Portfolio Manager Jobs in Iowa

- 247 Jobs
  • Sr. Investment Officer

    First Community Trust, N.A 3.8company rating

    Portfolio Manager Job In Dubuque, IA

    First Community Trust- Sr. Investment Officer We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm. We are seeking a Senior Investment Officer to join our rapidly growing team. This individual will provide essential support to our Chief Investment Officer (CIO) in managing and analyzing client investments. This role will assist in crafting and maintaining client portfolios, ensuring alignment with targeted portfolio mixes, and producing market and economic analyses. The ideal candidate will have a strong background in investment research, portfolio construction, and compliance, with a passion for market trends and client-focused solutions. Responsibilities: Manage investments in accordance with specified objectives ensuring consistency with the needs of principal, beneficiaries and remaindermen. Regularly monitor and adjust portfolios to ensure they are aligned with the defined Investment Objectives. Assist the CIO and Trust Administrators with various compliance and management reports. Conduct research and analysis of stocks, bonds, ETFS and mutual funds for client portfolios. Prepare materials for client account reviews, including analysis of portfolio performance and market conditions. Collaborate with administrators to present portfolio reviews and investment strategies to clients and prospects. Create presentations on market conditions, economic trends, and relevant investment insights for clients. Requirements: Bachelor's degree in finance, accounting or economics or equivalent experience. 5+ years' experience in investment research, analysis, and portfolio construction. Strong understanding of financial markets, asset allocation and investments. Exceptional analytical skills with the ability to interpret complex data. Proficiency in financial software and reporting tools. Excellent written and verbal communication skills. Experience in presenting financial material to clients and prospects. *Credit and criminal history verification will be required of all applicants. Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you have a passion for helping people meet their financial goals please submit your resume, cover letter and salary requirements.
    $84k-133k yearly est. 23d ago
  • Branch Manager

    Frontline Recruit 4.4company rating

    Portfolio Manager Job In Johnston, IA

    Our client bank is seeking a branch manager with experience in commercial lending or experience on the operations side of banking. Serious candidates must have at least 5 years of banking experience. Our client offers competitive pay and bonus.
    $35k-45k yearly est. 12d ago
  • Strategic Portfolio Manager I (Des Moines, IA)

    Principal Financial Group 4.6company rating

    Portfolio Manager Job In Des Moines, IA

    **What You'll Do** Partner with portfolio leaders, teams, and enterprise stakeholders to influence and ensure portfolio alignment with enterprise strategy. This includes pursuing the following: clear priorities, visible and managed dependencies, and effective trade-off decisions required to optimize business outcomes within resource constraints. Serve as a trusted collaborator and advisor to the portfolio leadership team. Share, communicate and promote the portfolio vision to ensure visibility of products/services across the enterprise. Foster change leadership buy-in to continuously improve portfolio management outcomes. Leverage effective portfolio management tools and techniques which complement the operating model. + Execution of Strategy - Ensure alignment to Business and Enterprise strategic priorities and objectives and the achievement of strategic outcomes. Maximize use of data and analytics to inform decision making towards building the right things. Partner with portfolio stakeholders to deliver results that advance strategic outcomes. + Communication & Transparency - Lead and proactively communicate results, progress, risks, roadblocks, financial aspects, and data to teams, sponsors and stakeholders ensuring collaboration, decision making, and direction. + Drive Change - Lead continuous improvement, partnering with leaders, coaches, and team members to foster discovery and innovation, improve delivery speed, increase transparency, and achieve strategic outcomes. Advocate, influence, and lead change to become a more high-performing organization with an innovative culture. + Organizational Management - Effectively drive the portfolio to execute on customer needs and business objectives through organizing, communicating transparently, aligning and collaborating, and managing dependency and risk. Work across teams and vendors to remove impediments and ensure decision making leverages data where possible. + Perform other job-related duties or special needs as required. **Who You Are** + 8+ years of demonstrating progressive responsibility for strategic integration, stakeholder alignment, complex decision making, analysis, and informal leadership or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education + 4+ of those years listed above, having direct responsibility for management of complex, cross-functional initiatives + Must possess excellent leadership, communication, presentation, facilitation, planning, and decision-making skills + Must be able to build and maintain relationships and facilitate collaboration and communication, including being perceived as a leader at all levels without formal authority + Must be results oriented and able to adapt and deal with ambiguous situations and manage expectations + Must be able to execute effectively in matrix management environment + Must have a strong business acumen and an understanding of the capabilities of information technology and applications to identify opportunities for process improvement + Experience and/or proven ability to assess organizational culture and operating model needs; and appropriately adapt to deliver required results + Must be able to operate in ambiguous environments + Minimal travel may be required, including overnight stays **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $123000 - $167000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Additional Information** **Work Environment** This role offers in-office, hybrid (blending at least three office days in a typical workweek) in our **Des Moines** office. You'll work with your leader to figure out which option may align best based on several factors. **Work Authorization/Sponsorship** At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 3/26/2025 **Most Recently Posted Date** 3/26/2025
    $123k-167k yearly 4d ago
  • Portfolio Manager, Emerging Technologies

