Portfolio Manager Jobs in Vermont

- 59 Jobs
  • Manager, Network Investments

    Meta 4.8company rating

    Portfolio Manager Job In Montpelier, VT

    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 Manager for Asset Lifecycle Management

    Oracle 4.6company rating

    Portfolio Manager Job In Montpelier, VT

    The Asset Lifecycle Product Management team is offering an exciting opportunity in a world class development organization to work on an industry leading Cloud Software Product. We challenge ourselves to be the best product in the market and are holding ourselves to the highest standard of quality. You will be working in a team that embraces team work and where honesty, integrity and excellence but also fun and helping each other out is of the highest importance. The work is much diversified and offers a great potential for professional and personal growth. As a member of the product development division, you will define product specifications and/or product strategy. Gather and analyze information to define product specifications and review product designs. Communicate product strategy and functionality to management and peers. Initiate and foster relationships with other groups. Review product documentation and collateral. Ensure successful product releases based on corporate priorities. Duties and tasks are varied and complex, needing independent judgment. This Product Manager position is on the Inbound Product Management team - responsible for the Oracle Maintenance Cloud offering. You should possess a unique blend of business and technical savvy; a big-picture vision, and the drive to make that vision a reality. You should enjoy spending time in the market to understand the problems and find innovative solutions for the broader market. You need to be able to communicate and interact with prospects, customers and across all areas of the company. Responsibilities This is a unique opportunity to drive the design and development of innovative Asset Tracking and Maintenance software products. You will identify changing market dynamics, customer challenges, decipher and articulate these challenges into requirements and specifications for the development team. You will work with Asset Maintenance industry experts and a world-class development team to transform complex needs into tangible software solutions. + Develop quickly a deep functional knowledge of Oracle Maintenance Cloud products offerings + Understand, document and articulate the business problems (needs) of our customers + Collaborate with our Product Strategy team and conduct market research to specify market requirements for current and future products + Interview subject matter experts, customers, and other stakeholders to identify and clarify problems they are facing + Break high level information into thorough, detailed, user-focused specifications focusing on the underlying need + Understand the competitive landscape (competitors main products, services and market share) + Provide support to the sales and implementation teams as the voice of the product team + Partner with outbound teams to help them communicate the value of the product to Oracle and the market Requirements + 5+ years of business analyst and/or product management experience working in an end-user environment, software development or consulting role within the Asset Lifecycle Management industries + Demonstrated knowledge of cloud based software implementation methodology (Agile) + Demonstrated success understanding the business issues and challenges of individual asset maintenance clients and/or asset maintenance markets and translating these into well-defined business requirements and functional designs + A strong background in AI and Machine Learning to lead development of cutting-edge solutions + Hands-on experience working closely with development teams through a product life-cycle process + Have a passion for technology and be a self-starter who enjoys new challenges + Be results driven, with a curiosity for technology and a passion for learning the industry and our clients business + Ability to act independently with personal leadership on owned projects + Excellent analytical, listening, presentation, and communication skills + Exemplary writing skills + Ability to thrive in a fast paced environment and learn quickly Career Level - IC4 **Responsibilities** As a member of the product development division, you will analyze and integrate external customer specifications. Suggest and justify product directions and specifications. Specify, design and implement moderate changes to existing software architecture. Build new products and development tools. Build and execute unit tests and unit test plans. Review integration and regression test plans created by QA. Communicate with QA and porting engineering to discuss major changes to functionality. Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $92,900 to $199,500 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $92.9k-199.5k yearly 2d ago
  • CX Portfolio Manager - Solution Offerings

