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senior portfolio manager Pennsylvania

18 senior portfolio manager jobs found

One80 Intermediaries
02/27/2026  
Director of Operations
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...
One80 Intermediaries PA, USA Full Time
WSFS Bank
02/23/2026  
Senior Relationship Manager - Middle Market Banking
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...
WSFS Bank Philadelphia, PA, USA Full Time
WSFS Bank
01/30/2026  
Senior Asset Recovery Relationship Manager
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...
WSFS Bank Philadelphia, PA, USA Full Time
WSFS Bank
03/02/2026  
Business Banking Relationship Manager II- Chester County, PA
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...
WSFS Bank PA, USA Full Time
WSFS Bank
03/02/2026  
Business Banking Sales Manager - PA/ NJ Market Leader
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 Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...
WSFS Bank Philadelphia, PA, USA Full Time
CNA
02/26/2026  
Data Analytics Consultant (Portfolio Management)
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.  Consider joining CNA Insurance’s Portfolio Management Data Analytics team, which partners closely with Underwriting and business leadership to drive strategy execution, accountability, and profitable growth through analytics and insight. This team leverages data and analytics synthesized from across the organization to ensure underwriting strategies are effectively translated into measurable actions and outcomes. The Data Analytics Consultant is an individual contributor position reporting to the Data Analytics Director. Under technical direction, you will design, analyze, and model moderately complex organizational data to deliver business insights that drive strategy execution,...
CNA Radnor, PA, USA Full Time
UFG Insurance
02/23/2026  
Sr Production Underwriter
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...
UFG Insurance PA, USA Full Time
WTW
02/08/2026  
Client Advocate (Life Sciences)
The Client Advocate (CA) is responsible for managing, growing, and retaining a book of complex client relationships.  The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts. The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time,...
WTW Philadelphia, PA, USA Full Time
Reliance Matrix
02/03/2026  
Manager, Investment Accounting
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...
Reliance Matrix Philadelphia, PA, USA Full Time
Liberty Mutual
02/02/2026  
Executive Underwriter, Middle Market Multi-Industry
Description Join our successful team where you’ll manage a profitable middle-market P&C portfolio, make meaningful underwriting decisions, and partner closely with producers, risk engineering, and claims. This role offers real underwriting authority, exposure to complex accounts, and the resources of a top-tier organization to win and retain business. Responsibilities Manages portfolio of brokers/agents & clients. Leverages market presence and expertise to develop and underwrite profitable business, acting as a representative for Liberty. Has relationships with senior/market-leading brokers and/or key agents. Maintains a strong market presence, including established relationships with agents and brokers. Looks to strengthen these relationships and develop new ones. Articulates key coverage differences with a high degree of detail. Provides significant input into the business and marketing planning process, including advanced data-driven insights...
Liberty Mutual Pittsburgh, PA, USA Full Time
The Hartford
12/14/2025  
Investment Management Attorney
Counsel - 87LA4E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              “Hartford Funds” is the marketing name for Hartford Funds Management Group, Inc. and its subsidiaries, which include two registered investment advisers, a broker-dealer, and a transfer agent.  Hartford Funds is the sponsor of the Hartford Funds Family of Funds (the “Funds”), which is a suite of mutual funds, exchange-traded funds, and non-exchange listed closed-end funds.  Hartford Funds also manages 529 college savings plans and separately managed account model portfolios.  As of November 30, 2025, Hartford Funds had approximately $155 billion in assets under management. Opportunity :  Hartford Funds is seeking a mid-level investment management attorney (5+...
The Hartford Wayne, PA, USA Full Time
Ryan Specialty
12/11/2025  
Senior Underwriter
Position Summary The Senior Property and Casualty Underwriter is responsible for overseeing and managing property and casualty business workflows, providing technical expertise and ensuring adherence to underwriting guidelines. The role develops strategies for new business opportunities and portfolio retention and actively contributes to achieving business targets. They cultivate long-term broker relationships, while also supporting training for new staff in underwriting processes. What will your job entail? Job Responsibilities: • Oversees and strategically manages workflows for new property and casualty business and renewals, showcasing advanced professionalism, technical expertise, and adherence to underwriting guidelines. • Evaluates, prioritizes, and selects submissions and prices risks that will develop an underwriting profit for the carrier, refers or declines risks that present excessive risk.  • Drives risk assessment comprehensively, evaluating factors such as...
Ryan Specialty Exton, PA, USA Full Time
Berkshire Hathaway GUARD
12/08/2025  
Property Line Product Manager
Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...
Berkshire Hathaway GUARD Philadelphia, PA, USA Full Time
WSFS Bank
11/28/2025  
Director of Investment Operations & Administration
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 Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to...
WSFS Bank Berwyn, PA, USA Full Time
AIG
10/07/2025  
Actuary & AVP - Lexington Property Pricing
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Actuary & Assistant Vice President - Lexington Property Pricing to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact We are seeking an actuarial professional with industry expertise to lead the Lexington Property pricing team.  The individual will partner with the business and support teams on strategy, risk selection, pricing, and portfolio construction.  They will also partner with other pricing actuaries in...
AIG Philadelphia, PA, USA Full Time
Ryan Specialty
08/04/2025  
Senior Account Executive
Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities: • Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning. • Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services. • Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk...
Ryan Specialty Media, PA, USA Full Time
AIG
08/03/2025  
Client Director
Client Director   Join us as a Client Director to play a highly influential role in protecting our clients and growing our business.   Where you can make an impact: Client & Broker Engagement   At AIG, we are reimagining the way we help clients manage risk through a differentiated value proposition. Join us as a Client Director to play your part in our transformation. It is an opportunity to grow your skills and experience as a valued member of the team. Our Client Engagement team manages AIG’s major client relationships across all product lines, as well as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience – our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client’s needs.   What you need to know:   AIG North America Commercial Insurance has an exciting opportunity for a Client Director. The responsibilities will...
AIG Philadelphia, PA, USA Full Time
UFG Insurance
07/25/2025  
Sr Production Underwriter
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...
UFG Insurance Philadelphia, PA, USA Full Time

 

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