Investment Portfolio Manager, Sr. jobs in Grand Forks, ND

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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Portfolio Account Manager
  • Itron Careers
  • Perth, ND FULL_TIME
  • Job Description

    Position: Portfolio Account Manager 

    Location Perth, Australia

    Domain: Specializing in Electric


    Position Summary

    Strategic selling position that provides account-level leadership, aligns Itron capabilities and offerings with the customers strategic initiatives and focused on driving revenue and ensuring CSAT with assigned customers.

    Primary Deliverables

    ·       Develop and close new and Incremental business across assigned accounts

    ·       Responsible for revenue and bookings quota across D, N, O

    ·       Primary focus is driving product revenue in the 12 Month rolling forecast

    ·       Understand market, customer drivers, competition and regulatory environment

    ·       Partner with customer enablement team to ensure we deliver to our commitments

    ·       Drive new product sales and expansion to secure the base of the pyramid. 

    ·       Grow frame agreements across assigned accounts

    ·       Maintain regular interaction across the enterprise for all product offerings

    ·       Work closely with Enterprise Client Director and AVP on strategic long sales cycle initiatives

    ·       Responsible for keeping revenue plan up to date and accurate

    ·       Maintain Devices specifications as necessary

    ·       Provide internal early awareness and support trouble shooting for product, system and project issues

    ·       Work in conjunction with BU sales enablement teams

    Responsibilities/ Tasks to Perform

    ·       Increase Predictability, Profitability and Growth;

    ·       Leverage Itron to develop a complete relationship within clients across all BU’s solutions and outcomes

    ·       Ensure we deliver sold value to customer through the implementation and ongoing operations of our solutions and outcomes

    Criteria for Success

    ·       Revenue;

    ·       margin growth;

    ·       CSAT, forecasting accuracy;

    ·        customer/partner success;

    ·       conversion rate

     Decisions or processes they own

    ·       Demand plan, and forecast for assigned accounts;

    ·       Work with team on customer escalation points;

    ·       Drive sales operational efficiency

    Key coordination points/orgs

    ·       Customer interface and relationship;

    ·       D, N, O product marketing/mgmt

    ·       Customer enablement org, finance, legal, business development, business operations

    Required Skills and or Experiences

    ·       Proven track record of meeting and beating the revenue and business objectives

    ·       Success selling a diverse set of product offerings across the customer enterprise

    ·       Proven success in a matrixed organization where product and content comes’ from multiple sources

    ·       Experience at selling at the device and application level

    ·       Experience supporting complex commercial deals with legal and finance

    ·       Interpreting financial and market information to make decisions

    Key Stakeholders O=Observer; D=Decider; I=Keep Informed

    ·       Business lines

    ·       Supply Chain

    ·       R&D – be able to take challenges to these groups in order to work on issues

    ·       Business lines for forecast and budgets

    ·       Balance product availability with demand

    ·       Team with biz dev to leverage relationships in their regions

    ·       Work with business ops, product marketing and finance on planning and creating deal winning strategies

    Important Personal/Professional Attributes

    ·       Comfortable working across the customer enterprise

    ·       Comfortable developing relationships at multiple levels

    ·       Ability to develop an account capable of delivering products and solutions across D, N, O

    ·       Must be highly collaborative, and driven to deliver business results

    Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!

    The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience.

    Itron is proud to be an Equal Opportunity, Affirmative Action Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com.

    Itron enables utilities and cities to safely, securely and reliably deliver critical infrastructure solutions. We provide smart networks, software, services, meters, and sensors to better manage electricity, gas, water and city services. We are dedicated to creating a more resourceful world.

  • 19 Days Ago

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Investment Representative
  • WESTERN STATE BANK
  • Devils Lake, ND FULL_TIME
  • The Investment Representative is responsible for providing Western customers with broad financial solutions and contributes to the organization’s ability to be a full financial provider by providing a...
  • 30 Days Ago

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Sr Engagement Manager - Public/Healthcare
  • SAS
  • Oslo, MN OTHER
  • Sr Engagement Manager - Public/Healthcare - Hybrid Nice to meet you! We’re the leader in analytics. Through our software and services, we inspire customers around the world to transform data into inte...
  • 1 Month Ago

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Financial Advisor Growth Portfolio – Group Performance Management
  • Statkraft
  • Oslo, MN FULL_TIME
  • Beskrivelse av bedriftenStatkraft has been making clean energy possible for over a century. That is what we offer. 125 years of unrivaled expertise in supplying the world with what it needs most. We e...
  • 1 Month Ago

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Food Services Sr. Living
  • LifeCare Medical Center
  • Roseau, MN FULL_TIME
  • Highlights of your role: The Food Service employee prepares and serves palatable, nourishing, well-balanced diets to meet the daily nutritional and special dietary needs of patients and residents. Tas...
  • 18 Days Ago

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Sr. Industry Solutions Mgr - Manufacturing
  • ServiceNow
  • Munich, ND FULL_TIME
  • Company DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can ...
  • 20 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Grand Forks, ND area

Grand Forks is 74 miles (119 km) north of the Fargo-Moorhead area and 145 miles (233 km) south of Winnipeg, Manitoba. Grand Forks is on the western bank of the Red River of the North in an area known as the Red River Valley. The term "forks" refers to the forking of the Red River with the Red Lake River near downtown Grand Forks. According to the United States Census Bureau, the city has a total area of 20.09 square miles (52.03 km2), of which, 19.91 square miles (51.57 km2) is land and 0.18 square miles (0.47 km2) is water. Since it is in one of the flattest parts of the world, the city has f...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$135,792 to $225,507
Grand Forks, North Dakota area prices
were up 0.8% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020