Portfolio Manager jobs in New Jersey

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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Client Advocate/Sales Manager
  • Empire Portfolio Group
  • Hackensack, NJ 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 Client Advocate is responsible for the sale of products and services to clients. They must possess complete knowledge of all products and services. This individual is the direct point of contact with clients and ensures that their needs and expectations are fully met and they are completely satisfied throughout their relationship with the wellness center.

    Role and Responsibilities:

    • Acquisition of new clients through the follow-up of lead generation, referrals, marketing efforts and events.
    • Serves existing clients through follow-up of effectiveness of current plans, monitoring results and feedback.
    • Understanding client needs and providing personalized solutions to meet their requirements, effectively positioning our services or treatments that best fit.
    • Identify opportunities for upselling or cross selling our services or treatments to existing clients, maximizing revenue potential.
    • Ability to showcase features, benefits, and value of our services and treatments offered.
    • Meets and exceeds sales goals.
    • Provides feedback on the effectiveness of marketing plans.
    • Full understanding of all services/ products/ operating systems
    • Answers clients’ questions regarding products, services, and pricing
    • Resolves client complaints and queries.
    • Submits purchase orders and informs management of purchase actions.
    • Maintains patient files with appropriate follow up and update

    Qualifications/Education Requirements and Work Environment:

    • High school diploma or equivalent education required. Bachelor’s degree is preferred.
    • 1 year plus of general sales experience. Sales experience in the medical field specifically in Hormone Replacement Therapy is ideal.
    • Persuasion, negotiation, and closing skills.
    • Ability to meet deadlines, multi task, achieve company set objectives
    • Maintain patience and composure managing client care
    • Ability to work productively and effectively in an unsupervised environment
    • Possesses strong interpersonal and communications skills

    Job Type: Full-time

    Compensation:

    $60,000 yearly with a bonus potential of 1% top line revenue

    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 $60,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance

    Shift:

    • Morning shift

    Weekly day range:

    • Monday to Friday
    • Weekends as needed

    Work setting:

    • In-person

    Ability to Relocate:

    • Hackensack, NJ: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Regional Lending Manager
  • Consumer Portfolio Services, Inc.
  • Trenton, NJ 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 aft...
  • 10 Days Ago

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Portfolio Manager
  • Go 4 HIRE
  • Red Bank, NJ FULL_TIME
  • Job Summary:We are seeking a skilled Portfolio Manager to become an asset to an amazing financial group. In this role, you will be responsible for managing investment portfolios, providing financial a...
  • 4 Days Ago

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Portfolio Manager
  • CAMCO
  • Cherry Hill, NJ FULL_TIME
  • We are seeking an experienced condominium and homeowner's association manager to manage multiple community associations in Cherry Hill, NJ. Experience in Community Management (Condominium) is preferre...
  • 5 Days Ago

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Portfolio Manager
  • CAMCO Property Management
  • Cherry Hill, NJ FULL_TIME
  • We are currently seeking a Hybrid Portfolio Manager to oversee a portfolio of associations located in Cherry Hill, NJ. While previous experience in Condominium Administration is preferred, it is not m...
  • 8 Days Ago

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Portfolio Manager
  • FirstService Residential
  • Eatontown, NJ FULL_TIME
  • Are you the missing piece? As North America's leading property management company, we know the value of fitting in with a local team, of being part of a well-oiled machine, but empowered to act when n...
  • 9 Days Ago

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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...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Local Community Management Company - Excel Management
  • Ocean City, MD
  • Job Description Job Description Excel Management Services is looking for a qualified Portfolio Manager candidate to mana...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Univest Financial Corporation
  • Lancaster, PA
  • *All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientati...
  • 4/22/2024 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...
  • 4/21/2024 12:00:00 AM

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/20/2024 12:00:00 AM

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/18/2024 12:00:00 AM

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Portfolio Manager
  • First Horizon Bank
  • Huntsville, AL
  • Location: On site, Huntsville AL Summary The Portfolio Manager assists in the assessment of risk and management of the B...
  • 3/8/2024 12:00:00 AM

New Jersey is bordered on the north and northeast by New York (parts of which are across the Hudson River, Upper New York Bay, the Kill Van Kull, Newark Bay, and the Arthur Kill); on the east by the Atlantic Ocean; on the southwest by Delaware across Delaware Bay; and on the west by Pennsylvania across the Delaware River. New Jersey is often broadly divided into three geographic regions: North Jersey, Central Jersey, and South Jersey. Some New Jersey residents do not consider Central Jersey a region in its own right, but others believe it is a separate geographic and cultural area from the Nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,951 to $174,579