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18 results for Portfolio Manager in Allentown, PA

Portfolio Manager
  • Norristown, PA
  • onsite
  • Permanent / Full Time
  • 35000 - 45000 USD / Yearly
  • We are looking for a Portfolio Manager to oversee a portfolio of community associations in King of Prussia, Pennsylvania. This role requires strong relationship management, operational coordination, and financial awareness to support boards, residents, and service partners effectively. The ideal candidate will keep properties running smoothly, maintain clear communication with stakeholders, and help ensure each association is managed in line with its governing standards.<br><br>Responsibilities:<br>• Direct the daily administration of multiple community associations, ensuring consistent service and timely follow-up on operational needs.<br>• Serve as a primary point of contact for homeowners, board members, contractors, and vendors, handling inquiries with professionalism and clarity.<br>• Arrange and monitor maintenance activities, repair work, and recurring vendor services to support property standards and resident satisfaction.<br>• Contribute to budget planning, review financial information, and assist in tracking community projects to help boards make informed decisions.<br>• Uphold association bylaws, policies, and governing documents by monitoring community matters and addressing compliance-related concerns.<br>• Prepare for and participate in board and association meetings, providing administrative and operational support as needed.<br>• Maintain accurate records, update tasks, and document communications using property management software and related office systems.
  • 2026-09-14T00:00:00Z
Project Manager
  • Collegeville, PA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Terrific opportunity for a Project Manager with proven experience managing multiple projects simultaneously. This Project Manager will lead the success of multiple projects by identifying resources and budgets, developing secure/detailed project plans, defining project scopes, clinching deadlines, identify and analyze project risks, allocating resources efficiently to ensure project success, and maintaining vendor relationships. The ideal candidate for this role should be tech savvy, have excellent leadership skills, strong verbal and written communication skills, and thorough organization skills.</p><p><br></p><p>How you will make an impact</p><p>·      Oversee daily project activities</p><p>·      Create project plans and programs</p><p>·      Perform project analysis</p><p>·      Identify and secure project budgets</p><p>·      Prepare project estimates</p><p>·      Manage multiple projects scopes simultaneously</p><p>·      Provide progress reports as needed</p><p>·      Resolve issues, conflicts, and discrepancies</p><p>·      Mentor and train project team</p>
  • 2026-09-15T00:00:00Z
Contracts Manager
  • Trenton, NJ
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p>Responsibilities:</p><p>We are seeking a <strong>hands-on CLM Project Manager</strong> to support the implementation of an AI-enabled Contract Lifecycle Management initiative. The ideal candidate will understand commercial contracts and legal clauses while also having strong project management and systems implementation experience.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead project activities associated with the implementation and launch of a Contract Lifecycle Management (CLM) system</li><li>Develop, implement, and maintain <strong>contract playbooks, clause libraries, templates, and approval guidelines</strong></li><li>Review and understand commercial contract language, including standard and fallback clauses</li><li>Translate legal requirements and contracting processes into system requirements and workflows</li><li>Map current-state and future-state contract lifecycle processes</li><li>Help design and configure contract intake, review, approval, negotiation, execution, and post-signature workflows</li><li>Partner with Legal, Procurement, IT, Compliance, and business stakeholders</li><li>Coordinate project timelines, deliverables, milestones, testing, UAT, and implementation activities</li><li>Support contract repository migration, data cleanup, metadata, and standardization as needed</li><li>Identify opportunities to use <strong>AI and automation</strong> to improve contract review, clause analysis, summarization, data extraction, and workflow efficiency</li><li>Develop process documentation, SOPs, training materials, and user guidance</li><li>Support user adoption and post-launch enhancements</li><li>Track project status, issues, dependencies, and action items through implementation</li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Functional Project Manager
  • Wayne, PA
