Investment Portfolio Manager, Sr. jobs in District of Columbia

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 Sales Operations Manager
  • Empire Portfolio Group
  • Washington, DC FULL_TIME
  • 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 Regional Sales and Operations Manager is the point person for sales, operations, and compliance-thus having a hand in every aspect of the business for their prospective regions. They will have autonomy in how they motivate and lead their teams and be responsible for tasks to be consistently completed. The Manager will create standard operating procedures and set the standard for the entire company. This role will be the acting manager for the first clinic in a region until additional clinics open in the region.

    Role Responsibilities/Duties

    • Oversee day-to-day operations
    • Acquisition of new patients/clients through the follow up of lead generation, referrals, marketing efforts and events
    • Responsible for monitoring and achieving membership, service and retail revenue with a focus on exceeding monthly goals for regional growth and profitability through leadership, team development, and strategy implementation.
    • Work closely with center managers to identify and target areas where we can improve guest retention and strategize both long-term and short-term company objectives
    • Maintain compliance with insurance, business, medical and legal, including all federal and state legislation
    • Ensure that team members receive ongoing training and development and keeping team members updated on spa procedures and policies to ensure operating standards (customer service, safety, inventory management, merchandising, state guidelines, etc.) are consistently met
    • Maximize service revenues through schedule optimization programs
    • Ensure service standards are consistently upheld, including service protocols, points of difference, guest experiences, finishing touches, guest communication, and follow-up
    • Works with Executive Leadership to devise successful marketing campaigns and provide feedback on effectiveness of marketing plans
    • Serves existing patients through follow up of effectiveness of current plans, monitoring results and feedback.
    • Answer patients’ questions regarding products, services, and pricing. Resolve patient complaints and queries while providing a world class experience.
    • Manage and submit purchase orders and inform management of purchase actions. Maintain business office inventory and equipment functionality
    • Maintain patient files with appropriate follow up and updates while maintaining HIPAA privacy regulations and compliance.
    • Collaborate with the medical team members regarding pre and post-therapy and participate in shared decision-making
    • Motivates and inspires employees to achieve peak productivity and performance while providing a positive work environment.
    • Provides clear, constructive direction to entire team through development and documentation of programs and operating goals aimed at achieving goals and superior service
    • Acts as lead ambassador of the brand
    • Understands distinction of multi-level audiences and communicates appropriately

    Requirements/Skills:

    • 5 years’ experience as a spa manager, multi-unit manager, or equivalent
    • Prior experience achieving operating goals related to revenue, profitability, and customer satisfaction through implementation of innovative programs and processes
    • The right candidate will have excellent problem-solving skills, critical thinking, and utilizing excellent judgment under pressure.
    • Possess proven strategic, operational and leadership experience. with expertise and success in the spa, service and retail industry.
    • Strong planning, organizational and analytical skills
    • Proactive and creative problem-solving; innovative thought leader
    • Consistently exhibits high energy level; ability to balance multiple tasks
    • Flexibility and adaptability to work weekends and hours as needed
    • Exceptional written and verbal communication skills
    • Ability to work in a fast-paced environment, while standing, for extended periods of time

    Job Type: Full-time

    Salary: $90,000.00 per year with bonus potential of $25,000

    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.

    EEO Statement:

    Empire Portfolio Group is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity, ancestry, marital status or other classification prohibited by applicable local, state or federal laws. This policy is applicable to hiring, termination, compensation, schedules, discipline, working conditions and all other aspects of employment. As an employee, you are expected to honor this policy and to take an active role in keeping harassment and discrimination out of the workplace. We are happy to work with otherwise qualified disabled employees in order to accommodate limitations, in accordance with the Americans with Disabilities Act (ADA). It is up to the employee to approach the office manager with this request and provide medical proof of his or her needs upon the Company’s request.

    Job Type: Full-time

    Pay: From $90,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee discount
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Day shift
    • Monday to Friday
    • Weekends as needed

    Supplemental pay types:

    • Bonus opportunities

    Work Location: In person

  • 1 Month Ago

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Portfolio Manager
  • RER SOLUTIONS, INC
  • Washington, DC FULL_TIME
  • DescriptionDo you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RE...
  • 1 Month Ago

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Portfolio Manager
  • Blue Water Thinking
  • Washington, DC FULL_TIME
  • Job Description: Blue Water Thinking is seeking an experienced and dedicated Portfolio Manager to join our team, supporting the Department of Veterans Affairs (VA). This role is crucial for candidates...
  • 1 Month Ago

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Web Manager
  • Investment Company Institute
  • Washington, DC FULL_TIME
  • As the leading global association of mutual funds, ETFs, and other regulated funds, the mission of the Investment Company Institute (ICI) is to strengthen the foundation of the asset management indust...
  • 1 Month Ago

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Program Manager 2 (DCSEU)
  • Vermont Energy Investment Corporation
  • Washington, DC OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years, VEIC has been working with governments, utilities, foundations, and busi...
  • 24 Days Ago

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Account Manager 1 (DCSEU)
  • Vermont Energy Investment Corporation
  • Washington, DC OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years, VEIC has been working with governments, utilities, foundations, and busi...
  • 24 Days Ago

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/29/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/29/2024 12:00:00 AM

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Portfolio Analyst
  • LanceSoft, Inc.
  • Radford, VA
  • Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Posit...
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Orlando, FL
  • Florida Financial Advisors
  • Orlando, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Analyst, Underwriting and Portfolio Management
  • Churchill
  • New York, NY
  • Analyst, Underwriting and Portfolio Management New York,NY Churchill Asset Management Job Title: Analyst Division: Under...
  • 3/26/2024 12:00:00 AM

Washington, D.C. is located in the mid-Atlantic region of the U.S. East Coast. Due to the District of Columbia retrocession, the city has a total area of 68.34 square miles (177.0 km2), of which 61.05 square miles (158.1 km2) is land and 7.29 square miles (18.9 km2) (10.67%) is water. The District is bordered by Montgomery County, Maryland to the northwest; Prince George's County, Maryland to the east; Arlington County, Virginia to the south; and Alexandria, Virginia to the west. The south bank of the Potomac River forms the District's border with Virginia and has two major tributaries: the An...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$160,457 to $266,462

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020