Investment Portfolio Manager, Sr. jobs in Madison, WI

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Health Systems Portfolio Marketing Sr. Manager
  • Exact Sciences
  • Madison, WI FULL_TIME
  • Help us change lives

    At Exact Sciences, we’re helping change how the world prevents, detects and guides treatment for cancer. We give patients and clinicians the clarity needed to make confident decisions when they matter most. Join our team to find a purpose-driven career, an inclusive culture, and robust benefits to support your life while you’re working to help others.

    Position Overview

    The Health Systems Portfolio Marketing, Senior Manager individual will be responsible for assisting in the creation and execution of identified tactics to engage health system leader customers in leveraging capabilities aligned to the overall health systems brand marketing strategies.  This role will support our health systems strategy, including screening, precision oncology and pipeline efforts.  This individual will be responsible for execution on collateral, assets and solutions to be used in promotion to support the Enterprise SAMs, Portfolio SAMs, Precision Oncology (PO) SAMs, and other high priority portfolio initiatives.  

    In addition to execution of our annual tactical plan, this individual will attend industry focused events to stay up-to-date on the market and the core challenges our Health System customers are facing to inform our overarching Health System portfolio strategy.  This individual will serve as a subject matter expert on the Exact Sciences portfolio, including product and support services.

    Essential Duties

    Include but are not limited to the following:

    • Willingness to quickly become a subject matter expert on the current and projected healthcare landscape as it relates to health systems and oncology networks with the ability to translate this knowledge through project specific support into strategy and solutions.
    • Maintain understanding of the marketplace and systems used by key accounts/health systems and have the ability to learn and grow from a knowledge base perspective in this area.
    • Collaborate across multiple internal and external teams to sponsor/serve as a change agent internally around health systems and the Exact portfolio. Establish effective ways of working with cross-functional business partners.  Effective collaboration is important to ensuring development and execution of customer needs and resources. 
    • Partner with the broader Health Systems marketing team to translate market trends into relevant market/customer resources, think outside-the-box, and create disruptive solutions.
    • Execute personal promotion marketing and communications tactics to support the brand goals with regard to health system leaders.
    • In partnership with the Health System marketing and SAM teams, development of a Health System focused KOL panel.
    • Partner with Training team to launch new assets, identify topics aligned to brand and portfolio strategy to train on new trends, new technology, and broader health systems/organized customer trends.
    • Drive multiple portfolio projects from ideation through to execution and business impact assessment.
    • Lead material review committee meetings for approval of promotional assets. 
    • Ability to work in a self-directed and organized manner using excellent planning and organizational skills, proactively managing and prioritizing strategies, initiatives, and workload in a fast-paced, entrepreneurial environment.
    • Coordinate the work of multiple external vendors and internal departments including Agency Partners, Marketing, Legal, Regulatory, Corporate Compliance, and IT.  
    • Support tactical planning for the Health Systems personal promotion approach for Cologuard, the Oncology portfolio, and support functions, ensuring the commercial strategies, product positioning, and messaging are effectively integrated into the personal promotional tactics and assets.
    • Report on and analyze performance metrics to determine the efficacy of portfolio initiatives.
    • Possess strong interpersonal and leadership qualities.
    • Uphold company mission and values through accountability, innovation, integrity, quality, and teamwork. Ability to act with an inclusion mindset and model these behaviors for the organization.
    • Support and comply with the company’s Quality Management System policies and procedures.
    • Maintain regular and reliable attendance.
    • Ability to work on a mobile device, tablet, or in front of a computer screen and/or perform typing for approximately 90% of a typical working day.
    • Ability to travel 20% of working time away from work location, may include overnight/weekend travel.

    Minimum Qualifications

    • Bachelor’s Degree in Healthcare, Marketing, Business Administration or related field as outlined in the essential duties.
    • 7 years of experience in health information technology, marketing, or commercial field.
    • Demonstrated outstanding marketing acumen.
    • Proficient in Microsoft Office to include Word, Excel, and PowerPoint. 
    • Basic computer skills to include Internet navigation, Email usage, and word processing.
    • Demonstrated ability to perform the essential duties of the position with or without accommodation.
    • Authorization to work in the United States without sponsorship.

    Preferred Qualifications

    • Master’s Degree in Healthcare, HIT field, Marketing, Business Administration, or related field as outlined in the essential duties.
    • Experience with digital health, health systems, HIT, and population health management (PHM) companies.
    • Strong IT acumen and knowledge of HIT platforms and applications.
    • Strong knowledge and understanding of how HIT is currently leveraged in US market and within health systems.
    • Marketing experience across Health Systems, oncology systems, clinically integrated networks, accountable care organizations.
    #LI-KP1

    Salary Range:

    $129,000.00 - $208,000.00

    The annual base salary shown is for this position located in US - WI - Madison on a full-time basis and may differ by hiring location. In addition, this position is bonus eligible, and is eligible to receive company stock upon hire as well as annually.

    Exact Sciences is proud to offer an employee experience that includes paid time off (including days for vacation, holidays, volunteering, and personal time), paid leave for parents and caregivers, a retirement savings plan, wellness support, and health benefits including medical, prescription drug, dental, and vision coverage. Learn more about our benefits.

    Our success relies on the experiences and perspectives of a diverse team, and Exact Sciences fosters a culture where all employees can develop personally and professionally with a sense of respect and belonging. If you require an accommodation, email hr@exactsciences.com. We’ll work with you to meet your accessibility needs.

    Not ready to apply? Join our talent community and stay up to date on what’s new at Exact Sciences.

    We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law. Any applicant or employee may request to view applicable portions of the company’s affirmative action program.

    To view the Right to Work, E-Verify Employer, and Pay Transparency notices and Federal, Federal Contractor, and State employment law posters, visit our compliance hub. The documents summarize important details of the law and provide key points that you have a right to know.


    About the Company:
    Exact Sciences



  • 1 Month Ago

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PWM Portfolio Manager
  • U.S. Bank National Association
  • Madison, WI FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 1 Month Ago

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Investment Advisor
  • Milestone Investment Advisors
  • Middleton, WI FULL_TIME,OTHER
  • Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-te...
  • 25 Days Ago

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Investment Systems Engineer
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 1 Month Ago

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Investment Operations Analyst, Funds & Liquidity
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
  • 1 Month Ago

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Investment Operations Analyst - Public Markets- Middle Office
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Madison, WI area

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Retail Relationship Banker (Middleton)
  • BMO Financial Group
  • Middleton, WI
  • Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance ...
  • 4/18/2024 12:00:00 AM

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Investment Analyst
  • HECKMANN FINANCIAL
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 4/16/2024 12:00:00 AM

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Regional Financial Analyst-Services
  • Franklin Energy
  • Madison, WI
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/16/2024 12:00:00 AM

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Regional Financial Analyst
  • Franklin Energy
  • Madison, WI
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/16/2024 12:00:00 AM

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Investment Analyst
  • Heckmann Financial
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 4/16/2024 12:00:00 AM

Madison is located in the center of Dane County in south-central Wisconsin, 77 miles (124 km) west of Milwaukee and 122 miles (196 km) northwest of Chicago. The city completely surrounds the smaller Town of Madison, the City of Monona, and the villages of Maple Bluff and Shorewood Hills. Madison shares borders with its largest suburb, Sun Prairie, and three other suburbs, Middleton, McFarland, and Fitchburg. Other suburbs include the city of Verona and the villages of Cottage Grove, DeForest, and Waunakee as well as Mount Horeb, Oregon, Stoughton, and Cross Plains among others. According to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$142,293 to $236,303
Madison, Wisconsin area prices
were up 1.3% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
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