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p><strong>Functional Project Manager </strong></p><p> </p><p>A client of ours is looking for a Functional Project Manager for a contract role to support an upcoming ERP implementation within a financial services environment. This role will partner with business, finance, and technical teams to drive project success, manage timelines and deliverables, gather business requirements, and ensure the ERP solution aligns with organizational objectives. The ideal candidate will have direct experience leading finance-focused ERP implementations and effectively managing cross-functional stakeholders.</p><p><br></p><p><strong>Responsibilities of Functional Project Manager   </strong></p><ul><li>Lead the planning, execution, and successful delivery of ERP implementation projects.</li><li>Partner with finance, operations, and technology teams to define project goals, requirements, and deliverables.</li><li>Gather, analyze, and document business and functional requirements.</li><li>Facilitate meetings, workshops, and stakeholder discussions to align project objectives.</li><li>Develop and maintain project plans, timelines, budgets, and resource allocations.</li><li>Monitor project progress, identify risks, and implement mitigation strategies.</li><li>Coordinate activities between internal teams, third-party vendors, and implementation partners.</li><li>Track milestones, dependencies, and project deliverables to ensure timely completion.</li><li>Support testing, training, change management, and user adoption initiatives.</li><li>Provide regular project status updates and reports to leadership and key stakeholders.</li><li>Assist with process improvement efforts and support post-implementation stabilization activities.</li><li>Ensure ERP solutions align with financial reporting, operational requirements, and business objectives.</li></ul><p><br></p>
  • 2026-09-11T00:00:00Z
Product Manager
  • Exton, PA
  • onsite
  • Permanent / Full Time
  • 180000 - 220000 USD / Yearly
  • We are looking for a Product Manager to connect platform capabilities with the needs of infrastructure-focused software solutions in Exton, Pennsylvania. This role combines product leadership with technical partnership, helping teams turn complex business and engineering needs into practical roadmap decisions. The ideal candidate brings strong product judgment, thrives in cross-functional environments, and can build alignment across technical and business stakeholders.<br><br>Responsibilities:<br>• Serve as the key point of coordination between platform teams and infrastructure-focused product groups to align priorities and deliver solutions that address customer needs.<br>• Convert business goals, technical constraints, and domain-specific use cases into clear product direction, actionable requirements, and roadmap recommendations.<br>• Work closely with product managers, engineers, and other stakeholders to identify shared opportunities and resolve cross-team challenges.<br>• Assess which capabilities should be developed as platform services versus product-level features by considering scalability, reuse, and broader market value.<br>• Guide discussions among diverse stakeholders to drive informed decisions and secure commitment around strategic product outcomes.<br>• Manage product activities for platform offerings that support infrastructure cloud solutions, including prioritization, backlog refinement, and ongoing iteration.<br>• Encourage a transparent, collaborative working style that strengthens trust and effective partnership across teams.<br>• Participate in travel and coordination across time zones to support a global organization and maintain close collaboration with distributed teams.
  • 2026-09-01T00:00:00Z
Product Manager
  • Exton, PA
  • onsite
  • Permanent / Full Time
  • 180000 - 220000 USD / Yearly
  • We are looking for a Product Manager to connect platform capabilities with the needs of infrastructure-focused software solutions in Exton, Pennsylvania. This position blends strategic product leadership with technical partnership work, helping teams turn complex business needs into scalable platform offerings. The successful candidate will work across product, engineering, and stakeholder groups to shape decisions that strengthen customer outcomes and support long-term product value.<br><br>Responsibilities:<br>• Act as the primary link between platform teams and infrastructure-focused product groups, ensuring shared goals are translated into practical product plans.<br>• Partner with engineering and product leaders to convert domain-specific business needs into clearly defined platform requirements and priorities.<br>• Build strong working relationships with internal stakeholders to understand their objectives, challenges, and opportunities, then use those insights to guide roadmap decisions.<br>• Assess which capabilities should be developed as shared platform services versus remaining within product-specific solutions, with attention to scalability and broader adoption potential.<br>• Lead cross-functional discussions that bring together differing viewpoints and drive informed decisions with wide stakeholder support.<br>• Manage product activities for platform services aligned to infrastructure cloud initiatives, including prioritization, refinement, and ongoing delivery planning.<br>• Encourage a transparent and collaborative team environment that supports trust, open communication, and effective partnership across groups.<br>• Participate in regular travel and coordinate with globally distributed teams across time zones to maintain alignment and momentum.
