Investment Portfolio Manager, Sr. jobs in Berkeley, CA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Regional Lending Manager
  • Consumer Portfolio Services, Inc.
  • Oakland, CA FULL_TIME
  • About the Company:

    Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry.

    About the Position:

    Regional Sales Manager

    Do you like meeting people, developing business relationships and helping your customers succeed? The CPS Rep position may be the right fit for you!

    We are looking for smart, dynamic, motivated professionals. The preferred prior experience is working in a retail auto environment or prior representation of retail automotive dealer products.

    This is a hands-on position. You are active everyday educating dealers about our loan programs, promoting loan growth, collaborating with our Originations team and giving guidance to dealers as needed.

    Job Responsibilities:

    • Develop and maintain dealer relationships
    • Increase application and loan volume in assigned territory
    • Increase dealer activity
    • Onboard new dealers
    • Effectively be able to promote and sell the value of CPS’s finance program
    • 25 weekly dealer visits
    • Daily usage of Salesforce CRM

    Employment Requirements:

    • Must be able to pass a criminal background check

    Experience:

    • B2B sales related to auto retailing or auto finance is preferred, but not necessary.
    • Minimum 5 years lending experience.

    Work Location:

    • From your home office and field visits within a certain radius of your home address.

    Benefits:

    We recognize people as our most valuable asset. Our competitive salary commission, monthly bonuses and benefits package include 401(k), medical, dental and vision insurance, life insurance, disability insurance, Company paid holidays, vacation and sick benefits.

    Employer Notice:

    Consumer Portfolio Services, Inc. is an equal opportunity employer that is committed to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis or characteristics protected by law.

    This job advertisement does not list all the duties of the job; it is merely a summary and other duties may be assigned.

    Please be advised this job advertisement is not a contract for employment. If you are hired, your employment will be at-will. Your employment and compensation can be terminated without cause or notice, for any reason, at any time, at the option of either the Company or you. Also, no management representative of the Company, except the President, has any authority to enter into any agreement contrary to that of at- will employment.

    We are a nationwide Auto Finance Company. Check our website at CPS Careers - Opportunities (consumerportfolio.com) and apply!

    Job Type: Full-time

    Pay: From $63,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Tuition reimbursement
    • Vision insurance

    Application Question(s):

    • Do you have an open loan with Consumer Portfolio Services, Inc.?

    Education:

    • High school or equivalent (Required)

    Experience:

    • Auto Lending Sales Rep: 5 years (Preferred)

    License/Certification:

    • Driver's License (Required)

    Work Location: On the road

  • 28 Days Ago

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Portfolio Manager
  • MAI Wealth Management, Inc.
  • San Ramon, CA FULL_TIME
  • GENERAL JOB DESCRIPTION The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s i...
  • 14 Days Ago

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Investment Manager
  • ICA
  • Oakland, CA FULL_TIME
  • ICA Fund, a non-profit venture capital firm, is seeking a full-time Investment Manager to contribute to its mission of closing the racial and gender wealth gaps. Primary responsibilities include manag...
  • 2 Days Ago

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VP, Portfolio Manager
  • cathaybank
  • Oakland, CA FULL_TIME
  • People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your asp...
  • 15 Days Ago

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Regional Portfolio Manager (Bay Area)
  • Sequoia Equities
  • Walnut Creek, CA FULL_TIME
  • OverviewYou are a leader who supports, mentors, and trains your on-site managers to provide a superior resident experience. You are also a skilled operator, pulling together a strong knowledge of fina...
  • 1 Day Ago

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Principal Program Manager, Investment Planning - Location Flexible
  • PG&E Corporation
  • Oakland, CA FULL_TIME
  • Requisition ID # 155685 Job Category: Project / Program Management Job Level: Manager/PrincipalBusiness Unit: Engineering, Planning & StrategyWork Type: HybridJob Location: Oakland Department Overview...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Berkeley, CA area

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Director of the Bureau of Delinquent Revenue - Office of the Treasurer & Tax Collector (0933) - (138870)
  • City and County of San Francisco
  • San Francisco, CA
  • Department: Office of the Treasurer & Tax Collector Job Class: 0933 - Manager V Starting salary range: $167,908.00 - $21...
  • 4/26/2024 12:00:00 AM

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Regional Financial Analyst-Services
  • Franklin Energy
  • San Francisco, CA
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/26/2024 12:00:00 AM

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Regulatory Affairs Specialist II - APAC - Diabetes Care
  • Abbott
  • Alameda, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/25/2024 12:00:00 AM

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Financial Planner
  • Hanover
  • San Francisco, CA
  • Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Hanover
  • San Francisco, CA
  • Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
  • 4/25/2024 12:00:00 AM

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Acquisition Analyst/Associate
  • Riaz Capital
  • Oakland, CA
  • Our Company: Riaz Capital is an Oakland, California based fully integrated development, investment, and asset management...
  • 4/24/2024 12:00:00 AM

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Regulatory Affairs Specialist – Digital Health Technologies
  • Abbott
  • Alameda, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/24/2024 12:00:00 AM

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Regulatory Affairs Specialist - Digital Health Technologies
  • Abbott
  • Alameda, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/22/2024 12:00:00 AM

Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580. Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$176,241 to $292,679
Berkeley, California area prices
were up 4.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
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Investment Portfolio Manager, Sr. in Abilene, TX
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Investment Portfolio Manager, Sr. in San Diego, CA
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