Remote Communication

Remote Communication Finance Jobs

69 jobs found

Sales Representative Entry Level

Schnabel District - Northwestern Mutual Lexington, KY Hybrid

30d ago

$65k - $95k/yr Full time Client Acquisition Entry Level Entry Level

Client Acquisition Entry Level Entry Level

Apply Now

Job Description

Overview

As an Entry Level Sales Representative with Schnabel District in Northwestern Mutual, you will join a culture shaped by teamwork, growth, and values-driven leadership. Our focus is on helping others through a consistent, client-first process, with success following when the mission remains authentic. The team emphasizes continual improvement, commitment, abundance, kindness, and integrity, and we foster a close-knit, collaborative office where everyone is supported and treated like family. We are proud to contribute to the Lexington community through partnerships with local organizations such as the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool. Our office is located at 330 East Main St, Ste 300 Lexington, Kentucky 40507. Learn more about a Day in the Life of a Northwestern Mutual Advisor at the following link: https://youtu.be/tar1BSa7GawA.

Office Location and Community Focus

Hybrid remote work arrangement available in Lexington, Kentucky 40507. The office community is committed to growth, collaboration, and supporting one another while giving back to the area we serve.

Company Snapshot

Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than five million people. As a mutual company, we prioritize policyowners over Wall Street, focusing on long-term financial security and client outcomes.

Meet Our Local Leaders

Christian Schnabel – Managing Director
Tenure with Northwestern Mutual: 12 years. Background spans wealth management, banking, consulting, private equity, and collegiate basketball. He is passionate about family, travel, caring for his eight animals, golf, hiking, and supporting both family and animals. A devoted sports fan with an affinity for college athletics.
Randy Collins – Wealth Management Advisor
Tenure with Northwestern Mutual: 43 years. Began his career after college at the University of Kentucky and has since balanced work with family life, enjoying fishing, golf, and outdoor activities.
Travis Powers – Financial Advisor
Tenure with Northwestern Mutual: 2 years. Former U.S. Marine Corps Lieutenant Colonel with 23 years as a helicopter pilot and senior leader. Passionate about faith, family, fitness, and outdoor activities. Former Kentucky football captain who enjoys reconnecting with teammates.

Role Overview

The Financial Representative role involves partnering with individuals and businesses to achieve financial security through personalized insurance solutions and comprehensive planning. You will focus on building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.

Key Responsibilities

Client consultations to uncover goals, aspirations, and concerns.
Develop and present comprehensive financial plans covering investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients’ assets and income.
Provide ongoing plan monitoring and periodic updates, adjusting strategies as circumstances change.
Expand and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor’s degree is preferred.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients.
Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits and Compensation

Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation with performance incentives and no cap.
Support and Mentorship: Access to a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexible scheduling to fit your lifestyle and goals.
Impact: Opportunity to guide individuals and families toward financial security and success in the community.

Work Arrangements

Flexible work from home options are available to help you balance responsibilities while delivering value to clients.

View full job page →

Entry Level Sales Representative

Northwestern Mutual of Northeast Iowa Dubuque, IA Hybrid

30d ago

$63k - $85k/yr Full time Client Acquisition Entry Level Entry Level

Client Acquisition Entry Level Entry Level

Apply Now

Job Description

Role: Entry Level Sales Representative. Location: Hybrid remote in Dubuque, IA 52001. Office address: 2728 Asbury Rd Suite 810, Dubuque, IA 52001.

Overview

Northwestern Mutual of Northeast Iowa pursues a clear mission: strengthen communities by helping individuals, families, and businesses achieve lasting financial security. We strive to assemble a team of highly skilled advisors focused on becoming the region’s most trusted financial professionals. Our culture centers on collaboration, growth, and delivering excellence in every client relationship. We are committed to giving back locally through charitable initiatives such as Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children’s Hospital cancer research and nurses’ fund. Joining us means contributing to a mission driven environment where you can advance your career while making a meaningful difference.

Our thriving office is located at 2728 Asbury Rd Suite 810, Dubuque, IA 52001. Hear about a Day in the Life of a Northwestern Mutual Advisor: Day in the Life video.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company offering a broad range of financial services to more than 5 million people. As a mutual company, we answer to policy owners rather than to Wall Street. Founded in Wisconsin in 1857, we are among America’s leading firms and were named by Fortune in 2024 as one of the World’s Most Admired life insurance companies. Our unique culture emphasizes helping people achieve financial security and fostering professional growth.

Flexible work from home options are available.

