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Director Portfolio Management
2 months ago
JOB REQUIREMENTS:
Summary
The Director of Portfolio Management is an operational leader responsible for fostering a strong team culture and individual team member performance and accountability, empowering team members, leading with influence, providing impactful feedback, giving clear and consistent direction, and investing in the development of their team members. The Director of Portfolio Management is responsible for ensuring the Portfolio Managers are properly trained, informed and deliver best-in-class service to their clients. Critical to the success of this role is the ability to set clear direction, provide support, motivate the team to achieve all goals while providing outstanding client experience. This person will also be required to embrace and manage change effectively and provide feedback to senior leadership.
REGION:
The role has responsibility for the Great Plains region with a focus across Wisconsin, Illinois, and Minnesota.
Essential Responsibilities
Recruit, develop and lead a team of 10 - 15 Portfolio Managers who oversee and manage an assigned portfolio of clients within NextGear Capital's core dealer segment whose lines of credit range from $50k - $3M.
Achieve all goals and performance targets as set by the company by leading and performance managing their team of Portfolio Managers to achieve all success measures as directed and set by the company.
Cultivate and champion a culture of accountability and collaboration with various internal and external clients and partners to drive revenue and profitability through controlled growth and risk mitigation.
Ensure each member of their team of Portfolio Managers maintains up to date knowledge of and compliance with all company policies and procedures and operational guidelines.
Coach and performance manage their team of Portfolio Managers in account management and risk mitigation consistent with company values, policies and procedures and operational guidelines.
Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
Cultivate Cox Automotive cross business unit relationships and opportunities.
Serve as ambassador for Cox Automotive through industry involvement and support of brand equity initiatives.
Participate and support other projects and initiatives as needed.
Cox is an Equal Employment Opportunity employer. All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
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