NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesLakewood, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
Multi-Specialty Account Manager - San Francisco, CA LundbeckMulti-Specialty Account Manager - San Francisco, CALafayette, CA$110,000–$135,000We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
NewPsychiatry Account Manager - Visalia / Fresno, CA LundbeckPsychiatry Account Manager - Visalia / Fresno, CAVisalia, CA$125,000–$150,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
Portfolio Manager II or Senior Portfolio Manager TriCo BancsharesPortfolio Manager II or Senior Portfolio ManagerBakersfield, CA$84,000–$152,375 / yearCOMPANY PROFILE: Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Conduct quarterly, semi-annual, or annual business reviews, working closely with business partners and Community Banking partners for historical financial reports, industry outlook resources and bench marking data for current and future financial solutions.
Data Center PMO Portfolio Manager Cbre ValuationData Center PMO Portfolio ManagerSan Jose, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). The successful candidate will be a self-starter with excellent communication skills, capable of independently driving business process management, executing cross-functional reporting, and navigating a highly matrixed organization to enforce Service Level Objectives (SLOs).
Senior Portfolio Manager Bank of Marin BancorpSenior Portfolio ManagerNapa, CA$132,845–$185,979 / yearBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking Office in our Napa Redwood office. Gathers information for new loan requests, coordinates with Credit Analysts on loan package preparation and proposals, works with Credit Administration to properly document loans and closes loans with borrowers when needed.
Portfolio Manager (Multiple Offices) ProsumPortfolio Manager (Multiple Offices)Los Angeles, CA$130,000–$160,000 / yearThis role will partner closely with business analysts, technical teams, vendors, project managers, and executive stakeholders to establish structure, governance, and alignment across technology initiatives. The ideal candidate will have strong experience managing enterprise-level IT portfolios, coordinating complex programs, managing resources and budgets, and communicating effectively with senior leadership.
NewASSOCIATE PORTFOLIO MANAGER State Of CaliforniaASSOCIATE PORTFOLIO MANAGERWoodland, CA$12,667–$19,000 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base paydifferential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
Associate Portfolio Manager - Wealth Management (Hybrid) EP Wealth Advisors LLCAssociate Portfolio Manager - Wealth Management (Hybrid)Torrance, CA$79,000–$110,000 / yearOur ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community. The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts.
Portfolio Manager Bank of Marin BancorpPortfolio ManagerRancho Cordova, CA$79,348–$107,120 / yearBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking an on-site Portfolio Manager to join our Commercial Banking Office in our Rancho Cordova office. Gathers information for new loan requests, coordinates with Credit Analysts on loan package preparation and proposals, works with credit administration to properly document loans and closes loans with borrowers when needed.
Loan Portfolio Manager Arixa CapitalLoan Portfolio ManagerLos Angeles, CAThe Loan Portfolio Manager ensures borrowers remain compliant with loan terms, monitor risk, coordinates post-origination activity, and partners with internal departments and external stakeholders to maintain portfolio performance. 5000 list of the fastest growing private companies in the U.S. For a full description of ranking methodology, please visit: https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html .
Assistant Portfolio Manager Arixa CapitalAssistant Portfolio ManagerLos Angeles, CAThis role is designed for a high-performing credit professional ready to step into a Portfolio Manager track, with immediate responsibility for loan-level oversight, portfolio analytics, and direct communication with capital partners. Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5billion as of March 31, 2026.
Portfolio Manager Avidbank Holdings IncPortfolio ManagerSan Jose, CA$90,000–$140,000 / yearQualifications: • Thorough understanding of financial services and banking products • Strong underwriting and portfolio management skills • Financial modeling experience and comfort • Ability to manage complex credits and client relationships • Background in cash flow lending for sponsor-backed borrowers (a plus) • Thrives in a dynamic and remote work environment • Skilled communicator, written and verbal • Strong ability to lead and motivate junior staff • Ability to interpret financial data and reports and, when necessary, recommend appropriate actions • Ensures absolute confidentiality in all areas of responsibility • Pro-active attitude and resourcefulness. Core lending products include cash flow term loans, asset-based lines of credit, and recurring revenue revolvers primarily utilized by sponsor-backed businesses for acquisition financing, debt refinance, recapitalizations, and working capital support.
Portfolio Manager Procisive LLCPortfolio ManagerSan Diego, CAConduct investment research, manager selection analysis, and due diligence across traditional and alternative investments, including private markets, hedge funds, and other non-traditional strategies, with a focus on structure, liquidity, and risk. This role is designed for a strong mid-level executor who brings sound investment judgment, attention to detail, and the ability to operate effectively in a small, close-knit firm environment.