Meet Our Local Leaders

Matt Schulte - Managing Director
How long with NM? Over 25 years, including 13 as Managing Director. Prior experience with NM spans much of his adult life beyond college. Passionate about serving people, working with numbers, and time with his wife Keri and their four teenage children. He enjoys hunting, fishing, and the 43-acre family property.
Kinsey Meyer - Development Director
How long with NM? Over 6 years. Prior experience includes Iowa State University graduate with a retail clothing background and founder of Miss Meyer’s Clothing Consignment. Passionate about staying active with running, biking, and hiking with her Corgi, Cash; values family and building relationships.
Lexie Meyer - Financial Advisor
How long with NM? Since April 2021. Prior experience in agriculture assisting dairy farmers with herd record management. Passionate about time with family, farm life, trail rides, summers on the Mississippi River, fitness, and reading fiction.
Dusty Jentz - Financial Advisor
How long with NM? Since May 2016, with experience in four offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior to NM, he grew up on a family farm and was an athlete. Passionate about family time, farm work, disc golf, and following high level sports, especially Cowboys football.
Jacob Kluesner - Financial Advisor
How long with NM? Interned in August 2016 and became full-time in January 2018. Previous experience includes engineering at John Deere and serving as a finance manager at a car dealership before joining NM full-time. Passionate about family, time with loved ones, and outdoor activities such as hunting, fishing, and camping; he follows college and professional sports and has an interest in cars, particularly trucks and sports cars.

Role Details

As a Financial Representative, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and financial planning. The role focuses on building long term client relationships and delivering tailored financial strategies.

Key Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive plans that incorporate investments, insurance, and retirement.
Insurance Solutions: Recommend and implement strategies to protect clients’ assets and income.
Ongoing Support: Monitor plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.
Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Flexible work from home options available
Income Potential: Competitive compensation structure including performance incentives, with no ceiling

Notes: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, Wisconsin. Matt Schulte is a General Agent of NM and not in legal partnership with NM or its subsidiaries. Flexible work from home options are available.

View full job page →

Sales Representative Entry Level

Loper District - Northwestern Mutual Fresno, CA Hybrid

30d ago

$63k - $87k/yr Full time Marketing Client Acquisition Entry Level

Marketing Client Acquisition Entry Level

Apply Now

Job Description

Overview

Join Loper District – Northwestern Mutual during a dynamic growth period that fosters ambition. We offer a fresh office environment with a culture built from the ground up, providing a rare opportunity to contribute from the very start. Our team prioritizes professional development and offers a clear path to leadership with the resources needed to succeed. We are also committed to giving back, proudly hosting the Cure-Funding Golf Classic, which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community.

Location and Work Arrangement

Hybrid remote position based in Fresno, CA 93704. Flexible work from home options are available. Our thriving office is located at 6715 N Palm Ave, Suite 116, Fresno, CA.

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners rather than Wall Street. Founded in 1857 in Wisconsin, we are recognized by Fortune as one of the World’s Most Admired Companies in 2024. Our culture is deeply devoted to helping people achieve financial security.

Meet Our Local Team

Rick Abell, Managing Director — Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual after completing his MBA at Clemson University. Passion: A dedicated husband and father of four; enjoys giving back to the community and led the team to raise over $50,000 for childhood cancer research through the annual charity golf tournament.
Scott Loper, Growth & Development Director — Time with NM: 2 years. Prior Experience: Estimator for irrigation company Gar Bennett; grew up on a family orchard. Passion: Married with two kids and four dogs; values family time and spent the past decade as a varsity baseball coach at Lemoore High School.
Gina Loza, Director of Training, Philanthropy & Events — Time with NM: 23 years. Prior Experience: PR & Marketing for Chico Performances at CSU, Chico; promoted world music, dance, theatre, lectures, and other performance art. Passion: Enjoys time with her two boys and their Yellow Lab, Opie; music lover and devoted Peloton rider.
Toka Mwondela, Chief Development Officer — Time with NM: 8.5 years. Prior Experience: Joined Northwestern Mutual right after college and has progressed since. Passion: Enjoys sports, riding motorcycles, exploring the outdoors, spending time with loved ones, and cooking with friends.

About the Financial Representative Role

As a Financial Representative at Northwestern Mutual, you will join a team dedicated to helping individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. Your responsibilities include building long-term client relationships, understanding unique needs, and delivering tailored financial solutions.