    Danfoss 4.4company rating

    Portfolio Manager Job In Ames, IA

    We are looking for a Portfolio Manager to join our Hydrostatics Portfolio & Product Marketing team. The primary responsibility is to own the divisional go-to-market strategy for the Electrification of hydrostatic products in Off-Highway machinery. There exists opportunity to additionally have product line responsibilities in lieu of aforementioned primary responsibility. As Portfolio Manager, you will collect market needs and provide portfolio strategic direction and roadmap on emerging technologies to ensure short and long-term profitable growth. In addition, you will lead the divisional technology and business case development process. In this case, we talk about 3 specific locations. Neumunster (or Hamburg), Germany, Ames, Iowa and Eden Prairie, Minnesota. We may be willing to accommodate a home office if you are not located close to any of those mentioned locations. However, in any case, we do request you to travel to the office as required. Job Responsibilities Responsibilities for this position include, but are not limited to, the following. Identify and secure business opportunities and relationships with existing or prospective customers to materially grow the technology ideation funnel Develop a leading market position in electrification in Off-Highway segments and applications Seek, build and maintain customer front end relationships in order to deliver a sustainable pipeline of new projects and opportunities Lead the technology planning process in collaboration with broader Portfolio Team (including but not limited to Business Unit Sales, New Product Development teams and other Portfolio Managers) Lead the business case development of new technology or solution launches Actively contribute to the creation of technology line roadmaps This role requires ~10% of travel (globally) Background & Skills The ideal candidate possesses these skills Required (basic) qualifications Bachelor or higher degree in Engineering, Physics, Economics, Business or another relevant technical discipline Fluent in English language skills (oral and written) Minimum of 5 years experience with Hydraulics or in an adjacent market/industry Including experience with Electrification, low or high voltage systems or automotive market Have a deep segment insight to Off-Highway machinery or applications experience Preferred qualifications Experience with electronics and software is a bonus Poses a “go-do” attitude with strong competence in business strategy and development You can collaborate and inspire cross divisional and functional teams, story-tell and present to a broad range of audiences, technical and commercial Experience with Danfoss Product Development Process (PDP), SAP, AIIMID, Salesforce Danfoss - Engineering Tomorrow At Danfoss, we are engineering solutions that allow the world to use resources in smarter ways - driving the sustainable transformation of tomorrow. No transformation has ever been started without a group of passionate, dedicated and empowered people. We believe that innovation and great results are driven by the right mix of people with diverse backgrounds, personalities, skills, and perspectives, reflecting the world in which we do business. To make sure the mix of people works, we strive to create an inclusive work environment where people of all backgrounds are treated equally, respected, and valued for who they are. It is a strong priority within Danfoss to improve the health, working environment and safety of our employees. Following our founder's mindset ‘action speaks louder than words', we set ourselves ambitious targets to protect the environment by embarking on a plan to become CO2 neutral latest by 2030. Danfoss is an EO employer and VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected category.
    $86k-120k yearly est. 38d ago
  • Product Portfolio Manager

    Copeland 3.9company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! In This Role, Your Responsibilities Will Be: * Understand Portfolio Uses in the Market * Maintain a knowledge base of competitive products on the market * Understanding Customer Use cases for product expansions * Finding new opportunities for existing products in existing or new markets * Travel to customer sites for face-to-face interaction * Improve financial performance * Profitability improvement, supply chain resiliency, global reach * Lead time initiatives * Product enhancements and reinventions to extend the product lifecycle * Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. * Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit * Drive Product Awareness and Technical Expertise * Act as Product spokesperson, create technical papers, speak at trade shows, share success stories * Work with Marcom on sales collateral to extend product awareness in the marketplace * Develop user documentation and marketing material * Serve as subject matter expert to solve issues * Train Sales and Service personnel (product and market segment focus) * Train Education Services personnel and support coursework development Who You Are: Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. For This Role, You Will Need: * Master's Degree in Business or Engineering Management * 2+ years of industry experience * Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs * Experience with Industrial Business to Business sales * Experience in process engineering, sales, or marketing * Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications * Solid understanding of commercial and technical applications of control valves or similar products. * Ability to effectively communicate with technical experts and non-technical salespeople * Capable of developing strong global relationships * Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition * Strong organizational skills * Ability to maintain keen attention to detail, multitask, and work well under pressure * Legal authorization to work in the United States - sponsorship will not be provided for this position Preferred Qualifications That Set You Apart: * MBA * 5+ years of industry experience Our Culture & Commitment to You At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives,because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results. We recognize the importance of employee well-being. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave #LI-AN1
    $73k-119k yearly est. 4d ago
  • Portfolio Manager, Private Wealth

    Midwestone Financial Group, Inc.

