Investment Portfolio Manager, Sr. jobs in Bergenfield, NJ

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Client Advocate/Sales Manager
  • Empire Portfolio Group
  • Hackensack, NJ FULL_TIME
  • Company Overview:

    Do you want to be on the forefront of regenerative medicine, medical aesthetics, and hormone therapy? Empire Portfolio Group, the company that helped Orangetheory Fitness become the fastest growing fitness franchise in the world, is now setting its sights on personalized health, wellness and anti-aging. Empire, in partnership with Relive Health, will be launching dozens of medical wellness centers around the country and we're looking for top talent who are fanatical about transforming people's lives.

    Who we are looking for:

    The Client Advocate is responsible for the sale of products and services to clients. They must possess complete knowledge of all products and services. This individual is the direct point of contact with clients and ensures that their needs and expectations are fully met and they are completely satisfied throughout their relationship with the wellness center.

    Role and Responsibilities:

    • Acquisition of new clients through the follow-up of lead generation, referrals, marketing efforts and events.
    • Serves existing clients through follow-up of effectiveness of current plans, monitoring results and feedback.
    • Understanding client needs and providing personalized solutions to meet their requirements, effectively positioning our services or treatments that best fit.
    • Identify opportunities for upselling or cross selling our services or treatments to existing clients, maximizing revenue potential.
    • Ability to showcase features, benefits, and value of our services and treatments offered.
    • Meets and exceeds sales goals.
    • Provides feedback on the effectiveness of marketing plans.
    • Full understanding of all services/ products/ operating systems
    • Answers clients’ questions regarding products, services, and pricing
    • Resolves client complaints and queries.
    • Submits purchase orders and informs management of purchase actions.
    • Maintains patient files with appropriate follow up and update

    Qualifications/Education Requirements and Work Environment:

    • High school diploma or equivalent education required. Bachelor’s degree is preferred.
    • 1 year plus of general sales experience. Sales experience in the medical field specifically in Hormone Replacement Therapy is ideal.
    • Persuasion, negotiation, and closing skills.
    • Ability to meet deadlines, multi task, achieve company set objectives
    • Maintain patience and composure managing client care
    • Ability to work productively and effectively in an unsupervised environment
    • Possesses strong interpersonal and communications skills

    Job Type: Full-time

    Compensation:

    $60,000 yearly with a bonus potential of 1% top line revenue

    Benefits & Beyond the Paycheck:

    • Complimentary services and employee discounts with Orangetheory Fitness and Relive Health
    • Empire cares about you—we offer access to free mental health counseling
    • Discounts on theme parks, travel, movies, etc. through LifeMart and TicketsAtWork
    • 401(k)
    • Medical, Dental and Vision insurance
    • Employee discounts
    • Health savings account
    • Paid time off
    • Professional development assistance
    • Pre-tax commuter benefit plan to save on public transportation to/from work

    Our Mission: To bring out your best life through inspiring, motivating and exceptional moments

    Vision: To be the premier wellness portfolio that supercharges everyday life

    Values: Happy, Hungry, Humble, Healthy & Human

    About Empire:

    Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an increasingly crowded and competitive industry, our team not only outperforms the norm but most importantly prioritizes making differences in team and studio members' lives.

    Headquartered in New York City, Empire Portfolio Group is a leading Area Representative and franchisee of Orangetheory Fitness. The Company owns, operates and supports 140 Orangetheory Fitness studios across DC, Connecticut, Maine, New Hampshire, New Jersey, New York, North Carolina, South Carolina, Vermont, and Virginia. Empire is also launching Relive Health which provides anti-aging and wellness services which include hormone optimization, medical aesthetics, vitamin therapy, and regenerative medicine. Empire plans to open hundreds of locations across a dozen states in the next few years. The mission of Relive Health is to help people take control of their "healthspan" (the length of time that a person stays healthy) through personalized wellness products and services.

    EEO Statement:

    Empire Portfolio Group is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity, ancestry, marital status or other classification prohibited by applicable local, state or federal laws. This policy is applicable to hiring, termination, compensation, schedules, discipline, working conditions and all other aspects of employment. As an employee, you are expected to honor this policy and to take an active role in keeping harassment and discrimination out of the workplace. We are happy to work with otherwise qualified disabled employees in order to accommodate limitations, in accordance with the Americans with Disabilities Act (ADA). It is up to the employee to approach the office manager with this request and provide medical proof of his or her needs upon the Company’s request.