    EDB 4.2company rating

    Portfolio Manager Job In Montpelier, VT

    **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
    $114k-149k yearly est. 20d ago
  • Branch Manager

    Community Bank, N.A 3.9company rating

    Portfolio Manager Job In Waterbury, VT

    Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N. A. , operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures. A Branch Manager 1 will normally manage a branch office having between $15MM and $24. 9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and may have SBL (Small Business Lending) responsibilities. Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives Lead in the selection of new personnel Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback Work with management to establish growth, sales and profit objectives Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff Conduct regularly scheduled sales and customer service meetings (at least monthly) Serve as an active member of the customer service team and be held accountable for branch sales and lending performance Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i. e. cash balancing, dual control, etc. ) Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch. May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff Actively participate in the community as a reflection of the bank's goal for strong community involvement Handle advertising and contribution requests Integrate activities through communication with District Manager, Branch Administration, other management, etc. Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications Education/Training Associates Degree in Finance or Business or equivalent training preferred Specialized banking education, experience or training Valid Driver License Skills: Proficient reading, writing, grammar and mathematics skills Excellent interpersonal relation and communication skills Evidence of positive and effective leadership qualities Thorough knowledge of the features and benefits of bank products and services Working knowledge of Bank operating policies and procedures Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Experience: Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position Minimum one (1) year of supervisory experience required All applicants must be 18 years of age or older Other Job Information Hours: 40 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $60,500. 00/Yr. Maximum USD $88,000. 00/Yr.
    $60.5k-88k yearly 15d ago
  • Tax Manager - Public

    Robert Half 4.5company rating

    Portfolio Manager Job In Morrisville, VT

    For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie. If you are currently working with a Robert Half recruiter, please reach out to them. Robert Half Finance & Accounting is seeking a Tax professional of any level for a growing organization. You could be a Tax Manager or Tax Preparer either skill level will be considered as the company is open on who they hire!!! This could be a Tax Staff role with 5+ years of Tax experience, Sr. Tax role or a Tax Manager role. Enrolled Agents a PLUS, CPA required for the Manager level roles!!! Must have individual return experience. Any business return experience would be a plus! This firm is open to full time employees and you get Fridays off in the summer and they base the work off of 2080 hours!! Since there are multiple openings they can entertain a part time seasonal Tax Professional as well. These roles are joining a very tenured firm and they are looking for people who want to join a team that has 20-35 years of tenure to the team!! This will move quickly for the right person so reach out ASAP!! Requirements - Minimum of 5 years of experience in a public accounting firm working with Tax. - Knowledge income tax laws, regulations, and procedures. - Proven experience with Individual Tax Return preparation and review. - Familiarity with tax software and databases, and the ability to learn new systems quickly. - Excellent verbal and written communication skills, with the ability to explain tax concepts to clients in a clear and understandable manner. - Strong interpersonal skills, with the ability to work effectively both independently and as part of a team. - Must possess a high level of integrity and professionalism, with a commitment to maintaining client confidentiality. - Willingness to stay updated with the latest industry developments and changes in tax laws. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $76k-108k yearly est. 60d+ ago
  • Branch Manager

    Community Bank System, Inc. 4.6company rating

    Portfolio Manager Job In Bradford, VT

    Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N. A. , operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank's strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policies and procedures. A Branch Manager 1 will normally manage a branch office having between $15MM and $24. 9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employees. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and/or business banking lending responsibilities. Essential Responsibilities: Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives Lead in the selection of new personnel and support scheduling to ensure branch coverage Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter Manage and maximize performance levels of staff members through distribution of assignments and regular feedback Work with management to establish growth, sales and profit objectives Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters Serve as an active member of the customer service team and be held accountable for branch sales and lending performance Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities Establish specific sales and customer service goals and conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i. e. cash balancing, dual control, etc. ) Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff Actively participate in the community as a reflection of the bank's goal for strong community involvement Handle advertising and contribution requests Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion Ancillary Duties: As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels. Qualifications Education, Training and Requirements: Associates Degree in Finance or Business or equivalent training preferred Specialized banking education, experience and training Valid driver license All applicants must be 18 years of age Skills: Proficient reading, writing, grammar and mathematics skills Excellent interpersonal communication, negotiation and sales skills Evidence of positive and effective leadership qualities Sound judgement and reasoning Thorough knowledge of the features and benefits of bank products and services Working knowledge of Bank operating policies and procedures Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility Experience: Minimum five (5) years of related experience normally required Minimum one (1) year of supervisory experience normally required Other Job Information Hours: 40 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $23. 30/Hr. Maximum USD $35. 07/Hr.
    $50k-71k yearly est. 21d ago
  • Branch Manager

