Portfolio Manager jobs in North Carolina
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)
Recently Added Portfolio Manager jobs
Sales Manager
- Empire Portfolio Group
-
Charlotte, NC
PART_TIME
-
Who we are:
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.
Who we’re looking for:
The Sales Manager is responsible for new member sales and overall member experience. This
person reaches out to new leads within 1-2 hours, books new Intros into class and gives Intros
and current members the “white glove experience.” To secure this role, you are persistent in
sales, goal-oriented, and energetic. You generate leads and execute marketing strategies to
help achieve performance goals. You are confident, reliable and solution-oriented.
Role Responsibilities/Duties- High focus on lead outreach, conversion and generation
- Greet everyone who enters the studio with enthusiasm, energy, and knowledge
- Give studio tours
- Sell memberships to help the studio thrive and meet monthly goals
- Follow up with prospective members
- Handle member concerns in a professional and objective manner, with the goal of
- resolution
- Participate in marketing and outreach events and initiatives
- Work with manager to hit monthly KPI’s
- Cross-train with Operations Manager to help with facility issues (e.g. maintenance and cleanliness of studio)
- Strong sales and communication skills
- Attention to detail and ability to establish effective working relationships with both prospective and existing members
- Multi-tasker with minimal supervision
- Proven flexibility and willingness to handle various tasks independently and to meet deadlines
- Provide excellent customer service
- High School Diploma or equivalent education required. Bachelor’s degree is preferred.
- 1-2 years of sales experience, ideally in a fitness setting.
Physical requirements can vary. These must be reviewed with management. However,
in general, the position requires the following physical activities: Ability to lift a
minimum of 2 pounds to a maximum of 20 pounds unassisted; able to sit, stand, stoop,
walk, stretch, reach frequently; moderate range of body motions.
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
- Pre-tax commuter benefit plan to save on public transportation to/from work
Vision: To be the premier wellness portfolio that supercharges everyday life
Values: Happy, Hungry, Humble, Healthy & Human
Salary: $20 per hour plus commissions and bonus (potential annualized bonus/commissions up to $20k)
Benefits:- Medical, Dental, and Vision plus 401(k)
- Employee discounts
- Paid time off
- Professional development assistance
I understand that I am applying for a position with an employer that is an independently owned and operated Orangetheory® Fitness franchisee, not the franchisor, OTF Franchisor, LLC or any of its affiliates (OTFF). With respect to any position with a franchisee, I understand and agree that any information I provide in this application will be submitted directly to the independent franchisee, who is solely responsible for all employment related matters in their studio. This means, among other things, that the independent franchisee is solely responsible for and unilaterally makes all decisions concerning my employment, including hiring, firing, discipline, supervision, staffing and scheduling. OTFF will not receive a copy of my application, will have no control over whether I receive an interview and/or am ultimately hired, does not control and is not responsible for the employment policies and practices of independent franchisees, and does not employ independent franchisee’s employees. If I am hired to work at an independent franchisee’s studio, the independent franchisee, and not OTFF, will be my employer. By submitting my application and resume, I am confirming that I am agreeing and consenting to the foregoing.
Orangetheory values your privacy, so we want to keep you informed as to how your personal information is handled. With respect to the personal information you provided in this application, that information will be submitted directly to the independent franchisee, who is solely responsible for all privacy and data protection matters related to their studio. For any inquiries regarding how the independent franchisee may collect and process your personal information, please refer to that franchisee’s privacy policy or contact them directly. For all other information about how the franchisor, OTF Franchisor, LLC or any of its affiliates (OTFF), may collect and process personal information, please https://www.orangetheory.com/en-us/privacy-policy. - 5 Days Ago
Sales Manager
- Empire Portfolio Group
-
Matthews, NC
FULL_TIME
- Benefits:401(k)Bonus based on performanceDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentUnleash your potential and ignite your passion ...
- Just Posted
Operations Manager
- Empire Portfolio Group
-
Charlotte, NC
FULL_TIME
- Live your passion and change lives by joining the most successful fitness brand, Orangetheory Fitness! We are seeking fitness and wellness fanatics who are ready to soar to new heights – both professi...
- 11 Days Ago
Multi-Unit Sales and Operations Manager
- Empire Portfolio Group
-
Charlotte, NC
FULL_TIME
- Benefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insurancePaid time offTraining & developmentVision insuranceWelcome to the heart-pounding world of Empire Portfolio Group™! Fo...
- 2 Days Ago
Portfolio Manager
- Mountain BizWorks
-
Asheville, NC
FULL_TIME
- BACKGROUND Mountain BizWorks (MBW) has a mission to build a vibrant and inclusive entrepreneurial community throughout Western North Carolina by helping small businesses start, grow, and thrive. Throu...
- 1 Month Ago
HR Project Portfolio Manager
- North Carolina State University
-
Raleigh, NC
FULL_TIME
- Posting Information Posting Number PG193334EP Internal Recruitment No Working Title HR Project Portfolio Manager Anticipated Hiring Range Commensurate with education and experience Work Schedule Monda...
- 2 Days Ago
Portfolio Manager jobs at Popular Companies
Portfolio Manager
- The Energy Authority
-
Bellevue, WA
- About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Hedge Fund
-
- Established Portfolio Manager/Trader with Proven Expertise Major Buy Side client look for an established Portfolio Manag...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Sony Corporation
-
Reston, VA
- Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Huntington Hospital
-
Pasadena, CA
- When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
- 6/9/2024 12:00:00 AM
Portfolio Manager
- First New York
-
New York, NY
- Multi Strategy Platform expands its global presence. FNY Investment Advisers (“First New York”) is an SEC Registered Inv...
- 6/9/2024 12:00:00 AM
Portfolio Manager
- Brigs LLC
-
Boston, MA
- Job Type Full-time Description Position Summary: Oversee and coordinate all fiscal and operational functions and activit...
- 6/8/2024 12:00:00 AM
Portfolio Manager
- Gaetani Real Estate
-
San Francisco, CA
- JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
- 6/7/2024 12:00:00 AM
IT Portfolio Manager
- Houston Methodist
-
Houston, TX
- At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
- 5/7/2024 12:00:00 AM
About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$110,892 to $153,708