    Job Type: Full-time

    Pay: From $60,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance

    Shift:

    • Morning shift

    Weekly day range:

    • Monday to Friday
    • Weekends as needed

    Work setting:

    • In-person

    Ability to Relocate:

    • Hackensack, NJ: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Healthcare Lending Portfolio Manager
  • Cross River
  • Fort Lee, NJ FULL_TIME
  • Who We Are Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments...
  • 23 Days Ago

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Portfolio Manager for Condominium Associations
  • mem property management
  • Ridgefield, NJ FULL_TIME
  • mem property management corporation a leader in Condominium Management (www.memproperty.com) is looking for an "Experienced Portfolio Manager for Complexes in Northern and Central New Jersey .Position...
  • 29 Days Ago

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Registered Nurse, Per Diem
  • Empire Portfolio Group
  • East Rutherford, NJ PER_DIEM
  • Company Overview: Do you want to be on the forefront of regenerative medicine, medical aesthetics, and hormone therapy? Empire Portfolio Group, the company that helped Orangetheory Fitness become the ...
  • 18 Days Ago

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Registered Nurse, Full-time
  • RELIVE Health - Empire Portfolio Group
  • East Rutherford, NJ FULL_TIME
  • Registered Nurse Company Overview: Do you want to be on the forefront of regenerative medicine, medical aesthetics, and hormone therapy? Empire Portfolio Group, the company that helped Orangetheory Fi...
  • 1 Month Ago

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Per Diem Registered Nurse
  • RELIVE Health - Empire Portfolio Group
  • East Rutherford, NJ PER_DIEM
  • Do you want to be on the forefront of regenerative medicine, medical aesthetics, and hormone therapy? Empire Portfolio Group, the company that helped Orangetheory Fitness become the fastest growing fi...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Bergenfield, NJ area

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Pre-College Instructor, Investment Portfolio Management, Summer 2024
  • Columbia University School of Professional Studies
  • New York, NY
  • Company Description Columbia University's Pre-College Programs offer high-achieving high school students the opportunity...
  • 4/23/2024 12:00:00 AM

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Trading Assistant- $12 Billion Greenwich Credit Alternative Asset Manager
  • Atlantic Group
  • Greenwich, CT
  • $12 Billion Greenwich Alternative Asset Manager Seeks a Senior Trading Assistant *Reporting to the Head of Investments &...
  • 4/23/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 4/23/2024 12:00:00 AM

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Construction Loan Underwriting/Portfolio Management
  • Atlas Search
  • New York, NY
  • Job Title: RE Construction Loan Underwriting/Portfolio Management Job Description: Join a team with diverse real estate ...
  • 4/22/2024 12:00:00 AM

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Biotech Analyst (Hedge Fund)
  • DTG Consulting Solutions, Inc.
  • New York, NY
  • Sizable and reputable hedge fund in New York seeks Equities Analyst to support Portfolio Manager/Partner, head of the Bi...
  • 4/22/2024 12:00:00 AM

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Construction Loan Underwriting/Portfolio Management
  • Atlas Search
  • New York, NY
  • Job Title: RE Construction Loan Underwriting/Portfolio Management Job Description: Join a team with diverse real estate ...
  • 4/20/2024 12:00:00 AM

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Biotech Analyst (Hedge Fund)
  • Dtg Consulting Solutions Inc.
  • New York, NY
  • Sizable and reputable hedge fund in New York seeks Equities Analyst/Associate to support senior members of biotech inves...
  • 4/20/2024 12:00:00 AM

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Analyst, Underwriting and Portfolio Management
  • Churchill
  • New York, NY
  • Analyst, Underwriting and Portfolio Management New York,NY Churchill Asset Management Job Title: Analyst Division: Under...
  • 4/20/2024 12:00:00 AM

Bergenfield is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,764, reflecting an increase of 517 (+2.0%) from the 26,247 counted in the 2000 Census, which had in turn increased by 1,789 (+7.3%) from the 24,458 counted in the 1990 Census. Bergenfield was formed on the basis of a referendum held on June 25, 1894, from portions of Englewood Township and Palisades Township.[21][22][23] The borough was formed during the "Boroughitis" phenomenon then sweeping through Bergen County, in which 26 boroughs were formed in the co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$166,129 to $275,886
Bergenfield, New Jersey area prices
were up 1.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
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