    Manufacturers and Traders Trust Co

    Portfolio Manager Job In Waterbury, VT

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Primary Responsibilities: Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community Conducts interviews and selects employees based on staffing model. Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. Engages with all team members and business partners as appropriate. Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promotes an environment that supports diversity and reflects the M&T Bank brand. Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completes other related duties as assigned. Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. Supervisory/ Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff. Education and Experience Required: Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. Education and Experience Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $60,890.34 - $101,483.90 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWaterbury, Vermont, United States of America
    $60.9k-101.5k yearly 60d+ ago
  • Branch Manager II

    Mascoma Bank 3.6company rating

    Portfolio Manager Job In Chelsea, VT

    Are you passionate about cultivating team success and delivering exceptional customer service? We are seeking a dynamic and customer-focused Branch Manager to join our team and oversee operations at our Chelsea VT branch. As the Branch Manager II, you will drive branch performance and growth through a confident and enthusiastic approach to leadership. The Branch manager will motivate branch staff to optimum and increased performance for both the individuals and the branch. This customer-centric individual will be a strong communicator who can build and maintain positive relationships with the communities we serve. The successful candidate will possess a bachelor's degree or equivalent in work experience, including three-plus years of branch experience. The candidate would have lending knowledge in consumer, home equity, and small business loans. They can demonstrate proven record of branch growth and customer and development skills. Comfortability with changing technology and maintaining confidentiality and privacy are required. This position is performed on-site in our Chelsea, VT branch. The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves. Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request a reasonable accommodation, please contact ***********************. As a Certified B Corporation, our vision is to be force for positive change for our customers, communities, and employees. We offer on- the -job training, contemporary benefits, and opportunities for growth and development. Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V
    $58k-75k yearly est. 3d ago
  • Manager, Bank Secrecy Act (BSA)

    Heritage Family Credit Union 3.5company rating

    Portfolio Manager Job In Rutland, VT

    Manager, Bank Secrecy Act (BSA) FLSA Status: Exempt Department: Compliance & Risk Management EEO Code: First level Mgr. & Supervisors Reports To: VP Compliance & Risk Salary Range: $77,637.47 - $87,342 Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Essential Functions: Manage the BSA and OFAC compliance program, maintain HFCU's BSA/AML, MIP and OFAC risk assessments, policies, and procedures related to BSA/AML and OFAC compliance. Oversee transaction monitoring and ensure timely submission of SARs and CTRs. Ensure BSA training is delivered across the credit union as required. Stay updated with industry trends and regulatory or legal requirements in these areas. Prepare monthly and quarterly management reporting of BSA/AML related metrics. Identify, escalate and oversee the remediation of any BSA/AML or OFAC related issues and ensure that OFAC-related records are handled appropriately. Assist senior management with shaping the BSA/AML strategy, prioritizing the identification and mitigation of risks as it relates to where HFCU operates, its membership base and the products and services HFCU offers. Act as a key point of contact / subject matter expert on BSA/AML, OFAC and advisor to senior management, examiners or auditors in these areas. Ability to oversee and/or assist with fraud investigations as necessary. Perform other duties as assigned. Responsible for predictable & reliable attendance. Qualifications: Education: o High school diploma or equivalent is required. o Associate or bachelor's degree in related field is preferred. Certified Anti-Money Laundering Specialist (CAMs), Certified Fraud Examiner (CFE), Certified Regulatory Compliance Manager (CRCM), Certified Financial Crimes Specialist (CFCS), and/or related professional certification is preferred. Experience: o 8+ years' experience in BSA/AML compliance, risk management or other financial crime with a focus on anti-money laundering at a financial institution. o Minimum 5- 10 Years Leadership experience managing teams or projects and driving compliance strategy across business lines required. Experience with SAR, CTR, EDD/CDD and beneficial ownership requirements preferred. Knowledge of BSA/AML monitoring systems and validation requirements is preferred. Case management experience is required. Skills: o Excellent communication and interpersonal skills. o Ability to work in a fast-paced, dynamic environment. o Must be able to work independently and as part of a team. o Strong problem-solving abilities. o Proficiency in MS Office Suite. o Advanced analytical skills. Physical Requirements: Perform primarily sedentary work with limited physical exertion and occasional lifting up to 10 lbs. Must be able to operate routine office equipment including computer, telephone, copier, facsimile, and calculator. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance (in-person and remote). While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, or controls; talk and hear. Must have a valid driver's license and be able to drive between locations throughout the company footprint. Work Environment: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be able to work independently with little supervision. Must be able to travel throughout the company footprint on an as-needed basis. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $77.6k-87.3k yearly 37d ago
  • GOS Client Finance Manager

