77 Portfolio Manager jobs in Washington
Portfolio Manager
98507 Tanglewilde, Washington
Eliassen Group
Posted 1 day ago
Job Viewed
Job Description
**Portfolio Manager**
**Anywhere**
**Type:** Contract-to-Hire
**Category:** Program/Project Management
**Industry:** Healthcare
**Workplace Type:** Remote
**Reference ID:** JN -
**Date Posted:** 09/03/2025
**Shortcut:** Description
+ Recommended Jobs
**Description:**
**100% Remote**
Our client has an exciting opportunity for a Portfolio Manager-Veteran's Affairs. This is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring portfolio alignment to the customer's mission, optimizing resource allocation, managing risk, and delivering measurable business value.
_Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance._
Rate: $80 - $0 / hr. w2
**Responsibilities:**
**Customer Partnership & Strategic Alignment**
+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap.
+ Participate in PI planning, governance, and operational forums to represent the portfolio and influence enterprise outcomes.
**Delivery Leadership Across Programs**
+ Oversee execution of 4 product lines and 30+ concurrent projects, ensuring delivery meets or exceeds expectations for quality, timeline, and customer satisfaction.
+ Lead and mentor 5-10 direct staff, while providing oversight of a team of over 100 project team professionals.
·Provide leadership and oversight to ensure portfolio management processes align with **CMMI standards** , driving continuous improvement, process maturity, and compliance across all program areas.
·Apply a deep understanding of **SAFe Agile frameworks** to guide cross-functional teams, align strategy with execution, and optimize delivery flow across the agile release train and broader enterprise portfolio.
**KPI Management & Process Improvement**
+ Define, track, and analyze KPIs for individual programs and the broader portfolio to ensure operational health and customer value delivery.
+ Use performance data to identify trends, risks, and areas for improvement.
+ Implement internal measurements, process enhancements, and corrective actions to continuously improve efficiency, accountability, and customer outcomes.
+ KPIs should include schedule adherence, budget variance, resource utilization rate, benefit realization, risk exposure, stakeholder satisfaction, change management, and project health scores.
+ Provide clear, actionable reporting to internal leadership and government stakeholders based on KPI analysis.
**Portfolio-Wide Risk Management**
·Implement and sustain a portfolio-wide risk management process to proactively identify, assess, and mitigate risks, including facilitation of regular risk reviews with program managers.
·Establish and maintain standardized risk tracking and reporting practices for consistency across programs while ensuring risk mitigation strategies are actionable, measurable, and embedded into delivery plans.
·Analyze risk trends to identify systemic issues and lead process improvements to enhance delivery resilience.
**Resource Management & Operational Efficiency**
+ Develop and manage a portfolio-wide resource plan to ensure optimal allocation of delivery staff based on project demand.
+ Identify cross-program synergies and drive process efficiencies to improve team performance and portfolio value.
+ Coordinate closely with internal Contracts and Finance teams to manage renewals, modifications, and budget alignment.
**Growth Enablement & Strategic Collaboration**
+ Partner with internal business development teams to shape and pursue new opportunities within the VA portfolio.
+ Contribute to capture and proposal efforts by leveraging delivery insights and customer relationships.
+ Lead or support strategic initiatives that expand the footprint and value of the CCSS program.
**Stakeholder, Subcontractor & Partner Management**
+ Build and manage effective relationships with government stakeholders, subcontractors, and vendor partners.
+ Actively monitor the performance of delivery partners to ensure cost-effective, high-quality execution.
**Experience Requirements:**
**Required Qualifications**
+ **U.S. Citizenship** required.
+ 10+ years of experience in program or portfolio management, with 5-7 years with VA experience
+ 5+ years of Agile, PI planning, and governance experience.
+ Demonstrated ability to lead large, cross-functional teams in delivering complex portfolios.
+ Strong understanding of delivery metrics, performance reporting, and process improvement.
+ Experience with federal contracts, IT program delivery, and budget management.
+ Skilled in stakeholder engagement, risk management, and performance tracking.
+ Ability to participate in technical and business discussions to ensure delivery alignment.
**Preferred Experience**
+ Background in consulting or delivery leadership in a contractor role.
