Portfolio manager jobs in West Hartford, CT

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

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

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: • Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. • Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. • Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. • Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. • Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. • Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. • Participate, and take a leading role when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: • Bachelor's Degree required - Business, Finance, Accounting or Economics preferred • Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. • Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. • Must be service oriented and possess strong interpersonal, organizational and communication skills. • Must be comfortable in customer contact situations including potential work-out/loan restructure environments. • Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure • Previous leadership experience preferred, but not required Position Summary: This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. Participate, and take a leading role, when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: Bachelor's Degree required - Business, Finance, Accounting or Economics preferred Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. Must be service oriented and possess strong interpersonal, organizational and communication skills. Must be comfortable in customer contact situations including potential work-out/loan restructure environments. Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure Previous leadership experience preferred, but not required The estimated salary range for this position is $120,00USD to $130,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-HYBRID Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location

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

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

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

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: At PeoplesBank the AVP Commercial Portfolio Manager plays a key role in supporting our commercial lending team by managing assigned portfolios and performing in-depth financial analysis to ensure sound credit decisions. This position partners closely with lenders to structure loans, maintain compliance, and deliver exceptional client service. Responsibilities include portfolio administration, credit analysis, site inspections, and assisting with loan closings, while also mentoring junior team members and identifying cross-selling opportunities. Ideal candidates bring strong analytical skills, commercial credit experience, and the ability to work collaboratively in a fast-paced environment. Essential Duties and Responsibilities : Manage and analyze assigned commercial loan portfolios, including credit analysis, product enhancements, and portfolio administration. Conduct periodic site inspections to ensure compliance with loan agreements and terms. Support lenders by preparing documentation, providing technical guidance, and assisting with client or prospect relationships. Ensure quality and consistency in underwriting and credit activities, meeting or exceeding performance standards. Collaborate with Credit and Lending teams to resolve audit or examiner exceptions. Mentor and train Credit Analysts and Portfolio Managers to maintain accuracy and efficiency in credit analysis. Perform market or segment portfolio analysis as directed by senior leadership. Serve as a resource for business lines and assist senior management with project timelines and expectations. Provide backup support for lenders, addressing customer inquiries and ensuring a positive client experience. Participate in credit process early in client relationships, including call preparation and deal summary creation for leadership review. Attend loan closings, review legal documentation, and assist with closing comments for files. Monitor delinquency and overdrafts, initiate collection efforts, and participate in meetings to manage distressed accounts. Prepare quarterly watched asset reports as needed. Identify cross-selling and referral opportunities to support business growth. Develop expertise in designated industry segments and serve as a resource for Commercial and Credit teams. Engage in community and philanthropic activities to enhance the bank's visibility. Other related duties as assigned. Education and Experience: Bachelor's degree, preferably in business administration, finance or accounting. Minimum of two to four years of demonstrated progressive experience in a similar business role or within commercial banking sales Must have experience in underwriting a variety of credits, both commercial and real estate and C & I Or an equivalent combination of education and experience Skills Required: Demonstrated ability to maintain strong credit quality through accurate, timely, and comprehensive credit administration Ability to recommend appropriate loan structures, review documentation for loan closings, and identify weak credits or potential issues that could lead to problem loans or charge-offs Ability to work independently and provide mentorship to junior members on team Be knowledgeable on all regulatory requirements for lending and loan policy Strong communication, presentation and interpersonal skills Team oriented Computer/Technical Skills: Proficient in MS Office 365 Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

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. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **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 . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. 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. **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 ************************** .

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership * Lead DAM engagements from discovery through implementation and rollout. * Run workshops to understand client challenges, content workflows, and current pain points. * Translate business needs into clear requirements and recommendations. * Present solutions and progress updates to senior stakeholders. * Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation * Define requirements for metadata, taxonomy, asset types, permissions, and workflows. * Develop content lifecycle processes (ingestion, review, approval, archive). * Build governance guidelines and future-state operating models. * Partner with DAM vendors and internal technical teams during configuration and deployment. * Oversee asset migration planning, mapping, and quality checks. Platform Knowledge * Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) * Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance * Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. * Develop metadata frameworks and controlled vocabularies. * Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding * Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. * Work with architects and developers on integration patterns, APIs, and connectors. * Ensure integrations meet business and workflow needs. AI & Automation (a plus) * Stay current on AI/ML capabilities for auto-tagging and content classification. * Advise clients on when and how to leverage AI for improved search, tagging, and asset management. * Help define tagging confidence thresholds and related governance. Qualification Basic Qualifications: * 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: * Strong background in taxonomy, metadata modeling, and governance. * Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: * Proven ability to lead complex projects and facilitate executive-level conversations. * Solid understanding of integrations and content workflows. * Experience with AI-driven tagging or similar technologies is a plus. * Consulting experience preferred. 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 as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Locations

This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + 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 financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _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

**Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables 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 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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: ***********************************

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 Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, 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 * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information 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: $96800 - $187500 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.

