Portfolio Manager Job Description Sample

Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required. Position Responsibilities * Attends Board meetings and gives Board guidance when appropriate. * Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. * Reviews quality of services provided to the Association. * Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. * Attends all manager staff meetings. * Attends annual budget/election meetings. * Conducts property visits regularly and provides Management with recommendations and observations to improve the property. * Participates in Corporate committees as assigned. * Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders. * Obtains and maintains all service, maintenance and access control contracts. * Reviews/assists the obtaining and financing of all required insurance coverage. * Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements. * Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies. * Ensures that all records are kept in good order. * Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours. * Facilitates committee meetings and acts as liaison to committee members * Prepares budget for presentation to BOD * Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems. * Follows safety procedures and maintains a safe work environment. Operating Skills, Knowledge & Abilities Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public. Computer literacy: Proficiency and working knowledge of Microsoft Office Applications. Strong customer service, communication and interpersonal skills required. Physical Requirements: Physical demands include ability to lift up to 50 lbs; Standing, sitting, walking Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required. Position Responsibilities * Attends Board meetings and gives Board guidance when appropriate. * Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. * Reviews quality of services provided to the Association. * Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. * Attends all manager staff meetings. * Attends annual budget/election meetings. * Conducts property visits regularly and provides Management with recommendations and observations to improve the property. * Participates in Corporate committees as assigned. * Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders. * Obtains and maintains all service, maintenance and access control contracts. * Reviews/assists the obtaining and financing of all required insurance coverage. * Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements. * Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies. * Ensures that all records are kept in good order. * Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours. * Facilitates committee meetings and acts as liaison to committee members * Prepares budget for presentation to BOD * Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems. * Follows safety procedures and maintains a safe work environment. Operating Skills, Knowledge & Abilities Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public. Computer literacy: Proficiency and working knowledge of Microsoft Office Applications. Strong customer service, communication and interpersonal skills required.

Introduction For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi - cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable businesses and expand our employees' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $41 billion, we've ranked among the 30 largest banks in the United States. And since 2010, we have been recognized by Forbes as one of the top 15 best banks in America. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview East West Bank is seeking a Portfolio Manager. The Portfolio Manager will manage and oversees loan/deposit portfolio for relationship manager/team. Responsibilities * Work with team in reviewing existing credits * Perform other administrative duties required for the maintenance of a portfolio of clients * Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines * As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as manage the client relationship * Responsible for credit risk and quality of the portfolio * Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate * Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners * May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends * Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio * May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits * Manage the renewal process by working with the Relationship Manager, the client, and Credit Department * May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services * Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace * Perform other duties and special projects as needed Qualifications * Bachelor's degree or combination of education and directly related experience * Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience * Demonstrates strong underwriting and projection skills * Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits * Develop problem loan credit solutions. * Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.

