Portfolio Manager jobs in Charlotte, NC

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Full-time Operating Director/Sales Manager
  • RELIVE Health - Empire Portfolio Group
  • Charlotte, NC FULL_TIME
  • Benefits:
    • 401(k)
    • Bonus based on performance
    • Dental insurance
    • Employee discounts
    • Health insurance
    • Paid time off
    • Training & development
    • Vision insurance
    • Wellness resources

    Company Overview:
    Do you want to be on the forefront of regenerative medicine, medical aesthetics, and hormone therapy? Empire Portfolio Group, the company that helped Orangetheory Fitness become the fastest growing fitness franchise in the world, is now setting its sights on personalized health, wellness and anti-aging. Empire, in partnership with Relive Health, will be launching dozens of medical wellness centers around the country and we're looking for top talent who are fanatical about transforming people's lives.

    Job Summary
    The Operating Director will oversee all operations both managerial and administrative. The role has autonomy in ways of hiring, motivating and leading their teams to success which includes meeting monthly KPIs. Focus on excellent customer service, professionalism and confidentiality is required. An ideal person utilizes problem-solving skills, critical thinking, and excellent judgment under pressure.

    Personal Attributes:

    • Strong communication and collaboration skills both written and verbal
    • Attention to detail and ability to establish effective working relationships with staff
    • Multi-tasker with minimal supervision
    • Proven flexibility and willingness to handle various tasks independently and to meet deadlines
    • Leadership Skills: Able to motivate, discipline, and resolve conflict
    • Ability to source, train and develop talent
    • Implementation of new policies or processes.
    • Analytical Skills: Able to find efficiencies, problem solving and assist challenges as they arise.
    • Working knowledge of Microsoft Excel, technology savvy

    Education Requirements:

    • Bachelors degree required
    • 3-5 years of managerial experience, ideally in a wellness center or medical spa setting.


    Responsibilities

    • Focus on leading teams to generate new leads and new member conversions
    • Source, recruit and train all front of house staff
    • Set and meet monthly KPIs
    • Staff development
    • Execute progressive disciplinary actions when necessary
    • Oversee day-to-day operations of all offices, providing management/ owners with regular updates
    • Maintain compliance: with insurance, business, medical and legal, including all federal and state legislation
    • Vendor set-up, management, and ongoing relationships reviews
    • Order supplies and equipment as needed
    • Maintain business office inventory and equipment functionality
    • Protect Patient Rights by maintaining the confidentiality of personal and financial information.
    • Maintain operations by following policies and procedures; maximizing productivity and efficiency
    • Working cross-functionally with the team to achieve company priorities.
    • Liaise with medical team members pre and post-therapy and participate in shared decision making
    • The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee


    Physical Demands:

    • Physical requirements can vary. These must be reviewed with management. However, the position requires the following physical activities: Ability to lift at least 2 pounds to a maximum of 20 pounds unassisted; sit, stand, stoop, walk, stretch, reach frequently; moderate range of body motions.
    Job Type: Full-time
    Salary: $75,000 yearly base plus bonus potential

    Benefits & Beyond the Paycheck:
    • Complimentary services and employee discounts with Orangetheory Fitness and Relive Health
    • Empire cares about youwe offer access to free mental health counseling
    • Discounts on theme parks, travel, movies, etc. through LifeMart and TicketsAtWork
    • 401(k)
    • Medical, Dental and Vision insurance
    • Employee discounts
    • Health savings account
    • Paid time off
    • Professional development assistance
    • Pre-tax commuter benefit plan to save on public transportation to/from work

    Our Mission: To bring out your best life through inspiring, motivating and exceptional moments
    Vision: To be the premier wellness portfolio that supercharges everyday life
    Values: Happy, Hungry, Humble, Healthy & Human

    About Empire:
    Empire Portfolio Group was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an increasingly crowded and competitive industry, our team not only outperforms the norm but most importantly prioritizes making differences in team and studio members' lives.

    Headquartered in New York City, Empire Portfolio Group is a leading Area Representative and franchisee of Orangetheory Fitness. The Company owns, operates and supports 140 Orangetheory Fitness studios across DC, Connecticut, Maine, New Hampshire, New Jersey, New York, North Carolina, South Carolina, Vermont, and Virginia. Empire is also launching Relive Health which provides anti-aging and wellness services which include hormone optimization, medical aesthetics, vitamin therapy, and regenerative medicine. Empire plans to open hundreds of locations across a dozen states in the next few years. The mission of Relive Health is to help people take control of their "healthspan" (the length of time that a person stays healthy) through personalized wellness products and services.

