Investment Portfolio Manager, Sr. jobs in Richmond, 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)

C
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

  • 20 Days Ago

M
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...
  • 6 Days Ago

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portfolio manager
  • LAZ Parking
  • Emeryville, CA FULL_TIME
  • What's in it for you? We are redefining parking management and having fun doing it! To support our company’s culture of investing in our people, we offer employees the following perks: JOB TITLE: PORT...
  • 28 Days Ago

I
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 Months Ago

N
Manager, Portfolio Management
  • Nonprofit Finance Fund
  • Oakland, CA FULL_TIME
  • Position Reports to: Director, Portfolio Management Location: Preference is for the position to be in commutable distance to one of NFF’s office locations which are Boston, Los Angeles, New York, Oakl...
  • 2 Days Ago

F
Affordable Regional Portfolio Manager
  • FPI Management, Inc.
  • Oakland, CA FULL_TIME
  • Company DescriptionMultifamily Property ManagementJob DescriptionThe Affordable Regional Portfolio Manager is the individual directly responsible for managing a group of assets as assigned by FPI Mana...
  • 7 Days Ago

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

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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...
  • 4/19/2024 12:00:00 AM

A
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...
  • 4/19/2024 12:00:00 AM

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Associate, Aperio Portfolio Manager
  • BlackRock
  • San Francisco, CA
  • **About this role** **About Aperio:** At Aperio (part of BlackRock), our strategies are designed to put our clients and ...
  • 4/18/2024 12:00:00 AM

I
Financial Risk Analyst
  • Insight Global
  • San Francisco, CA
  • **This is a 4-month contract for someone on maternity leave** Must be currently living in San Francisco or comfortable c...
  • 4/17/2024 12:00:00 AM

F
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...
  • 4/16/2024 12:00:00 AM

A
CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 4/15/2024 12:00:00 AM

G
CWM, PWM, Financial Investment Professional, Associate San Francisco
  • Goldman Sachs
  • San Francisco, CA
  • MORE ABOUT THIS JOB: YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the des...
  • 4/15/2024 12:00:00 AM

A
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...
  • 4/15/2024 12:00:00 AM

Richmond is located at 37°56′09″N 122°20′52″W / 37.93583°N 122.34778°W / 37.93583; -122.34778. According to the United States Census Bureau, the city has a total area of 52.5 square miles (136 km2), of which 30.1 square miles (78 km2) is land and 22.4 square miles (58 km2) (42.71%) is water. The city sits on 32 miles (51 km) of waterfront, more than any other city in the Bay Area. The city borders San Francisco Bay to the southwest and San Pablo Bay to the northwest, and includes Brooks Island and the Brother Islands entirely, and half of Red Rock Island. There are several cities and uninco...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$173,063 to $287,401
Richmond, California area prices
were up 4.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020