Do you aim high? Are you genuinely helpful? Are you looking for a place where you can make a difference, receive ongoing support and training, and build a rewarding, long-lasting career? Then you may be a good fit for FirstService Residential, North America's foremost property management firm. We're all about our associates, and as we continue to grow, we're looking for even more quality people who share our dedication to doing what's right, improving residents' quality of life, building great relationships and truly making a difference for their clients, their colleagues and themselves. Is that you? If so, we think you should get to know us. Job Summary Perform functions to manage, direct and provide leadership to multiple assigned properties/book of business. Ensure properties are maintained and operated in accordance with company objectives and facilitate solutions to problems between communities and internal support staff, guided by precedent and working within the limits of established policies. Essential Duties & Responsibilities 1. Provide management and leadership to assigned properties and book of business. Collaborate with Regional Director to develop goals and communicate established goals. Ensure the goals and needs of the properties, company and its customers are consistently met. 2. Manage the functions of a team within portfolio properties while maintaining standards of excellence for processes, methods and personnel. Manage the process improvement and quality control of the properties and ensure quality resident service is delivered. Assign schedules and review the work of portfolio staff in accordance with contracted portfolio hours. Ensure deadlines are met in a timely manner and prioritize and delegate workload as necessary on multiple levels. Align resources to work assignments and processes to meet business requirements and contract requirements. Provide leadership and direction and assist in the investigation and resolution of internal and external problems and concerns. 3. Partner with Regional Director, Board of Directors and internal departments to develop and lead the introduction and integration of new programs, services and initiatives. Act as liaison to ensure quality service is delivered, that Board expectations are met and to assist in prompt response and resolution to questions/problems. Establish and maintain a positive relationship with homeowners, Board of Directors and internal departments to ensure a high level of resident service and achievement of company and property goals and objectives. 4. Maintain knowledge and understanding of the contracts between the associations and FirstService Residential. Ensure all contractual obligations are being met based on book of business. 5. Initiate contact with new resident representatives to coordinate the move-in process. Conduct an introduction and orientation to the management staff and building, reviews available services, and explain the communities' rules and regulations. Performs inspections of all common grounds no less than once per week, taking note of any deficiencies followed by the preparation of action plans for the entire book of business. 6. Process architectural control applications and close them out in a timely manner. 7. Oversee all construction projects and ensure property maintenance/improvement and other related projects are completed on time and within budget. Maintain open communication and provide timely action updates to the Board and residents. 8. Create, maintain and upload a wide variety of information in FSRConnect including but not limited to work orders, signed meeting minutes and Monthly Management Report for the entire book of business. Fulfill all company Connect compliance expectations throughout the year. 9. Interview, select, recommend, hire, train and schedule assigned portfolio staff. Ensure proper coverage and staffing levels for the entire book of business. Provide direction to staff and assist in the investigation and resolution of problems. Recommend personnel actions, promotions, transfers, terminations, or disciplinary measures. Manage the Performance Evaluation process of assigned unit and provide leadership, counseling and coaching to associates. Maintain harmonious associate/employer relations. Essential Duties & Responsibilities (Cont.) 10. Oversee training and cross training programs and ensure all direct and indirect associates are aware of and comply with company, government and customer regulations, policies, work procedures, instructions and deadlines. Participate in training programs and webinars as required. 11. Observe safety standards and participates in the Company's efforts to provide a safe work environment. Conduct periodic safety meetings and ensure staff is trained and educated on safety procedures. Adhere to and maintain established Hurricane procedures. 12. Address Worker Compensation incidents according to company policy. 13. Maintain calendar of meetings and events and initiate and /or attend a wide range of internal and external meetings. Prepare and conduct a wide range of presentations as needed. 14. Provide financial support with a wide range of functions. Review financial statements and report variances; submit invoices to CAS in a timely manner and review invoices/checks for accuracy before presenting to the BODs. 15. Recommend and manage the multiple budgets for the functional area of responsibility based on book of business. Monitor expenses, initiate cost reduction programs and negotiate prices with vendors. Ensure property expenses are maintained within budget. 16. Monitor vendor contracts regularly, submit renewal/cancellation notices, manage contract renewals professionally and advise Regional Director of any upcoming insurance renewals or lapse in coverage. 17. Prepare bid comparison analysis and prepare and uses the Request for Proposal for bid solicitation. 18. Maintain awareness of changes in rules, statutes or regulations and communicate changes to staff. Direct training of staff when new procedures are required to comply with changes. 19. Update Association communications and ensure current information is displayed on the association boards and website. Prepare association newsletter and/or other communication with owners and residents as required. 20. Participate in the development of Standard Operating Procedures and maintain existing procedures. Review processes and ensure they are in compliance with current statute. Manage the communication and compliance of SOPs within teams, managers and internal and external customers. 21. Prepare, maintain and submit a wide range of reports, contract lists, presentations, documents and manuals as required. 22. Maintain accurate records, files and communications pertinent to the Association and maintain up to date equipment maintenance logs and emergency shut off procedures book. 23. Manage payroll to ensure time is allocated correctly based on book of business and well has contracted hours. 24. Attends multiple day and evening meetings on a monthly basis. Additional Duties & Responsibilities 1. Work schedules and working hours are determined by business and client needs and may be modified by FirstService at any time, and such modification may include extended hours and weekend, evening, and holiday hours. FirstService will accommodate sincerely held religious beliefs and practices that may conflict with work schedules and working hours if such accommodation would not impose an undue hardship on business operations. Requests for such accommodation should be made to Human Resources. 2. Conduct business at all times with the highest standards of personal, professional and ethical conduct. 3. Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies. 4. May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines. 5. Ensure all safety precautions are followed while performing the work. 6. Follow all policies and Standard Operating Procedures as instructed by Management. 7. Perform any range of special projects, tasks and other related duties as assigned. Supervisory Responsibility Directly or indirectly supervise associates within the assigned property. Education & Experience Bachelor's Degree in Business or related field from an accredited college or university, and three years experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must be certified and licensed by the State of Florida for Community Association Management (CAM). Knowledge, Skills & Proficiencies * Knowledge and ability to apply Florida Statutes and Community's documents. * Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements * Excellent organization, motivation, leadership, management and interpersonal skills. * Critical thinking, complex problem solving, judgment and decision-making ability. * Ability to apply a comprehensive knowledge of particular field of specialization to the completion of difficult assignments. * Excellent customer service skills * Strong verbal and written communication skills. Ability to communicate and provide guidance to all associate levels. * Strong presentation skills * Ability to read, analyze and interpret technical procedures, leases and/or regulations * Must have a strong work ethic and be detail-oriented with excellent organizational and multitasking skills. * Must have strong proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Power Point and Outlook. Proficiency researching the Internet. Previous experience with financial and accounting programs preferred. * Ability to work with sensitive or confidential information. * Demonstrated experience managing large, complex accounts or projects. Ability to meet deadlines and work well under pressure. * Ability to work well in a team environment as well as independently. Must be self-driven with the ability to identify, plan and prioritize business opportunities. * Knowledge of mechanical operations of a building and equipment preferred. * Ability to respond to emergency situations within established timeframe * Ability to adjust to changing circumstances. Tools & Equipment Used Computer and peripherals, standard and customized software applications and tools, and usual office equipment. Physical Requirements/Working Environment This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit, walk and occasionally climb. The incumbent must be on call at all times and able to work extended and flexible hours and weekends as needed. Physical demands include ability to lift up to 50 lbs. The incumbent must be able to detect auditory and/or visual emergency alarms. The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Work may involve some driving/traveling to various sites. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by associate within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