    Cushman & Wakefield 4.5company rating

    Portfolio Manager Job In Montpelier, VT

    **Job Title** GOS Client Finance Manager Client Finance Manager is responsible for annual budget preparation, monthly forecasts, strategic financial planning, management reporting to client and C&W corporate office, as well as other special projects as assigned. **Job Description** + Monthly financial reporting duties to client as well as C&W including but not limited to: budgeting, forecasting, balance sheet review, and standard monthly financial reporting + Maintain general ledger for client as well as corporate related financials + Establish overall finance related priorities and initiatives to ensure all reporting deadlines and goals met + Ensure complete ownership of monthly results as well as operating budget and reforecasts + Responsible for monthly client rent roll due to third party landlords + Approves monthly funding request to be sent to client for third party vendor reimbursables + Reconcile banking activity daily and ensure working capital requirements met + Expected to meet with the client and promote the relationship especially as it relates to financial performance and reporting + Maintain client visibility and arrange meetings, e.g., attendance at annual budget review and monthly operating review meetings + Monitor regular performance of financial staff as well as overall departmental needs + Develop training programs for new and existing accounting personnel + Remit collections of payroll and fees to C&W corporate personnel + Monitor payroll and management fee receivable reports generated by C&W corporate personnel, limiting C&W's exposure for bad debts by diligent pursuit of collections + Perform annual and mid-year reviews of personnel supervised Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"
    $87k-117k yearly est. Easy Apply 27d ago
  • Finance Manager

    Lundgren Honda 4.3company rating

    Portfolio Manager Job In Rutland, VT

    Lundgren Auto Group offering Audi, VW, Dodge and Ram products in Rutland VT, is looking for a Finance Manager to join the professional and experienced staff we currently have. Since 1964, the Lundgren family continues to support all employees with a fun, positive and ethical work environment while understanding the importance of family and a work/life balance. Responsibilities: Manage all aspects of paperwork for signing and funding contracts Develop and maintain relationships with financial institutions Build rapport and maintain positive relationships with customers, factory representatives and vendors. Utilize Darwin program to present finance and insurance product menu to every customer while illustrating the product benefits and features Answer questions from customers and overcome objections Collaborate with sales team to provide exceptional customer service Maintain full disclosure in compliance with all federal and state guidelines Ensure finance process is delivered in such a format to attain excellent customer satisfaction scores Encourage a collaborative work environment among team members Requirements: Prior experience as a finance manager in the automotive industry Strong knowledge of automotive financing, loan structuring, and leasing Valid drivers license Strong attention to detail and organizational skills Able to pass background and drug screening What we offer: Competitive compensation package ranging from $120,000 to $150,000 per year Medical, Dental and Vision coverage Retirement savings plan Safe work environment Paid time off and holidays Opportunity for career growth and advancement Employee discounts on vehicles, parts and service Weekly Pay Friendly and respectful culture
    $120k-150k yearly 27d ago
  • Dealership Junior Finance Manager - Key CDJR of White River

    Key Auto Group

    Portfolio Manager Job In Hartford, VT

    Now Hiring for Junior Finance position! Dealership experience is preferred but will train the right candidate. Excellent opportunity to expand career potential. Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of professionals who are focused on meeting and exceeding customer expectations. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases Present customers with additional, optional product offerings to enhance their vehicle and ownership experience Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork and contracts, collects signatures and finalizes vehicle purchases Accurately audit team deals Post-Sale and analyze for improvements Ensure the expeditious funding of all contracts Other duties as assigned Qualifications Eagerness to improve, learn and grow Great Attitude, confidence in communication, and ability to take direction College degree preferred or equivalent experience favored, but will train for the right candidate. Knowledge of dealership finance and insurance procedures preferred Ability to analyze and structure deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and skilled verbal/written communication Valid driver's license Benefits Medical, Dental & Vision Insurance 401K Plan + Match Paid time off and vacation Short/Long Term Disability/Flex/Life Growth opportunities
    $68k-102k yearly est. 29d ago
  • Dealership Junior Finance Manager - Key CDJR of White River