    Portfolio Manager Job In Dubuque, IA

    Small enough to care. Big enough to deliver. As a Portfolio Manager in Private Wealth, this position will work closely with the Portfolio Management team to manage investment portfolios of managed accounts within the department and to recommend, direct and oversee investment activity. This position will also work with the Private Wealth team to sell new Private Wealth households and service existing client relationships. The Portfolio Manager carries out various support duties using a strong understanding of stocks, bonds, mutual funds, and other traditional financial services. Assists in investment analysis, supporting the creation of specific investment strategies as well as monitoring and managing those strategies. Responsible for maintaining structure and procedures for efficient promotion, delivery and servicing of investments. Responsibilities * Manages investment portfolios of Private Wealth clients that are appropriately suited for individual account objectives. * Coordinate the trading and day-to-day management of client portfolios. * Actively supports sales and service process of Private Wealth by attending sales meetings, assisting in prospecting, and servicing existing client relationships. * Works closely with other portfolio managers to align investment strategies, analyze market data and research, discuss investment philosophy, create new investment strategies, collaborate on reporting, etc. * Assists in managing monthly investment activity reports and reviews with the Trust and Investment Committees. * Manages and recommends changes to holdings in specific investment model strategies. * Actively participates in tactical asset allocation and manager search and selection decisions on behalf of Private Wealth. * Analyzes individual account portfolios and conducts special research at the request of clients and Private Wealth Relationship Managers. * Active listening and communication skills to effectively communicate investment decisions to internal partners and external clients/prospects. * Responsible for Portfolio Manager specialty as assigned by Senior Management. * Other duties may be assigned Qualifications * Bachelor's degree or equivalent combination of post high school education and related work experience. * 10+ years of investment management experience preferred. * A thorough knowledge of the investment field including the technical aspects of trading and analyses of securities highly preferred, as well as a solid understanding of and experience in dealing with capital markets and working with high-net worth clients. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employee Stock Ownership Plan * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts * Take Your Dog to Work Day in June * Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $66k-120k yearly est. 46d ago
  • Portfolio Manager, Private Wealth

    Midwestone Bank

    Portfolio Manager Job In Dubuque, IA

    Small enough to care. Big enough to deliver. As a Portfolio Manager in Private Wealth, this position will work closely with the Portfolio Management team to manage investment portfolios of managed accounts within the department and to recommend, direct and oversee investment activity. This position will also work with the Private Wealth team to sell new Private Wealth households and service existing client relationships. The Portfolio Manager carries out various support duties using a strong understanding of stocks, bonds, mutual funds, and other traditional financial services. Assists in investment analysis, supporting the creation of specific investment strategies as well as monitoring and managing those strategies. Responsible for maintaining structure and procedures for efficient promotion, delivery and servicing of investments. Responsibilities Manages investment portfolios of Private Wealth clients that are appropriately suited for individual account objectives. Coordinate the trading and day-to-day management of client portfolios. Actively supports sales and service process of Private Wealth by attending sales meetings, assisting in prospecting, and servicing existing client relationships. Works closely with other portfolio managers to align investment strategies, analyze market data and research, discuss investment philosophy, create new investment strategies, collaborate on reporting, etc. Assists in managing monthly investment activity reports and reviews with the Trust and Investment Committees. Manages and recommends changes to holdings in specific investment model strategies. Actively participates in tactical asset allocation and manager search and selection decisions on behalf of Private Wealth. Analyzes individual account portfolios and conducts special research at the request of clients and Private Wealth Relationship Managers. Active listening and communication skills to effectively communicate investment decisions to internal partners and external clients/prospects. Responsible for Portfolio Manager specialty as assigned by Senior Management. Other duties may be assigned Qualifications Bachelor's degree or equivalent combination of post high school education and related work experience. 10+ years of investment management experience preferred. A thorough knowledge of the investment field including the technical aspects of trading and analyses of securities highly preferred, as well as a solid understanding of and experience in dealing with capital markets and working with high-net worth clients. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employee Stock Ownership Plan Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $66k-120k yearly est. 60d+ ago
  • Manager, Network Investments

    Meta 4.8company rating

    Portfolio Manager Job In Des Moines, IA

    Connecting the world requires alternative approaches to building and deploying telecom network infrastructure. Through direct engagement with partners around the world, the Network Investments Team seeks to foster the development of the infrastructure needed to support Meta's AI and family of applications. This is a great opportunity for someone who's passionate about building large-scale networks that have social impact and a desire to leverage your product development and analytics skill sets to expand into the next phase of network development. As a Network Investments - Manager, you will work closely with internal planning and engineering partners to develop long-term strategy and execution plans, as well as externally with vendors to drive critical infrastructure strategies and acquisitions. **Required Skills:** Manager, Network Investments Responsibilities: 1. Drive long-term network acquisition strategies for North America. 2. Manage and grow a team of network acquisition ICs, and participate in their career development. 3. Accelerate the team's efficiency by collaborating with the systems development, planning, engineering, and deployment teams to increase tooling/automation and refine processes. 4. Leads delivery of team goals in alignment with company objectives, through metrics, clear prioritization and accountability management. 5. Work with finance teams to forecast capital and operational expenditures for network expansion. 6. Provide direction and enable ICs to drive strategic acquisition strategy with vendors, and the team. 7. Drive organization team structure and establish clear lines of accountability across initiatives. 8. Develop collaboration across key partner teams (Engineering, Planning, Finance, Legal and Deployment). 9. Strategic execution and problem solving. 10. Measurement and operational delivery. 11. Capacity to travel up to 30% of time. **Minimum Qualifications:** Minimum Qualifications: 12. Minimum Bachelor's degree in engineering related field or equivalent experience. 13. 15+ years of experience working within a network supply chain environment for an operator, hyperscaler, or dark fiber provider. 14. 5+ years experience as a people manager. 15. Experience recruiting, developing, and retaining top performing teams. 16. Understanding of the dark fiber market, commercial, and contractual requirements. 17. Experience developing and negotiating multi year strategic sourcing plans. 18. Effective communication with experience presenting and delivering content to leadership teams. 19. Organizational leadership/team development. **Preferred Qualifications:** Preferred Qualifications: 20. Managing teams with dark fiber commercial execution experience. 21. Executive level relationships across the North America dark fiber providers. 22. Proven track record of building processes and tools to scale a team's efficiency across capacity demand pillars. 23. P&L responsibility, experience with producing financial reports/insights, budget planning and financial management. 24. Software/Product Development experience as developer and/or manager. **Public Compensation:** $191,000/year to $271,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
    $191k-271k yearly 9d ago
  • Product Portfolio Manager

