Investment Portfolio Manager, Sr. jobs in Santa Clara, 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.
  • San Jose, 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

  • 5 Days Ago

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12 Volt Installer/Technician
  • Portfolio
  • Palo Alto, CA FULL_TIME
  • DescriptionAt this time, a 12 Volt Installer/Technician (Installer) is needed to be responsible for servicing specific dealerships as assigned. Will complete repairs, and maintenance tasks, diagnose e...
  • 13 Days Ago

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Global FP&A Sr. Manager - Strategic Review and Enterprise Portfolio
  • Applied Materials, Inc
  • Santa Clara, CA FULL_TIME
  • This leadership role under Global FP&A will support the Enterprise Portfolio Process and financial analysis/reporting for the annual Strategic Planning process at the company. This position will invol...
  • 24 Days Ago

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Portfolio Manager
  • MERIWEST CREDIT UNION
  • San Jose, CA FULL_TIME
  • Portfolio ManagerBusiness Services DepartmentPosition SummaryThe Portfolio Manager will be responsible for managing the commercial loan portfolio and a wide range of tasks including but not limited to...
  • 6 Days Ago

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Portfolio Manager
  • Empirical Wealth Management
  • Los Gatos, CA FULL_TIME
  • Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provi...
  • 8 Days Ago

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Investment Manager
  • Gotion, Inc.
  • Fremont, CA FULL_TIME
  • Essential Duties and Responsibilities: Gotion is looking for an Investment Manager with Financial modelling ability and high proficiency in related computer languages. Ability to both learn, teach and...
  • 1 Month Ago

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

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Financial Representative
  • Northwestern Mutual
  • San Jose, CA
  • Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's ...
  • 3/28/2024 12:00:00 AM

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Financial Director
  • TRIO Heating & Air
  • San Jose, CA
  • Leadership Opportunity: Director of Finance - TRIO Heating & Air Architecting Financial Excellence in a Premier HVAC Ope...
  • 3/28/2024 12:00:00 AM

A
Senior Financial Analyst - Corporate Functions (B4)
  • Applied Materials, Inc.
  • Santa Clara, CA
  • About Applied Materials & the job: Applied Materials is the leader in materials engineering solutions used to produce vi...
  • 3/28/2024 12:00:00 AM

S
AVP, Global ERP Sales / GTM (remote)
  • ServiceNow
  • Santa Clara, CA
  • Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We...
  • 3/27/2024 12:00:00 AM

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Senior Portfolio Compliance Analyst
  • Franklin Templeton
  • San Mateo, CA
  • At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients ac...
  • 3/27/2024 12:00:00 AM

A
Real Estate Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • San Jose, CA
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 3/25/2024 12:00:00 AM

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Financial Advisor
  • Grassi Investment Management
  • Santa Clara, CA
  • Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking f...
  • 3/25/2024 12:00:00 AM

J
Financial Advisor
  • Johanson & Yau
  • Campbell, CA
  • About Us Johanson & Yau is a leading accounting and financial services firm dedicated to providing personalized tax driv...
  • 3/24/2024 12:00:00 AM

Santa Clara is drained by three seasonal creeks, all of which empty into the southern portion of San Francisco Bay; these creeks are San Tomas Aquino Creek, Saratoga Creek, and Calabazas Creek. There are some significant biological resources within the city including habitat for the burrowing owl, a species of special concern in California due to reduction in habitat from urban development during the latter 20th century. This owl uses burrows created by ground squirrels and prefers generally level grasslands and even disturbed areas. According to the United States Census Bureau, the city cover...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$180,897 to $300,404
Santa Clara, California area prices
were up 2.9% from a year ago

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