    Keyhondaofrutland

    Portfolio Manager Job In Hartford, VT

    Now Hiring for Junior Finance position! Dealership experience is preferred but will train the right candidate. Excellent opportunity to expand career potential. Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of professionals who are focused on meeting and exceeding customer expectations. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases Present customers with additional, optional product offerings to enhance their vehicle and ownership experience Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork and contracts, collects signatures and finalizes vehicle purchases Accurately audit team deals Post-Sale and analyze for improvements Ensure the expeditious funding of all contracts Other duties as assigned Qualifications Eagerness to improve, learn and grow Great Attitude, confidence in communication, and ability to take direction College degree preferred or equivalent experience favored, but will train for the right candidate. Knowledge of dealership finance and insurance procedures preferred Ability to analyze and structure deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and skilled verbal/written communication Valid driver's license Benefits Medical, Dental & Vision Insurance 401K Plan + Match Paid time off and vacation Short/Long Term Disability/Flex/Life Growth opportunities
    $68k-102k yearly est. 27d ago
  • Branch Manager

    Gardaworld Cash

    Portfolio Manager Job In South Burlington, VT

    GardaWorld is shaping the future of cash management! We provide our clients with solutions in every phase of their cash supply chain, including secured transportation, cash management, cash vault processing, forecasting, ATM, and cash recycler services. We are equipped with the largest fleet of armored vehicles in the industry, sophisticated technology, and an expansive network of experienced employees and innovative partners. We process, manage, and move over $8B in cash every day while delivering 24/7 client support and logistical expertise. Job Requirements Responsible for the supervision of all employees at the branch to include supervisors, driver/messengers and vault employees. Responsible for recruitment and training of new employees. Reward, coach, and counsel employees. Ensure employee qualifications with department of transportation guidelines and state/county guard and weapons requirements. Daily vehicle assignments, ensuring vehicle safety and fitness through contact with vehicle services department or local vehicle maintenance vendors. Supervise vault personnel and assist in vault when needed. Fill-in on Armored and or ATM routes when needed. Ongoing training and development of team members. A Minimum of 5 years of management experience in transportation or related field. Knowledge/experience in Supply Chain logistics, routing and driver supervision. A valid state driver's license and the ability to obtain a commercial license. Must maintain an acceptable driving record per company standards. Managers are required to have a high school diploma or general equivalency diploma. Bachelor's degree preferred. Must have or be able to obtain a firearm license. Ability to give clear oral and written instructions and have the ability to train and lead armored and CVS employees. Familiarity with Microsoft Office products such as Word and Excel. Outlook, PowerPoint and Access knowledge is required. Must be able to work with spreadsheets. Must obtain knowledge of the Armored Car Personnel Work Rules or branch labor agreements, Federal Motor Carrier Safety Regulations, state guard and gun regulations and Company policies and procedures. SUPERVISORY RESPONSIBILITY: Branch headcount varies by branch size. Managers will supervise junior management employees, support staff, Crew Leaders, Driver/Messengers, vault personnel, and cash processing staff. WORKING CONDITIONS: Managers will work both indoors and outdoors in all types of lighting and weather conditions, including but not limited to heat, sun, rain, snow and ice. Personal protective equipment may be required, such as firearm, holster and uniform. Bullet resistant vests are supplied by Garda CL and are recommended for use. GardaWorld offers competitive wages and a great benefits package for full time employees: medical, dental, vision, holiday pay, paid vacation, 401K plan and much more! We are an Equal Opportunity Employer and drug free workplace. GardaWorld is an equal opportunity employer and drug free workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability. Cash Services Headquarters 2000 NW Corporate Boulevard Boca Raton, Florida, USA 33431 + ************** Other details Pay Type Salary
    $49k-73k yearly est. 20d ago
  • Assistant Finance Manager