    National Instruments Corp 4.5company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! In This Role, Your Responsibilities Will Be: * Understand Portfolio Uses in the Market * Maintain a knowledge base of competitive products on the market * Understanding Customer Use cases for product expansions * Finding new opportunities for existing products in existing or new markets * Travel to customer sites for face-to-face interaction * Improve financial performance * Profitability improvement, supply chain resiliency, global reach * Lead time initiatives * Product enhancements and reinventions to extend the product lifecycle * Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. * Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit * Drive Product Awareness and Technical Expertise * Act as Product spokesperson, create technical papers, speak at trade shows, share success stories * Work with Marcom on sales collateral to extend product awareness in the marketplace * Develop user documentation and marketing material * Serve as subject matter expert to solve issues * Train Sales and Service personnel (product and market segment focus) * Train Education Services personnel and support coursework development Who You Are: Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. For This Role, You Will Need: * Master's Degree in Business or Engineering Management * 2+ years of industry experience * Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs * Experience with Industrial Business to Business sales * Experience in process engineering, sales, or marketing * Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications * Solid understanding of commercial and technical applications of control valves or similar products. * Ability to effectively communicate with technical experts and non-technical salespeople * Capable of developing strong global relationships * Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition * Strong organizational skills * Ability to maintain keen attention to detail, multitask, and work well under pressure * Legal authorization to work in the United States - sponsorship will not be provided for this position Preferred Qualifications That Set You Apart: * MBA * 5+ years of industry experience Our Culture & Commitment to You At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives,because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results. We recognize the importance of employee well-being. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave #LI-AN1
    $79k-123k yearly est. 4d ago
  • CX Portfolio Manager - Solution Offerings

    EDB 4.2company rating

    Portfolio Manager Job In Des Moines, IA

    **A Little About Us** EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's data-driven solutions enable customers to modernize legacy systems and break data silos while leveraging enterprise-grade open source technologies. EDB delivers the confidence of up to 99.999% high availability with mission critical capabilities built in such as security, compliance controls, and observability. For more information, visit ******************** Join our team as the Portfolio Manager for Customer Experience Lifecycle Services, an offering designed to provide customers with the services they need (inc. planning, architecture, health checks, training, support) to achieve a successful outcome with EDB Postgres AI. You will work to design, launch and iterate the offering itself to ensure it provides meaningful customer value and helps them achieve their goals with EDB Postgres AI. This includes ensuring our internal and external stakeholders have a clear understanding of the value they are receiving, have the opportunity to provide meaningful feedback and achieve the measurable outcomes that they expect. To achieve this you will design and iterate on the definition of the lifecycle services offering(s) to ensure they meet customer needs, execute our GTM motion (creation of GTM collateral and sales enablement), and continuously monitor our performance (track program effectiveness and customer adoption). You will work closely to drive alignment with key stakeholders across Product/Engineering, CX and Sales to ensure a holistic customer experience. **What your impact will be:** + Define offerings based on industry best practices, EDB customer needs and Customer Experience design principles for adoption and expansion of EDB products. + Develop sales and marketing messaging and collateral that aligns with customer needs, offering value proposition and deal closure. Identify sales collateral and artifacts that help manage sales pipeline, messaging and conversion. + Develop delivery readiness strategy in line with offering definition, coach and train our delivery teams to ensure they are able to effectively leverage the best practices to service our customers. + Drive awareness and alignment of the offering roadmap and customer feedback within the CX and Product management organization + Partner closely with key stakeholders across Product, Engineering and CX to ensure offerings reflect best practices, product features and messaging + Proactively work to ensure training collateral and best practices are kept up-to-date with new releases, service capabilities and customer learnings + Ability to influence cross-functional leaders and teams to create a better customer outcome **What you will bring:** + Experience in Services Product Management for an Enterprise Software company or Global Systems Integrator + 4+ years of technical solutions, product management, services management and/or consulting experience + Experience engaging with multiple stakeholders across functions in sales, marketing, products and engineering + Ability to quickly develop a perspective, refine with discussions and execute with urgency + Demonstrated experience in fostering deep stakeholder relationships and solutions + Evidence of influencing product/service improvements based on customer feedback + Proven ability to create and manage technical tools and assets to support service delivery EDB is committed to supporting our employees' overall well being by offering a range of benefits and resources to promote a healthy work-life balance and wellness. We provide access to CuraLinc to aid employees in health and wellness tips and practices, as well as Wellness Fridays extending to December 2025! Check out our career site for more information on perks and benefits and reach out to our Talent Acquisition team for region specific benefits. We know it takes a unique mix of people and skills to help us in our mission to supercharge Postgres, and we understand that not everyone will check every box. We'd love to hear from you and we want you to apply! EDB is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. EDB was built on a commitment to trust and respect each other and to embrace an array of people and ideas. These values remain at the center of our culture and are key to our company's integrity. EDB does not seek or accept unsolicited resumes or CVs from recruitment agencies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee. \#LI-Remote #BI-Remote
    $96k-123k yearly est. 20d ago
  • Product Portfolio Manager