+ Excellent written, verbal, and presentation skills to engage senior leaders and drive alignment.
+ Proven success in leading delivery transformation or modernization initiatives.
**Education Requirements:**
+ Bachelor's Degree required, Master's preferred.
**Certifications**
+ **Required:**
+ Project Management Professional (PMP)
+ **Preferred:**
+ Program Management Professional (PgMP)
+ PMI Risk Management Professional (PMI-RMP)
+ SAFe Certification
_Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range._
_W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality._
_Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact
_About Eliassen Group:_
_Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate._
_Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status._
_Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,00 referral check!_
**Anywhere**
**Type:** Contract-to-Hire
**Category:** Program/Project Management
**Industry:** Healthcare
**Workplace Type:** Remote
**Reference ID:** JN -
**Date Posted:** 09/03/2025
**Shortcut:** Description
+ Recommended Jobs
**Description:**
**100% Remote**
Our client has an exciting opportunity for a Portfolio Manager-Veteran's Affairs. This is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring portfolio alignment to the customer's mission, optimizing resource allocation, managing risk, and delivering measurable business value.
_Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance._
Rate: $80 - $0 / hr. w2
**Responsibilities:**
**Customer Partnership & Strategic Alignment**
+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap.
+ Participate in PI planning, governance, and operational forums to represent the portfolio and influence enterprise outcomes.
**Delivery Leadership Across Programs**
+ Oversee execution of 4 product lines and 30+ concurrent projects, ensuring delivery meets or exceeds expectations for quality, timeline, and customer satisfaction.
+ Lead and mentor 5-10 direct staff, while providing oversight of a team of over 100 project team professionals.
·Provide leadership and oversight to ensure portfolio management processes align with **CMMI standards** , driving continuous improvement, process maturity, and compliance across all program areas.
·Apply a deep understanding of **SAFe Agile frameworks** to guide cross-functional teams, align strategy with execution, and optimize delivery flow across the agile release train and broader enterprise portfolio.
**KPI Management & Process Improvement**
+ Define, track, and analyze KPIs for individual programs and the broader portfolio to ensure operational health and customer value delivery.
+ Use performance data to identify trends, risks, and areas for improvement.
+ Implement internal measurements, process enhancements, and corrective actions to continuously improve efficiency, accountability, and customer outcomes.
+ KPIs should include schedule adherence, budget variance, resource utilization rate, benefit realization, risk exposure, stakeholder satisfaction, change management, and project health scores.
+ Provide clear, actionable reporting to internal leadership and government stakeholders based on KPI analysis.
**Portfolio-Wide Risk Management**
·Implement and sustain a portfolio-wide risk management process to proactively identify, assess, and mitigate risks, including facilitation of regular risk reviews with program managers.
·Establish and maintain standardized risk tracking and reporting practices for consistency across programs while ensuring risk mitigation strategies are actionable, measurable, and embedded into delivery plans.
·Analyze risk trends to identify systemic issues and lead process improvements to enhance delivery resilience.
**Resource Management & Operational Efficiency**
+ Develop and manage a portfolio-wide resource plan to ensure optimal allocation of delivery staff based on project demand.
+ Identify cross-program synergies and drive process efficiencies to improve team performance and portfolio value.
+ Coordinate closely with internal Contracts and Finance teams to manage renewals, modifications, and budget alignment.
**Growth Enablement & Strategic Collaboration**
+ Partner with internal business development teams to shape and pursue new opportunities within the VA portfolio.
+ Contribute to capture and proposal efforts by leveraging delivery insights and customer relationships.
+ Lead or support strategic initiatives that expand the footprint and value of the CCSS program.
**Stakeholder, Subcontractor & Partner Management**
+ Build and manage effective relationships with government stakeholders, subcontractors, and vendor partners.
+ Actively monitor the performance of delivery partners to ensure cost-effective, high-quality execution.
**Experience Requirements:**
**Required Qualifications**
+ **U.S. Citizenship** required.
+ 10+ years of experience in program or portfolio management, with 5-7 years with VA experience
+ 5+ years of Agile, PI planning, and governance experience.
+ Demonstrated ability to lead large, cross-functional teams in delivering complex portfolios.
