Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. 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. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
*** PLEASE NOTE: FUNERAL INDUSTRY experience is REQUIRED for this position
ABOUT YOU
Are you constantly looking for ways to create value for your customers? Do you dream of developing meaningful partnerships with organizations in your community? Are you a knowledgeable, trusted business advisor? If so, Funeral Directors Life would like to visit with you!
ABOUT THE ROLE
Funeral Directors Life seeks a Market Center Manager (MCM) to cover a territory that includes Nevada, Northern California, Utah, and Oregon. Our MCMs are responsible for building and maintaining partnerships with funeral homes of every size within their markets. They are also responsible for managing, coaching, and directing a team of sales professionals. In this role, you will create value for your customers by learning their needs, making suggestions, and implementing programs to drive revenue and make a difference for their organization. How do we accomplish this? By genuinely listening, earning trust, and making decisions that will impact our customers. This is no ordinary sales management position – this is an opportunity for a seasoned, motivated, and successful B2B manager to take the next step in his or her career and grow a territory ripe with opportunity and talent!
A successful MCM should be self-motivated with solid funeral sales/management experience (at least five years), good computer skills, strong leadership capabilities, good oral and written communication skills, and the capability to build strong relationships that truly last. This business development opportunity provides tremendous personal satisfaction with excellent income potential.
Job Responsibilities:
WHAT YOU'LL NEED
To learn more about a career with Funeral Directors Life – a career with purpose – please apply today for immediate consideration.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.
Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.
DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.
Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."
So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.
An Equal Opportunity Employer
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