43 portfolio manager jobs found

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank is currently seeking a Relationship Manager for our Commercial & Industrial (C&I) group.  The Relationship Manager manages commercial banking relationships for companies with annual sales typically between $5-$150MM+ total exposures of $5-30M.  Companies will primarily be family-owned but also PE-owned, and the incumbent...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

We’re seeking a Director of Operations to take ownership of the operational backbone of a growing insurance program manager with delegated underwriting authority. This role is at the center of the business, working across underwriting, carriers, regulators, vendors, and parent company support teams to manage operations efficiently while identifying opportunities for improvement. The right person is organized, driven, and comfortable stepping into complex projects and taking ownership. This is a hands-on leadership role with broad visibility and significant room to grow with the business. Your Impact: Lead and manage overseas outsourcing partners responsible for submission clearance, rating, endorsement processing, and other policy administration functions; set expectations, track performance, and improve workflows. Oversee and develop a small internal operations team handling policy servicing, agency appointments, and licensing. Serve as primary liaison to parent company...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Territory: Pennsylvania - Central PA *This territory will be centered in and around Central Pennsylvania. The successful candidate must live within assigned territory. Ideally, this individual will be based in the Harrisburg or Hershey areas, though other locations in Pennsylvania will be considered. This role requires frequent travel throughout the territory. Regular, in person engagement with agency partners within your assigned territory is critical to...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and...

As a Senior Product Manager, Risk Evaluation & Delivery , you will be responsible for defining and driving the product roadmap in alignment with the product vision and Objectives & Key Results. You will collaborate with Product Owners, Digital & Technology leaders, business owners, and key stakeholders to gather input and refine priorities. Your role will involve integrating usability studies, customer research, and data/AI standards into product requirements to ensure a customer driven, high impact, and compliant design. You will define and maintain end-to-end product journeys, identifying data input/output needs and aligning with value stream goals, while ensuring the customer experience meets standards set by the Customer Advocacy Center of Excellence. This role supports a portfolio of products that enable digital risk evaluation, underwriting decisioning, and the delivery and communication of underwriting outcomes across customer-facing and field-facing...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial...

Job Posting End Date: April 30 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

Job Description NewLane Finance is seeking an individual to assist the credit and risk modeling and analytics function using data to advance credit risk behavior and quantification of these risk and return tradeoffs through the deployment of models and algorithms to optimize such strategies. This role will be responsible for providing analytical/quantitative input to help develop, implement, and monitor the build of complex commercial small business Expected Default (ED) and Probability of Default (PD) credit default models.  The successful candidate will use their business analysis, process, and quantitative knowledge to ensure business intent is matched with modeling outcome, and document development decisions under SR11‐7 guidelines. In addition to responsibilities on individual modeling projects this role will be expected to work on ad‐hoc projects as needed. Communicating model mechanics and articulating nuances to leadership will be an important aspect of the role. This...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs With over 50 years in the Programs space, AIG Programs is an industry leader in the U.S. Program business. We focus on developing strategic solutions designed to make Program Administrators’ lives easier. By leveraging our breadth of offerings and dedicated Underwriting, Claims and Loss Control teams, we offer exceptional service and solutions. We serve niche markets on both an admitted and non-admitted basis, through market leading infrastructure and underwriting expertise. How you will create an impact A Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be flexible, learn on the job and maintain a “can do” attitude.  Program Manager is responsible for the...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position to be based in territory which includes Philadelphia metro area. #LI-CL1 #LI-Remote Job Description Summary Do you thrive in an environment where you can put your critical thinking and communication skills to work every day? Do you appreciate being able to contribute individually as well as collaboratively? Our Surety Underwriting team values initiative, the ambition to grow and learn, a broad skill set that includes everything from marketing to...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and...

Overview Good Things Start Here.   Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities Berkshire Hathaway GUARD is seeking talented and results-driven professionals to join our team as an Assistant Product Manager for our Commercial Auto line of business. This individual will collaborate closely with the line of business leader and play a pivotal role in documenting and...

Overview Good Things Start Here.   Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities Berkshire Hathaway GUARD is seeking talented and results-driven professionals to join our team as a Sr. Product Manager for our Commercial Auto line of business. This individual will collaborate closely with the line of business leader and play a pivotal role in documenting and...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: Our team of Large Account Primary Casualty Underwriters are high level individual contributors responsible for overall management, business development, growth and profitability of a book of Large Account Casualty business spanning a wide range of industry segments and revenue bands (Manufacturing, Distributors, Education, Real Estate, Technology, Wholesale, Retail, Service classes)....

UFG is looking for a Sr. Production Underwriter to join our team in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members.   The individual in this role will have a territory in PA. Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance. Demonstrate critical thinking in assessing the risk and identifying exposures and controls. Price risk...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Asset Recovery Relationship Manager (ARRM) will assume the responsibility for the collections/restructuring and relationship management of problem CRE and C&I loans with exposure up to or over $10,000,000 (Level I: up to $1 million; II: up to $5 million; III: up to $10 million; IV: over $10 million ) within the real...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs The Program Manager reports directly to the Programs Team Leader.  As a highly motivated, results-oriented problem solver who exemplifies a willingness to be flexible, learn on the job, and maintain a “can do” attitude you will be responsible for the underwriting, marketing and portfolio management of each assigned Program.  You will have a unique opportunity to experience various industries and classes of business across a very diverse programs portfolio. Not only will you gain multi-faceted experience in terms of package line of business (not just Property or just Casualty), you will also get multi-functional experience – in addition to underwriting, you will gain knowledge and have the opportunity to lead in other...