Product Manager, Portfolio Salary at Worldatwork Inc BETA

As an Associate at Stoker Ostler, you will work as a team member with one or more portfolio managers to provide an excellent client experience through account administration, services, financial planning, and timely communication. Our Associates primary responsibilities include each of the following: + Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly. + Client Service: Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums. Communicate with clients to address concerns and confirm transactions. + New Business Development: Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items. + Year-End Items: Provide back-office assistance for clients making fa

Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fid

HOA Portfolio Manager - HOAMCO (Scottsdale, AZ) HOAMCO - A great place to work! We are excited to be one of the industry leaders in HOA management. The Scottsdale HOAMCO office is looking for a talented and experienced HOA Portfolio Manager. This Manager is responsible for providing the overall supervision of a Portfolio of communities located in the Phoenix Metro. This manager will interact with internal and external customers including homeowners, vendors, Board Members, committee members, as well as staff in the Phoenix Metro. We're offering benefits after 60 days: Medical/Dental/Vision/Holiday Pay/PTO and more. Qualifications: 2-5 years of Portfolio Community Management Professional, Dependable Excellent customer service skills to build quality relationships with Board and Homeowners Job Duties: •Manage community according to governing docs, management agreement and contracts. •Proactive, clear communication with BOD, vendors, and internal team. •Financial acumen and competency pre

Product Manager Location: Phoenix Arizona (AZ) (Onsite) Job Type: Contract 12+ Months (W2) Job Description: Product Management /Portfolio, Project Management SAFe Agile Banking Domain (preferred) Qualifications and Experience: Experience in Product Management, Lean Portfolio Management, or Project Management with a proven track record of: Defining winning product constructs Delivering a product roadmap Experience in Payments and/or Digital Banking (preferred but not required) In-depth knowledge of Scaled Agile (SAFe) methodologies and lean processes Proven ability to manage large, complex products with multiple partners Strong relationship-building skills: Ability to establish and maintain effective working relationships across all levels within the organization, internally and externally Effective in engaging and influencing both technical and non-technical teams in a global organization Ability to predict and identify risks/opportunities from interdependencies of product deliveries S

Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Credit Administrator in Arizona. The Credit Administrator has oversight of a team of Underwriters and Credit Analysts. This position is responsible for consistent commercial underwriting and adherence to the company's credit policies and culture, PM development and pipeline management. Ensure appropriate level of regional portfolio management support for commercial lending platform by staying abreast of the regional deal pipeline and staffing deals appropriately. Support Portfolio Management knowledge and career development through participation in calls and customer meetings, understanding of credit and operating policies and business line strategies. Monitor, evaluate and coach Underwriters in portfolio management duties including underwriting new opportunities, renewals, modifications, Annual Review Jobs (ARJs), and covenant testing. Meet regularly with regional leadership and

Merrill Financial Solutions Advisor (Partially Licensed) Greater Arizona Market Phoenix, Arizona;Scottsdale, Arizona; Peoria, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole sel

Job Description Renewables Asset Manager, Commercial Strategy- Energy Storage Locations: FULLY REMOTE (Anywhere in the USA) This an opportunity to join an industry leading renewable energy venture and IPP with strong private equity backing that is focused on the development/execution of dynamic utility-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW of projects in a relatively short period of time, and are currently in an accelerated expansion phase. The Energy Storage Asset Manager will be joining a fairly new and growing Asset Management Division. This is a creative team focused on energy storage / battery storage asset management, O&M, energy trading strategies, and real-time operations. The Asset Manager will be leading commercial asset management and technical engineering optimization initiatives for innovative renewable energy battery storage assets in support of a nationwide utility-scale renewable energy portfolio. It will als

Position Summary With 46 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 88,000 acres under management, Walton is currently looking for a full-time Builder Land Finance Coordinator that will work out of our global headquarters in Scottsdale, AZ. The Builder Land Finance Coordinator will be an integral part of the Portfolio Management and Real Estate teams at Walton, working with 3rd party homebuilders to help to perform the underwriting of present and future land financing transactions to help inform executive decision making. This role will have companywide portfolio management responsibilities while working alongside the land asset management, capital markets, operations, and corporate finance teams. We are searching for a professional with real estate development experience, strong