  • 2026-09-01T00:00:00Z
Product Manager
  • Exton, PA
  • onsite
  • Permanent / Full Time
  • 180000 - 220000 USD / Yearly
  • We are looking for a Product Manager to join a Services organization and help shape platform capabilities that support infrastructure-focused software solutions. This position combines strategic product leadership with strong cross-functional partnership, connecting technical platform services with business needs across internal product groups. The role is ideal for someone who can turn complex stakeholder input into clear priorities, practical roadmaps, and measurable customer value.<br><br>Responsibilities:<br>• Partner with engineering, product, and business teams to connect platform capabilities with the needs of infrastructure-focused solutions and customer use cases.<br>• Convert domain-specific challenges and opportunities into clear product priorities, actionable requirements, and well-defined delivery plans.<br>• Build strong working relationships with internal stakeholders to understand goals, constraints, and long-term business drivers that influence platform direction.<br>• Evaluate where capabilities should reside within the broader technology ecosystem, considering scalability, reuse, and adoption across multiple products.<br>• Guide discussions among diverse stakeholders to reach informed decisions that balance technical feasibility, customer benefit, and business strategy.<br>• Manage product activities such as roadmap planning, backlog refinement, prioritization, and coordination with Agile delivery teams.<br>• Champion transparent communication and a collaborative team environment that encourages trust, alignment, and shared ownership of outcomes.<br>• Travel as needed to support global collaboration, stakeholder engagement, and effective coordination across time zones.
  • 2026-09-01T00:00:00Z
Product Manager
  • Exton, PA
  • onsite
  • Permanent / Full Time
  • 180000 - 220000 USD / Yearly
  • We are looking for a Product Manager to join our Services team in Exton, Pennsylvania, and shape platform capabilities that support infrastructure-focused solutions. This position blends product leadership with strong technical partnership, working across product and engineering teams to turn business needs into scalable platform outcomes. The ideal candidate is comfortable aligning diverse stakeholders, evaluating strategic product boundaries, and driving decisions that improve customer and partner value.<br><br>Responsibilities:<br>• Partner with internal product and engineering teams to connect platform capabilities with the needs of infrastructure-focused solutions and customer use cases.<br>• Translate business goals, domain challenges, and technical constraints into clear product priorities, roadmaps, and actionable requirements.<br>• Build strong cross-functional relationships with stakeholders to understand objectives, identify gaps, and create solutions that deliver measurable value.<br>• Assess where capabilities should live within the broader technology ecosystem, considering scalability, reuse, and long-term adoption potential.<br>• Lead conversations across multiple teams to resolve competing priorities and guide alignment around decisions that support business and customer success.<br>• Manage product activities for platform services that closely support infrastructure offerings, including backlog refinement and prioritization.<br>• Encourage transparent collaboration and open communication across distributed teams and functions.<br>• Participate in regular travel and coordinate effectively across time zones to support a global working model.
  • 2026-09-01T00:00:00Z
Project Manager II
  • Philadelphia, PA
  • remote
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p><strong>Project Manager II</strong></p><p><strong>Location: Remote, supporting EST Hours</strong></p><p><strong>Duration: Through 8/29/2027</strong></p><p><br></p><p>We are seeking a Project Manager to support a large-scale organizational transformation initiative. This role will focus on process documentation, business readiness, project coordination, operational standardization, and stakeholder communication. The ideal candidate is highly organized, detail-oriented, and experienced managing cross-functional workstreams in a complex enterprise environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the inventory, creation, maintenance, and enhancement of process documentation related to transition activities.</li><li>Partner with business stakeholders and subject matter experts to document current-state and future-state processes.</li><li>Develop process flows, standard operating procedures (SOPs), work instructions, operational runbooks, and checklists.</li><li>Maintain documentation repositories and enforce version control standards.</li><li>Identify documentation gaps, process dependencies, and opportunities for process optimization and standardization.</li><li>Support knowledge transfer initiatives and operational readiness efforts.</li><li>Assist with project planning, scheduling, resource coordination, and execution across multiple workstreams.</li><li>Track project milestones, deliverables, risks, issues, and dependencies.</li><li>Facilitate project meetings, prepare agendas, document meeting notes, and manage action items.</li><li>Create and distribute project status reports for stakeholders and leadership teams.</li><li>Monitor project timelines and proactively identify, escalate, and mitigate risks that could impact delivery.</li><li>Maintain project artifacts, including project plans, RAID logs, decision logs, and communication plans.</li><li>Coordinate follow-up activities to ensure deliverables and action items remain on schedule.</li><li>Serve as a liaison between business, technology, finance, HR, payroll, vendors, and other functional teams.</li><li>Gather requirements, document decisions, and communicate project updates to stakeholders.</li><li>Support change management and organizational readiness activities.</li></ul>