Full-time Description ABOUT THE CONNECTICUT HOUSING FINANCE AUTHORITY Connecticut Housing Finance Authority (“CHFA”) is a self-funded, quasi-public organization. Its mission is to alleviate the shortage of housing for low-to moderate-income families and persons in the state of Connecticut (“State”) and, when appropriate, to promote or maintain the economic development of the State through employer-assisted housing efforts. CHFA is a mission-driven leader in creating #affordablehousing opportunities for families and individuals in Connecticut. We believe in the power of the diverse and inclusive communities we serve. We provide a challenging, progressive, and supportive environment that encourages and promotes employee development. We offer competitive salaries; tuition reimbursement; 457 deferred compensation, state sponsored pension plan, comprehensive health, dental, life, and disability plan, paid vacation, sick, and holidays, hybrid work schedule, ongoing training, career development and if qualified employee may be eligible for student loan forgiveness under Federal Loan assistance program. ABOUT THE POSITION: The Multifamily Asset Manager Associate will undergo on-the-job training to learn the fundamentals of asset management, financial markets, portfolio constructions, and risk and client relationship management under the guidance of a Manager, Team Leader, or a position of a higher grade. This training program is designed to prepare candidates for potential roles such as Multifamily Asset Manager 1. SUPERVISION RECEIVED: Receives direction from the Senior Program Officer, or a position of a higher grade. SUPERVISION EXERCISED: None. POSITION SUMMARY: •Participate in structured training programs focused on multifamily asset management, financial analysis, property operations, and real estate market trends. • Work collaboratively to monitor and support the portfolio of affordable housing, both CHFA financed and otherwise documented, and that the properties and the residents meet requirements appropriately and adequately. • Support senior asset managers in reviewing and processing multifamily housing development compliance and operations documentation and participate in construction and/or permanent loan applications and requisitions. Responsible for database information entry, analysis and reporting, processing financial reports, asset management servicing, and reviewing loan documents. •Assist in evaluating potential investment opportunities, including acquisitions, refinancing, and dispositions, and help support the development of asset strategies. •Assist in preparing internal and external performance reports, including investment summaries and property updates for stakeholders. •Support the asset management team in overseeing property operations, including tenant relations, leasing, and property maintenance, ensuring properties are operating efficiently and aligning with financial goals. •Learn how to create and monitor client portfolios, ensuring they align with investment objectives. Requirements MINIMUM QUALIFICATIONS REQUIRED: Bachelor's degree in finance, business, accounting or related field. Experience in lieu of education will be considered. OTHER REQUIREMENTS: Requires strong analytical skills and knowledge of insurance, financial analysis, and principles of real estate. Requires solid organizational and interpersonal skills, and the ability to deal with different levels of management, both internal and external, and a willingness to adapt and learn new skills. Requires excellent verbal and written communication skills, accuracy, as well as strong computer skills, including Microsoft Word™, Excel™, and PowerPoint™. ALL OTHER DUTIES AS ASSIGNED: This is not an exclusive list of all job functions, and the employee is expected to complete all duties as assigned. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally. This job description in no way constitutes an employment contract or agreement. CHFA is an equal opportunity/affirmative action employer and strongly encourages the application of women, minorities, veterans, and persons with disabilities. CHFA EOE Salary Description $59788.25 - $89,681.82

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients. Essential Responsibilities Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests. Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management. Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency. Identify, research, and resolve investment performance and performance attribution data anomalies, system issues. Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires. Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification. Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements. Requirements Bachelor's degree, or equivalent, in accounting, finance, economics or business. Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities. Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel). Solid interpersonal, partnership and relationship building skills. Must be precise, thorough and detail oriented. Ability to work in a fast-paced environment. Preferred Requirements Prior investment performance, analytics and/or GIPS experience. Candidates who are actively pursuing or have CIPM, CFA, MBA etc. Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.

