Portfolio Manager – Partner Insight & Performance Job at Lawes Consulting Group (London)

Partner Manager

As a (Senior) Partner Manager within the Partnerships team, you are responsible ...

Location

Germany , Berlin

Salary:

Not provided

Solarisbank

Expiration Date

Until further notice

Requirements

3 - 5 years of experience in account management, partner management, or commercial experience in financial services, banking, fintech, or embedded finance
Strong understanding of regulated banking products and processes (e.g. cards, accounts, KYC/AML, payments)
Demonstrated ability to lead complex commercial relationships, including contractual negotiations and regulatory oversight
Proficient in KPI tracking, reporting, and data analysis for commercial performance and partner management
Experienced in account planning, solution-based selling, and joint business planning
Confident working with cross-functional stakeholders (Legal, Product, Compliance, Operations, etc.)
Fluent in German and English (verbal and written)
Strong commercial and strategic thinking
capable of engaging with senior stakeholders
Structured, analytical, and detail-oriented

Job Responsibility

Revenue Ownership & Growth Delivery: Take full commercial ownership of a defined portfolio of strategic partners, accountable for revenue growth, product adoption, and long-term account development
Banking and Regulatory Literacy: Act as a trusted advisor to your partners on Solaris's regulated product offerings (e.g. IBANs, cards, lending, KYC, compliance)
Strategic & Solution Selling: Identify and develop upsell and expansion opportunities within your partner base
Account Planning & Development: Lead structured account planning cycles
KPI Definition & Performance Tracking: Define success metrics at both partner and internal level
Data-Driven Management: Use data insights to steer partner health, commercial decisions, and early risk detection
Partner Satisfaction & Retention: Be the voice of the partner internally
Compliance & Outsourcing Management: Ensure your partners stay compliant with Solaris’ outsourcing, regulatory and contractual requirements
Internal Coordination & Escalation: Lead the internal orchestration of all commercial, legal, product, and operational discussions concerning your accounts

What we offer

Competitive salary and a variable remuneration program
Home office budget
Learning & development budget of €1000 per year and a transparent growth framework to support your career goals
Monthly meal allowance
Deutschland ticket subsidy
28 vacation days, increasing by 2 days after 2 years and 3 days after 3 years with Solaris
Opportunity to work abroad for up to 12 weeks per year

Fulltime

Sr. Portfolio Manager

We are looking for an experienced Sr. Portfolio Manager. In this role, you will ...

Location

United States , Bridgewater

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven expertise in ERP - Enterprise Resource Planning
Strong understanding of budget processes and financial management
Proficiency in change management principles and methodologies
Extensive experience with SAP software
Demonstrated ability in portfolio management and strategic planning
Familiarity with project portfolio management tools and techniques
Must possess PMP Certification
Proficient in JIRA for project management and tracking

Job Responsibility

Develop and enhance portfolio management strategies, including project selection, prioritization, compliance, risk management, and resource allocation
Align portfolio projects and programs with organizational strategic goals to maximize value delivery
Partner with project and program managers to ensure individual initiatives align with overall portfolio objectives
Continuously evaluate portfolio performance, identify improvement opportunities, and drive initiatives to enhance efficiency and impact
Oversee resource distribution across projects to optimize performance and mitigate constraints
Build and maintain strong relationships with executive leadership, project sponsors, and business unit leaders
Establish and enforce compliance frameworks and guidelines for IT portfolio management
Ensure adherence to regulatory requirements, industry standards, and internal governance policies
Conduct audits and assessments to verify portfolio-wide compliance with security, regulatory, and governance standards
Stay informed of regulatory changes and industry trends, updating portfolio management practices accordingly

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Enterprise Agency Partner Manager

We are expanding our North America Channel Team and seeking a senior-level Enter...

Location

United States

Salary:

170000.00 - 210000.00 USD / Year

Bloomreach

Expiration Date

Until further notice

Requirements

7+ years of progressive, quota-carrying experience in Channel Sales or Partner Management within the software or SaaS industry, with a proven track record of success at the enterprise level
5+ years of experience selling or managing partnerships in commerce or marketing agency or technology companies
Demonstrated experience collaborating with and influencing C-level executives at enterprise digital marketing and commerce agencies
Deep knowledge of online/internet/digital marketing technology
marketing background is a plus
Well-established presence in the industry with a strong network to leverage
Proven track record of meeting and exceeding revenue quotas in complex, enterprise environments
Highly strategic, data-driven, and results-oriented, with exceptional presentation, relationship-building, and organizational skills
Proactive, innovative, and able to lead initiatives that drive channel growth and partner success
Ability to adapt to new environments and thrive in a fast-paced, dynamic setting