  • 2026-09-17T00:00:00Z
Financial Planning and Analysis Manager
  • Yardley, PA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>benefits:</p><ul><li>hybrid</li><li>Comprehensive Medical, Dental &amp; Vision Coverage</li><li>401k</li><li>paid time off</li></ul><p><br></p><p><strong>Growing regional service organization seeks a Finance Manager to join its team. Responsibilities include:</strong></p><p>• Drive budgeting, forecasting, and financial planning activities while supporting the continued expansion of the FP&amp;A function</p><p>• Develop quarterly budget-to-actual reporting, conduct variance analysis, and assist with annual planning processes</p><p>• Collaborate with business intelligence and technology teams to improve reporting capabilities, data quality, and analytical insights</p><p>• Partner closely with accounting leadership to ensure accurate financial reporting, reconciliations, and interpretation of financial results</p><p>• Manage financial reporting calendars and support month-end and quarter-end analytical review processes, including flux analysis</p><p>• Enhance reporting tools and dashboards utilizing Power BI while supporting broader data and reporting initiatives</p>
  • 2026-08-21T00:00:00Z
Financial Planning and Analysis Manager
  • Horsham, PA
  • onsite
  • Permanent / Full Time
  • 140000 - 165000 USD / Yearly
  • <p>Robert Half is looking for a Financial Planning and Analysis Manager to guide planning, forecasting, and performance reporting for our client&#39;s growing organization in the Greater Philadelphia area . This role works closely with commercial, operations, and finance partners to turn business data into meaningful insights that support profitability, cash flow, and strategic decisions. The ideal candidate brings strong leadership, advanced analytical capabilities, and the ability to communicate financial outcomes clearly to senior stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct the company’s financial planning activities, overseeing budgeting cycles, forecast updates, and recurring performance reviews.</li><li>Partner with department leaders to build annual operating plans and periodic outlooks that reflect business priorities and realistic assumptions.</li><li>Produce monthly financial packages that explain results against plan, forecast, and prior-year performance, with clear interpretation of major variances.</li><li>Lead revenue-related analysis across rebates, discounts, and other commercial investments to improve visibility into net sales and profitability.</li><li>Create and refine financial models and scenario analyses to assess strategic opportunities, changing market conditions, and business risks.</li><li>Review customer and product profitability patterns and present key findings and recommendations to leadership.</li><li>Prepare executive-ready reports and presentations that highlight financial performance, emerging risks, and potential opportunities.</li><li>Oversee finance reporting enhancements by serving as a lead resource for Power BI initiatives, including requirement gathering and dashboard improvements.</li></ul>
  • 2026-09-09T00:00:00Z
Financial Planning and Analysis Manager
  • Feasterville-Trevose, PA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • We are looking for an experienced Financial Planning and Analysis Manager to join a growing global organization in Trevose, Pennsylvania. This hybrid opportunity is ideal for a finance leader who can connect detailed analysis with practical business decisions across operations, commercial activities, and executive planning. The role centers on building reliable forecasts, evaluating performance, and delivering insights that help leadership improve profitability and guide strategy.<br><br>Responsibilities:<br>• Direct the annual planning cycle, periodic forecasts, and monthly financial outlooks to support timely and informed business decisions.<br>• Create and refine financial models that evaluate business scenarios, strategic investments, and future performance expectations.<br>• Work closely with functional leaders to challenge assumptions, strengthen forecast accuracy, and align financial plans with operational realities.<br>• Review financial results, explain variances against plan, and highlight the underlying drivers affecting revenue, margin, and overall performance.<br>• Establish and monitor key financial and operational metrics, then translate findings into clear recommendations for management.<br>• Support recurring business reviews and prepare reporting packages for finance leadership, operational stakeholders, and executive teams.<br>• Partner with operations, supply chain, and commercial teams to identify opportunities for cost control, efficiency gains, and margin improvement.<br>• Contribute to working capital performance tracking and provide financial guidance on initiatives that improve cash flow and business results.<br>• Advance planning and reporting processes through standardization, automation, and stronger data integrity in collaboration with finance systems and IT teams.<br>• Provide analytical support for cross-functional initiatives, special projects, and coordination with joint venture finance stakeholders when needed.