    Masiello Employment Services

    Portfolio Manager Job In Bellows Falls, VT

    Our client located in Bellows Falls, VT is looking for an Assistant Finance Manager to join their team! Bachelor’s Degree in Accounting/Finance 5+ years equivalent experience may be considered 5+ years recent/related experience Excellent computer skills including Microsoft Office Suite; Excel and accounting software Strong knowledge of general accounting principles Solid understanding of payroll, accounts payable, and accounts receivable Experience managing staff preferred Ability to interpret union contracts Experience analyzing/creating business reports Excellent written/verbal communication and interpersonal skills Effective problem-solving and decision-making skills Ability to work efficiently under pressure and manage multiple shifting priorities to meet deadlines Strong math, analytical, and organization skills Excellent attention to detail Benefits you will receive as the Assistant Finance Manager: Direct Hire position Full time flexible schedule, possibility for 4 ten hour days or 5 eight hour days Opportunity for hybrid arrangement once trained Salary $80k-$90k+ depending on skills and experience Medical/Dental/Vision/Life/Disability insurance HSA 403b and eligibility for state retirement program Generous paid time off/holidays For the Assistant Finance Manager position your duties will include: Assist with budget process and financial planning Administrative support Assist with policy development, review, and implementation Develop systems/maintain employment records Attend/participate in board meetings Assist with labor relations Assist with talent acquisition Assist with benefits management Communicate with others to achieve process improvement Provide information to outside entities as requested Serve as resource for team members Manage business office staff Review contracts and ensure compliance with State/Federal employment regulations Maintain current knowledge of industry best practices Create/review job descriptions and offer letters Perform other tasks/projects as needed Are you interested and qualified for this exceptional opportunity? We want to hear from you! To apply for this position, please email your resume to ****************, call ************ or apply online at *************** We are here to help! For your convenience, Masiello Employment Services offers phone & video interviews/meetings. We can’t wait to virtually meet you! MAS603
    $80k-90k yearly Easy Apply 24d ago
  • Manager, Clean Energy Asset Management

    Meta 4.8company rating

    Portfolio Manager Job In Montpelier, VT

    The Manager of Clean Energy Asset Management will lead a team of Energy Managers whose responsibilities span all issues post contract execution of Meta's 15,000MW+ of clean and renewable energy, carbon reduction, and carbon removal contracts. You will have a proven track record for leading teams, implementing portfolio-level tools and solutions to scale team impact, developing portfolio-level views to provide salient visibility to management, managing large portfolios of clean energy and carbon contracts from project execution to commercial operations, developing robust tracking and reporting processes, forming partnerships and influencing key stakeholders. This position will report directly to the Co-Head of Clean and Renewable Energy. This position is full-time. Travel may be needed occasionally to host team meetings, visit clean and renewable energy projects, and attend counterparty meetings. **Required Skills:** Manager, Clean Energy Asset Management Responsibilities: 1. Manage a team of 6+ energy asset managers 2. Serve as the ongoing owner for all post-execution responsibilities associated with Meta's executed clean energy and carbon contract requirements 3. Develop and expand portfolio management strategy for Meta's clean energy agreements to clearly communicate portfolio financial and energy performance, with responsibilities including forecasting, reporting, and budgeting 4. Enable team to build or implement solutions that will increase efficiency of asset managers, enabling scaling of the portfolio and requisite contract responsibilities 5. Identify areas of additional expertise needed to support the clean energy and carbon portfolios 6. develop short and long term strategies for how to address these needs 7. Provide guidance and strategic support to the team on contract issues and amendments, responses to counterparty inquiries, contract claims and other issues, as needed 8. Develop standardized tools and reporting to streamline and coordinate communication of project and performance data, driving insights for the broader Global Energy organization and leadership team 9. Collaborate with internal organizations including sustainability, legal, tax, accounting, procurement operations, and finance to implement process solutions 10. Refine processes and reviews to support decision making, prioritization and track and measure progress across key stakeholders 11. Create and expand on programs to share team learnings across the organization 12. As needed, travel domestically and internationally (10-15% at times) **Minimum Qualifications:** Minimum Qualifications: 13. Bachelor's degree in business, energy or environmental science, paralegal studies or similar 14. 8+ years of work experience with an electric utility, energy supplier, project developer, or energy intensive industrial or consumer company 15. 5+ years of experience in asset management managing a portfolio of clean and renewable energy contracts, especially wind and solar energy supply contracts 16. 3+ years of direct people management experience 17. Experience with Excel and PowerPoint, and Google suite 18. Experience analyzing and interpreting energy generation data, including but not limited to power purchase agreements, green tariffs, and wholesale energy market data 19. Experience managing information flow and communicating effectively with multiple stakeholders and leadership 20. Experience training, mentoring, and leading energy professionals, and helping develop team members at different points in their career 21. Experience implementing software solutions across a broad portfolio of assets 22. Background establishing programmatic approaches to work, supporting teams, and developing cross-functional relationships 23. Self-motivator and experience executing and tracking tasks 24. Experience leading with principles of accountability, transparency and recognition, with a key value of continuous improvement and learning 25. Proven communication skills, especially achieving alignment across multiple disciplines, and communicating transparently to leadership teams **Public Compensation:** $152,000/year to $221,000/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.
    $152k-221k yearly 38d ago
  • Branch Manager

