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Investment Portfolio Supervisor

2 months ago

Seattle, Washington, United States Commercial Fire Protection, Inc. Full time
Job Overview

Position: Portfolio Manager

Location: Seattle Area

Department: PNW Operations

Reports To: President

FLSA Category: Exempt

Key Responsibilities

The Portfolio Manager plays a crucial role in shaping the financial strategy of the organization. This position requires a strategic mindset and the ability to lead effectively, ensuring that the company achieves its profitability and long-term objectives.

The individual will oversee the management of regional accounts and operations, ensuring that all processes are executed efficiently. Responsibilities include:

  • Managing all facets of portfolio administration.
  • Engaging with clients to deliver exceptional customer service and foster strong relationships.
  • Possibly developing and promoting specialized asset allocation products and services.
  • Leading, mentoring, and coaching team members.
Leadership and Client Engagement

The Portfolio Manager is expected to set a high standard for service excellence, motivating teams to reach their goals. Key duties include:

  • Upholding company values and initiatives.
  • Addressing escalated client inquiries and concerns with professionalism.
  • Maintaining clear communication with team members and stakeholders to proactively manage potential issues.
  • Recruiting, training, and providing constructive feedback to team members to ensure high-quality service delivery.
  • Enhancing employee satisfaction and promoting positive team dynamics.
Essential Skills

Successful candidates will demonstrate the following core competencies:

  • Customer-Centric: Prioritizing the needs of both internal and external clients.
  • Leadership: Inspiring and guiding others towards achieving shared goals.
  • Analytical: Utilizing data to inform decision-making and problem-solving.
  • Financial Acumen: Interpreting complex financial data and results.
  • Communication: Clearly conveying information to various stakeholders.
  • Conflict Resolution: Managing disputes and maintaining composure in challenging situations.
  • Organizational Skills: Effectively planning and prioritizing tasks.
Qualifications

A Bachelor's degree or higher is preferred for this role.

Work Environment

This position is based in a professional office setting, utilizing standard office equipment.

Physical Requirements

The role involves regular communication and may require standing, walking, and using hands for various tasks.

Compensation and Benefits

Commercial Fire Protection, Inc. offers a competitive compensation package, including:

  • Comprehensive medical and dental coverage.
  • 401K plan, life insurance, and paid time off.
  • A supportive team environment and opportunities for career advancement.

All qualified applicants will be 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.