  • 2026-09-02T00:00:00Z
Financial Planning & Analysis Manager
  • Denver, PA
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • <p>We are looking for a strategic Financial Planning &amp; Analysis Manager to support a growing organization. The FP&amp;A Manager will shape core planning and reporting processes, turning financial and operational data into clear guidance for leadership. The role is well suited for someone who can balance detailed analysis with broader business perspective while helping build a scalable FP&amp;A function that supports profitable growth.</p><p><br></p><p>Responsibilities:</p><p>• Direct the companywide budget cycle and produce forward-looking financial plans across the income statement, balance sheet, and cash flow statement.</p><p>• Maintain monthly forecasting models that reflect business performance, operational assumptions, and changing market conditions.</p><p>• Work closely with sales and operations planning partners to align financial outlooks with production, demand, and supply inputs.</p><p>• Provide leadership stakeholders with meaningful analysis, scenario evaluation, and recommendations to support strategic and day-to-day decisions.</p><p>• Create reporting that measures gross margin performance across products and customers to highlight trends and improvement opportunities.</p><p>• Review customer rebate programs and sales commission activity to ensure accurate tracking and insightful performance analysis.</p><p>• Oversee reporting related to capital spending and monitor investment activity against approved plans.</p><p>• Evaluate commodity cost exposure, including copper-related impacts, and summarize potential financial effects for the business.</p><p>• Prepare and update a rolling cash flow view to support liquidity planning and short-term decision-making.</p><p>• Serve as the internal Power BI expert, enhancing dashboards, reporting tools, key performance metrics, and ad hoc financial analysis capabilities.</p>
  • 2026-08-26T00:00:00Z
Financial Planning & Analysis Manager
  • Philadelphia, PA
  • onsite
  • Temporary to Hire
  • 63.3365 - 66.67 USD / Hourly
  • <p>We are looking for an experienced Financial Planning &amp; Analysis Manager to join a finance team located in the Greater Philadelphia Region in a contract-to-permanent capacity. This role will play a central part in planning, forecasting, performance analysis, and operational decision support across the business. The ideal Financial Planning &amp; Analysis Manager candidate brings strong analytical depth, excels in cross-functional collaboration, and can turn financial results into practical recommendations for leadership. Success in this position requires comfort working in a fast-moving environment and partnering with both internal stakeholders and joint venture finance teams.</p><p><br></p><p>What you get to do every single day:</p><p>• Direct company budgeting cycles, recurring forecasts, and monthly financial outlook activities for assigned areas of the business.</p><p>• Build and refine financial models that support strategic planning, scenario evaluation, and broader business decision-making.</p><p>• Collaborate with department leaders to review assumptions, strengthen forecast reliability, and align financial plans with operational goals.</p><p>• Partner with joint venture stakeholders during close activities to review results, explain variances, and support performance discussions against plan.</p><p>• Track and consolidate business metrics and financial indicators, highlighting trends and drivers that influence results.</p><p>• Prepare reporting and insights for monthly business reviews, offering recommendations to finance and operational leadership.</p><p>• Work closely with operations and commercial teams to identify margin improvement, cost control, and productivity opportunities.</p><p>• Support working capital analysis, operational performance monitoring, and finance needs tied to joint venture activities.</p><p>• Advance reporting and planning processes through standardization, automation, and coordination with finance systems and IT teams.</p><p>• Contribute as a finance partner across accounting, supply chain, sales, HR, and other functions while assisting with special projects as needed.</p>
  • 2026-09-16T00:00:00Z
Production Manager
  • Exton, PA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are seeking an experienced Production Manager with hands-on production experience overseeing and optimizing day-to-day warehouse and production operations. This role will be responsible for driving operational efficiency, maintaining high standards of quality and safety, communicating with vendors and manufacturers, monitoring production goals, adjusting production schedules and leading teams in a fast-paced environment. The ideal Production Manager will have the ability to collaborate with various departments such as logistics, purchasing and sales as needed to resolve any production discrepancies and ensure compliance and safety standards are being upheld.