Portfolio Manager jobs in Lowell, MA

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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Insurance Sales Manager
  • Koch Protect Insurance Agency Sales Manager
  • Littleton, MA FULL_TIME
  • Job Title: Insurance Sales Manager

    Company: Koch Protect Insurance

    Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site)

    About Us:
    Koch Protect Insurance is a reputable insurance agency committed to providing top-tier insurance solutions to our clients. With a focus on customer satisfaction and team excellence, we strive to create a positive working environment where every team member can thrive. We are rapidly expanding and seeking a dynamic individual to join us as an Insurance Sales Manager.

    Position Overview:
    We are in search of an experienced Insurance Sales Manager to lead our sales team stationed at both Acton Toyota of Littleton and Koch Rt2 in Lancaster. The ideal candidate will have a strong background in sales, possess a property and casualty license, and demonstrate exceptional leadership skills. This role involves managing, training, and supporting the sales team to achieve sales goals, delivering excellent customer service, and fostering a collaborative team environment.

    Key Responsibilities:

    • Lead, manage, train, and support sales team to meet or exceed monthly goals
    • Conduct sales and customer service meetings, ensuring effective communication and problem-solving
    • Maintain high employee retention through fair treatment, accountability, and training
    • Achieve personal and team premium goals
    • Collaborate with other managers to meet and exceed agency goals
    • Ensure high customer satisfaction ratings through excellent customer service
    • Provide daily and weekly performance reports to Agency Manager
    • Audit sales team’s written policies for accuracy, coverage, and compliance
    • Train and develop new hires to succeed in their roles
    • Conduct initial phone screening interviews for prospective insurance agents

    Requirements:

    • MA Property and Casualty License (required)
    • 3 years Insurance Sales Experience (required)
    • Management Experience (preferred)
    • High school diploma or equivalent
    • Valid driver’s license with an acceptable driving record
    • Professional personal appearance
    • Excellent communication and interpersonal skills
    • Strong time management and organizational skills

    Benefits:

    • Competitive compensation based on personal and team-based goals
    • Monthly bonuses
    • Opportunity for professional growth and advancement
    • Fun working environment with a customer-first mentality
    • 401K
    • Vacation and Holidays
    • Discount on Dealership Parts/Service and Vehicles

    Join us at Koch Protect Insurance and be part of a team that values excellence, collaboration, and customer satisfaction. Apply now to take the next step in your career!

    Job Type: Full-time

    Pay: $100,000.00 - $170,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Weekly day range:

    • Every weekend
    • Monday to Friday

    Work setting:

    • In-person

    Experience:

    • Sales: 3 years (Required)
    • Property and Casualty: 3 years (Required)

    License/Certification:

    • Insurance Producer License (Required)

    Ability to Relocate:

    • Littleton, MA 01460: Relocate before starting work (Required)

    Willingness to travel:

    • 25% (Required)

    Work Location: In person

  • 1 Day Ago

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Executive Director Portfolio Management
  • Parexel International Corporation
  • Billerica, MA FULL_TIME
  • Parexel has an exciting opportunity for an Executive Director, Portfolio Management to join our global Operational Excellence & Delivery team supporting the OED Enterprise Program Management Office. T...
  • 11 Days Ago

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Director, IT Portfolio Delivery
  • Tandym Group
  • North Billerica, MA FULL_TIME
  • An education services organization in Massachusetts is currently seeking an experienced IT professional to join their staff as their new Director, IT Portfolio Delivery. In this role, the Director, IT...
  • 8 Days Ago

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Manager
  • Seoul Kitchen
  • Westford, MA FULL_TIME
  • Seoul Kitchen is a modern Asian restaurant in Westford, MA. We specialize in Korean cuisine, sushi, and craft cocktails. Our ambiance is upscale; we strive to provide an inviting and personal experien...
  • 14 Days Ago

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Manager
  • Avid Technology
  • Burlington, MA FULL_TIME
  • Avid Technology is seeking a Manager of UX Design Operations and Research to join our growing User Experience (UX) team. Reporting to the Sr. Director of UX, this new role will focus on establishing a...
  • 15 Days Ago

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Manager
  • Subway - Independently Owned and Operated
  • Burlington, MA FULL_TIME
  • System generated job type. Please do not delete or amend this job or job code
  • 17 Days Ago

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0 Portfolio Manager jobs found in Lowell, MA area

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Portfolio Management Associate
  • Cabot Properties Job Board
  • Boston, MA
  • Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader f...
  • 4/19/2024 12:00:00 AM

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Portfolio Management and Improvement Lead
  • Takeda Pharmaceuticals
  • Boston, MA
  • By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that t...
  • 4/19/2024 12:00:00 AM

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Director Portfolio Management
  • Arrowstreet Capital, Limited Partnership
  • Boston, MA
  • Team Description The Portfolio Management team is responsible for implementing the firm’s quantitative investment strate...
  • 4/18/2024 12:00:00 AM

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Director Portfolio Management
  • C2R Ventures
  • Boston, MA
  • Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billi...
  • 4/17/2024 12:00:00 AM

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Private Credit Portfolio Manager
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Team With more than $800 billion in assets under management as of December 31, 2023, Fidelity s Str...
  • 4/17/2024 12:00:00 AM

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Director Portfolio Management
  • Arrowstreet Capital Limited Partnership
  • Boston, MA
  • Team Description The Portfolio Management team is responsible for implementing the firms quantitative investment strateg...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager - Special Assets
  • Rockland Trust
  • Boston, MA
  • Rockland Trust is seeking a Portfolio Manager to join our Special Assets group. Description: Rockland Trust is currently...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager - Special Assets
  • Rockland Trust
  • Boston, MA
  • Rockland Trust is seeking a Portfolio Manager to join our Special Assets group. Description: Rockland Trust is currently...
  • 4/15/2024 12:00:00 AM

Lowell is a city in the U.S. Commonwealth of Massachusetts. Located in Middlesex County, Lowell (along with Cambridge) was a county seat until Massachusetts disbanded county government in 1999. With an estimated population of 109,945 in 2014, it is the fourth-largest city in Massachusetts, and the second-largest in the Boston metropolitan statistical area. The city is also part of a smaller Massachusetts statistical area called Greater Lowell, as well as New England's Merrimack Valley region. Incorporated in 1826 to serve as a mill town, Lowell was named after Francis Cabot Lowell, a local fi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,376 to $173,783
Lowell, Massachusetts area prices
were up 1.6% from a year ago