Job Description Columbus House, Inc. Job Posting: Full Time, FLSA Exempt, Non-Essential Donor Stewardship and Annual Fund Manager VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested & Mission Columbus House opened its doors in 1982 to provide services for men and women at least 18 years of age. Our goals quickly broadened from the mere provision of food and shelter and simple survival, to understanding and working toward overcoming the problems which cause people to become homeless. Columbus House, along with its core of loyal supporters, friends, and volunteers, has remained committed to fulfilling its mission: "To serve people experiencing homelessness or at imminent risk by providing life-saving outreach, shelter and housing and by fostering their personal growth and independence. We advocate for and create affordable housing to end homelessness in our communities." Purpose Under the direction of the Chief Development Officer, the Development Donor Stewardship and Annual Fund Manager participates in the creation and implementation of all plans and programs designed to raise awareness of Columbus House and its programs and services through networking and effective communication and marketing strategy in addition to managing the annual fund drive throughout the donor prospect cycle. Our goal is to raise awareness of the causes of homelessness and the work that Columbus House does to overcome those issues in an effort to continually build a base of new supporters. Duties and Responsibilities In collaboration with CDO create and implement donor stewardship and annual fund plan including events and engaging communications through targeted donor segments for establishing and cultivating donors throughout the giving cycle. Identify and manage annual fund donor prospects with support from the Donor Relations Specialist focusing on elevating giving (major gifts). Develop individual cultivation and solicitation strategies, create relevant engagement opportunities that support the progression of the relationship. Establish planned giving prospect outreach and education through direct mail, newsletters, and direct contact. Identify potential planned giving prospects and create the individual plan. Track progress to goal on annual fund. Conducts client, volunteer, and donor interviews as directed by CDO for inclusion in external communications. In collaboration with CDO identifies and maintains an updated list and relationships with media and other partners Assists in the preparation and dissemination of all media alerts and press releases. Coordinates press events. Creates media packets Assists in preparing staff for speaking engagements and community events Other related duties as assigned by the Chief Development Officer Some evening and weekend work will be required Qualifications Bachelor's Degree and 2+ years of experience in a non-profit Development Office Demonstrated commitment to ongoing professional development Excellent interpersonal, written and verbal communication skills Excellent planning and organizational abilities; comfortable working independently and proactively on multiple priorities Strong relationship building skills Excellent networking and donor outreach skills Strong analytical experience in managing donor data. Outstanding skills in the utilization of Microsoft Office programs Self-starter with excellent time management skills and a deadline oriented mindset Capable of seamlessly managing multiple assignments and priorities Good judgment and a strong sense of confidentiality High degree of reliability and punctuality Able to clearly articulate the Columbus House mission and is comfortable maintaining relationships with staff, managers, senior leadership, board members and all other Columbus House stakeholders Fully understands the goals and plans of the Development Department and works collaboratively and independently to achieve those goals Valid US driver's license and a good driving history Supervised by: Chief Development Officer Schedule: Monday- Friday 9:00am- 5:00pm with flexibility Salary range: $60,000 to $70,000 Benefits Medical, dental, and vision benefits are offered along with other additional voluntary coverages with full-time employment 401 K retirement plan with employer matching contribution Paid time off 10 paid holidays Please send your resume and a cover letter to Human Resources Generalist, Columbus House Inc., 586 Ella Grasso Boulevard P.O. Box 7093, New Haven CT. 06519 or fax to ************ or email to ******************** or apply at ********************* Equal Opportunity/Affirmative Action Employer: Protected Veterans and Individuals with Disabilities Encouraged to Apply

Job DescriptionDescription: Why Torrington Savings Bank? Looking to grow your career at a place where community, innovation, and opportunity come together? Torrington Savings Bank offers more than just a job-we offer a supportive environment where your skills and ideas can thrive. As a trusted financial institution with over 150 years of history, we're committed to serving our local communities while helping our employees reach their professional goals. Whether you're just starting out or looking to take the next step in your career, you'll find a collaborative culture, opportunities for advancement, and a workplace that values work-life balance. Join a team that takes pride in building relationships and delivering personalized banking experiences every day. Current Opportunity Portfolio Manager As Torrington Savings Bank continues to expand our commercial lending platform, we are seeking a motivated credit professional to support the growth and quality of our portfolio. In this role, you will manage an assigned portfolio of commercial loans while actively generating new business opportunities through strong internal partnerships and consistent engagement across the Bank's referral channels. You will also work closely with our Relationship Managers to screen, structure, and review commercial credit requests, assisting with renewals and ongoing portfolio maintenance. This position plays a key role in coordinating activity between Lending, Credit, and Loan Administration to ensure a smooth, high-quality experience for our clients from initial inquiry through closing and throughout the life of the relationship. Success in this role requires strong analytical skills, strong people skills, and the ability to build trust across departments. The ideal candidate is comfortable collaborating with multiple teams, driving new opportunities through internal relationships, and supporting efficient deal execution while maintaining the Bank's long-standing service standards. Primary Accountabilities/Responsibilities Manage an assigned commercial loan portfolio, maintaining strong credit quality through proactive monitoring, timely renewals and annual reviews, covenant tracking, construction loan administration, and consistent communication with clients. Support the origination and execution of commercial credit opportunities, partnering with Relationship Managers to screen, structure, and underwrite new loans, renewals, and modifications from initial inquiry through closing. Drive internal business development, generating new lending opportunities through strong cross-department relationships and helping deepen existing client relationships through effective service and follow-up. Coordinate closely with Credit and Loan Administration, ensuring efficient workflow, accurate reporting, smooth construction draw processing, and a seamless client experience across all phases of the lending lifecycle. Identify and support cross-sell opportunities by collaborating with Cash Management, Retail, and other internal partners to strengthen full-relationship banking and contribute to overall portfolio and fee-income growth. Provide departmental support and contribute to special projects as needed, assisting during high-volume periods and reinforcing a culture of teamwork and operational excellence. Requirements: Position Requirements: Minimum bachelor's degree or equivalent in a Financial related field. Minimum of 3 years of experience in commercial credit, portfolio management, or commercial lending support, with a strong understanding of underwriting fundamentals and portfolio monitoring practices. Knowledge of State and Federal lending laws and regulations, Bank policies and procedures, and credit standards. Excellent verbal and written communication skills. High attention to detail and comfort working in a fast-paced environment. Ability to develop and maintain business relationships, influence people, and structure sound credit solutions. Ability to perform under stress when confronted with emergency, critical, or unusual situations.