Key Responsibilities

Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns
Financial Planning: Develop comprehensive plans covering investments, insurance, and retirement
Insurance Solutions: Recommend and implement strategies to protect clients' assets and income
Ongoing Support: Monitor plans and provide regular updates, adjusting as needed
Networking: Grow and maintain a client base through referrals, community involvement, and professional associations

Qualifications

Education: A bachelor's degree is preferred
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients
Licenses: Obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Benefits and Compensation

Bonus based on performance
Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: Competitive compensation structure with performance incentives and no cap
Support and Mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: Flexible scheduling to fit your lifestyle and goals
Retirement Benefits: Company-funded pension and contributions to PFGF, our profit-sharing retirement plan
Impact: Help individuals and families in the community achieve financial security and success
Company activities: Company parties and community involvement opportunities

Notes on Northwestern Mutual

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell serves as a Managing Director for NM and is not in a legal partnership with NM or its subsidiaries. Flexible work-from-home options are available.

View full job page →

Regional Consultant, Special Services

KeyBank National Association Boston, MA Hybrid

30d ago

$71k - $125k/yr Full time Asset Custody Benefit Payments Client Service

Asset Custody Benefit Payments Client Service

Apply Now

Job Description

Location

Hybrid remote in Boston, MA 02110

Job Summary

The Regional Consultant, Special Services oversees a portfolio of institutional clients focused on custodial services, including management of benefit payments. This role collaborates with Institutional Advisors (IAs) and Philanthropic Consultants to provide specialized servicing guidance and solutions, supporting client growth and acquisition across corporate, ERISA, government, and nonprofit sectors. The Regional Consultant manages complex custody relationships, ensuring proactive service delivery and strong client management.

Essential Job Functions

Oversee a portfolio of clients receiving custodial services, including benefit payments.
Collaborate with Institutional Advisors on new special servicing opportunities in corporate, ERISA, government, and nonprofit markets.
Provide regional sales support and client advisory assistance, with travel as needed.
Support client expansion by identifying and delivering solutions tailored to client needs.
Deliver service and guidance related to both custody and benefit payments.
Ensure accurate, superior, and proactive service delivery in line with governing documents, policies, and regulatory requirements.
Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
Develop and maintain strong client relationships, serving as a trusted advisor and advocate.
Mentor other team members to enhance consulting and advisory capabilities.
Conduct regular client reviews and solicit feedback to improve service delivery and identify new opportunities.
Retain and expand client relationships through consultative engagement and proactive solutions.
Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Required Qualifications

Bachelor’s degree in business, finance, accounting, or related field.
A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
Experience managing complex custody relationships.
Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
Working knowledge of custodial services and benefit payment processing.
Familiarity with regulatory requirements and compliance standards.
Strong PC skills, especially Excel, Word, and PowerPoint.

Required Skills

Client service excellence: proven ability to deliver high-quality, proactive guidance to institutional clients.
Relationship management: skilled at building and maintaining strong client relationships with a consultative approach.
Collaboration: effective partnership with internal teams and external advisors to deliver comprehensive solutions.
Market knowledge: understanding of corporate, ERISA, government, and nonprofit markets.
Analytical ability: strong problem-solving skills and attention to detail in managing complex client relationships.
Communication: excellent written and verbal communication skills, with the ability to present complex concepts clearly.
Compliance: knowledge of regulatory requirements and ability to manage risk appropriately.
Workplace approach: Key has implemented an approach to employee workspaces prioritizing in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Posting Expiration Date

04/12/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

View full job page →

Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid

1mo ago

$93k - $128k/yr Full time Ameriprise Banking Banking & Lending

Ameriprise Banking Banking & Lending

Apply Now

Job Description

Overview

The Banking and Lending Specialist acts as a client facing expert in banking and lending products, partnering directly with clients and collaborating closely with Ameriprise Financial Advisors to address banking and lending needs aligned with the advisor's financial planning strategies. This role delivers a high touch, white glove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted advisor/client relationship. The Specialist operates under the strategic direction of the Banking and Lending Director with a focus on execution, client engagement, and product education to drive growth. Location: Hybrid remote in Minneapolis, MN.

