Portfolio Manager jobs in Santa Maria, CA

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
  • CCC Portfolio Management II LLC
  • Avila Beach, CA FULL_TIME
  • Work Hours

    • Will be required to work flexible scheduled shifts based on business needs.
    • Scheduling may include holidays, nights and weekends depending on travel and trade show schedules and hotel events.

    Job Requirements

    • Must have excellent hospitality sales skills from rapport building to closing business to following up to close their next group meeting.
    • Must be able to identify client’s primary buying criteria and personal goals quickly and accurately; then be able to sell to those needs.
    • Must be creative in client approach, creating proposals, planning and conducting wow sites inspections, and closing/stealing business.
    • Must possess excellent communication, follow-up, and organizational
    • Sets high personal performance standards and enjoys keeping track of individual and team progress toward goals.
    • Must be proactive and have a creative, positive, and focused
    • Strong leadership skills and the ability to apply them in a dynamic environment.
    • Work cohesively with co-workers and all departments as part of a team.
    • Build morale and promote positive employee engagement.
    • Follow all appropriate policies and procedures while constantly striving to improve standards of operations.

    Job Summary

    The Sales Manager will be responsible for identifying and soliciting qualified target accounts and nurturing existing accounts to close all qualified group businesses to achieve/exceed individual sales goals (RNs, ADR, revenue, and F&B). This manager will execute all sales-related activities from outside calls, sales trips/trade shows, sites, entertainment, Fam trips, etc. for their territory/market. Building strong, trusting, long-lasting client, GSO and peer relationships is a must. Sales Manager must understand their financial part in the overall revenue goal and success of the Central Coast Collection hotels.

    Essential Job Duties

    • Exceed established monthly, quarterly, and annual targeted sales goals.
    • Maintain an active list of target accounts to ensure continuous relationship development.
    • Establishes new client relationships and maintains existing relationships to maximize revenue.
    • Actively solicits new business opportunities through prospecting target client lists.
    • Seeks methods to penetrate key business activities within the market and finds profitable ways to bring this business to the hotel.
    • Respond in a timely manner to incoming group sales opportunities that are within pre-defined parameters.
    • Work collaboratively with other sales channels (e.g. on-property resources) to ensure sales efforts are coordinated, complementary, and not duplicative.
    • Capture and close the best opportunities for the property based on market conditions, the property's needs, and within the hotel parameters.
    • Execute and support the operational aspects of business booked. Transfer accurate, complete, and timely information to the Events department in accordance with hotel and brand standards.
    • Follow all additional duties as assigned by management.

    Salary $75K to 85K DOE

    We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you need accommodation for any part of the application process because of a medical condition or disability, please contact: humanresources@martinresorts.com

    Martin Resorts is an Equal Opportunity Employer M/F/Disability/Veteran and Drug Free

  • 28 Days Ago

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Wedding Sales Manager
  • CCC Portfolio Management II LLC
  • Avila Beach, CA FULL_TIME
  • Work Hours Will be required to work flexible scheduled shifts based on business needs. Scheduling may include holidays, nights and weekends depending on travel and hotel events. Job Requirements Must ...
  • 24 Days Ago

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Housekeeping Supervisor
  • CCC Portfolio Management II LLC
  • Pismo Beach, CA FULL_TIME
  • As a Housekeeping Supervisor, you are responsible for the general operation of the staff functions relating to the cleanliness and organization of the hotel and common areas. You work effectively in a...
  • 11 Days Ago

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Engineering Supervisor - Maintenance
  • CCC Portfolio Management II LLC
  • Pismo Beach, CA FULL_TIME
  • As an Engineering Supervisor, you will be responsible for maintaining the entire hotel facilities, including the physical building structure, all mechanical, electrical, HVAC systems, and related equi...
  • 11 Days Ago

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Wine Attendant
  • CCC Portfolio Management II LLC
  • Paso Robles, CA FULL_TIME
  • The Wine Attendant will support The Piper Wine Lounge at Piccolo Hotel and ensure a dedication to the highest quality of customer satisfaction delivered with a sense of graciousness, pride, fun, and c...
  • 29 Days Ago

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Manager
  • Burger Village
  • San Luis Obispo, CA FULL_TIME
  • Main Responsibilities of a Store Manager● Responsible for every aspect of everyday supervision of store outlets● Responsible for resources management● Takes care of stock, staff, and sales managementS...
  • 9 Days Ago

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0 Portfolio Manager jobs found in Santa Maria, CA area

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Engineering Project Manager
  • Cherokee Nation Businesses
  • Lompoc, CA
  • Engineering Project Manager This position requires the ability to obtain a Public Trust and US Citizenship required per ...
  • 4/25/2024 12:00:00 AM

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Financial Planning Associate (Hybrid)
  • West Coast Financial
  • San Luis Obispo, CA
  • Job Description Job Description Salary: $65k-$75k+Bonus DOE Instead of wax poetic about the specific job duties of this ...
  • 4/25/2024 12:00:00 AM

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Part-Time Retail Merchandiser - Hiring Immediately!
  • LMS
  • Santa Maria, CA
  • ** Part-Time Retail Merchandiser - Hiring Immediately!** **Job Category****:** Merchandising **Requisition Number****:**...
  • 4/25/2024 12:00:00 AM

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Sr Financial Services Representative
  • Pacific Premier Bank
  • San Luis Obispo, CA
  • Description The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, effici...
  • 4/24/2024 12:00:00 AM

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Housekeeping aide-1
  • Santa Maria Terrace
  • Santa Maria, CA
  • Santa Maria Terrace is currently seeking a Housekeeper to join our team of dedicated professionals who want to make a di...
  • 4/24/2024 12:00:00 AM

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Product Manager- Hydrogen Energy Market
  • Entegris
  • San Luis Obispo, CA
  • Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees ...
  • 4/23/2024 12:00:00 AM

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Product Manager- Hydrogen Energy Market
  • Entegris
  • San Luis Obispo, CA
  • Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees ...
  • 4/23/2024 12:00:00 AM

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Engineering Project Manager
  • Cherokee Nation Businesses
  • Lompoc, CA
  • Engineering Project Manager This position requires the ability to obtain a Public Trust and US Citizenship required per ...
  • 4/22/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,261 to $173,623
Santa Maria, California area prices
were up 2.5% from a year ago