</p><p>  </p><p><strong><em><u>What you get to work on daily</u></em></strong></p><p>·      Oversee daily production operations, ensuring efficient workflows and timely completion of operational goals</p><p>·      Lead, develop, and support production teams to promote productivity, accountability, and employee engagement</p><p>·      Create and manage production schedules</p><p>·      Monitor inventory, materials, staffing, and workflow to ensure operational needs are consistently met</p><p>·      Identify opportunities to improve processes, reduce waste, increase productivity, and enhance overall efficiency</p><p>·      Establish and maintain operational procedures and best practices.</p><p>·      Review production reports, monitor key performance indicators (KPIs) and implement corrective actions when necessary</p><p>·      Ensure compliance with company policies, safety standards, and applicable regulations</p><p>·      Collaborate with leadership and cross-functional teams to support business and production objectives</p><p>·      Help drive continuous improvement initiatives throughout warehouse operations</p><p>·      Administer performance reviews, provide guidance and coaching as needed</p>
  • 2026-09-14T00:00:00Z
Project Manager/Business Analyst
  • Reading, PA
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • We are looking for a Project Manager/Business Analyst to support a Long-term Contract opportunity in Reading, Pennsylvania. This role will guide a complex order management initiative while translating business needs into clear functional direction for technical and operational teams. The ideal candidate brings strong leadership across enterprise implementations, excels at stakeholder coordination, and can keep project execution, requirements management, and vendor alignment moving forward in a structured way.<br><br>Responsibilities:<br>• Direct the full lifecycle of an enterprise order management implementation, from planning through execution, testing, and rollout.<br>• Build and manage project schedules, milestone tracking, risk registers, dependency mapping, and executive-ready status updates.<br>• Work with stakeholders across merchandising, stores, e-commerce, customer service, distribution, supply chain, and IT to define business needs and translate them into actionable deliverables.<br>• Produce and maintain process documentation, workflow diagrams, use cases, user stories, and functional requirements to support solution design and delivery.<br>• Lead workshops, governance sessions, and stakeholder meetings to drive decisions, confirm priorities, and maintain alignment on scope and objectives.<br>• Coordinate with vendors, system integrators, and internal teams to monitor deliverables, manage interdependencies, and address issues affecting timeline or quality.<br>• Support critical implementation activities such as data migration planning, systems integration, user acceptance testing, training coordination, and deployment readiness.<br>• Bridge communication between technical and non-technical audiences to ensure requirements are understood, documented, and traceable throughout the project lifecycle.<br>• Track budgets, action items, decision logs, and critical path activities while escalating risks or roadblocks to leadership when needed.
  • 2026-09-11T00:00:00Z
Financial Advisor
  • Wilkes-Barre, PA
  • onsite
  • Permanent / Full Time
  • 50000 - 100000 USD / Yearly
  • <p>Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management.</p><p><br></p><p>The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients&#39; financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul><p><br></p>
  • 2026-09-03T00:00:00Z
Contracts Manager I (Contractor)
  • Philadelphia, PA
  • onsite
  • Temporary / Contract
  • 33 - 36 USD / Hourly
  • We are looking for a detail-oriented Contracts Manager I (Contractor) to support vendor and service provider agreements for a long-term contract opportunity in Philadelphia, Pennsylvania. This role focuses on administering the full contract lifecycle, from drafting and negotiation through amendments, performance oversight, and financial review. The ideal candidate brings sound judgment, strong communication skills, and the ability to help maintain effective contractual relationships while protecting business interests.<br><br>Responsibilities:<br>• Oversee day-to-day administration of service provider agreements and maintain organized contract records throughout the engagement lifecycle.<br>• Partner with internal stakeholders and external vendors to prepare, review, and negotiate contract terms that align with operational and business needs.<br>• Track supplier performance against agreed service levels and address compliance issues when contractual commitments are not achieved.<br>• Apply contract remedies, including performance credits, penalties, or incentives, based on established measures and documented outcomes.<br>• Develop and process contract modifications, renewals, and revised terms when scope, pricing, or business requirements change.<br>• Examine contract-related financial activity and budget variances, then recommend or implement corrective actions to resolve discrepancies.<br>• Support contract transitions and related coordination activities to help ensure continuity of vendor services and obligations.<br>• Communicate key contract obligations, risks, and updates to relevant business partners to support informed decision-making.
  • 2026-09-15T00:00:00Z