+ Strong understanding of delivery metrics, performance reporting, and process improvement.
+ Experience with federal contracts, IT program delivery, and budget management.
+ Skilled in stakeholder engagement, risk management, and performance tracking.
+ Ability to participate in technical and business discussions to ensure delivery alignment.
**Preferred Experience**
+ Background in consulting or delivery leadership in a contractor role.
+ Excellent written, verbal, and presentation skills to engage senior leaders and drive alignment.
+ Proven success in leading delivery transformation or modernization initiatives.
**Education Requirements:**
+ Bachelor's Degree required, Master's preferred.
**Certifications**
+ **Required:**
+ Project Management Professional (PMP)
+ **Preferred:**
+ Program Management Professional (PgMP)
+ PMI Risk Management Professional (PMI-RMP)
+ SAFe Certification
_Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range._
_W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality._
_Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact
_About Eliassen Group:_
_Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate._
_Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status._
_Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,00 referral check!_
View Now
0
Category Portfolio Manager
98507 Tanglewilde, Washington
Logitech
Posted 1 day ago
Job Viewed
Job Description
Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way.
**Location:**
**Logitech is proud to support a hybrid/remote work culture.** This full-time role will be open to hybrid candidates based in or near San Jose, CA as well as remote candidates in other offsite US locations.
**Team and Role Overview:**
The **Category Portfolio Manager** will manage the comprehensive product lifecycle for the Gaming Accessory portfolio within the North American region. Partnering closely with sales, global teams, and supply chain to drive the achievement of key performance indicators ( revenue, margin, profitability, and market share).
Serving as a regional lead, the ideal candidate will bring passion and enthusiasm for driving product line growth amongst all channels with direct accountability for product/price positioning, demand planning, inventory optimization, market intelligence, go-to-market schedules, product line reviews, new product pitches to channel partners, and P&L management.
**Y** **our Contribution:**
**Be Yourself. Be Open. Stay Hungry and Humble. Collaborate. Challenge. Decide and just Do. Share our passion for Equality and the Environment.** **These are the behaviors and values you'll need for success at Logitech.**
**Key Responsibilities:**
+ Serve as the product and category expert to secure and expand product assortments with retailers.
+ Oversee product line management to ensure operational efficiency and adaptability to market dynamics.
+ Develop and implement pricing and promotional strategies to drive market growth and share.
+ Manage category product P&L and achieve defined business KPIs (pricing, promotional roadmap, standard margin).
+ Align with internal Business Groups to ensure optimal product positioning for the NAM region, acting as the in-market product category expert.
+ Manage demand forecasting and inventory, collaborating with sales operations and demand planning teams.
+ Conduct market analysis, competitive reviews, and sales data analysis to proactively identify opportunities and risks.
+ Execute comprehensive Product Life Cycle Management, including NPI planning, price modeling, forecasting, product setup, inventory management, and end-of-life management, in partnership with sales, supply chain, and planning teams.
**Qualifications:**
+ Exceptional quantitative skills for translating data into actionable business plans and profitable growth.
+ Strong P&L/portfolio management and business analysis capabilities.
+ Demonstrated ability to champion products and strategies both internally and externally.
+ In-depth understanding of retail partners and channel strategy, particularly within consumer electronics.
+ Excellent leadership, communication, and collaborative relationship-building skills.
+ Fluency in English (verbal and written) is required.
+ Superior communication and presentation skills to influence business, brand, and marketing strategy.
+ Ability to work autonomously and collaboratively with diverse functional and geographical teams.
+ Possess self-management skills and a proactive demeanor.
+ Proven industry experience in consumer technology.
**#LI-CT1**
**#LI-Remote**
**This position offers an OTE (On Target Earnings) of typically between $ 109K and $ 207K dependent on location and experience.** **In certain circumstances, higher compensation will be considered based on the business need, candidate experience, and skills. **
Across Logitech we empower collaboration and foster play. We help teams collaborate/learn from anywhere, without compromising on productivity or continuity so it should be no surprise that most of our jobs are open to work from home from most locations. Our hybrid work model allows some employees to work remotely while others work on-premises. Within this structure, you may have teams or departments split between working remotely and working in-house.