    Our Mission: To bring out your best life through inspiring, motivating and exceptional moments
    Vision: To be the premier wellness portfolio that supercharges everyday life
    Values: Happy, Hungry, Humble, Healthy & Human

    EEO Statement:

    Empire Portfolio Group is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity, ancestry, marital status or other classification prohibited by applicable local, state or federal laws. This policy is applicable to hiring, termination, compensation, schedules, discipline, working conditions and all other aspects of employment. As an employee, you are expected to honor this policy and to take an active role in keeping harassment and discrimination out of the workplace. We are happy to work with otherwise qualified disabled employees in order to accommodate limitations, in accordance with the Americans with Disabilities Act (ADA). It is up to the employee to approach the office manager with this request and provide medical proof of his or her needs upon the Companys request.

  • 15 Days Ago

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Commercial Banking Portfolio Manager
  • Wells Fargo
  • CHARLOTTE, NC FULL_TIME
  • About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager. This position is responsible for credit portfolio management to meet the long-term financial objectives and risk toleranc...
  • 9 Days Ago

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Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Charlotte, NC FULL_TIME
  • Description Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Man...
  • 1 Month Ago

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Portfolio Manager, Commercial Banking
  • OakworthTalent
  • Charlotte, NC OTHER
  • Job Details Job Location: Central Carolinas - Charlotte, NC Position Type: Full Time Education Level: 4 Year Degree Preferred Salary Range: Undisclosed Job Category: Commercial Banking DescriptionOakw...
  • 1 Month Ago

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SBA Portfolio Manager
  • Dogwood State Bank
  • Charlotte, NC FULL_TIME
  • DescriptionAbout UsJoin Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent ye...
  • 28 Days Ago

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Senior Commercial Portfolio Manager
  • Wells Fargo
  • CHARLOTTE, NC FULL_TIME
  • About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in North Carolina, Tennessee and Kentucky. This position is responsible ...
  • 1 Month Ago

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0 Portfolio Manager jobs found in Charlotte, NC area

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Patent Attorney
  • Marina Sirras & Associates LLC
  • Charlotte, NC
  • Life Sciences Patent Associate Our client is a top Am law 100 firm, seeking a Life Sciences Patent Associate to join its...
  • 12/14/2024 12:00:00 AM

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Quality Assurance Specialist / Architect Capital Markets
  • PruTech Solutions, Inc.
  • Charlotte, NC
  • Location - Charlotte,NC, NYC,NY or Atlanta,GA Role Overview We are seeking a seasoned Quality Assurance Architect to joi...
  • 12/14/2024 12:00:00 AM

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Commercial Banking Manager
  • Accenture
  • Charlotte, NC
  • Accenture is a leading global professional services company that helps the world's leading businesses, governments, and ...
  • 12/14/2024 12:00:00 AM

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Sustainability / Energy Engineer
  • ESFM® USA
  • Charlotte, NC
  • General Position Summary/Job Scope This position will be responsible for the identification and technical analysis of en...
  • 12/14/2024 12:00:00 AM

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Senior Portfolio Manager
  • Comerica
  • Charlotte, NC
  • Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitabili...
  • 12/13/2024 12:00:00 AM

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Postgres DBA
  • Saxon Global
  • Charlotte, NC
  • Job Title: PostGres DBA Contract/contract to hire and Contract Length: 6 month+ Top 3 requirements: Exposure to DevOps a...
  • 12/13/2024 12:00:00 AM

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Treasury & Financial Risk Management Manager
  • Accenture
  • Charlotte, NC
  • In Strategy & Consulting we work with C-suite executives, leaders and boards of the worlds leading organizations, helpin...
  • 12/12/2024 12:00:00 AM

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Team Lead Credit Delivery - CRE Portfolio Management
  • AccruePartners
  • Charlotte, NC
  • THE TEAM YOU WILL BE JOINING:ul> A family-owned, values-driven organization with nearly 100 years of experience in mater...
  • 12/11/2024 12:00:00 AM

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,069 to $154,836
Charlotte, North Carolina area prices
were up 1.5% from a year ago