45 portfolio manager jobs found

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm’s municipal bond market research and portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research/surveillance.     Job Responsibilities : Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb. Ongoing security valuations for various fixed income sectors prior to purchase to ensure compliance with Best...

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 Commercial Banking Relationship Manager Team Leader is responsible for managing a team of Relationship Managers (RMs), in addition to managing a portfolio of Commercial Banking relationships, including companies with annual sales typically between $5 MM - $100MM + . This role will also provide support for and development of direct...

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: Western Pennsylvnia *The successful candidate must live within the assigned territory. This role requires frequent travel throughout the territory. Regular, in person engagement with agency partners within your assigned territory is critical to maintain a level of field presence and visibility that supports Nationwide's commitment to deepening agency relationships and driving profitable growth. Successful candidates should possess: A strong...

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 advice...

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 Southeastern PA territory.  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...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Sr. Underwriter, Workers Compensation • Classification: Exempt/Full-Time • Reports to: AVP Underwriting or above • Travel: Up to 25% or more • Salary: $100,000.00-$140,000.00 Role overview DUAL North America is seeking a Senior Underwriter for the Transactional Risk division....

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 Posting End Date: October 05 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...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Client Adviser Reading Build something special with us At Howden, we're not just about insurance. We're about our people, our clients, and the relationships that make a difference. As we continue to grow our Mid-Market Practice, we're looking for an experienced Client Adviser to join...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Client Advisory Team Manager Reading Build something special with us At Howden, we're not just about insurance. We're about our people, our clients, and the relationships that make a difference. As we continue to grow our Mid-Market Practice, we're looking for a Client Advisory Team...

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 Capital Markets team continues to expand and is currently seeking a well-seasoned Foreign Exchange Operations Manager that will be responsible for maintaining a stable environment whereby the day-to-day operational functions, reporting, and servicing of our clients is performed efficiently and within the guidelines of the Capital...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking a   Real Estate Account Manager   to join our growing team in   Philadelphia, PA!   This is a hybrid role.     The Account Manager will serve as a trusted advisor to clients within Brown & Brown’s real estate practice,   providing   consultative risk management guidance. The role will require working directly with producers, carriers, underwriters, and our internal specialty distribution program in a collaborative, fast-paced environment. The Account Manager will manage a portfolio of middle-market commercial real estate accounts and   operate   with a high degree of independence.       How You Will Contribute :     Building and   maintaining   strong relationships with internal and external customers by providing quality...

Description With ride-hailing, on-demand delivery, and autonomous vehicles, options for transporting people and goods have never been so plentiful – or presented so many emerging risks. Drawing on Liberty’s vast commercial and personal lines expertise, Liberty Mutual Mobility Solutions (LMMS) represents an underwriting model that brings a full range of tailored solutions and nuanced pricing approaches to the sharing economy and new mobility marketplace. This dedicated practice combines creative commercial underwriting with actuarial, product development, client, and claims teams to deliver a robust insurance experience. Join our expanding underwriting team to foster change and innovation and partner with brokers and sharing economy and new mobility businesses to help this segment grow and thrive. As an LMMS Underwriting Manager, you will manage a team of underwriting professionals responsible for renewing and pursuing opportunities to achieve a balanced,...

Description Summary: The Treasury Management Solution Specialist I provides support to the Treasury Management – Business Banking segment and is responsible for onboarding and servicing requests for TM products and services with a focus and awareness of managing risk and adhering to policies and procedures. Duties and Responsibilities: Prioritizes servicing and onboarding requests in a timely and accurate manner, and acts as a key contact for customers Provides an advanced level of TM product knowledge & service support by resolving complex issues in a timely and accurate manner Performs training to customers on TM products, including troubleshooting, installing software, and may include providing customers with product demos Supports TMA with pipeline management, specialist pricing, identifies cross-sale opportunities across portfolio, makes referrals in Max, and creates RFPs, proposals and...

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 advice...

About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world. Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement. Manager, Security & Governance The Manager of Security & Governance will lead our security and governance program, owning cybersecurity operations, risk management, compliance, business...

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...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated trust and individual federal, state and local tax returns, as well as tax reporting for investment management accounts. The incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax issues and notices. Job Responsibilities: Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned investment management, trust and individual accounts/clients. Collect and maintain...

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Commercial Lines Account Executive join our team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...