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank . Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: At PeoplesBank the AVP Commercial Portfolio Manager plays a key role in supporting our commercial lending team by managing assigned portfolios and performing in-depth financial analysis to ensure sound credit decisions. This position partners closely with lenders to structure loans, maintain compliance, and deliver exceptional client service. Responsibilities include portfolio administration, credit analysis, site inspections, and assisting with loan closings, while also mentoring junior team members and identifying cross-selling opportunities. Ideal candidates bring strong analytical skills, commercial credit experience, and the ability to work collaboratively in a fast-paced environment. Essential Duties and Responsibilities: Manage and analyze assigned commercial loan portfolios, including credit analysis, product enhancements, and portfolio administration. Conduct periodic site inspections to ensure compliance with loan agreements and terms. Support lenders by preparing documentation, providing technical guidance, and assisting with client or prospect relationships. Ensure quality and consistency in underwriting and credit activities, meeting or exceeding performance standards. Collaborate with Credit and Lending teams to resolve audit or examiner exceptions. Mentor and train Credit Analysts and Portfolio Managers to maintain accuracy and efficiency in credit analysis. Perform market or segment portfolio analysis as directed by senior leadership. Serve as a resource for business lines and assist senior management with project timelines and expectations. Provide backup support for lenders, addressing customer inquiries and ensuring a positive client experience. Participate in credit process early in client relationships, including call preparation and deal summary creation for leadership review. Attend loan closings, review legal documentation, and assist with closing comments for files. Monitor delinquency and overdrafts, initiate collection efforts, and participate in meetings to manage distressed accounts. Prepare quarterly watched asset reports as needed. Identify cross-selling and referral opportunities to support business growth. Develop expertise in designated industry segments and serve as a resource for Commercial and Credit teams. Engage in community and philanthropic activities to enhance the bank's visibility. Other related duties as assigned. Education and Experience: Bachelor's degree, preferably in business administration, finance or accounting. Minimum of two to four years of demonstrated progressive experience in a similar business role or within commercial banking sales Must have experience in underwriting a variety of credits, both commercial and real estate and C & I Or an equivalent combination of education and experience Skills Required: Demonstrated ability to maintain strong credit quality through accurate, timely, and comprehensive credit administration Ability to recommend appropriate loan structures, review documentation for loan closings, and identify weak credits or potential issues that could lead to problem loans or charge-offs Ability to work independently and provide mentorship to junior members on team Be knowledgeable on all regulatory requirements for lending and loan policy Strong communication, presentation and interpersonal skills Team oriented Computer/Technical Skills: Proficient in MS Office 365 Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

This role is responsible for assisting loan officers in the portfolio management activities (generally largest and most complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: Partner with loan officers to effectively administer the management of assigned commercial banking relationships. Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. Continuously monitor borrowing base reports and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. 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 financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. File all required reports, and resolve all related issues in a timely and efficient manner. May mentor less experienced Portfolio Managers. Other duties as assigned. Bachelor's degree in Business, Accounting, Finance or related fields 8 years commercial banking experience including credit underwriting Current valid driver's license Demonstrates excellent communication skills (verbal & written) Demonstrates expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. Demonstrates expert level of understanding of credit underwriting Demonstrates strong knowledge of bank products, services, and bank operations Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents Demonstrates strong analytical skills Demonstrates ability to be self starter, show initiative, and transfer knowledge to less experienced peers Demonstrates strong proficiency in Word, Excel, PowerPoint Demonstrates knowledge of commercial lending software **Compensation Range:** $99,750.00 - $214,370.00 _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