Investment Portfolio Manager, Sr. jobs in Winston Salem, NC
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)
Recently Added Investment Portfolio Manager, Sr. jobs
Investment Consultant - Mission Viejo, CA
- Fidelity Brokerage Services LLC
-
Puerta Real, NC
FULL_TIME
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $56,000 - $82,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 1 Month Ago
Sr. Accountant
- Robert Half
-
Kernersville, NC
OTHER
- If you're an experienced Senior Accountant, Robert Half needs your detail oriented know-how and leadership for an exciting short-term contract / contract opportunity. As a Senior Accountant, you will ...
- 22 Days Ago
Sr. Custodian
- Forsyth County (NC)
-
Salem, NC
FULL_TIME
- Forsyth County General Services Department is seeking a candidate for the position of Sr. Custodian. An employee in this is position directly supervises staff whom perform janitorial services in a Cou...
- 1 Day Ago
Sr. Accountant
- True Find Staffing
-
Salem, NC
FULL_TIME
- Position Summary: The Staff Accountant is responsible for overseeing all accounting procedures, creating, and distributing financial documents and reports, coding and booking to the GL, helping facili...
- 29 Days Ago
Sr. Automation Designer
- Ashley Furniture - North America
-
Advance, NC
FULL_TIME
- Join Ashley Furniture " Worlds Largest Furniture Manufacturer" Dynamic Automation Design team at our Advance, NC Manufacturing Facility.Position Summary:The Senior Automation Designer will work indepe...
- 2 Days Ago
Sr. Automation Designer
- Path Engineering
-
Advance, NC
FULL_TIME
- RoleAs a Senior Automation Designer (also known as Automation Engineer, Mechanical Design Engineer), you will independently or collaboratively design, build, and operate machines. You'll be responsibl...
- 2 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Winston Salem, NC area
Chief Engineer
- JLL
-
Winston-Salem, NC
- JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a...
- 4/24/2024 12:00:00 AM
Personal Banker - Hanes Mall Blvd
- Truliant Federal Credit Union
-
Winston-Salem, NC
- Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financi...
- 4/24/2024 12:00:00 AM
Financial Advisor - Greensboro, Winston Salem, High Point
- Truliant Federal Credit Union
-
Greensboro, NC
- Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financi...
- 4/24/2024 12:00:00 AM
Financial Advisor - Greensboro, Winston Salem, High Point
- Truliant Federal Credit Union
-
Greensboro, NC
- Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financi...
- 4/24/2024 12:00:00 AM
Senior Electrical Engineer - Substation Design (US Hybrid)
- Black & Veatch
-
Winston Salem, NC
- **Senior Electrical Engineer - Substation Design (US Hybrid)**Date: Mar 26, 2024Location:USCompany: Black & Veatch Famil...
- 4/23/2024 12:00:00 AM
Private Equity Analyst, Accounting & Operations
- Five Points Capital
-
Winston-Salem, NC
- I'm proud to share this rare opportunity for recent (or upcoming) college graduates to join a multi-strategy private inv...
- 4/22/2024 12:00:00 AM
Substation Design - Electrical Engineer 4 - Dallas, TX (Hybrid)
- Black & Veatch
-
Winston Salem, NC
- **Substation Design - Electrical Engineer 4 - Dallas, TX (Hybrid)**Date: Mar 21, 2024Location:Dallas, TX, US US TX, US F...
- 4/22/2024 12:00:00 AM
Hotel General Manager
- Heron Hospitality Llc
-
Winston-Salem, NC
- Job Description Job Description Heron Hospitality is looking for an experienced hotel leader to join the Winston-Salem, ...
- 4/22/2024 12:00:00 AM
About Winston Salem, North Carolina
Winston-Salem is a city in and the county seat of Forsyth County, North Carolina, United States. With a 2019 estimated population of 251,907 it is the second largest municipality in the Piedmont Triad region, the fifth most populous city in North Carolina, and the eighty-ninth most populous city in the United States. With a metropolitan population of 676,673 it is the fourth largest metropolitan area in North Carolina and is expected to keep that fourth spot for many more years. Winston-Salem is home to the tallest office building in the region, 100 North Main Street, formerly the Wachovia Bui...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$135,648 to $225,267
Winston Salem, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Investment Portfolio Manager, Sr. do?
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