United States of America - Hawaii, Honolulu Job Summary AECOM has an opportunity for a highly qualified Portfolio Manager to work closely with information owners, HQ USINDOPACOM Directorates, Systems Staff, Network Staff and Cybersecurity staff to ensure system/application operations and security is achieved, maintained and reported accurately for HQ USINDOPACOM networks. This position is for a four month project in support of the USINDOPACOM Command, Control, Communications, and Cyber Directorate (J6) at Camp H.M. Smith, Hawaii. The candidate for this position shall provide Portfolio Management subject matter expertise using industry standards and ITIL disciplines in support of USINDOPACOM missions and capabilities. This position shall maintain and provide guidance to supporting Commands on USINDOPACOM portfolio policies, processes, procedures and resources to enable management; and regulation of the USINDOPACOM Portfolio. Specific Tasks: * Maintain the USINDOPACOM Portfolio Data via USINDOPACOM System of Record and Information Resource Management (IRM) processes and procedures documentation. * Facilitate creation of Information Service Domain (ISD) and Information Assurance Domain (IAD) data within the automated Portfolio Management System of Record in accordance with USINDOPACOM Chief Information Officer (CIO) guidance. * Collect, document and validate Information System/Service Description Document (ISSDD) in accordance with USINDOPACOM PM Instruction or current policy. * Facilitate Information Resource Management Board (IRMB) in accordance with the current HQ USINDOPACOM IRMB Charter. Prepare supporting documentation, to include meeting agendas, presentation slides, and meeting minutes. Perform all other position related duties as assigned or requested Minimum Requirements * Must have a Bachelor's Degree (or equivalent work experience). * At least 5 years of experience. * At least 2 yrs experience with IT system, preferably DoD systems, using the ITIL best practices. * Experience using current Microsoft Office. * IAW DoD 8570.01-M, must meet IAM I certification minimum qualifications. * Due to the nature of the work, must be a U.S. citizen * Must have an active Secret security clearance. Preferred Qualifications N/A What We Offer When you join AECOM, you become part of a company that is pioneering the future . Our teams around the world are involved in some of the most cutting-edge and innovative projects and programs of our time, addressing the big challenges of today and shaping the built environment for generations to come. We ensure a workplace that encourages growth, flexibility and creativity, as well as a company culture that champions inclusion, diversity and overall employee well-being through programs supported by company leadership. Our core values define who we are, how we act and what we aspire to, which comes down to not only delivering a better world , but working to "make amazing happen" in each neighborhood, community and city we touch. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours. Job Category Management Business Line Management Services Business Group Management Services Group (MS) Country United States of America Position Status Full-Time Requisition/Vacancy No. 225015BR Clearance Required Yes Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