Logitech is an amazing place to work because it is full of authentic people who are inclusive by nature as well as by design. Being a global company, we value our diversity and celebrate all our differences. Don't meet every single requirement? Not a problem. If you feel you are the right candidate for the opportunity, we strongly recommend that you apply. We want to meet you!
We offer comprehensive and competitive benefits packages and working environments that are designed to be flexible and help you to care for yourself and your loved ones, now and in the future. We believe that good health means more than getting medical care when you need it. Logitech supports a culture that encourages individuals to achieve good physical, financial, emotional, intellectual and social wellbeing so we all can create, achieve and enjoy more and support our families. We can't wait to tell you more about them being that there are too many to list here and they vary based on location.
All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.
If you require an accommodation to complete any part of the application process, are limited in the ability, are unable to access or use this online application process and need an alternative method for applying, you may contact us toll free at for assistance and we will get back to you as soon as possible.
**Location:**
**Logitech is proud to support a hybrid/remote work culture.** This full-time role will be open to hybrid candidates based in or near San Jose, CA as well as remote candidates in other offsite US locations.
**Team and Role Overview:**
The **Category Portfolio Manager** will manage the comprehensive product lifecycle for the Gaming Accessory portfolio within the North American region. Partnering closely with sales, global teams, and supply chain to drive the achievement of key performance indicators ( revenue, margin, profitability, and market share).
Serving as a regional lead, the ideal candidate will bring passion and enthusiasm for driving product line growth amongst all channels with direct accountability for product/price positioning, demand planning, inventory optimization, market intelligence, go-to-market schedules, product line reviews, new product pitches to channel partners, and P&L management.
**Y** **our Contribution:**
**Be Yourself. Be Open. Stay Hungry and Humble. Collaborate. Challenge. Decide and just Do. Share our passion for Equality and the Environment.** **These are the behaviors and values you'll need for success at Logitech.**
**Key Responsibilities:**
+ Serve as the product and category expert to secure and expand product assortments with retailers.
+ Oversee product line management to ensure operational efficiency and adaptability to market dynamics.
+ Develop and implement pricing and promotional strategies to drive market growth and share.
+ Manage category product P&L and achieve defined business KPIs (pricing, promotional roadmap, standard margin).
+ Align with internal Business Groups to ensure optimal product positioning for the NAM region, acting as the in-market product category expert.
+ Manage demand forecasting and inventory, collaborating with sales operations and demand planning teams.
+ Conduct market analysis, competitive reviews, and sales data analysis to proactively identify opportunities and risks.
+ Execute comprehensive Product Life Cycle Management, including NPI planning, price modeling, forecasting, product setup, inventory management, and end-of-life management, in partnership with sales, supply chain, and planning teams.
**Qualifications:**
+ Exceptional quantitative skills for translating data into actionable business plans and profitable growth.
+ Strong P&L/portfolio management and business analysis capabilities.
+ Demonstrated ability to champion products and strategies both internally and externally.
+ In-depth understanding of retail partners and channel strategy, particularly within consumer electronics.
+ Excellent leadership, communication, and collaborative relationship-building skills.
+ Fluency in English (verbal and written) is required.
+ Superior communication and presentation skills to influence business, brand, and marketing strategy.
+ Ability to work autonomously and collaboratively with diverse functional and geographical teams.
+ Possess self-management skills and a proactive demeanor.
+ Proven industry experience in consumer technology.
**#LI-CT1**
**#LI-Remote**
**This position offers an OTE (On Target Earnings) of typically between $ 109K and $ 207K dependent on location and experience.** **In certain circumstances, higher compensation will be considered based on the business need, candidate experience, and skills. **
Across Logitech we empower collaboration and foster play. We help teams collaborate/learn from anywhere, without compromising on productivity or continuity so it should be no surprise that most of our jobs are open to work from home from most locations. Our hybrid work model allows some employees to work remotely while others work on-premises. Within this structure, you may have teams or departments split between working remotely and working in-house.
Logitech is an amazing place to work because it is full of authentic people who are inclusive by nature as well as by design. Being a global company, we value our diversity and celebrate all our differences. Don't meet every single requirement? Not a problem. If you feel you are the right candidate for the opportunity, we strongly recommend that you apply. We want to meet you!
