Platinum Portfolio Leader — Growth & Risk Strategist

eCapital Corp.; Lenexa (KS); Sur place; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Annual Bonus

Health, Dental, and Life Benefits

PTO

401k Matching

Professional development opportunities

Résumé du poste

eCapital Corp. is seeking a Portfolio Manager for Platinum Clients to oversee a high-value client portfolio, drive performance, manage risk, and strengthen client retention.

You will collaborate with Credit, Risk, Operations, and Account Management, travel to client locations (2–3 quarterly), and use Power BI, Eclipse, Salesforce, and Office tools to support decision-making and portfolio strategies.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field preferred.
• 7+ years of experience in portfolio management, commercial finance, or related financial services.
• Demonstrated experience managing high-value client relationships.
• Strong financial statement analysis, credit risk, and risk management expertise.
• Proven ability to influence decisions across multiple business functions.

Responsabilités

• Own a portfolio of Platinum clients, ensuring health, profitability, and risk performance.
• Review client financial performance, collateral quality, trends, funding utilization, and risk indicators.
• Identify risks and opportunities; develop strategic recommendations for stability and growth.
• Lead risk discussions with Credit, Risk, Operations, Collections, and Account Management teams.
• Maintain watchlists, remediation plans, and escalated portfolio concerns.
• Provide portfolio insights to executives and guide decisions.
• Help strengthen client engagement, retention, and satisfaction with cross-functional partners.
• Travel two to three times per quarter for client visits and diligence.

Connaissances

Analytical skills

Problem-solving

Strategic thinking

Leadership

Formation

Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field

Outils

eClipse

Power BI

Salesforce

Microsoft Office Suite

Teams

Description du poste

eCapital Corp. is seeking a Portfolio Manager for Platinum Clients to oversee a high-value client portfolio, drive performance, manage risk, and strengthen client retention.

You will collaborate with Credit, Risk, Operations, and Account Management, travel to client locations (2–3 quarterly), and use Power BI, Eclipse, Salesforce, and Office tools to support decision-making and portfolio strategies.