PRINCIPAL RESPONSIBILITIES Manage account transaction activity related to permits and rights-of-way * Evaluate and manage the account portfolio in a proactive manner by proposing transactions that will assure maximum value-added results * Serve as an information resource – conduct research, compile data, process inquiries and perform special projects * Maintain ongoing communication with client via verbal updates and reports * Validate report data and generate reports; update transaction databases * Travel within assigned territory as necessary * Perform other related duties as assigned QUALIFICATIONS * Related bachelor's degree * Five + years real estate experience, preferably with some direct transaction background * Strong organizational, interpersonal, analytical and communication skills Thorough working knowledge of Microsoft Word, Excel JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For employees in the United States, please see a fully copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at Accommodation.Reques@am.jl..com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.

Business Group Highlights Intelligence The Intelligence group provides high-end systems engineering and integration products and services, data analytics and software development to national and military intelligence customers. Serving federal agencies and the Intelligence Community for more than 50 years, the Intelligence group helps our clients meet their mission needs by providing trusted advisors, leading-edge technologies, and innovative solutions. Responsibilities Portfolio management personnel monitor programs and projects across the organization to identify gaps, prioritize investments for capabilities and innovation, and align programs and projects to budget exercises.They coordinate across portfolio stakeholders to gather and execute technology needs and ensure solutions are delivered to meet the mission. Porfolio managers support the customer by centrally balancing all portfolio strategic goals and objectives, conducting governance and process improvements. They liaise with other components and centers to gather technology needs and highlight needs, gaps, and overlaps to a strategic advisory board. They monitor technology programs, projects, budgets, and investments to identify trends and concepts that can enhance the organizations' decision-making for the overall strategy and deliver status reporting to customer management on an as-needed basis. Qualifications Qualifications * 12 to 15 years with BS/BA or 10 to 13 years with MS/MA or years of experience in lieu of degree * Clearance required: TS/SCI with Poly * Subject matter expertise regarding a key area of interest to the customer, specifically RF, Cyber or IT-based technologies * Ability to monitor, research and identify emerging technology and its possible application to customer problem areas * Demonstrated experience with commercial databases; conducting research, analyzing complex datasets, and drafting analytical products for customer briefings * Strong experience in quantitative analysis, IT portfolio management or a closely related field * Knowledge of business and strategic planning processes as well as resource management and cost analysis methodologies * Ability to

Position Summary Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required. Position Responsibilities * Attends Board meetings and gives Board guidance when appropriate. * Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. * Reviews quality of services provided to the Association. * Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. * Attends all manager staff meetings. * Attends annual budget/election meetings. * Conducts property visits regularly and provides Management with recommendations and observations to improve the property. * Participates in Corporate committees as assigned. * Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders. * Obtains and maintains all service, maintenance and access control contracts. * Reviews/assists the obtaining and financing of all required insurance coverage. * Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements. * Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies. * Ensures that all records are kept in good order. * Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours. * Facilitates committee meetings and acts as liaison to committee members * Prepares budget for presentation to BOD * Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems. * Follows safety procedures and maintains a safe work environment.