    Emerson 4.5company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! **In This Role, Your Responsibilities Will Be:** + **Understand Portfolio Uses in the Market** + Maintain a knowledge base of competitive products on the market + Understanding Customer Use cases for product expansions + Finding new opportunities for existing products in existing or new markets + Travel to customer sites for face-to-face interaction + **Improve financial performance** + Profitability improvement, supply chain resiliency, global reach + Lead time initiatives + Product enhancements and reinventions to extend the product lifecycle + Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. + Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit + **Drive Product Awareness and Technical Expertise** + Act as Product spokesperson, create technical papers, speak at trade shows, share success stories + Work with Marcom on sales collateral to extend product awareness in the marketplace + Develop user documentation and marketing material + Serve as subject matter expert to solve issues + Train Sales and Service personnel (product and market segment focus) + Train Education Services personnel and support coursework development **Who You Are:** Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. **For This Role, You Will Need:** + Bachelor's Degree in Engineering or Marketing with 5+ years of industry experience **OR** MBA with a technical undergraduate with 3+ years of industry experience + Experience with Industrial Business to Business sales + Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs + Experience in process engineering, sales, or marketing + Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications + Solid understanding of commercial and technical applications of control valves or similar products. + Ability to effectively communicate with technical experts and non-technical salespeople + Capable of developing strong global relationships + Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition + Strong organizational skills + Ability to maintain a keen attention to detail, multitask, and work well under pressure + Legal authorization to work in the United States - sponsorship will not be provided for this position **Preferred Qualifications That Set You Apart:** + MBA + 5+ years of industry experience **Our Offer To You:** We recognize the importance of employee wellbeing and know that to do your best you should have flexible, competitive benefit plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage. Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture prioritizes work-life balance and offers flexible time off plans, including paid parental leave (maternal and paternal), vacation, and holiday leave. At Emerson, we are committed to encouraging a culture where every employee is valued and respected for their outstanding experiences and perspectives. We believe a diverse and inclusive work environment gives to the rich exchange of ideas and diversity of thoughts, that encourage innovation and brings the best solutions to our customers. The philosophy is fundamental to living our company's values and our responsibility to leave the world in a better place. Learn more about our Culture & Values (************************************************************** and about Diversity, Equity, & Inclusion at Emerson (************************************************************** . Our training programs and initiatives focus on end-to-end development, from onboarding through senior leadership. We provide a wide range of development opportunities, including face-to-face and virtual training, mentorship, and coaching, project management, and on-the-job training. \#LI-AN1 **WHY EMERSON** **Our Commitment to Our People** At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. **Work Authorization** Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. **Equal Opportunity Employer** Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. **Accessibility Assistance or Accommodation** If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: idisability.administrator@emerson.com . **ABOUT EMERSON** Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go! **No calls or agencies please.** **Requisition ID** : 24011900 Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
    $60k-96k yearly est. 60d+ ago
  • Ag Portfolio Manager Team Lead

    Us Bank 4.6company rating

    Portfolio Manager Job In Des Moines, IA

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Provides direction and leadership for a team of Ag Credit Portfolio Managers. Has responsibility for managing credit account relationships, directly and/or through team members, by successfully closing new business relationships and retaining and expanding relationships with existing customers. Takes a leadership role in all aspects of underwriting loans, managing credit portfolios, credit risk, building partnerships, and responding to prospect or customer needs. Assures that credit quality is maintained in assigned team portfolios. Basic Qualifications * Typically a Bachelor's degree, or equivalent work experience * Typically eight or more years of wholesale banking or related experience Preferred Skills/Experience * Thorough knowledge of Ag credit policies, procedures and terminology * Strong analytical and problem-solving skills * Good negotiation and networking skill and ability * Experience in leading and developing a team in an agricultural credit environment * Established experience in building partnerships with Ag prospects and customers * Effective verbal and written communication and presentation skills * Advanced knowledge in Lending Cloud * Preferred experience with nCino * Proficiency with Microsoft Suite - including Excel, Teams, Outlook, etc. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 - $172,590.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
    $133.4k-156.9k yearly 2d ago
  • Senior Market Investment Officer

