Investment Portfolio Manager, Sr. jobs in Boca Raton, FL

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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Regional Lending Manager
  • Consumer Portfolio Services, Inc.
  • Beach, FL FULL_TIME
  • About the Company:

    Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry.

    About the Position:

    Regional Sales Manager

    Do you like meeting people, developing business relationships and helping your customers succeed? The CPS Rep position may be the right fit for you!

    We are looking for smart, dynamic, motivated professionals. The preferred prior experience is working in a retail auto environment or prior representation of retail automotive dealer products.

    This is a hands-on position. You are active everyday educating dealers about our loan programs, promoting loan growth, collaborating with our Originations team and giving guidance to dealers as needed.

    The territory includes Maimi, FL, Ft. Lauderdale, and West Palm Beach.

    Job Responsibilities:

    • Develop and maintain dealer relationships
    • Increase application and loan volume in assigned territory
    • Increase dealer activity
    • Onboard new dealers
    • Effectively be able to promote and sell the value of CPS’s finance program
    • 25 weekly dealer visits
    • Daily usage of Salesforce CRM

    Employment Requirements:

    • Must be able to pass a criminal background check

    Experience:

    • B2B sales related to auto retailing or auto finance are preferred,
    • Minimum 5 years lending experience.

    Work Location:

    • From your home office and field visits within a certain radius of your home address.

    Benefits:

    We recognize people as our most valuable asset. Our competitive salary commission, monthly bonuses and benefits package include 401(k), medical, dental and vision insurance, life insurance, disability insurance, Company paid holidays, vacation and sick benefits.

    Employer Notice:

    Consumer Portfolio Services, Inc. is an equal opportunity employer that is committed to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis or characteristics protected by law.

    This job advertisement does not list all the duties of the job; it is merely a summary and other duties may be assigned.

    Please be advised this job advertisement is not a contract for employment. If you are hired, your employment will be at-will. Your employment and compensation can be terminated without cause or notice, for any reason, at any time, at the option of either the Company or you. Also, no management representative of the Company, except the President, has any authority to enter into any agreement contrary to that of at- will employment.

    We are a nationwide Auto Finance Company. Check our website at CPS Careers - Opportunities (consumerportfolio.com) and apply!

    Job Type: Full-time

    Pay: From $63,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Tuition reimbursement
    • Vision insurance

    Application Question(s):

    • Do you have an open loan with Consumer Portfolio Services, Inc.?

    Education:

    • High school or equivalent (Required)

    Experience:

    • Auto Lending Sales Rep: 5 years (Preferred)

    License/Certification:

    • Driver's License (Required)

    Work Location: On the road

  • 27 Days Ago

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Sr Algo Software Engineer
  • Voloridge Investment Management
  • JUPITER, FL FULL_TIME
  • Voloridge's Senior Software Engineers take pleasure in solving business problems through innovation and robust engineering practices. Expand your knowledge working directly with Senior Software Engine...
  • 1 Day Ago

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Sr Data Scientist
  • Voloridge Investment Management
  • JUPITER, FL FULL_TIME
  • Data Science is at the core of our business. Our Data Scientists have dedicated themselves to excellence in applied quantitative disciplines such as mathematics, statistics and physics. We are seeking...
  • 5 Days Ago

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Sr Quantitative Software Developer
  • Voloridge Investment Management
  • JUPITER, FL FULL_TIME
  • Voloridge Investment Management is an award winning, rapidly growing quantitative investment management firm based in Florida managing over $7B in assets. We implement sophisticated machine learning t...
  • 5 Days Ago

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Community Association Manager (Portfolio)
  • FirstService Residential
  • Boca Raton, FL FULL_TIME
  • Job Overview: As a Portfolio Community Association Manager, you'll be responsible for managing, directing, and provide leadership to multiple assigned properties/books of business. They effectively ma...
  • 20 Days Ago

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Portfolio Manager - LCAM
  • ADVANTAGE PROPERTY MANAGEMENT
  • Stuart, FL PART_TIME
  • Job description PORTFOLIO MANAGER We are looking for a prudent property manager to be responsible for the direct management oversight of assigned condominium/homeowner Associations. The goal is to max...
  • 22 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Boca Raton, FL area

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Director of Finance
  • L+R Hotels
  • Palm Beach, FL
  • Company Description L+R Hotels is a dynamic, highly motivated global private investment company headquartered in London....
  • 4/26/2024 12:00:00 AM

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Director of Treasury
  • Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
  • Fort Lauderdale, FL
  • **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
  • 4/26/2024 12:00:00 AM

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Senior Financial Analyst
  • Multi-Billion Dollar Investment Firm
  • West Palm Beach, FL
  • Senior Financial Analyst Role Responsibilities: • Prepare quarterly performance data and analyses for current funds and ...
  • 4/26/2024 12:00:00 AM

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Controller
  • Community Foundation of Broward, Inc
  • Fort Lauderdale, FL
  • Job Description Job Description Lead the organization’s financial management policies, services, and systems, including ...
  • 4/25/2024 12:00:00 AM

O
Director of Treasury
  • Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
  • Fort Lauderdale, FL
  • **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
  • 4/24/2024 12:00:00 AM

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Financial Advisor- Wealth Management
  • NFP
  • Boca Raton, FL
  • Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in A...
  • 4/24/2024 12:00:00 AM

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Acquisition Associate
  • Cardone Capital
  • North Miami Beach, FL
  • About the Company: Cardone Capital, located in Aventura, FL, specializes in acquiring and managing real estate propertie...
  • 4/23/2024 12:00:00 AM

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Acquisition Associate
  • Cardone Capital
  • Aventura, FL
  • About the Company: Cardone Capital, located in Aventura, FL, specializes in acquiring and managing real estate propertie...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$141,426 to $234,863
Boca Raton, Florida area prices
were up 1.5% 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