all audit-related exercises in coordination with other business units (IBS, Credit Risk, Compliance) * Partners with Credit Administration Department, Credit Control and Documentation Division, Credit Investigation and Appraisal Division, LEGAL (or with other relevant units) to ensure that proposals have the appropriate approvals, loan documentation process is in order and collateral/policy deviations are mitigated, among other things. * Performs administrative duties, overall supervision of the Credit personnel and other related functions that may be assigned from time to time. Qualifications: * Graduate of any Business- related courses, preferably Economics, Accounting or Finance * At least 5 years working experience in credit with focus on commercial and corporate loans * With People Manager experience * Must have a pro-active approach to problem solving and the ability to meet tight deadlines Other Details: Rank: Junior Officer Unit: Office of the President / Credit Group / Commercial Credit Division Location: Binondo and BGC

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct Operational Due Diligence research on new and existing investment firms on GMR's list * Assist investment analysts in sourcing and adding strategies to GMR's recommended list. * Evaluate third party investment firms through an operational lens * Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers * Perform risk analysis on third-party investment firms * Cover a universe of third party investment firms, following GMR's stated process. Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in money manager research, particularly on the operational due diligence side. * Experience writing commentary for various audiences * Microsoft Excel skills * Ability to create and deliver dynamic presentations * Strong analytical skills with high attention to detail and accuracy * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Excellent verbal, written, and interpersonal communication skills Job Expectations: * Hybrid work schedule (3 days in office and 2 days remote) * Ability to travel up to 15% of the time * This position is not eligible for Visa sponsorship Locations: * 401 S. Tryon Street - Charlotte, NC * 1 N. Jefferson Avenue - St. Louis, MO Posting End Date: 19 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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.

Job DescriptionBenefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation We are looking for an experienced Powersports Finance Manager to join our successful dealership. You will present financing options and powersport buying opportunities to customers and provide support to the sales team. In this role, you will build relationships, follow proven sales strategies, and uphold the dealerships high ethical standards. If you have two or more years of experience and a proven track record as a high-performing finance or insurance manager, we want to hear from you! Responsibilities Create and track key benchmarks for the dealership, including powersport sales, service contracts, and customer satisfaction Create financing plans and payment options for customers Maintain a high level of customer service and ethical standards Coordinate with lending institutions Prepare loan documentation and finalize financial transactions Provide support to the sales manager and salespeople Maintain inventory of finance department supplies Qualifications Must be able to structure deals that are good for the customer and the dealership Must be able to present and sell service products that will benefit customer and the dealership At least two years of dealership finance and insurance (F&I) manager or sales experience Valid state-issued driver's license and satisfactory driving record are mandatory Must have strong communication skills, a commitment to customer satisfaction, and the innate ability to build rapport with customers Basic Google product knowledge and computer software proficiency required Attendance and punctuality is a must. Experience preferred but will train the qualified candidate