Key Responsibilities

Collaborate directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies
Deliver high quality, white glove service through timely responses, clear communication, and personalized client support
Educate clients on bank deposit and lending products, including features, benefits, eligibility requirements, and account structures
Reinforce the trusted Advisor/client relationship by ensuring consistent, compliant, and professional client interactions
Support client acquisition and onboarding of banking and lending products including checking, savings, CDs, mortgage, home equity, and securities-backed lending (as applicable)
Assist with account opening, documentation, and servicing processes in accordance with bank policy and regulatory requirements

Required Qualifications

3–5 years of relevant experience in banking, lending, or financial services
Active Series 7 license or ability to obtain within 90 days
Active Series 63, or 66, or ability to obtain within 90 days

Preferred Qualifications

Client-facing / advisor experience supporting deposit and/or lending products
Strong understanding of banking products and client service expectations
Ability to communicate clearly and professionally with clients and financial advisors
Ability to maintain client confidentiality and adhere to regulatory requirements
Experience in personal banking, lending, or loan origination (Mortgage, Home Equity, Securities-Backed Lending)
Experience supporting high-net-worth or wealth management clients
Prior experience working in partnership with financial advisors or relationship managers
Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services)
Strong organizational skills with attention to detail and follow-through
Ability to problem-solve and manage multiple client requests simultaneously

About Our Company

We are a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of about 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our client focus and strong financial foundation connect Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. We foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities worldwide.

Compensation and Benefits

Base pay salary: The estimated base salary for this role is $93,400 - $128,400 per year. We operate a pay-for-performance compensation philosophy. Initial total compensation may vary based on job-related knowledge, skills, experience, and geographic work location. In addition, most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacation time, sick time, 401(k), and health, dental and life insurances.

Equal Opportunity and Accommodation

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Employment Details

Full-Time

Exempt

Job Family Group: Marketing/Product Management

Line of Business: BANK Bank

View full job page →

Director of Finance

Montauk Yacht Club Resort and Marina Montauk, NY Hybrid

1mo ago

$155k - $165k/yr Full time MBA Accounting Accounts Payable

MBA Accounting Accounts Payable

Apply Now

Job Description

Overview

Proper Hospitality seeks a Director of Finance for Montauk Yacht Club Resort and Marina, a 106-room luxury property within The Collective. Spanning 16 acres on Star Island in Montauk, the resort offers waterfront vistas, a private beach, three pools, multiple dining options, and more than 200 wet slips for vessels ranging from small day cruisers to 300-foot superyachts. With eight decades of East End history as an elite social club, the property has been thoughtfully reborn to welcome the modern traveler, blending classic East Coast architecture with refined interiors and meticulous amenities. The Director of Finance will act as a strategic partner to the General Manager and the Executive Leadership Team, overseeing all financial operations and ensuring practices align with Montauk Yacht Club’s guest-centric vision.

Location & Work Arrangement

Hybrid work arrangement based in Montauk, NY 11954. The property is located at 32 Star Island Road, Montauk, NY 11954. This is a full-time, hybrid remote role.

Key Responsibilities

Develop and execute the financial strategy for Montauk Yacht Club, ensuring alignment with long-term business objectives.
Lead the annual budgeting process, including forecasting, capital expenditure planning, and long-term financial modeling.
Provide strategic insights to optimize revenue, profitability and operational efficiency.
Oversee day-to-day financial operations such as accounts payable, accounts receivable, payroll and cash management.
Ensure accurate and timely preparation of financial reports, including P&L statements, balance sheets and cash flow projections.
Monitor working capital and manage liquidity to support operational needs.
Ensure compliance with all financial regulations, tax laws, and corporate policies; manage internal and external audits and maintain strong internal controls.
Collaborate with the Revenue Management team to analyze market trends, pricing strategies and revenue performance.
Evaluate financial impacts of sales, marketing and operational initiatives to drive profitability.
Lead and mentor the Finance team, fostering collaboration, accountability and excellence; provide financial training to department heads to enhance fiscal understanding.
Oversee the implementation and optimization of financial systems, tools and software; leverage technology to streamline processes and support data-driven decision making.

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field; CPA, CFA, or MBA preferred.
Minimum of 5 to 7 years of financial management experience, ideally in luxury hospitality or boutique hotel settings.
Proven track record of financial leadership and strategy execution.

Skills & Competencies

Exceptional financial acumen with strong analytical and problem-solving capabilities.
Deep understanding of hospitality metrics, including RevPAR, ADR, GOPPAR and labor cost management.
Excellent communication and interpersonal skills with the ability to influence stakeholders at all levels.
Proficient with financial systems (Opera, Micros, SAP, QuickBooks) and advanced Excel capabilities.
Strong leadership and team-building abilities with a focus on developing talent.

Personal Attributes

High integrity, professionalism and commitment to ethical practices.
Adaptability in a fast-paced, dynamic luxury hospitality environment.
Collaborative and service-oriented mindset.

Compensation & Benefits

Salary range: $155,000 to $165,000 per year.
This is a full-time role eligible for a discretionary annual bonus of up to 25% of base salary.
Benefits include 401(k), health insurance, dental insurance, vision insurance, life insurance, and paid time off, plus an employee discount.