    Maquoketa State Bank

    Portfolio Manager Job In Marion, IA

    , go to our website Ohnward Bancshares, Inc. *************** * About Us * Careers * Apply Now The Senior Market Investment Officer is responsible for managing client relationships (with an emphasis on money management) to perform activities relative to our role as trustee, agent and/or custodian. The Senior Market Investment Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives. KEY ORGANIZATIONAL RELATIONSHIPS * Reports to President * Works closely with Trust Department team, clients, vendors. DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Client Service: * Responsible for proactive client contact providing "high touch" communication and service to clients. * Oversight and monitoring of all account activity including the investment policy statement, the process of transferring funds, securities, and other assets. * Coordinates all aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction. * Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities. Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries. Support Team Members: Work closely with Investment Managers and team members to support clients' needs. Performs other duties as assigned. SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities. * Sound judgment, ethics and decision making skills. * A wide degree of creativity and latitude is expected. * Understanding bank loans, fixed income securities and securitized trust. * Good training techniques and familiarity with financial institution products. * Problem solving, analytical skills and attention to detail. * Exceptional interpersonal skills. Excellent communication skills to include oral and written communication skills. * Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration. * Ability to manage and communicate with high net-worth (HNW) multi-generational clients EDUCATION AND EXPERIENCE * Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience. * Experience with client support/wealth management/trust administration. * Sales experience in a service-related field BENEFITS: Stakeholder Bonus Health Insurance Dental Insurance Retirement Plan (401k) - 3% Safe Harbor Contribution + Discretionary Contribution 10 Observed Holidays PTO Group Term Life provided Short Term Disability - 100% provided by company Long Term Disability Maternity/Paternity Leave - 100% of pay Community Involvement Pay-It-Ohnward - Company Giving Program Grilling for Charity - Community Donations Thank God Its Monday (TGIM) Company Event To apply for this position, go to our website Ohnward Bancshares, Inc. *************** * About Us * Careers * Apply Now Equal Opportunity Employer
    $68k-122k yearly est. 60d+ ago
  • Senior Commercial Banking Portfolio Manager

    Wells Fargo 4.6company rating

    Portfolio Manager Job In Des Moines, IA

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. We are looking for someone to join our Middle Market Banking team and this position will be responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients and serves as a key member of a client's deal team. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking **In this role, you will:** + Work as part of a team to manage, maintain, and grow a loan portfolio, with responsibilities including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements. + Participate in performing financial research, underwriting, and structuring of highly complex relationships within Commercial Banking Portfolio Management functional area + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors + Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals + Lead projects and teams or serve as a mentor for less experienced individuals **Required Qualifications:** + 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Complex C&I, Commercial Real Estate, or Specialized Industries credit underwriting experience + Strong cash flow and asset-based lending credit analysis skills with high attention to detail and accuracy. + Experience negotiating interest rates, price, terms, and collateral requirements + Knowledge and understanding of commercial and specialty group banking products and services + Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements + Strong analytical skills with high attention to detail and accuracy + Excellent verbal, written, and interpersonal communication skills + Intermediate Microsoft Office (Word, Excel, and Outlook) skills **Job Expectations:** + Ability to travel up to 10% of the time + This position does not support Visa Sponsorship + Ability to work a hybrid work schedule, in office expectations 4 days, 1 day a week remote + May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards. **Job Locations:** + 1700 Lincoln St, Denver, CO 80203 + 7500 College Blvd Ste 200, Overland Park, KS 66210 + 13625 California St, Omaha, NE 68154 + 801 Walnut St, Des Moines, IA 50309 + 114 N Beaumont St Bldg D, Saint Louis, MO 63103 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $96,600.00 - $171,800.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 7 Apr 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-443231
    $96.6k-171.8k yearly 19d ago
  • Senior Market Investment Officer

    Ohnward Bancshares 4.0company rating

    Portfolio Manager Job In Marion, IA

    Job Details Ohnward Bank Trust Marion - Marion, IADescription , go to our website Ohnward Bancshares, Inc. *************** About Us Careers Apply Now POSITION SUMMARY The Senior Market Investment Officer is responsible for managing client relationships (with an emphasis on money management) to perform activities relative to our role as trustee, agent and/or custodian. The Senior Market Investment Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives. KEY ORGANIZATIONAL RELATIONSHIPS Reports to President Works closely with Trust Department team, clients, vendors. DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Client Service: Responsible for proactive client contact providing "high touch" communication and service to clients. Oversight and monitoring of all account activity including the investment policy statement, the process of transferring funds, securities, and other assets. Coordinates all aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction. Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities. Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries. Support Team Members: Work closely with Investment Managers and team members to support clients' needs. Performs other duties as assigned. SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities. Sound judgment, ethics and decision making skills. A wide degree of creativity and latitude is expected. Understanding bank loans, fixed income securities and securitized trust. Good training techniques and familiarity with financial institution products. Problem solving, analytical skills and attention to detail. Exceptional interpersonal skills. Excellent communication skills to include oral and written communication skills. Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration. Ability to manage and communicate with high net-worth (HNW) multi-generational clients EDUCATION AND EXPERIENCE Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience. Experience with client support/wealth management/trust administration. Sales experience in a service-related field BENEFITS: Stakeholder Bonus Health Insurance Dental Insurance Retirement Plan (401k) - 3% Safe Harbor Contribution + Discretionary Contribution 10 Observed Holidays PTO Group Term Life provided Short Term Disability - 100% provided by company Long Term Disability Maternity/Paternity Leave - 100% of pay Community Involvement Pay-It-Ohnward - Company Giving Program Grilling for Charity - Community Donations Thank God Its Monday (TGIM) Company Event To apply for this position, go to our website Ohnward Bancshares, Inc. *************** About Us Careers Apply Now Equal Opportunity Employer
    $77k-97k yearly est. 60d+ ago
  • Portfolio Manager 1 (Des Moines, IA)

