Portfolio Manager jobs in North Dakota

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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Portfolio Account Manager
  • Itron Careers
  • Perth, ND FULL_TIME
  • Job Description

    Position: Portfolio Account Manager 

    Location Perth, Australia

    Domain: Specializing in Electric


    Position Summary

    Strategic selling position that provides account-level leadership, aligns Itron capabilities and offerings with the customers strategic initiatives and focused on driving revenue and ensuring CSAT with assigned customers.

    Primary Deliverables

    ·       Develop and close new and Incremental business across assigned accounts

    ·       Responsible for revenue and bookings quota across D, N, O

    ·       Primary focus is driving product revenue in the 12 Month rolling forecast

    ·       Understand market, customer drivers, competition and regulatory environment

    ·       Partner with customer enablement team to ensure we deliver to our commitments

    ·       Drive new product sales and expansion to secure the base of the pyramid. 

    ·       Grow frame agreements across assigned accounts

    ·       Maintain regular interaction across the enterprise for all product offerings

    ·       Work closely with Enterprise Client Director and AVP on strategic long sales cycle initiatives

    ·       Responsible for keeping revenue plan up to date and accurate

    ·       Maintain Devices specifications as necessary

    ·       Provide internal early awareness and support trouble shooting for product, system and project issues

    ·       Work in conjunction with BU sales enablement teams

    Responsibilities/ Tasks to Perform

    ·       Increase Predictability, Profitability and Growth;

    ·       Leverage Itron to develop a complete relationship within clients across all BU’s solutions and outcomes

    ·       Ensure we deliver sold value to customer through the implementation and ongoing operations of our solutions and outcomes

    Criteria for Success

    ·       Revenue;

    ·       margin growth;

    ·       CSAT, forecasting accuracy;

    ·        customer/partner success;

    ·       conversion rate

     Decisions or processes they own

    ·       Demand plan, and forecast for assigned accounts;

    ·       Work with team on customer escalation points;

    ·       Drive sales operational efficiency

    Key coordination points/orgs

    ·       Customer interface and relationship;

    ·       D, N, O product marketing/mgmt

    ·       Customer enablement org, finance, legal, business development, business operations

    Required Skills and or Experiences

    ·       Proven track record of meeting and beating the revenue and business objectives

    ·       Success selling a diverse set of product offerings across the customer enterprise

    ·       Proven success in a matrixed organization where product and content comes’ from multiple sources

    ·       Experience at selling at the device and application level

    ·       Experience supporting complex commercial deals with legal and finance

    ·       Interpreting financial and market information to make decisions

    Key Stakeholders O=Observer; D=Decider; I=Keep Informed

    ·       Business lines

    ·       Supply Chain

    ·       R&D – be able to take challenges to these groups in order to work on issues

    ·       Business lines for forecast and budgets

    ·       Balance product availability with demand

    ·       Team with biz dev to leverage relationships in their regions

    ·       Work with business ops, product marketing and finance on planning and creating deal winning strategies

    Important Personal/Professional Attributes

    ·       Comfortable working across the customer enterprise

    ·       Comfortable developing relationships at multiple levels

    ·       Ability to develop an account capable of delivering products and solutions across D, N, O

    ·       Must be highly collaborative, and driven to deliver business results

    Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!

    The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience.

    Itron is proud to be an Equal Opportunity, Affirmative Action Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com.

    Itron enables utilities and cities to safely, securely and reliably deliver critical infrastructure solutions. We provide smart networks, software, services, meters, and sensors to better manage electricity, gas, water and city services. We are dedicated to creating a more resourceful world.

  • 13 Days Ago

8
Commercial Banker & Portfolio Manager
  • 8EF - Bell Bank
  • Fargo, ND FULL_TIME
  • Commercial Banker & Portfolio Manager Hybrid Role- Leveraging the role as a Portfolio Manager & Commercial Banker located in the AZ Region specifically supporting the Specialty Markets If you like to ...
  • 1 Month Ago

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Portfolio Management- Work & Wealth
  • Prudential Ins Co of America
  • Plaza, ND FULL_TIME
  • Job Classification: Finance & Accounting - Finance & Accounting At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful care...
  • 1 Month Ago

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Portfolio Management - Inclusive Communities
  • Prudential Ins Co of America
  • Plaza, ND FULL_TIME
  • Job Classification: Finance & Accounting - Finance & Accounting At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful care...
  • 1 Month Ago

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AE - Store Team Leader (Store Manager) - US
  • Store Team Leader (Store Manager) - US - American Eagle Outfitters Careers
  • United States, ND FULL_TIME
  • BE PART OF SOMETHING REAL YOUR ROLE As the full-time Store Team Leader, you are the CEO of your store! You are an entrepreneurial-minded business owner who takes pride in maximizing the daily operatio...
  • 1 Month Ago

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Manager
  • Sonic Drive-In
  • FARGO, ND FULL_TIME
  • At SONIC, we encourage and attract wildly creative people. Bold, unique personalities whose passion for what they do shows in the food, the experience and the culture of our brand. Sound like you? Get...
  • 15 Days Ago

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Portfolio Manager
  • Durlston Partners
  • Job Description: Durlston Partners is currently recruiting on behalf of a prestigious hedge fund client for a talented a...
  • 4/18/2024 12:00:00 AM

D
Portfolio Manager
  • Durlston Partners
  • Job Description: Durlston Partners is excited to partner with a leading hedge fund to recruit an Interest Rate Volatilit...
  • 4/18/2024 12:00:00 AM

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Portfolio Manager
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
  • 4/17/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts Llc
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Jcw
  • New Canaan, CT
  • We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Us Tech Solutions
  • Woonsocket, RI
  • Duration: 4 months contract Job Description: Process, Portfolio & Delivery Management (PPDM) is responsible for building...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • JCW
  • New Canaan, CT
  • We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
  • 4/15/2024 12:00:00 AM

North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city. Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,769 to $157,695