Job Responsibility

Lead the strategic growth and optimization of a portfolio of enterprise agency partnerships, identifying and executing on opportunities to maximize mutual value and long-term business impact
Act as a senior cross-functional leader, driving alignment and collaboration between agency partners and internal teams—including Sales, Account Management, Customer Success, Enablement, Delivery, and Marketing—to deliver on shared business objectives and accelerate partner-driven growth
Develop and execute comprehensive joint business plans with partners, encompassing enablement, co-marketing, co-selling, solution development, and deployment strategies, with clear KPIs and accountability frameworks
Own and deliver on ambitious partner-sourced and influenced revenue targets, proactively managing pipeline development, forecasting, and reporting at the enterprise level
Leverage data-driven insights and market intelligence to evaluate partnership performance, identify new opportunities, and inform strategic decisions that drive partner and Bloomreach growth
Demonstrate the ability to engage, influence, and build trusted advisor relationships with C-level executives at leading enterprise digital marketing and commerce agencies, shaping joint go-to-market strategies and executive sponsorship
Champion innovation within the channel ecosystem, piloting new partnership models, go-to-market approaches, and enablement programs to continuously elevate Bloomreach’s market position
Support partners throughout the entire sales cycle, including opportunity qualification, joint co-selling with Bloomreach sales teams, and post-implementation success
Nurture relationships with partners by joining industry conferences, attending partner events, and hosting “Bloomreach Days.”
Evaluate potential partnership opportunities based on market dynamics, customer impact, and strategic value

What we offer

Health care including medical, dental, and vision insurance
401k plan with employer contribution
A great deal of freedom and trust
Flexible working hours
Work virtual-first
Company events
5 paid days off to volunteer
People Development Program
Communication coach
Leader Development Program

Fulltime

Portfolio Credit Risk Management 2nd Line of Defense Lead Analyst

Portfolio Management Group (PMG) is risk management group covering Citi’s Bankin...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience in the financial industry, with significant exposure in developing analytical methodologies and modeling frameworks for credit risk measurement, regulatory capital and/or stress testing
3+ years of prior experience in a model development or model risk management function primarily working on PD and risk rating models and methodologies
Knowledge of coding in R, Python, or SAS, as well as writing and/or reviewing technical documentation
Comprehensive understanding of quantitative and qualitative methodologies and regulatory requirements used in credit risk modeling, particularly for the capital, stress testing and reserves calculations
Demonstrated knowledge across various wholesale credit portfolios and products, including an understanding of financial instruments and market dynamics
Ability to assess complex issues through root cause analysis and other analytical techniques
Strong oral and written communication skills, with a proven ability to synthesize complex concepts, translate into "user friendly" language, and present effectively and persuasively in text or slide format
Strong analytical skills with ability to identify and communicate root causes and trends
Proficient in Microsoft Office, particularly Excel (metrics and data analysis), PowerPoint (presentations), and Word (documentation)
Ability to manage multiple priorities and tasks, highly motivated with attention to detail, team-oriented, organized, pro-active, and capable of executing effectively across businesses, functions, and geographies

Job Responsibility

Support risk rating model oversight activities and prepare Governance Forum reviews, including prioritization of model changes, development, and assessment of model limitations and overlays
Provide independent review of annual and multi-year model enhancement plans to formulate holistic opinion on these developments to aid Senior Management decisions and meet Model Users expectations
Build sustainable, repeatable, and automated analytics supporting centralized model and risk rating related governance, including benchmarking and independent performance analysis of risk rating and PD models
Perform advanced ad hoc analytics and root cause analyses to respond to regulatory and business questions and provide insights, leveraging the best market practices and knowledge on risk ratings, PD modelling and related concepts
Support business and independent risk analysis to provide portfolio insights, define requirements, navigating technical model and risk rating policy and process related terms and documentation
Partner with and support the Model Sponsors, Model Developers, Model Users in 1st and 2nd line of business and Governance Forum activities concerning Wholesale Risk Ratings models and methodologies
Liaise with Model Developers to implement model methodology, such as inputs and outputs, along with qualitative components and model adjustments to ensure alignment with portfolio-specific nuances and expectations
Collaborate closely with other functions, such as product development and technology to ensure seamless integration and execution of model and risk rating oversight and implementation activities

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Wealth Management Analyst

We are seeking a Wealth Management Analyst to join our large advisory team in th...

Location

United States , Cincinnati

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst
CFA charter holder (or actively pursuing) and/or MBA preferred
Series 7 and 66 licenses are required
Proficiency in Microsoft Office products, particularly Excel, is required
Strong analytical and critical reasoning abilities
In-depth knowledge of fundamental equity and fixed income research methodologies
Exceptional oral and written communication skills, with the ability to effectively collaborate within a team
High attention to detail, with the ability to meet tight deadlines and manage complex situations under pressure

Job Responsibility

Manage equity and fixed income investment portfolios for the advisory team with a focus on performance and alignment with strategic objectives
Conduct in-depth research and analysis of both existing and potential portfolio holdings using fundamental methodologies
Provide ongoing updates on market, economic, and portfolio performance to the investment committee and collaborate on the development of strategic investment direction
Execute equity and fixed income trades across all managed accounts in compliance with policies and guidelines
Partner with the investment committee and portfolio management team to ensure the seamless implementation of investment strategies
Occasionally support client and prospect meetings by delivering insights into market and portfolio performance

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Senior Manager Customer Success

We are looking for a highly motivated and entrepreneurial Senior Manager, Custom...

