Strategic Portfolio Manager

5 days ago


Oakland, California, United States Commercial Fire Protection, Inc. Full time
Job Summary

We are seeking a highly skilled Strategic Portfolio Manager to join our team at Commercial Fire Protection, Inc. This is a key leadership role that requires a strong understanding of financial markets and a proven track record of success in portfolio management.

Key Responsibilities
  • Portfolio Oversight: Oversee and manage the company's regional accounts and operations, ensuring that all functions and procedures are running smoothly and efficiently.
  • Client Relationship Management: Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring high levels of client satisfaction.
  • Team Leadership: Supervise and mentor a team of staff, providing guidance and support to ensure that they have the skills and resources needed to succeed.
  • Business Development: Identify and pursue new business opportunities, developing and marketing specialized asset allocation products and services to drive growth and revenue.
Requirements
  • Education: Undergraduate degree or higher in a relevant field, such as finance or business.
  • Experience: Proven track record of success in portfolio management, with a strong understanding of financial markets and a ability to analyze complex financial data.
  • Skills: Strong leadership and communication skills, with the ability to inspire and motivate a team to achieve goals.
What We Offer
  • Competitive Compensation: A competitive salary and benefits package, including medical, dental, and vision insurance, 401K, and life insurance.
  • Opportunities for Growth: A dynamic and supportive work environment, with opportunities for professional growth and development.


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