Portfolio Manager

7 hours ago

Oakland, United States Commercial Fire Protection Full time

JOB TITLE: Portfolio Manager

LOCATION: Oakland/San Jose Area

DEPARTMENT: NorCal Operations

REPORTS TO: President

FLSA Category: Exempt

ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

The Portfolio Manager is a strategic thinker and effective leader who can make the most profitable decisions. The goal is to be a strong instrument towards the company's profitability and long-term success by providing support and direction to ensure high level of client care and retention.

The Portfolio Manager is responsible for overseeing and running the company's regional accounts and operations.

Supervises the respective staff while ensuring all functions and procedures of the regions assigned are running smoothly and efficiently.

DUTIES AND RESPONSIBILITIES:

  • Conduct all aspects involved with managing portfolios.
  • Meeting with clients to provide high class customer-client care and relationship.
  • May be responsible for developing and marketing specialized asset allocation products and services.
  • Supervising, mentoring, and coaching staff.
Provides leadership for the portfolio by setting a Service Excellence standard and inspiring the teams to achieve it.
  • Promotes and upholds company values, employee promise, policies, and initiatives.
  • Efficiently handles escalated client requests and concerns.
  • Ensures timely communication with team and stakeholders to anticipate and prevent future concerns.
  • Selects, hires, trains, coaches and provides feedback to the teams to deliver Service Excellence.
  • Owns the employee experience, drives employee satisfaction, and elevates team behaviors.
CORE COMPETENCIES:
  • Customer-Centric - Put the customer, both internal and external, at the heart of everything.
  • Leadership - Has an ability to inspire and lead others to goal achievement through day to day interaction.
  • Analytical - Regularly makes decisions and solve problems by analyzing information and evaluating results.
  • Business and Financial Acumen - Able to blend complex financial information and interpret financial results.
  • Communication - Effectively communicates with Supervisors, Peers, or Subordinates providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Conflict Resolution - Able to keep composure during difficult situations, resolve conflicts and negotiates and/or settle disputes, and resolves grievances and conflicts.
  • Organization and Project Management - Organizes, plans, and prioritizes work.
DEGREE/LICENSES:

Undergraduate Degree or higher is preferred.

SUPERVISORY RESPONSIBILITIES:

This position is directly responsible for leading managers and staff of the division and indirectly responsible for all employees with in the division.

WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

BENEFITS:

Commercial Fire Protection is pleased to offer a competitive compensation package which includes:
  • Medical and Dental 100% paid by the Company, vision, 401K, life insurance, paid time off and holidays, supportive team environment, laptop, tuition reimbursement, and career advancement opportunities.
  • All qualified applicants to Commercial Fire Protection are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran's status or any other protected characteristic.

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