Investment Portfolio Manager, Sr. jobs in Anderson, IN

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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Sr. Manager, Sales - Marion, IN - NEW
  • PHI Air Medical
  • Marion, IN FULL_TIME
  • POSITION OVERVIEW

    The Senior Sales Manager plays a pivotal role in fostering PHI Health's enduring relationship with prospective and existing members. This role is responsible for promoting and attending club social events, while acting as the company's esteemed representative to local businesses, corporations, and community stakeholders. Also, this position uses a consultative approach to initiate and facilitate membership sales.

    In this position, the Senior Sales Manager is also accountable for facilitating productive work sessions with the Sales team and other departments, focusing on program innovation and improvement. Moreover, this role is responsible for the training, development and mentorship of both new team members.

    Senior Sales Managers play a vital role in promoting and selling our membership services across PHI Health's service areas throughout the United States. This position demands active participation in strategizing and executing field sales initiatives for both direct-to-consumer and business-to-business channels within their assigned territory. Reporting directly to the Director of Membership Sales, they are instrumental in driving the growth and success of our sales endeavors.

    ESSENTIAL DUTIES & ACCOUNTABILITIES

    • Develop and implement effective sales strategies to achieve sales targets and maximize revenue growth.
    • Lead, mentor, and motivate the sales team to meet and exceed performance goals.
    • Monitor and analyze sales performance metrics to identify areas for improvement and implement corrective actions as needed.
    • Build and maintain strong relationships with key clients, ensuring customer satisfaction and retention.
    • Collaborate with cross-functional teams, including marketing and product development, to align sales strategies with overall business objectives.
    • Conduct market research and competitor analysis to identify new business opportunities and stay updated on industry trends.
    • Provide sales forecasts, reports, and insights to senior management, highlighting key achievements, challenges, and recommendations.
    • Train and onboard new sales team members, providing guidance and support to enhance their sales skills and product knowledge.
    • Stay informed about market trends, customer needs, and industry developments to effectively position the company's products and services.
    • Stay updated on sales techniques and best practices, continuously improving sales processes and methodologies.

    SCHEDULE/LOCATION

    • 5 & 2

    LOCATION

    • Marion, IN 

    QUALIFICATION REQUIREMENTS

    • High school diploma or equivalent required
    • High school diploma or equivalent required; higher education in business or related field preferred.
    • 5 years of previous outside sales experience.
    • 3 years of prior industry sales experience.
    • Demonstrated track record of success in B2B sales to companies with 100 or more employees.
    • Proven track record of meeting and exceeding sales goals as an individual and team member.
    • Display a positive and up-beat demeanor.
    • Proven track record of developing sales talent.
    • High level of professionalism, honesty, and drive, with a passion to excel.
    • Excellent communication, problem solving skills, time management, organization, and multi-tasking abilities.
    • Proficiency with Microsoft Office programs and SaaS CRM programs. 
    • Must pass a background check and drug screen.

    CORE COMPETENCIES:

    • Safe. We are absolute in our belief in the tenets of Destination Zero and that Zero is not only achievable, but the only acceptable outcome.
    • Efficient. We are focused on outcomes that are smart and responsible by making the best use of our resources to maximize overall productivity and achieve sustainable profitability as a high performing organization. 
    • Quality. We are committed to ensuring excellent organizational performance which produces sustainable and reliable outcomes.
    • Service. We are dedicated to the service of our customers, our communities and each other.

    BEHAVIORAL COMPETENCIES:

    • Drive & Energy – The ability to maintain a fast pace and continue to produce during exhausting circumstances.
    • Functional & Technical Expertise – Allows the individual to add organizational value through unique expertise and serve as a resource to the organization within his/her area of expertise
    • High Standards – Sets the stage for continuous improvements, the adoption of best practices and ultimately influences organizational standards.
    • Initiative – Takes a proactive approach and takes action without being prompted.
    • Integrity – Acts ethically and honestly and applies those standards of behavior to daily work activities.

    Hiring Manager: Richard Pedersen 

  • 28 Days Ago

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Sr. Product Manager - Life Science Solutions
  • Life Science Solutions - Trane Technologies Careers
  • Noblesville, IN FULL_TIME
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
  • 13 Days Ago

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Sr. .NET Developer 727915
  • Alpha Rae Personnel Inc
  • Marion, IN FULL_TIME
  • Must be located in the Indianapolis, IN area - required to work onsite 3 days per week Sr . NET Developer is responsible to maintain a number of stabilized .NET applications developed in VB.net, C# wi...
  • 21 Days Ago

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Sr. Validation Engineer
  • Actalent
  • Noblesville, IN OTHER
  • Description:This company is the world’s largest nuclear medicine company with more than a century of industry experience. They develop, manufacture and distribute world-class radiopharmaceutical produ...
  • 2 Days Ago

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Staff Accountant Sr
  • Riverview Health
  • Noblesville, IN FULL_TIME
  • Job Summary The Senior Staff Accountant is responsible for general ledger reconciliation, budgeting and account analysis while providing accounting support to the fiscal services department and hospit...
  • 3 Days Ago

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Sr Procurement Buyer
  • honeywell2-pilot
  • Muncie, IN FULL_TIME
  • The future is what you make it.When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. That means changing...
  • 10 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Anderson, IN area

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Wealth Advisor
  • WealthPoint Advisors
  • Indianapolis, IN
  • WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advis...
  • 4/28/2024 12:00:00 AM

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Vice President, Senior Investment Officer
  • Lake City Bank
  • Indianapolis, IN
  • Vice President, Senior Investment Officer Full Time Salary Exempt Professionals Indianapolis North, Indianapolis, IN, US...
  • 4/28/2024 12:00:00 AM

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Director, Global Corporate Real Estate
  • Allegion
  • Carmel, IN
  • Creating Peace of Mind by Pioneering Safety and SecurityAt Allegion, we help keep the people you know and love safe and ...
  • 4/28/2024 12:00:00 AM

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Site Controller
  • Abbott
  • Westfield, IN
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/28/2024 12:00:00 AM

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Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
  • Avantax Planning Partners
  • Indianapolis, IN
  • Position Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly...
  • 4/27/2024 12:00:00 AM

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Advisor - Formulation Research
  • Eli Lilly and Company
  • Indianapolis, IN
  • At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare lea...
  • 4/27/2024 12:00:00 AM

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Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
  • Avantax Planning Partners
  • Indianapolis, IN
  • Position Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly...
  • 4/27/2024 12:00:00 AM

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Real Estate Financial Analyst
  • JD Finish Line
  • Indianapolis, IN
  • The Real Estate Financial Analyst is responsible for the creation, reporting and analysis of key real estate information...
  • 4/24/2024 12:00:00 AM

Anderson is a city in and the county seat of Madison County, Indiana, United States. It is the principal city of the Anderson, Indiana Metropolitan Statistical Area which encompasses Madison County. Anderson is the headquarters of the Church of God (Anderson) and home of Anderson University, which is affiliated with Christian denomination. Highlights of the city include the historic Paramount Theatre and the Gruenewald Historic House. The population was 56,129 at the 2010 census. This is down from 70,000 in 1970. Anderson is located at 40°06′00″N 85°40′53″W / 40.100041°N 85.681525°W / 40.10...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$133,770 to $222,148
Anderson, Indiana area prices
were up 1.3% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020