    Principal Financial Group 4.6company rating

    Portfolio Manager Job In Des Moines, IA

    **What You'll Do** We have an exciting opportunity within the Benefits & Protection Portfolio Office for a Portfolio Manager who can contribute in a customer focused agile organization. This is a chance to engage with multiple roles and stakeholders across functions, product families, and businesses, and provide organizational management that helps us accomplish business objectives together. Your day will be filled: + Leading critical initiatives that span across product families, functions, and businesses + Engaging where there is a business need and effectively providing planning, organization, communication, transparency, collaboration, dependency/risk management that strengthens ability to achieve outcomes + Leveraging an agile approach within an outcome focused product mindset organization* Partnering with and supporting leaders, product managers, stakeholders, and others in a collaborative environment + Building relationships, empowering others, and fostering innovation, discovery, and growth + Being comfortable in ambiguity and leading thru change **Who You Are** Qualifications: + Bachelor's degree and relevant experience (3+ years of project/program/portfolio management) + Excellent project management qualities, with the ability to manage multiple priorities in a cross-functional environment + Excellent interpersonal and relationship-building skills + Strong verbal and written communications skills + Proficient in leveraging portfolio/project management related tools + Advanced in planning, organization, problem-solving, and stakeholder engagement Able to work independently and in a team-oriented, fast-paced environment + Strong leadership, communication, facilitation, and presentation skills + Experience with agile, product, and dev-ops concepts preferred **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $91000 - $152000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Additional Information** **Work Environment** This role is located in our corporate headquarters in **Des Moines, IA** . This role offers in-office, hybrid (blending at least three office days in a typical workweek), in our **Des Moines** office. **Job Level** We'll consider talent at the next level with the right experiences and skills. **Work Authorization/Sponsorship** At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 3/27/2025 **Most Recently Posted Date** 3/27/2025
    $91k-152k yearly 3d ago
  • Product Portfolio Manager

    Copeland 3.9company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! In This Role, Your Responsibilities Will Be: * Understand Portfolio Uses in the Market * Maintain a knowledge base of competitive products on the market * Understanding Customer Use cases for product expansions * Finding new opportunities for existing products in existing or new markets * Travel to customer sites for face-to-face interaction * Improve financial performance * Profitability improvement, supply chain resiliency, global reach * Lead time initiatives * Product enhancements and reinventions to extend the product lifecycle * Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. * Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit * Drive Product Awareness and Technical Expertise * Act as Product spokesperson, create technical papers, speak at trade shows, share success stories * Work with Marcom on sales collateral to extend product awareness in the marketplace * Develop user documentation and marketing material * Serve as subject matter expert to solve issues * Train Sales and Service personnel (product and market segment focus) * Train Education Services personnel and support coursework development Who You Are: Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. For This Role, You Will Need: * Bachelor's Degree in Engineering or Marketing with 5+ years of industry experience OR MBA with a technical undergraduate with 3+ years of industry experience * Experience with Industrial Business to Business sales * Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs * Experience in process engineering, sales, or marketing * Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications * Solid understanding of commercial and technical applications of control valves or similar products. * Ability to effectively communicate with technical experts and non-technical salespeople * Capable of developing strong global relationships * Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition * Strong organizational skills * Ability to maintain a keen attention to detail, multitask, and work well under pressure * Legal authorization to work in the United States - sponsorship will not be provided for this position Preferred Qualifications That Set You Apart: * MBA * 5+ years of industry experience Our Offer To You: We recognize the importance of employee wellbeing and know that to do your best you should have flexible, competitive benefit plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage. Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture prioritizes work-life balance and offers flexible time off plans, including paid parental leave (maternal and paternal), vacation, and holiday leave. At Emerson, we are committed to encouraging a culture where every employee is valued and respected for their outstanding experiences and perspectives. We believe a diverse and inclusive work environment gives to the rich exchange of ideas and diversity of thoughts, that encourage innovation and brings the best solutions to our customers. The philosophy is fundamental to living our company's values and our responsibility to leave the world in a better place. Learn more about our Culture & Values and about Diversity, Equity, & Inclusion at Emerson. Our training programs and initiatives focus on end-to-end development, from onboarding through senior leadership. We provide a wide range of development opportunities, including face-to-face and virtual training, mentorship, and coaching, project management, and on-the-job training. #LI-AN1
    $73k-119k yearly est. 60d+ ago
  • Product Portfolio Manager

