Portfolio Manager jobs in Ohio
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)
Recently Added Portfolio Manager jobs
- Trivest Portfolio Partners
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Maumee, OH
FULL_TIME
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Massage Envy is hiring a Location Manager to work out of their Maumee, OH clinic. This is a full time, permanent position.
PCRK Group, a member of the Trivest portfolio of companies, owns and operates 95 different Massage Envy locations across 11 different states, providing employment and career opportunities to massage therapists, estheticians, and more wellness workers in addition to providing healing services for our clientele. We create and advocate for an environment rooted in care because we know when people are at their best, they help others feel their best.
The Massage Envy franchise is the leading provider of therapeutic massage and skincare services in North America with more than 1,160 franchised locations across the U.S. Massage Envy is a nationwide wellness franchise providing massage, stretch, and skin care services. The brand is built upon the belief that regular massage, stretch, and facials are integral components of whole-body wellness and keep your body working.
Position Overview
The primary responsibility of the Location Manager is the day-to-day management of an assigned location. The Location Manager will focus on leadership development, service quality, development of a service and sales culture, and execution to brand standards all leading to annual revenue and profitability growth of their location. A successful Location Manager will drive consistent growth in metrics, low employee turnover, operational compliance, and a bench of leaders within their location.
Requirements
- A proven ability to lead, coach, and develop location team(s) that support and execute on a sales and service culture
- A proven ability to identify, develop, and promote leaders within a location
- A proven ability to build authentic relationships based on mutual accountability, authenticity, and excellence that aims towards achieving service and financial goals
- Comprehensive understanding of Profit & Loss statements
- Experience in a leadership role (Spa/Sale management preferred)
- Proficiency in Microsoft Word, Excel, PowerPoint
- Strong analytical, communication and people skills
Essential Functions- Understand, believe in, and uphold PCRK Group and Massage Envy’s Mission, Vision, and Values
- Develop a thorough understanding of Massage Envy services and products
- Promotes and implements new products, services, and initiatives
- Ensure progressive growth of active member base, membership dues, service volume, enhancements, skincare, retail, and guest count growth through training, focus, and coaching. Implement business tactics that effectively address declining areas of the business.
- Monitor staffing levels across all departments and locations to ensure all positions are staffed appropriately
- Coach, develop, and retrain under performers in sales and service expectations
- Ensure location is current on all licensure, training, and documentation in accordance with state/federal/franchisor/company regulations
- Participate in company calls
- Participates in location visits and performance reviews, as defined by the organization, and as needed to drive successful results
- Continuously develop team on soft skills, business acumen, and understanding of key metrics to strive for professional development and performance improvement
- Facilitates the resolution of customer service issues with locations while successfully identifying and addressing systemic opportunities throughout the organization
- Responsible for payroll entry and inventory management and reviewing payroll, inventory, and applicable reports to audit for errors and address profitability related opportunities
At PCRK Group, we not only want our team members to love where they work, we strategically hire dynamic people with a passion for healing others that organically build teams that empower and support each other. Our company culture is easily represented through our industry-leading pay rates, benefits packages, and growth opportunities for full and part-time team members.
If you are interested in learning more about a career with Massage Envy as a Location Manager, apply today!
We are not working with search firms or recruitment agencies on these roles.
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#INDPE2023 - Just Posted
- Portfolio
-
Strongsville, OH
FULL_TIME
- DescriptionAt this time, an In-House Counsel is needed to assist the General Counsel in all legal and compliance matters, including contract review, drafting, corporate governance matters, legal resea...
- 1 Day Ago
- HORAN
-
Cincinnati, OH
FULL_TIME
- Job Title: Portfolio Manager Full or Part Time: Full Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Principal & Portfolio Manager Position Summary: The Portfolio Manager positi...
- 11 Days Ago
- Blue Star Partners LLC
-
Columbus, OH
FULL_TIME
- Job Title: IT Portfolio Manager Pay Range: $60-$70 per hour Employment Type: Temp-to-Hire Resource, W-2Location: Columbus, OhioDuration: 12/15/23 – 12/31/24Location: Columbus, Ohio | Hybrid role with ...
- 15 Days Ago
- Allied Universal
-
Mason, OH
FULL_TIME
- Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workpl...
- Just Posted
- NetJets
-
Columbus, OH
FULL_TIME
- Purpose of PositionSeeking a strategic-minded, customer-service-focused and critical-thinking portfolio manager with experience handling aviation loans and leases for high-net-worth individuals and la...
- 4 Days Ago
Portfolio Manager jobs at Popular Companies
- Gaetani Real Estate
-
San Francisco, CA
- JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
- 4/19/2024 12:00:00 AM
- Durlston Partners
-
- Job Description: Durlston Partners is currently recruiting on behalf of a prestigious hedge fund client for a talented a...
- 4/18/2024 12:00:00 AM
- Durlston Partners
-
- Job Description: Durlston Partners is excited to partner with a leading hedge fund to recruit an Interest Rate Volatilit...
- 4/18/2024 12:00:00 AM
- Leeds Professional Resources
-
Miami, FL
- We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
- 4/17/2024 12:00:00 AM
- Leeds Professional Resources
-
Miami, FL
- We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
- 4/16/2024 12:00:00 AM
- Us Tech Solutions
-
Woonsocket, RI
- Duration: 4 months contract Job Description: Process, Portfolio & Delivery Management (PPDM) is responsible for building...
- 4/16/2024 12:00:00 AM
- JCW
-
New Canaan, CT
- We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
- 4/15/2024 12:00:00 AM
- Lakeside Bank
-
Chicago, IL
- Job Description Job Description Portfolio Manager-Lakeside Bank South Loop Reports to: EVP & Chief Lending Officer Hours...
- 4/15/2024 12:00:00 AM