Investment Portfolio Manager, Sr. jobs in Oklahoma City, OK

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. 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. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Sales Manager (B2B - Funeral) - Oklahoma/Southern Kansas
  • Directors Investment Group
  • Oklahoma, OK FULL_TIME
  • ABOUT YOU

    Are you constantly looking for ways to create value for your customers? Do you dream of developing meaningful partnerships with organizations in your community? Are you a knowledgeable, trusted business advisor? If so, Funeral Directors Life would like to visit with you!

     

    ABOUT THE ROLE

    Funeral Directors Life seeks a Market Center Manager (MCM) to cover OKLAHOMA and Southern KANSAS. Our MCMs are responsible for building and maintaining partnerships with funeral homes of every size within their markets. In this role, you will create value for your customers by learning their needs, making suggestions, and implementing programs to drive revenue and make a difference for their organization. How do we accomplish this? By genuinely listening, earning trust, and making decisions that will impact our customers. This is no ordinary sales management position – this is an opportunity for a seasoned, motivated, and successful B2B manager to take the next step in his or her career and grow a territory ripe with opportunity and talent!

    A successful MCM should be self-motivated with solid funeral sales/management experience (at least five years), good computer skills, strong leadership capabilities, good oral and written communication skills, and the capability to build strong relationships that truly last. This business development opportunity provides tremendous personal satisfaction with excellent income potential.

     

    Job Responsibilities:

    • Work with funeral home accounts who want to grow their business
    • Tell the Funeral Directors Life story through our proven sales process
    • Coach and develop others while making sound decisions
    • Inspire your customers to achieve their vision for the future
    • Coordinate sales and marketing plans and activities within your market
    • Work closely with other Funeral Directors Life managers and the Executive Management team to achieve our goals and objectives
    • Continually develop and improve the business-to-consumer sales efforts

     

    WHAT YOU'LL NEED

    • OKLAHOMA Life Insurance license HIGHLY PREFERRED
    • FUNERAL INDUSTRY experience REQUIRED
    • Proven track record of sales success – at least five years
    • Outstanding written and verbal communication skills
    • Strong interpersonal skills
    • Ability to handle multiple projects
    • High moral and ethical standards
    • Four year college degree preferred

     

    To learn more about a career with Funeral Directors Life – a career with purpose – please apply today for immediate consideration.

     

    About Funeral Directors Life

    Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.

    Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.

    DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.

    Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."

    So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

     

    An Equal Opportunity Employer.

  • 22 Days Ago

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Sales Manager (B2B - Funeral) - Oklahoma/Southern Kansas
  • Directors Investment Group
  • Oklahoma, OK FULL_TIME
  • ABOUT YOU Are you constantly looking for ways to create value for your customers? Do you dream of developing meaningful partnerships with organizations in your community? Are you a knowledgeable, trus...
  • 23 Days Ago

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Commercial Portfolio Manager
  • Equity Bank
  • Ponca, OK FULL_TIME
  • Position: Commercial Portfolio Manager Department: Loan Operations Location: Ponca City, OK (Downtown) Stats: Full-Time/Salary Jump start your career at Equity Bank! We are currently hiring energetic,...
  • 23 Days Ago

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Portfolio Manager Commercial Banking - OKC-Memorial
  • PROSPERITY BANK
  • Oklahoma, OK FULL_TIME
  • How to apply: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers and to find more job opportunities with our company.*A pre-employment credit check will ...
  • 2 Months Ago

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Sr. Ticketing Office Manager
  • Paycom Center - ASM Global
  • Oklahoma, OK FULL_TIME
  • We are looking for an experienced ticketing professional to join our Ticket Office team. The Senior Ticketing Manager will report directly to the Director of Ticketing. This position will directly man...
  • 11 Days Ago

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Sr. Manager of Manufacturing Engineering
  • THE CLIMATE CONTROL GROUP INC
  • Oklahoma, OK FULL_TIME
  • POSITION SUMMARY The Sr. Manager of Manufacturing Engineering has overall responsibility and accountability for, tooling, equipment automation, risk management, and manufacturing engineering disciplin...
  • 19 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Oklahoma City, OK area

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Operations Manager - Energy Efficiency and Demand Response Solutions
  • TRC Companies, Inc.
  • Oklahoma City, OK
  • About Us Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineeri...
  • 5/1/2024 12:00:00 AM

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Director of Investor Relations & Corporate Communications , Charlestown, MA
  • Careerbuilder
  • Oklahoma City, OK
  • Director of Investor Relations & Corporate Communications Reports to (title): Summary: Collaborates with the management ...
  • 5/1/2024 12:00:00 AM

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Electrical Engineer 3 - Power Generation - Chattanooga (TN) or Charlotte (NC) - Hybrid
  • Black & Veatch
  • Oklahoma City, OK
  • **Electrical Engineer 3 - Power Generation - Chattanooga (TN) or Charlotte (NC) - Hybrid** Date: Apr 21, 2024 Location: ...
  • 4/30/2024 12:00:00 AM

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Highway/Roadway Project Manager
  • Jacobs
  • Oklahoma City, OK
  • Your Impact: Our People & Places Solutions business - reinforces our drive to improve the lives of people everywhere and...
  • 4/29/2024 12:00:00 AM

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Lead Electrical Engineer - Substation Design and Power Electronics (STATCOM/FACTS/HVDC) - US Hybrid
  • Black & Veatch
  • Oklahoma City, OK
  • **Lead Electrical Engineer - Substation Design and Power Electronics (STATCOM/FACTS/HVDC) - US Hybrid** Date: Apr 8, 202...
  • 4/28/2024 12:00:00 AM

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Senior Electrical Engineer - Substation Design (US Hybrid)
  • Black & Veatch
  • Oklahoma City, OK
  • **Senior Electrical Engineer - Substation Design (US Hybrid)** Date: Apr 24, 2024 Location: US Company: Black & Veatch F...
  • 4/28/2024 12:00:00 AM

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Oracle Services - Cloud SCM Manufacturing - Manager - Tech Consulting - Open Location
  • EY
  • Oklahoma City, OK
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/27/2024 12:00:00 AM

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IT Specialist (Application Software)
  • Federal Aviation Administration
  • Oklahoma City, OK
  • Summary Incumbent serves as an IT Specialist in support of the Flight Operations Program's Airborne Flight Inspection Sy...
  • 4/27/2024 12:00:00 AM

Oklahoma City lies along one of the primary corridors into Texas and Mexico, and is a three-hour drive from the Dallas-Fort Worth metroplex. The city is in the Frontier Country region in the center of the state, making it an ideal location for state government. According to the United States Census Bureau, the city has a total area of 620.34 square miles (1,606.7 km2), of which 601.11 square miles (1,556.9 km2) is land and 19.23 square miles (49.8 km2) is water. Oklahoma City lies in the Sandstone Hills region of Oklahoma, known for hills of 250 to 400 feet (120 m) and two species of oak: blac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$166,969 to $266,762
Oklahoma City, Oklahoma area prices
were up 1.2% from a year ago

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