We offer comprehensive and competitive benefits packages and working environments that are designed to be flexible and help you to care for yourself and your loved ones, now and in the future. We believe that good health means more than getting medical care when you need it. Logitech supports a culture that encourages individuals to achieve good physical, financial, emotional, intellectual and social wellbeing so we all can create, achieve and enjoy more and support our families. We can't wait to tell you more about them being that there are too many to list here and they vary based on location.
All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.
If you require an accommodation to complete any part of the application process, are limited in the ability, are unable to access or use this online application process and need an alternative method for applying, you may contact us toll free at for assistance and we will get back to you as soon as possible.
View Now
1
Portfolio Manager - Private Asset Management
98005 Bellevue, Washington
TIAA
Posted 1 day ago
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
+ Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
+ Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
+ Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
+ Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
+ Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
+ Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**Additional Responsibilities**
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 65
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
**Anticipated Posting End Date:**
Base Pay Range: $124,000/yr - $155,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
+ Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
+ Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
+ Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
+ Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
+ Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
+ Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**Additional Responsibilities**
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 65
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
**Anticipated Posting End Date:**
Base Pay Range: $124,000/yr - $155,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
View Now
2
Portfolio Manager - Private Asset Management
98194 Seattle, Washington
TIAA
Posted 1 day ago
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
+ Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
+ Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
+ Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
+ Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
+ Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
+ Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**Additional Responsibilities**
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 65
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
**Anticipated Posting End Date:**
Base Pay Range: $124,000/yr - $155,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
+ Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
+ Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
+ Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
+ Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
+ Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
+ Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**Additional Responsibilities**
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 65
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
**Anticipated Posting End Date:**
Base Pay Range: $124,000/yr - $155,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
View Now
3
Associate Real Estate Portfolio Manager- REMOTE
98507 Tanglewilde, Washington
Ryder System
Posted 1 day ago
Job Viewed
Job Description
_Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ._
**Job Description** :
**Summary**
The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real Estate Portfolio. This is primarily an asset management role that is responsible for all real estate activities. Successful candidate must drive consistent corporate real estate objectives for the business units and perform specialized projects as assigned. Responsibilities include complex real estate financial analysis, deal negotiation, and finalizing real estate contract terms and conditions, analyze broker opinions of value (BOV) along with multiple methods of valuation as required for transactions in order to guide the organization through the decision making process. This position will provide real estate subject matter expertise to internal business customers and drive management decision making at the BU, Region, and HQ level by developing and communicating the strategy needed to successfully achieve real estate goals to manage business needs. Position is primary point of contact with Ryder Legal, Environmental, Risk, Safety, Operations, Business Development and BU Leadership to ensure all transactions follow Ryder policies and are executed in a timely manner. The position will report to the Sr Manager of Real Estate and continuously evaluate the assigned portfolio and processes related to real estate for each business segment to improve real estate deliverable and create continuous improvement and efficiencies.
*** REMOTE work from HOME***
**Essential Functions**
+ Manage Real Estate transactions start to finish. Source brokerage services based on qualifications needed, then collaborate with brokers to locate new properties and complete valuations. Analyze and prioritize potential real estate opportunities, then negotiate and execute transactions for assigned business units.
+ Work with Management team to develop and then execute diverse Real Estate strategies for designated assigned portfolio areas. Make time sensitive decisions to facilitate completion of real estate transactions. Lead internal cross functional team and execute changes based on discussions, through dynamic selection process, including members from Ryder's legal, operations, risk, tax, environmental departments in order to complete projects successfully. Manage teams of external consultants such as architects, engineers, and brokers in evaluating real estate assets, Lead departmental teams for the selection, evaluation, and completion of real estate transactions.
+ Work with the broader real estate Facility Planning and Construction team to coordinate and ensure completion of assigned portfolio projects that require construction or equipment installation.
+ Evaluate assigned real estate portfolio needed improvement initiatives.
+ Work with real estate management and support department on specialized portfolio projects.
+ Drive portfolio process improvement projects.
+ Ensure Ryder portfolio records are accurate and current in RE database.
+ Ensure that all real estate transaction processes conform to Ryder internal approval controls. Comply with RCE process and Sarbanes Oxley requirements.
