Investment Portfolio Manager jobs in Racine, WI
Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager jobs
Regional Investment Consultant, North Central Region
- Meeder Investment Management
-
Great Lakes, IL
FULL_TIME
-
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota. The ideal candidate would currently reside within the territory.Primary Responsibilities
- Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
- Provide Internal Consultant type support for the balance of the Central Plains territory.
- Quickly become a subject matter expert on all investment solutions and services.
- Successfully implement the company's consultative sales process.
- Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
- Build and maintain strong advisor relationships to achieve asset retention goals.
- Identify and develop client prospects
- Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
- Present at client seminars and training sessions; attend industry conferences as assigned.
- Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
- Work with Manager and Senior Regional Consultant to build and manage territory.
Critical Success Factors- Have conviction and passion for the firm’s investment solutions and services.
- Demonstrate leadership qualities, ambition and be a self-motivated team player.
- Ability to recognize opportunities and provide outstanding follow-up and service.
- Strong presentation and communication skills.
- Strong listening and probing skills to aid in identifying opportunities and provide solutions.
- Good organizational skills.
Skills Required- 3 years as experienced successful Internal or Hybrid Consultant in the investment services industry
- CIMA, CFP, CPWA, BFA or CFA are preferred
- Bachelor’s Degree
- FINRA Series 6 or 7 licensed, 65 preferred.
- Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
- 16 Days Ago
Contract Sales Consultant/Portfolio Manager - Waukegan, IL
- Momentum Beverage Team
-
Waukegan, IL
FULL_TIME
- About Momentum Beverage Team Momentum Beverage Team was founded to promote and distribute artisan wine & spirits. Our experienced team is focused on building brands while maintaining strong partnershi...
- 2 Days Ago
Associate Brand Manager, Global Portfolio Strategy and Brand Equity - STEM
- SC Johnson
-
Racine, WI
FULL_TIME
- SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of consume...
- 1 Month Ago
Crew
- masucci investment company
-
Bluff, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Crew
- masucci investment company
-
Wadsworth, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
- Monarch Investment and Management Group
-
Waukegan, IL
INTERN
- Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
- 6 Days Ago
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0 Investment Portfolio Manager jobs found in Racine, WI area
Wealth Management Services Director
- Waukesha State Bank
-
Waukesha, WI
- We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
- 4/24/2024 12:00:00 AM
Performance Reporting Analyst
- Baird
-
Milwaukee, WI
- Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutionalclie...
- 4/24/2024 12:00:00 AM
Portfolio Advisor
- Gould Financial Group
-
Deerfield, IL
- Job Overview: As the Portfolio Advisor for Gould Financial Group, one of Northwestern Mutual’s top firms, you play a piv...
- 4/24/2024 12:00:00 AM
Associate Financial Advisor
- Diversified Management, Inc.
-
Milwaukee, WI
- Job Description Job Description Role As an Associate Financial Adviser, you will work in a supportive role with our seni...
- 4/23/2024 12:00:00 AM
Financial Advisor
- Liberty Financial Group
-
Elm Grove, WI
- Job Description Job Description Are flexible hours attractive to you? Do you want to be trained for success? Does a team...
- 4/23/2024 12:00:00 AM
Portfolio Advisor
- Gould Financial Group
-
Deerfield, IL
- Job Overview: As the Portfolio Advisor for Gould Financial Group, one of Northwestern Mutuals top firms, you play a pivo...
- 4/22/2024 12:00:00 AM
Financial Analyst
- ALEC Credit Union
-
Gurnee, IL
- Job Description Job Description SUMMARY: Responsible for the production of critical financial analyses to support ALEC’s...
- 4/21/2024 12:00:00 AM
Senior Financial Analyst
- Abbott Laboratories
-
Lake Forest, IL
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/12/2024 12:00:00 AM
About Racine, Wisconsin
Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey.
Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$117,175 to $175,203
Racine, Wisconsin area prices
were up 1.8% from a year ago
were up 1.8% from a year ago