Regional Portfolio Manager, Global Real Estate & Facilities Amazon.com IncRegional Portfolio Manager, Global Real Estate & FacilitiesSan Francisco, CAThe Portfolio Manager must operate as a true partner to Business Leaders, Finance, Design & Construction, Strategy & Occupancy Planning, Transaction Management, HR, IT, Corporate Security, Public Relations, Procurement and other functional areas. The Portfolio Manager"s ability to build relationships within the wider GREF team- both with key vendors and internal business partners- is critical, as is the ability to operate within a fast-paced and complex environment.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Manager Associate City National BankPortfolio Manager AssociateBeverly Hills, CARemote$92,114–$156,880 / yearRespond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Associate Portfolio Manager NorthmarqAssociate Portfolio ManagerCity of Glendale, CO$85,000–$105,000 / yearThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviewing and analyzing borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. Specific responsibilities include: Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender's specific guidelines and requirements.
CRE Credit Products Portfolio Mgr Sr Flagstar Bank, N.A.CRE Credit Products Portfolio Mgr SrBeverly Hills, CAFull timeAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
Portfolio Manager III - Entertainment & Sports Banking City National BankPortfolio Manager III - Entertainment & Sports BankingCARemote$122,535–$208,715 / yearPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Assistant Vice President, Portfolio Manager Western Alliance BancorpAssistant Vice President, Portfolio ManagerCosta Mesa, CA$100,370–$123,983 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
SENIOR PORTFOLIO MANAGER State Of CaliforniaSENIOR PORTFOLIO MANAGERWoodland, CA$18,334–$28,334 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base paydifferential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
Portfolio Manager I sp City National BankPortfolio Manager I spLos Angeles, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Portfolio Manager I - Middle Market, Leveraged & Syndications City National BankPortfolio Manager I - Middle Market, Leveraged & SyndicationsLos Angeles, CaliforniaRemote$44.28–$75.42 / hourFull timePortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Portfolio Manager City National BankPortfolio ManagerLos Angeles, CARemote$44.28–$75.42 / hourAdditional Qualifications: • Intermediate experience in credit management and lending operations with a strong understanding of risk management principles • Desire to build leadership and coaching skills with the ability to train and develop talent • Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams • Intermediate analytical skills with the ability to interpret complex data and make informed decisions • Industry-specific knowledge and expertise. Portfolio Management Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Manager II City National BankPortfolio Manager IILos Angeles, CARemote$48.66–$82.86 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Power Finance Portfolio Manager - El Segundo or Los Angeles, CA California Bank & TrustPower Finance Portfolio Manager - El Segundo or Los Angeles, CALos Angeles, CA$150,000–$190,000 / yearResponsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.
Associate, Portfolio Manager BlackRock IncAssociate, Portfolio ManagerSausalito, CA$116,000–$155,000 / yearTo help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
Power Finance Portfolio Manager - El Segundo or Los Angeles, CA Zions Bancorporation NAPower Finance Portfolio Manager - El Segundo or Los Angeles, CAEl Segundo, CA$150,000–$190,000 / yearResponsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.
Senior Manager, Risk Portfolio & Strategic Initiatives BILL Holdings IncSenior Manager, Risk Portfolio & Strategic InitiativesCA$185,100–$230,900 / yearIn this role, you will own program and vendor management for the Risk organization, build operating frameworks that reduce manual processes through AI tooling and automation, and lead a team of analysts and portfolio managers focused on strategic execution. Partner closely with risk analysts, data scientists, and business partners across compliance, fraud, and credit risk to integrate risk management strategies and provide thought leadership on data-driven practices.
Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San FranciscoSan Francisco, CA$125,000–$290,000 / yearPartner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
Real Estate Portfolio Manager Anthropic PBCReal Estate Portfolio ManagerSan Francisco, CAThe Real Estate Portfolio Manager will oversee a team including a Real Estate Program Manager and an Occupancy Planning/Lease Administration specialist, building a high-performing function that brings the strategic rigor and analytical sophistication of established corporate real estate organizations to our rapidly scaling AI company. We are seeking a senior Real Estate Portfolio Manager to join Anthropics Workplace and Real Estate team to lead strategic planning, portfolio optimization, and a team of real estate professionals across our global footprint.
Portfolio Manager Cerity PartnersPortfolio ManagerIrvine, CaliforniaSuccess in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
Enterprise Program Integration Lead / Portfolio Manager (Location : CA DELTASOFT SOLUTIONS LLCEnterprise Program Integration Lead / Portfolio Manager (Location : CASan fransico, CAThis role will focus on establishing an integrated, enterprise-level view across programs by developing a “forward schedule of change”, enabling leadership to proactively manage risks, dependencies, and cross-program impacts. PG&E is seeking a highly experienced Enterprise Portfolio Manager to support the coordination and management of multiple large-scale strategic initiatives (e.g., Propel, Elevate, cloud migration, data transformation, and architectural alignment etc).