View full job page →

Portfolio Manager or Senior Portfolio Manager, Income Property Group

KeyBank National Association Cleveland, OH Hybrid

1mo ago

$80k - $150k/yr Full time Manager Senior Asset Quality

Manager Senior Asset Quality

Apply Now

Job Description

Location

Office address: 127 Public Square, Cleveland, Ohio

Working arrangement: Hybrid remote in Cleveland, Ohio 44115

Overview

The Portfolio Manager role delivers relationship management support for a defined portfolio of clients, including active commercial real estate owners, investors, and developers. This position works closely with Relationship Managers to provide comprehensive financial guidance and solutions that help clients achieve their objectives while leveraging Key's product platform. Portfolio Managers contribute to the team’s revenue and risk management goals through activities such as credit monitoring, file maintenance, ongoing covenant compliance verification, business development and lending and sales support, and operational support.

Essential Functions

Proactively manage the portfolio to maximize profitability and maintain strong asset quality, with timely identification and resolution of issues and accurate loan risk rating assignments. Assist in resolving out-of-balance and default situations within the portfolio.
Assist in structuring and delivering credit and non-credit product solutions while applying sound risk management to maximize risk-adjusted returns on shareholder capital; assess risk materiality and mitigate accordingly.
Support the asset generation strategy that balances risk and return. Contribute to the team’s consultative process to deepen existing relationships, onboard new ones, and exit unprofitable relationships. Participate in call preparation.
Serve as a trusted advisor to clients and prospects. Build credibility with internal and external stakeholders based on sound judgment and timely, accurate information sharing. Share constructive feedback with teammates and stakeholders.
Collaborate with Credit, Product Partners, Closers, Servicing, technical services, and other partners to identify cross-sell opportunities, deepen client relationships, and overcome obstacles to deliver seamless execution.
Analyze business and personal financial statements to identify strengths and weaknesses and inform deal structures, pricing, and terms.
Deliver timely completion of write-ups, loan recommendations, and structuring, along with analysis of financial statements and identification of transaction strengths and weaknesses.
Underwrite construction and interim loans in accordance with KeyCorp credit policy requirements.
Coordinate and complete annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports timely. Monitor adherence to approved loan requirements, manage past-due items, reminder ticklers, portfolio follow-up, and credit files. Work with Portfolio Services to facilitate annual reviews and property inspections, monitor covenant compliance, and secure the bank’s position to avoid losses.
Participate in community and professional organizations to enhance expertise and visibility.
Perform other duties as assigned; responsibilities may change or new ones may be added at any time with or without notice.
Adhere to all KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of Key and its clients.

Education and Experience

Education: Bachelor’s degree in accounting, finance or a related field is preferred, or equivalent experience is required.

Portfolio Manager experience: 1+ years of finance-related experience is preferred. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; demonstrated ability to communicate effectively in writing and verbally (preferred).

Senior Portfolio Manager experience: Bachelor’s degree in accounting, finance or a related field or equivalent experience; at least 3+ years of commercial real estate underwriting and/or lending experience. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; excellent written and verbal communication skills.

Preferred Qualifications

Master of Business Administration.
Broad knowledge of key product areas such as interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
Experience in credit and/or workout teams.
Outstanding credit skills, analytical skills, and financial acumen.
Excellent communication and listening skills. Uses analytical approaches to identify issues, evaluate options, and implement effective solutions that support portfolio goals.
Rapidly absorbs new information and adapts to evolving tools, processes, and business priorities. Uses time effectively and can manage multiple tasks to keep projects moving forward when needed.
Makes timely and informed decisions by balancing data insights, stakeholder input, and business impact.
Prioritizes stakeholder needs and delivers solutions that enhance user experience and business value.
Leverages quantitative analysis and performance metrics to guide strategic portfolio recommendations.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

General Office environment with prolonged sitting, in-person or phone communications with teammates and clients, frequent use of PC/laptop, and occasional lifting/pushing/pulling of items up to 10 pounds.

Travel

Occasional travel to include overnight stays.

Work Location Category

Hybrid (3+ days in the office).

Compensation and Benefits

This position is eligible to earn a base salary in the range of $80,000.00 to $150,000.00 annually. Placement within the pay range may differ based on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation which may include production, commission, and discretionary incentives.

Compensation for this role also includes eligibility for benefits the position is entitled to. Key has implemented an approach to employee workspaces prioritizing in-office presence while offering flexible options where the role can be performed effectively in a mobile environment.

Job Posting Expiration Date: 04/15/2026

Equal Opportunity and Accommodations

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.