Manager of Portfolio Management

• Lead and inspire a team of Portfolio Managers, fostering an environment of continuous learning, innovation, and adaptability to emerging industry trends. Champion professional development initiatives that prepare the team for evolving business needs and technological advancements. 

• Utilize advanced analytics and performance dashboards to monitor team outcomes, set ambitious goals aligned with organizational strategy, and drive process re-engineering efforts that leverage automation and digital tools to optimize efficiency and elevate the member experience. 

• Act as a strategic escalation resource for highly complex member scenarios, employing data-driven insights and cross-functional collaboration to ensure swift, effective resolutions and exceptional service delivery in a rapidly changing financial landscape. 

• Maintain oversight of a select portfolio of business members to remain attuned to evolving frontline operational needs, ensuring strategic responsiveness and relevance in member engagement over the next three years. 

• Serve as the lead relationship manager for assigned accounts, overseeing complex account openings, onboarding processes, and loan origination, while proactively adapting these functions to anticipated industry changes and member expectations. 

• Drive ongoing workflow optimization and standardization initiatives across the team, leveraging emerging technologies and data analytics to enhance efficiency and scalability, positioning the department for sustained growth and adaptability through 2029. 

• Foster cross-functional collaboration with Business Advisors and executive leadership, aligning strategies with the credit union’s long-term objectives and ensuring that the team delivers measurable results in a dynamic business environment. 

• Ensure rigorous compliance with all regulatory requirements (BSA, OFAC, GLBA, NACHA etc.), anticipating regulatory shifts and proactively updating protocols to maintain the highest standards of quality and risk mitigation. 

• Champion a culture of compliance and continuous improvement within the team, instituting regular training, performance reviews, and process audits to support professional development and operational excellence for the future. 

Knowledge, Skills & Abilities 

Experience:  

• Minimum of 5 years in business relationship management or financial services, with demonstrated success in handling complex client portfolios and driving strategic outcomes.  

• Proven track record of leading high-impact projects in fast-paced environments is strongly preferred. 

• Minimum of 2 years in a supervisory or leadership role, overseeing teams and driving performance in a business relationship management or financial services environment. 

Education:  

• Bachelor’s degree in business, finance, or a related field or 3 additional combined years of experience in business banking. 

Licenses, Certifications, Registrations 

• Project Management certification preferred 

Managerial Responsibility 

Has supervisor/managerial responsibilities that are direct and through other leaders, typically with a subordinate group of 5 or more employees and multiple organizational and cross-functional teams.  Estimates personnel needs and assigns work to meet these needs.  Supervises, coordinates, and reviews the work of assigned staff.  Recommends candidates for employment, conducts performance evaluations and salary reviews for staff, and applies company policy. 

Computer/Office Equipment Skills  

• Demonstrated proficiency with the Microsoft Office Suite—including Outlook, Word, Teams, PowerPoint, and Excel—with the ability to adapt to new versions and emerging productivity tools as technology advances.  

• Anticipated experience leveraging advanced analytical and reporting platforms to enhance data-driven decision-making is preferred. 

Language Skills   

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations 

• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization. 

Other Skills and Abilities 

• Demonstrated experience in treasury management, business financial products, and basic financial underwriting. 

• Proven ability to operate independently while fostering collaboration across cross-functional and multi-generational teams. 

• Agility in navigating change and proactively identifying innovative solutions to emerging challenges in a dynamic business environment. 

• Dedication to ongoing professional development and driving process optimization through continuous learning and the adoption of best practices. 

• Exceptional leadership and coaching capabilities, with a track record of inspiring, mentoring, and developing high-performing teams for future growth. 

• Comprehensive knowledge of complex business entity structures and the design of forward-thinking financial solutions aligned with evolving market trends. 

• Expertise in prioritizing multiple initiatives and maintaining strategic focus and composure in high-pressure, fast-paced settings. 

• Demonstrated interpersonal and communication skills, with the ability to articulate complex concepts and recommendations to diverse stakeholders at all organizational levels. 

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally
 

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)
 

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally
 

Environmental

There are no unusual environmental factors (such as a typical office)
 

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

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