**Additional Responsibilities**
+ Evaluate the facilities in the assigned portfolio to develop short and long term strategic plans.
+ Develop detailed action plans based on the business strategy as it pertains to Real Estate.
+ Conduct market tests to ensure alternatives are evaluated and all economics are competitive.
+ Continuously evaluate processes related to Real Estate to drive out waste.
+ Performs other duties as assigned.
**Skills and Abilities**
+ Project management skills
+ Effective negotiation skills
+ Ability to exert influence on changing the status quo and exercise leadership in bringing about new directions
+ Ability to create and maintain professional relationships within all levels of the organization (peers, work groups, customers, supervisors)
+ Ability to work independently and as a member of a team
+ Flexibility to operate and self-driven to excel in a fast-paced environment
+ Capable of multi-tasking, highly organized, with excellent time management skills
+ Detailed oriented with excellent follow-up practices
+ Excellent collaboration and team building skills
+ Team driven character with a desire to grow through ongoing improvement
**Qualifications**
+ Bachelor's degree required real estate, business, finance, or related field.
+ Master's degree preferred real estate or related field
+ Five (5) years or more professional experience in Commercial Real Estate related jobs required required
**Travel:** 10-20%
**Job Category:** Real Estate & Construction
**Compensation Information** :
The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:
**Pay Type** :
Salaried
Minimum Pay Range:
$70,000
Maximum Pay Range:
$90,000
**Benefits Information** :
**For all Full-time positions only** : Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.
For more information about benefits, click here ( to download the comprehensive benefits summary.
Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
**Important Note** **:**
Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.
Security Notice for Applicants:
Ryder will only communicate with an applicant directly from a (@ryder.com) email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through .
Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at or .
**Current Employees** **:**
If you are a current employee at Ryder, please click here ( to log in to Workday to apply using the internal application process.
_Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ._
#wd
**Job Description** :
**Summary**
The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real Estate Portfolio. This is primarily an asset management role that is responsible for all real estate activities. Successful candidate must drive consistent corporate real estate objectives for the business units and perform specialized projects as assigned. Responsibilities include complex real estate financial analysis, deal negotiation, and finalizing real estate contract terms and conditions, analyze broker opinions of value (BOV) along with multiple methods of valuation as required for transactions in order to guide the organization through the decision making process. This position will provide real estate subject matter expertise to internal business customers and drive management decision making at the BU, Region, and HQ level by developing and communicating the strategy needed to successfully achieve real estate goals to manage business needs. Position is primary point of contact with Ryder Legal, Environmental, Risk, Safety, Operations, Business Development and BU Leadership to ensure all transactions follow Ryder policies and are executed in a timely manner. The position will report to the Sr Manager of Real Estate and continuously evaluate the assigned portfolio and processes related to real estate for each business segment to improve real estate deliverable and create continuous improvement and efficiencies.
*** REMOTE work from HOME***
**Essential Functions**
+ Manage Real Estate transactions start to finish. Source brokerage services based on qualifications needed, then collaborate with brokers to locate new properties and complete valuations. Analyze and prioritize potential real estate opportunities, then negotiate and execute transactions for assigned business units.
+ Work with Management team to develop and then execute diverse Real Estate strategies for designated assigned portfolio areas. Make time sensitive decisions to facilitate completion of real estate transactions. Lead internal cross functional team and execute changes based on discussions, through dynamic selection process, including members from Ryder's legal, operations, risk, tax, environmental departments in order to complete projects successfully. Manage teams of external consultants such as architects, engineers, and brokers in evaluating real estate assets, Lead departmental teams for the selection, evaluation, and completion of real estate transactions.
+ Work with the broader real estate Facility Planning and Construction team to coordinate and ensure completion of assigned portfolio projects that require construction or equipment installation.
+ Evaluate assigned real estate portfolio needed improvement initiatives.
+ Work with real estate management and support department on specialized portfolio projects.
+ Drive portfolio process improvement projects.
+ Ensure Ryder portfolio records are accurate and current in RE database.
+ Ensure that all real estate transaction processes conform to Ryder internal approval controls. Comply with RCE process and Sarbanes Oxley requirements.