Portfolio Manager Access Plus CapitalPortfolio ManagerFresno, CAExecute loan change-in-terms to provide relief for clients as deemed necessary in compliance with internal loan policy as well as third-party guidelines such as and not limited to SBA, United States Department of Agriculture (USDA), CAL CAP, State Loan Guarantee (SBLGP) and others. The Portfolio Manager manages borrower relationships, conducts financial analysis, completes the underwriting and restructuring of loans, as well as provides technical assistance to support the success of borrowers and the health of the loan portfolio.
Investment Portfolio Manager, Real Estate Workplace Services Google LLCInvestment Portfolio Manager, Real Estate Workplace ServicesSunnyvale, CAWe also manage the industry-leading services that help make Google a great place to work -- from how we design healthy and collaborative workspaces, create energizing food experiences, provide convenient transportation and fitness options, to delivering environments where Google and our employees can thrive. You are responsible for defining and driving a multi-year investment and exit strategy that optimizes strategic outcomes across multiple dimensions, including financial returns, balance sheet efficiency, placemaking potential, brand value, and other dual-use objectives.
Senior Portfolio Manager (S/VP) International Search ConsultantsSenior Portfolio Manager (S/VP)Los Angeles, CaliforniaPortfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families .
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditCAHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
NewBuy-Side Equity Analyst or Portfolio Manager: Paid User Testing MercataBuy-Side Equity Analyst or Portfolio Manager: Paid User TestingSan Francisco, CAMercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native Research OS for hedge funds and alternative asset managers. By automating data ingestion and surfacing high-impact events, Mercata frees analysts from manual review and helps them focus on forming original, high-conviction ideas.
Portfolio Manager Hospitality - Los Angeles, CA Laz Parking LtdPortfolio Manager Hospitality - Los Angeles, CALos Angeles, CAResponsible for payroll processing; ensuring sign off on hours in timely manner; collaborate with the local payroll department to ensure pay data is completed properly; work with Human Resources Business Partner to ensure proper wage and hour compliance. The Spirit of the Position: The Portfolio Manager, Hospitality supports the Director of Operations or General Manager with complete oversight of the financial, operational, safety and service-related success within their portfolio of hotels.
Portfolio Manager CTBC Financial Holding Co LtdPortfolio ManagerLos Angeles, CAControl risk and identify issues on more complex commercial & industrial - loan applications and credit processing to increase the revenue and ensure safe and sound loans for profitability and growth. Identify watch list and /or problem credits and take appropriate action including the seeking of assistance in deteriorating credit situations from the Team Leader or senior management.
Manager, Technology Portfolio GXO Enterprise Services LLCManager, Technology PortfolioLos Angeles, CAFull timeYou will own portfolio governance, prioritization, and investment performance, ensuring strategic initiatives deliver measurable value in service, cost, productivity, and growth while enabling clear executive decision-making and predictable delivery outcomes. As the Global Portfolio Manager, you will lead enterprise-scale, multi-year technology and operating model transformations across GXO's global logistics network.
FVP, Portfolio Manager Axos BankFVP, Portfolio ManagerSan Diego, CAResponsibilities: Lead the management of a diverse portfolio of non-real estate lender finance clients, including specialty finance companies, consumer lending platforms, and other non-bank financial institutions. The FVP, Portfolio Manager Lead will oversee and manage a team responsible for the ongoing monitoring, risk assessment, and performance of a portfolio of non-real estate lender finance clients.
Senior Manager - Solution Portfolio Manager Deloitte Touche Tohmatsu LtdSenior Manager - Solution Portfolio ManagerCA$163,000–$322,100 / yearExperience working in Finance, ERP, or enterprise software product contexts preferred; managing, creating, or implementing solutions/ products that support automation of finance functions such as Record to Report. As a Senior Manager and Solution Portfolio Manager within our Finance Transformation Tech Enablement team, you will own the product strategy, market sizing, competitive fit, and portfolio prioritization for the Finance Operate Platform.
VP, Consumer Loan Portfolio Manager Banc of CaliforniaVP, Consumer Loan Portfolio ManagerValencia, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Portfolio Manager II - Retail Petroleum & Convenience Store Citizens Financial Group IncPortfolio Manager II - Retail Petroleum & Convenience StoreIrvine, CA$173,000–$218,000 / yearAs a Corporate Banking Portfolio Manager II for the Retail Petroleum and Convenience Store sector, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. In this role, you will manage a portfolio of Retail Petroleum/C-Store credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments.
Portfolio Manager DOSSPortfolio ManagerSan Francisco, CaliforniaYou'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle: Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money). The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership — leading a small team of PMO ICs while staying deeply hands-on yourself.