Overview St. Luke's is looking for a Portfolio Manager to join us in our strategy to be the community's trusted partner in providing exceptional, patient- centered care for Air St. Luke's. The Portfolio Manager is responsible for managing the execution of select high-priority strategic initiatives. This role supports the translation of the strategic initiatives into strategic business cases and operational business plans for execution. Job Functions: * Supports development of strategic business cases and operational business plans for high-priority strategic initiatives. * Supports execution of the plans to meet project milestones, target budget, KPIs, and deliverables. * Leads work teams related to project execution. Directs and manages work including interfacing with resources and stakeholders across the organization, as well as outside of the organization. * Provides leadership and mentoring to other members of the portfolio team to execute on the plan. * Provides regular updates of project progress, risks, and escalations. * Collects and tracks progress towards outcome metrics and KPIs. Required Criteria: * Education: Bachelor's Degree or 4 years of relevant experience in lieu of degree. * Experience: 6 years of relevant experience. Our employees enjoy many benefits, some of the most popular are tuition reimbursement, hospital retirement contributions, and hospital-supported on-going training and education. If you're looking for a place where you can grow in your personal life, in your career, and in your community, St. Luke's may be just the place for you. A strong, talented staff is at the heart of St. Luke's Health System. We are the state's largest employer with more than 13,500 employees and a medical staff of more than 1,800 physicians and advanced practice clinicians. Our employees are dedicated to impacting the lives of those in our community while pursuing a life- changing career at St. Luke's. Our staff is the reason for our outstanding reputation as both a quality employer and superior healthcare organization. We're proud of our people who deliver skilled, compassionate care every day, and are looking to add dedicated individuals who will continue in the same tradition of excellence. With multiple locations in the beautiful southern and central Idaho, our mild, four season climate means you can play outdoors year-round. Whether you prefer leisurely walks along the river or heart-pounding climbs up a sheer cliff- there is always something to do after work. An exciting mix of urban and outdoor life defines Idaho's culture, you can ski in the morning and watch a college sporting event at night. It is a great state to raise a family and forge lasting relationships. The cost of living is low, and quality of life is high. __________________ #One of American's Top 15 Health Systems - U.S.News & World Report, "America's Best Hospitals 2015-2016" * St. Luke's is an equal opportunity employer and does not discriminate against any person on the basis of race, religion, color, gender, gender identity, sexual orientation, age, national origin, disability, veteran status, or any other status or condition protected by law.

* Leads the strategic planning for customer energy solution trends within assigned customer segments in effort to increase customer affordability, growth and loyalty. * Supports the company's strategic planning by leading the product portfolio of their key customer segments; identifying unmet customer needs, market trends and sales growth opportunities. * Oversees the market assessment, design, development and launch of new products and services. Proactively coordinates and builds cross functional relationships across business units including marketing, communications, research, regulatory, regulatory pricing, legal, account management, non-utility product development and all customer service areas. * Creates and maintains the key customer segment product development funnel in order to identify and develop new products or product extensions and services that support customer loyalty, retention, satisfaction, engagement, and growth in alignment with company strategy. * Coordinates and partners with market and customer research, marketing and communications to identify unmet customer needs and to test the relevance of new products to these audiences. Ensures translation of insights into action in developing and implementing energy products and services * Monitors and drives the market activation of customer products and services including pricing, positioning and distribution strategies in effort to increase sales or grow product markets. * Interfaces and provides recommendations to leadership for long-term growth and retention strategies for customer solutions. * Responsible for financial modeling to create business cases for new products and services. * Engages with regulatory, legislative and legal on strategic topics and policy initiatives in order to broaden their key customer segment product portfolio while also minimizing risk. Supervision * Performs work under the general supervision of a Director. * May supervise the work of professional and non-exempt employees engaged in portfolio or product management activities.