Portfolio Manager jobs in New York

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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Sales Manager
  • RELIVE Health - Empire Portfolio Group
  • New York, NY FULL_TIME
  • Benefits:
    • 401(k)
    • Bonus based on performance
    • Dental insurance
    • Health insurance
    • Paid time off
    • 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.

    Who we are looking for:
    The Sales Manager is responsible for the sale of products and services to clients. They must possess complete knowledge of all products and services. This individual is the direct point of contact with clients and ensures that their needs and expectations are fully met and they are completely satisfied throughout their relationship with the wellness center.

    Role and Responsibilities:
    • Acquisition of new clients through the follow-up of lead generation, referrals, marketing efforts and events.
    • Serves existing clients through follow-up of effectiveness of current plans, monitoring results and feedback.
    • Understanding client needs and providing personalized solutions to meet their requirements, effectively positioning our services or treatments that best fit.
    • Identify opportunities for upselling or cross selling our services or treatments to existing clients, maximizing revenue potential.
    • Ability to showcase features, benefits, and value of our services and treatments offered.
    • Meets and exceeds sales goals.
    • Provides feedback on the effectiveness of marketing plans.
    • Full understanding of all services/ products/ operating systems
    • Answers clients’ questions regarding products, services, and pricing
    • Resolves client complaints and queries.
    • Submits purchase orders and informs management of purchase actions.
    • Maintains patient files with appropriate follow up and update

    Qualifications/Education Requirements and Work Environment:
    • High school diploma or equivalent education required. Bachelor’s degree is preferred.
    • 1 year plus of general sales experience. Sales experience in Aesthetics or n Hormone Replacement Therapy is a plus.
    • Persuasion, negotiation, and closing skills.
    • Ability to meet deadlines, multi task, achieve company set objectives
    • Maintain patience and composure managing client care
    • Ability to work productively and effectively in an unsupervised environment
    • Possesses strong interpersonal and communications skills

    Job Type: Full-time
    Compensation:
    $60,000 yearly with a bonus potential of 1% top line revenue

    Benefits & Beyond the Paycheck:
    • Complimentary services and employee discounts with Orangetheory Fitness and Relive Health
    • Empire cares about you—we 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.



    This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to RELIVE Corporate.

  • 1 Month Ago

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Project Manager, Design & Construction
  • Beam Living (A Blackstone Portfolio Company)
  • New York, NY FULL_TIME
  • Position: Project Manager, Design & Construction Beam Living, a Blackstone portfolio company, is a vertically integrated Real Estate management company that creates, manages, and supports communities ...
  • 21 Days Ago

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Junior Chief of Staff - Manager, Special Projects (Operations)
  • Beam Living (A Blackstone Portfolio Company)
  • New York, NY FULL_TIME
  • Job Title: Junior Chief of Staff - Manager, Special Projects (Operations) FLSA Status: Exempt, Salaried Location: New York, NY Worksite Status: Hybrid Beam Living, a Blackstone portfolio company, is a...
  • 17 Days Ago

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Portfolio Manager
  • Engineers Gate
  • New York, NY FULL_TIME
  • Engineers Gate is a leading systematic quantitative investment company which operates globally. We are a team of researchers, engineers, and financial industry professionals using statistical models t...
  • 19 Days Ago

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Portfolio Manager
  • XGen Pharmaceuticals DJB
  • Horseheads, NY FULL_TIME
  • Job Title: Portfolio Manager Department: Business Development Supervisor Title: VP of Business Development & Portfolio Revision Date: November 6, 2023 The Portfolio Manager is responsible for identify...
  • 21 Days Ago

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Portfolio Manager
  • American Express
  • New York, NY FULL_TIME
  • You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse com...
  • Just Posted

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • WorldBridge Partners - Leaders in Recruiting and Executive Search
  • The VP of Commercial Banking is responsible for supporting a portfolio of business and servicing prospective and current...
  • 4/24/2024 12:00:00 AM

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Portfolio Manager
  • Condominium Associates
  • Tampa, FL
  • About us: Condominium Associates began managing condominium and homeowner associations in the Tampa Bay area in 1982 and...
  • 4/24/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts, LLC
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Local Community Management Company - Excel Management
  • Ocean City, MD
  • Job Description Job Description Excel Management Services is looking for a qualified Portfolio Manager candidate to mana...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Univest Financial Corporation
  • Lancaster, PA
  • *All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientati...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • InTrack Investment Management, Inc.
  • Norwich, VT
  • InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, com...
  • 4/21/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$122,503 to $169,800