    National Instruments Corp 4.5company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! In This Role, Your Responsibilities Will Be: * Understand Portfolio Uses in the Market * Maintain a knowledge base of competitive products on the market * Understanding Customer Use cases for product expansions * Finding new opportunities for existing products in existing or new markets * Travel to customer sites for face-to-face interaction * Improve financial performance * Profitability improvement, supply chain resiliency, global reach * Lead time initiatives * Product enhancements and reinventions to extend the product lifecycle * Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. * Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit * Drive Product Awareness and Technical Expertise * Act as Product spokesperson, create technical papers, speak at trade shows, share success stories * Work with Marcom on sales collateral to extend product awareness in the marketplace * Develop user documentation and marketing material * Serve as subject matter expert to solve issues * Train Sales and Service personnel (product and market segment focus) * Train Education Services personnel and support coursework development Who You Are: Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. For This Role, You Will Need: * Bachelor's Degree in Engineering or Marketing with 5+ years of industry experience OR MBA with a technical undergraduate with 3+ years of industry experience * Experience with Industrial Business to Business sales * Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs * Experience in process engineering, sales, or marketing * Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications * Solid understanding of commercial and technical applications of control valves or similar products. * Ability to effectively communicate with technical experts and non-technical salespeople * Capable of developing strong global relationships * Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition * Strong organizational skills * Ability to maintain a keen attention to detail, multitask, and work well under pressure * Legal authorization to work in the United States - sponsorship will not be provided for this position Preferred Qualifications That Set You Apart: * MBA * 5+ years of industry experience Our Offer To You: We recognize the importance of employee wellbeing and know that to do your best you should have flexible, competitive benefit plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage. Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture prioritizes work-life balance and offers flexible time off plans, including paid parental leave (maternal and paternal), vacation, and holiday leave. At Emerson, we are committed to encouraging a culture where every employee is valued and respected for their outstanding experiences and perspectives. We believe a diverse and inclusive work environment gives to the rich exchange of ideas and diversity of thoughts, that encourage innovation and brings the best solutions to our customers. The philosophy is fundamental to living our company's values and our responsibility to leave the world in a better place. Learn more about our Culture & Values and about Diversity, Equity, & Inclusion at Emerson. Our training programs and initiatives focus on end-to-end development, from onboarding through senior leadership. We provide a wide range of development opportunities, including face-to-face and virtual training, mentorship, and coaching, project management, and on-the-job training. #LI-AN1
    $79k-123k yearly est. 60d+ ago
  • Product Portfolio Manager

    Emerson 4.5company rating

    Portfolio Manager Job In Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! **In This Role, Your Responsibilities Will Be:** + **Understand Portfolio Uses in the Market** + Maintain a knowledge base of competitive products on the market + Understanding Customer Use cases for product expansions + Finding new opportunities for existing products in existing or new markets + Travel to customer sites for face-to-face interaction + **Improve financial performance** + Profitability improvement, supply chain resiliency, global reach + Lead time initiatives + Product enhancements and reinventions to extend the product lifecycle + Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. + Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit + **Drive Product Awareness and Technical Expertise** + Act as Product spokesperson, create technical papers, speak at trade shows, share success stories + Work with Marcom on sales collateral to extend product awareness in the marketplace + Develop user documentation and marketing material + Serve as subject matter expert to solve issues + Train Sales and Service personnel (product and market segment focus) + Train Education Services personnel and support coursework development **Who You Are:** Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. **For This Role, You Will Need:** + Master's Degree in Business or Engineering Management + 2+ years of industry experience + Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs + Experience with Industrial Business to Business sales + Experience in process engineering, sales, or marketing + Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications + Solid understanding of commercial and technical applications of control valves or similar products. + Ability to effectively communicate with technical experts and non-technical salespeople + Capable of developing strong global relationships + Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition + Strong organizational skills + Ability to maintain keen attention to detail, multitask, and work well under pressure + Legal authorization to work in the United States - sponsorship will not be provided for this position **Preferred Qualifications That Set You Apart:** + MBA + 5+ years of industry experience **Our Culture & Commitment to You** At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives,because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results. We recognize the importance of employee well-being. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave \#LI-AN1 **WHY EMERSON** **Our Commitment to Our People** At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. **Work Authorization** Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. **Equal Opportunity Employer** Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. **Accessibility Assistance or Accommodation** If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: idisability.administrator@emerson.com . **ABOUT EMERSON** Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go! **No calls or agencies please.** **Requisition ID** : 25016467 Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
    $60k-96k yearly est. 4d ago
  • Senior Commercial Banking Portfolio Manager

    Wells Fargo 4.6company rating

    Portfolio Manager Job In Des Moines, IA

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. We are looking for someone to join our Middle Market Banking team and this position will be responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients and serves as a key member of a client's deal team. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking In this role, you will: * Work as part of a team to manage, maintain, and grow a loan portfolio, with responsibilities including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements. * Participate in performing financial research, underwriting, and structuring of highly complex relationships within Commercial Banking Portfolio Management functional area * Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors * Resolve moderately complex issues and lead Commercial Banking Portfolio Management team to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements * Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals * Lead projects and teams or serve as a mentor for less experienced individuals Required Qualifications: * 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Complex C&I, Commercial Real Estate, or Specialized Industries credit underwriting experience * Strong cash flow and asset-based lending credit analysis skills with high attention to detail and accuracy. * Experience negotiating interest rates, price, terms, and collateral requirements * Knowledge and understanding of commercial and specialty group banking products and services * Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Intermediate Microsoft Office (Word, Excel, and Outlook) skills Job Expectations: * Ability to travel up to 10% of the time * This position does not support Visa Sponsorship * Ability to work a hybrid work schedule, in office expectations 4 days, 1 day a week remote * May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards. Job Locations: * 1700 Lincoln St, Denver, CO 80203 * 7500 College Blvd Ste 200, Overland Park, KS 66210 * 13625 California St, Omaha, NE 68154 * 801 Walnut St, Des Moines, IA 50309 * 114 N Beaumont St Bldg D, Saint Louis, MO 63103 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $96,600.00 - $171,800.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 7 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $96.6k-171.8k yearly 19d ago

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Top 8 Portfolio Manager companies in IA

  1. Principal Financial Group

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  8. Midwestone Financial Group, Inc.

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