5 portfolio manager ii jobs found

The Agency Sales Manager II is responsible for managing and growing a portfolio of agency relationships within an assigned group. This role combines sales leadership, business development, and relationship management to drive new business growth, improve agent performance, and expand Hagerty’s market presence. By leveraging business intelligence, collaborating with internal partners, and engaging with agents, the Agency Sales Manager ensures alignment with company goals and solidifies Hagerty’s brand position in the marketplace. Ready to get in the driver’s seat? Join us! What you’ll do Agency & Relationship Management: Oversee a defined territory of agency partners, maintaining strong relationships and driving growth through consultative engagement. Business Development: Develop and execute business plans to increase new business written premium, agent production, and retention. Sales Growth: Drive sales through agency engagement, awareness campaigns,...

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...

Description Summary: As a C ommercial Portfolio Manager III– CSG Corporate Mortgage Finance , you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).    The CMFG Portfolio Manager III requires 5-10 years of relevant commercial credit experience preferably within corporate mortgage finance or other specialty finance industry; proven communication and collaboration skills and excellent organizational skills. Please Note: This position is open to remote or hybrid work. This position reports to the Portfolio Management Team Leader. In this role, as a Portfolio Manager III, you will be performing the following responsibilities: Portfolio Management:  Structure, underwrite, and close complex direct lend...

Overview The IT Project Portfolio Analyst II reports to the Director of Portfolio Management within GTO and is responsible for leading and advancing the full Portfolio Management Lifecycle—from demand intake through project closure and value realization—for IT initiatives within their assigned business unit(s). This role partners closely with both business and IT leadership to proactively monitor project and portfolio health, leveraging a variety of Microsoft tools to support governance, resource and time management, and reporting. The Analyst ensures all work aligns with and adheres to established Portfolio Process standards. Responsibilities - Support the analysis and organization of incoming demand , helping assess priorities and gather business case details to inform portfolio decisions. - Assist in maintaining governance around intake processes , including documenting requests, coordinating demand sizing activities,...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Running a farm or ranch has always involved a lot of risks. But these days, rapid changes in the industry are raising the stakes. Advanced technologies and new environmental concerns are pushing farming and ranching in new directions. But no matter how much things change, one thing...