**Additional Responsibilities**
+ Evaluate the facilities in the assigned portfolio to develop short and long term strategic plans.
+ Develop detailed action plans based on the business strategy as it pertains to Real Estate.
+ Conduct market tests to ensure alternatives are evaluated and all economics are competitive.
+ Continuously evaluate processes related to Real Estate to drive out waste.
+ Performs other duties as assigned.
**Skills and Abilities**
+ Project management skills
+ Effective negotiation skills
+ Ability to exert influence on changing the status quo and exercise leadership in bringing about new directions
+ Ability to create and maintain professional relationships within all levels of the organization (peers, work groups, customers, supervisors)
+ Ability to work independently and as a member of a team
+ Flexibility to operate and self-driven to excel in a fast-paced environment
+ Capable of multi-tasking, highly organized, with excellent time management skills
+ Detailed oriented with excellent follow-up practices
+ Excellent collaboration and team building skills
+ Team driven character with a desire to grow through ongoing improvement
**Qualifications**
+ Bachelor's degree required real estate, business, finance, or related field.
+ Master's degree preferred real estate or related field
+ Five (5) years or more professional experience in Commercial Real Estate related jobs required required
**Travel:** 10-20%
**Job Category:** Real Estate & Construction
**Compensation Information** :
The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:
**Pay Type** :
Salaried
Minimum Pay Range:
$70,000
Maximum Pay Range:
$90,000
**Benefits Information** :
**For all Full-time positions only** : Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.
For more information about benefits, click here ( to download the comprehensive benefits summary.
Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
**Important Note** **:**
Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.
Security Notice for Applicants:
Ryder will only communicate with an applicant directly from a (@ryder.com) email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through .
Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at or .
**Current Employees** **:**
If you are a current employee at Ryder, please click here ( to log in to Workday to apply using the internal application process.
_Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ._
#wd
View Now
4
On Premise Portfolio Manager - Gallo - NW Division
98005 Bellevue, Washington
Southern Glazer's Wine and Spirits
Posted 1 day ago
Job Viewed
Job Description
**What You Need To Know**
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the premier wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.
The reputation of Southern Glazer's is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer's has been recognized by Newsweek as one of America's Greatest Workplaces for Inclusion and Diversity, as well as for Women and Parents and Families. These accolades speak volumes about our commitment to creating a supportive and inclusive culture of belonging for all employees.
Southern Glazer's offers a competitive compensation package with starting salary between $6000 - $000 / year plus incentives and auto allowance eligibility. The expected first year earning is between 75000 - 9000. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.
As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
**Additional Information:**
+ **Desired Experience: Wine & Spirits knowledge with previous On-Premise / Sales experience in the Beverage Alcohol industry.**
**Overview**
The Business Development Manager (BDM) is responsible for managing and strategically growing SGWS's business through influential leadership.
**Primary Responsibilities**
+ Accountable for achieving revenue, margin, and gross profit targets as set by the Sales Director.
+ Communicate local program spending effectiveness to maximize the company's profits. Help determine the ROI on outlined focused initiatives
+ Responsible for accurately analyzing and projecting quarterly and monthly business for assigned territory
+ Strategically provide the shared team with conflict resolution, removal of performance obstacles, and/or relationship concerns among key accounts in the region
+ Identify market trends and developments in product categories, geographic regions, and among the entire account base, so you are at the forefront when compared to the competition
**Additional Primary Responsibilities**
**Minimum Qualifications**
+ Bachelor's Degree in Business Administration or related field or 3-5 years of industry related sales experience
+ 3-5 years of industry-related sales experience
+ Possess a dependable vehicle, valid driver's license, proof of state registration and insurance, and an acceptable driving record
+ Manage and stay within a budget that may be assigned on behalf of the company
+ Must demonstrate a strategic, analytical thought process
+ Possess a clear understanding of financial acumen
+ Ability to analyze data available to anticipate potential issues and proactively model potential solutions
+ Strong communication, organization, and commercial planning capabilities
+ Proficient using Compass, Diver, Excel, and Proof
+ Ability to understand supplier strategies and capability of aligning with internal and external teams
+ Must be at least 21 years of age
**Physical Demands**
+ Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
+ Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
+ Work week will often exceed 40 hours including working mornings, nights, weekends, and holidays when required
+ May require occasional lifting/lowering, pushing, carrying, or pulling up to 40lbs
**EEO Statement**
Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.
