Platinum Client Portfolio Lead

E Capital; Nashville (TN); Sur place; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Annual Bonus

PTO

Health, Dental, and Life Benefits

401k Matching

Professional development opportunities

Résumé du poste

eCapital in Nashville seeks a Portfolio Manager, Platinum Clients to lead a high-value client portfolio, drive risk oversight, and deliver strategic guidance to executive contacts. You will collaborate with Credit, Risk, Operations, and Sales to optimize performance, manage risk, and expand opportunities.

Travel two to three times per quarter is expected. Ideal candidates will bring strong analytics and relationship skills, with 7+ years in relevant finance roles and a Bachelor’s in a related

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics or related field preferred.
• 7+ years in portfolio management, commercial finance, or related financial services.
• Strong financial statement analysis, credit assessment, and risk management expertise.
• Exceptional client relationship and consultative communication skills.
• Proven ability to influence decisions and present to executive leadership.
• Willingness to travel 2–3 times per quarter.

Responsabilités

• Own a portfolio of Platinum clients, ensuring profitability, compliance, and risk performance.
• Analyze client financial performance, collateral quality, trends, funding utilization, and risk indicators.
• Identify risks and opportunities; develop strategic recommendations for stability and growth.
• Lead risk assessment discussions with Credit, Risk, Operations, and Sales teams.
• Maintain watchlists, remediation plans, and portfolio issue escalation.
• Build relationships with executive-level client contacts; provide strategic portfolio guidance.

Connaissances

Analytical thinking

Client relationship management

Strategic thinking

Executive communication

Problem-solving

Formation

Bachelor's degree in Finance/Business

Outils

eClipse

Power BI

Salesforce

Microsoft Office

Teams

Description du poste

eCapital in Nashville seeks a Portfolio Manager, Platinum Clients to lead a high-value client portfolio, drive risk oversight, and deliver strategic guidance to executive contacts. You will collaborate with Credit, Risk, Operations, and Sales to optimize performance, manage risk, and expand opportunities.

Travel two to three times per quarter is expected. Ideal candidates will bring strong analytics and relationship skills, with 7+ years in relevant finance roles and a Bachelor’s in a related