    Community Bank System, Inc. 4.6company rating

    Portfolio Manager Job In Waterbury, VT

    Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N. A. , operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures. A Branch Manager 1 will normally manage a branch office having between $15MM and $24. 9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and may have SBL (Small Business Lending) responsibilities. Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives Lead in the selection of new personnel Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback Work with management to establish growth, sales and profit objectives Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff Conduct regularly scheduled sales and customer service meetings (at least monthly) Serve as an active member of the customer service team and be held accountable for branch sales and lending performance Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i. e. cash balancing, dual control, etc. ) Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch. May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff Actively participate in the community as a reflection of the bank's goal for strong community involvement Handle advertising and contribution requests Integrate activities through communication with District Manager, Branch Administration, other management, etc. Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications Education/Training Associates Degree in Finance or Business or equivalent training preferred Specialized banking education, experience or training Valid Driver License Skills: Proficient reading, writing, grammar and mathematics skills Excellent interpersonal relation and communication skills Evidence of positive and effective leadership qualities Thorough knowledge of the features and benefits of bank products and services Working knowledge of Bank operating policies and procedures Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Experience: Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position Minimum one (1) year of supervisory experience required All applicants must be 18 years of age or older Other Job Information Hours: 40 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $60,500. 00/Yr. Maximum USD $88,000. 00/Yr.
    $60.5k-88k yearly 27d ago
  • Tax Manager - Public

    Robert Half 4.5company rating

    Portfolio Manager Job In South Burlington, VT

    Small to mid sized cpa firm in Burlington, VT is seeking a Tax Manager due to an upcoming retirement. Responsibilities include: primarily working on very complex individual returns; some corporate tax returns; exposure to trust and estates; managing a staff; and other duties typical of a tax manager. Relocation assistance is available. Requirements Qualified candidates will have 3+ years of experience at the Senior level or higher in a cpa firm. For more information or confidential consideration contact Jordon Heffler. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $76k-108k yearly est. 60d+ ago
  • Branch Manager

    Manufacturers and Traders Trust Co

    Portfolio Manager Job In Morrisville, VT

    Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Primary Responsibilities: Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community Conducts interviews and selects employees based on staffing model. Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. Engages with all team members and business partners as appropriate. Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promotes an environment that supports diversity and reflects the M&T Bank brand. Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completes other related duties as assigned. Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. Supervisory/ Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff. Education and Experience Required: Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. Education and Experience Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. #LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $60,890.34 - $101,483.90 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationMorrisville, Vermont, United States of America
    $60.9k-101.5k yearly 60d+ ago
  • Dealership Junior Finance Manager - Key CDJR of White River

    Key Auto Group

    Portfolio Manager Job In Hartford, VT

    Now Hiring for Junior Finance position! Dealership experience is preferred but will train the right candidate. Excellent opportunity to expand career potential. Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of professionals who are focused on meeting and exceeding customer expectations. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases Present customers with additional, optional product offerings to enhance their vehicle and ownership experience Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork and contracts, collects signatures and finalizes vehicle purchases Accurately audit team deals Post-Sale and analyze for improvements Ensure the expeditious funding of all contracts Other duties as assigned Qualifications Eagerness to improve, learn and grow Great Attitude, confidence in communication, and ability to take direction College degree preferred or equivalent experience favored, but will train for the right candidate. Knowledge of dealership finance and insurance procedures preferred Ability to analyze and structure deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and skilled verbal/written communication Valid driver's license Benefits Medical, Dental & Vision Insurance 401K Plan + Match Paid time off and vacation Short/Long Term Disability/Flex/Life Growth opportunities
    $68k-102k yearly est. 4d ago

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