Southern Glazer's Wine and Spirits provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the premier wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.
The reputation of Southern Glazer's is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer's has been recognized by Newsweek as one of America's Greatest Workplaces for Inclusion and Diversity, as well as for Women and Parents and Families. These accolades speak volumes about our commitment to creating a supportive and inclusive culture of belonging for all employees.
Southern Glazer's offers a competitive compensation package with starting salary between $6000 - $000 / year plus incentives and auto allowance eligibility. The expected first year earning is between 75000 - 9000. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.
As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
**Additional Information:**
+ **Desired Experience: Wine & Spirits knowledge with previous On-Premise / Sales experience in the Beverage Alcohol industry.**
**Overview**
The Business Development Manager (BDM) is responsible for managing and strategically growing SGWS's business through influential leadership.
**Primary Responsibilities**
+ Accountable for achieving revenue, margin, and gross profit targets as set by the Sales Director.
+ Communicate local program spending effectiveness to maximize the company's profits. Help determine the ROI on outlined focused initiatives
+ Responsible for accurately analyzing and projecting quarterly and monthly business for assigned territory
+ Strategically provide the shared team with conflict resolution, removal of performance obstacles, and/or relationship concerns among key accounts in the region
+ Identify market trends and developments in product categories, geographic regions, and among the entire account base, so you are at the forefront when compared to the competition
**Additional Primary Responsibilities**
**Minimum Qualifications**
+ Bachelor's Degree in Business Administration or related field or 3-5 years of industry related sales experience
+ 3-5 years of industry-related sales experience
+ Possess a dependable vehicle, valid driver's license, proof of state registration and insurance, and an acceptable driving record
+ Manage and stay within a budget that may be assigned on behalf of the company
+ Must demonstrate a strategic, analytical thought process
+ Possess a clear understanding of financial acumen
+ Ability to analyze data available to anticipate potential issues and proactively model potential solutions
+ Strong communication, organization, and commercial planning capabilities
+ Proficient using Compass, Diver, Excel, and Proof
+ Ability to understand supplier strategies and capability of aligning with internal and external teams
+ Must be at least 21 years of age
**Physical Demands**
+ Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
+ Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
+ Work week will often exceed 40 hours including working mornings, nights, weekends, and holidays when required
+ May require occasional lifting/lowering, pushing, carrying, or pulling up to 40lbs
**EEO Statement**
Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.
Southern Glazer's Wine and Spirits provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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5
Wealth Management Client Associate
99216 Spokane Valley, Washington
U.S. Bank
Posted 1 day ago
Job Viewed
Job Description
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 sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
**Basic Qualifications**
- High school diploma or equivalent (Bachelor's degree preferred)
- Two to four years of investment industry experience preferred
**- To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses**
**Preferred Skills/Experience**
- Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
- Ability to contact and profile existing clients, leads, and prospects
- Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred
- Proven understanding of operations, policies, procedures, regulations and compliance requirements
- Strong analytical skills with an emphasis on detail
- Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy
- Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners
- Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software
_This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program_
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**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: $20.00 - $26.39
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.
**Posting may be closed earlier due to high volume of applicants.**
**Job Description**
Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
**Basic Qualifications**
- High school diploma or equivalent (Bachelor's degree preferred)
- Two to four years of investment industry experience preferred
**- To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses**
**Preferred Skills/Experience**
- Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
- Ability to contact and profile existing clients, leads, and prospects
- Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred
- Proven understanding of operations, policies, procedures, regulations and compliance requirements
- Strong analytical skills with an emphasis on detail
- Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy
- Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners
- Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software
_This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program_
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**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: $20.00 - $26.39
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.
**Posting may be closed earlier due to high volume of applicants.**
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6
Wealth Management Client Associate
98408 Tacoma, Washington
Bank of America
Posted 1 day ago
Job Viewed
Job Description
Wealth Management Client Associate
Tacoma, Washington
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Tacoma, Washington
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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7