portfolio manager

About the company

At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K.

by accelerating their access to capital.

Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries.

We are proud to have been named to the prestigious Inc.

• 5000 Fastest Growing Company list in 2024, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success.

Are you ready to make an impact and help us shape the future of finance?

Your tasks

The Opportunity The Portfolio Manager, Platinum Clients is responsible for the strategic management, performance, and risk oversight of eCapital's highest-value client relationships.

Serving as the primary portfolio leader for a designated portfolio of Platinum clients, this role partners closely with clients and internal stakeholders to optimize portfolio performance, proactively manage risk, strengthen client retention, and identify opportunities for growth. The Portfolio Manager acts as a trusted advisor to clients and an internal advocate for portfolio success, balancing exceptional client experience with prudent risk management.

Portfolio Leadership and Risk Management Assume ownership of a portfolio of Platinum clients, ensuring overall portfolio health, profitability, compliance, and risk performance. Conduct ongoing review and analysis of client financial performance, collateral quality, account trends, funding utilization, concentration exposure, dilution, collections activity, and other key risk indicators. Identify emerging risks and opportunities and develop strategic recommendations to support portfolio stability and growth. Lead risk assessment discussions and work collaboratively with Credit, Risk, Operations, Collections, and Account Management teams to implement effective mitigation strategies. Maintain accountability for watchlist accounts, remediation plans, and escalated portfolio concerns. Make recommendations regarding portfolio structure, credit exposure, reserve requirements, and risk management actions.

Client Relationship Management Develop and maintain strong relationships with executive-level client contacts and key decision-makers. Serve as a trusted advisor by providing portfolio insights, strategic guidance, and recommendations that support clients' business objectives. Lead portfolio review meetings with clients and internal stakeholders. Partner with Sales, Account Management, and Customer Service to strengthen client engagement, retention, and satisfaction. Address complex client issues, concerns, and escalations while driving timely and effective resolutions. Identify opportunities to deepen client relationships and support business growth initiatives.

Client Visits and Travel Conduct in-person client meetings, portfolio reviews, operational assessments, and relationship-building visits as appropriate. Travel to client locations approximately two to three times per quarter to strengthen partnerships, perform due diligence reviews, and

Requirements

This role requires a highly analytical and relationship-driven professional who can assess complex financial situations, make sound business decisions, influence outcomes across multiple functions, and engage directly with executive-level client contacts. Success in this role is measured through portfolio performance, risk mitigation, client retention, revenue growth, operational effectiveness, and the development of strong client partnerships.