Location

United States

Salary:

120000.00 - 150000.00 USD / Year

EarnIn

Expiration Date

Until further notice

Requirements

5+ years of strong customer success or partner management experience, preferably in fintech, HR tech, or SaaS environments
Demonstrated success managing enterprise or mid-market relationships that drive measurable adoption and business outcomes
Excellent communication, relationship-building, and storytelling skills
Comfort with ambiguity and a bias toward action—someone who can build and execute with limited resourcing or defined processes
Strong analytical and problem-solving skills, with the ability to interpret data and translate insights into clear recommendations
Experience wearing multiple hats, including success, light marketing, and growth enablement
Proven ability to work cross-functionally and influence outcomes across product, marketing, and operations
Strong organizational and prioritization skills
Bachelor’s degree required
MBA or advanced degree a plus

Job Responsibility

Manage and Grow Partner Relationships: Own and manage EarnIn’s B2B portfolio of existing Employer partners, ensuring high levels of satisfaction, adoption, and measurable partner value
Identify opportunities to expand EarnIn usage within existing partners through new product adoption, engagement campaigns, and cross-functional collaboration
Act as a trusted advisor to HR, Benefits, and Payroll leaders, helping them improve employee financial wellness through EarnIn
Drive Growth and Adoption: Act as the voice of the partner, gathering insights and advocating for their needs with Product, Operations, and Marketing teams
Drive marketing initiatives within existing portfolio companies to boost EarnIn awareness and usage
Support monthly and quarterly business reviews with partners and develop success stories that highlight EarnIn’s value
Drive the growth of the business by engaging with prospective partners
Build for Scale: Contribute to the evolution of our customer success playbooks, tools, and metrics to create scalable, repeatable engagement models
Collaborate with Finance, Product, and Data teams to track partner performance, forecast adoption trends, and identify opportunities for improvement
Operate with a hands-on, experimental mindset, testing new strategies to drive usage and retention, then standardizing what works into replicable processes

What we offer

equity
benefits

Fulltime

Head of Real Estate Asset Management

The Head of Real Estate Asset Management will be a key member of the real estate...

Location

United States of America , Charlotte

Salary:

Not provided

Circle K

Expiration Date

Until further notice

Requirements

Bachelor's degree required
MBA or advanced degree preferred
CCIM or other certification
15+ years of experience in real estate or related fields
At least 5 years in a leadership role
Proven experience in asset management and property management across diverse real estate portfolios
Highly organized with ability to function at a high level under deadlines with limited supervision
Proficiency to handle multiple projects with strong attention to detail in a fast-paced environment
Ability to effectively communicate with a wide range of internal/external stakeholders including senior management, landlords, attorneys, and external consultants
Strong background in market optimization strategies to maximize portfolio performance

Job Responsibility

Provide strategic clarity and direction to the NAPM team
Lead a best-in-class training program for the broader real estate organization
Forecast and execute on key NAPM transactional priorities including capital raise and portfolio savings
Drive reporting to track key metrics and provide real estate insights to business units
Identify opportunities to increase organizational efficiency and standardize processes
Lead real estate support for company M&A activities
Partner with key stakeholders across business units and global corporate teams
Maintain confidentiality and discretion in all real estate activities

Fulltime

Senior Vice President - Underwriter - (Structured Credit and Real Estate Underwriting)

The Senior Vice President position will hold a critical role within the Structur...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

13+ years of credit, portfolio management or product experience (preferably real estate underwriting or asset management) in a financial institution, rating agency, financial guarantor, or asset management firm
Experience in leading a team and in coaching and mentoring junior bankers
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Ability to understand capital markets products and complex financing and product structures
Ability to provide strategic insights and strong sensitivity to macro and regulatory issues, and impact of such issues on the various Risk families, including operational and franchise risks
Pro-active disposition with ability to work autonomously and within a team
Typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs
Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources
Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
On track for internal Senior Credit Officer designation is a plus

Job Responsibility

Accountability for ensuring strong analysis of the assigned Real estate portfolio ensuring consistencies with industry leading practices and compliance with all internal risk policies, standards and procedures
Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Adoption of leading practices in credit analysis, underwriting, and monitoring, including the end-to-end underwriting process, from early origination discussions to development of credit approval memos, and senior approval forums
Supervise analysts and associates to perform periodic monitoring of the portfolio
Ensure maintenance of organized credit files for credit, regulatory, and compliance purposes and ensuring compliance with WCR policies and processes
Perform quality control of the approval memos to ensure accuracy and completeness of input
Ensures team monitors the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers and makes appropriate recommendations with the aim of identifying and mitigating credit risks
Ensure ongoing and timely feedback and coaching of junior team to sustain a strong credit culture and an unwavering commitment to excellence in analysis and execution
Provide support to Director and other senior team members, lead projects and initiatives in the wider team
Support the ICM Real Estate Underwriting Verticals (Citi Community Capital, CRE) on strategic initiatives/projects

What we offer

Global Benefits
Best-in-class benefits
Work-life balance

Fulltime

Portfolio Manager – Partner Insight & Performance

Lawes Consulting Group

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 27, 2025

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