Portfolio Manager jobs in Fort Worth, TX

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Dealer Account Manager
  • Westlake Portfolio Services, LLC
  • Fort Worth, TX FULL_TIME
  • WESTLAKE FINANCIAL

    Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model. This leads to cementing us as a leader in the automotive lending industry.

    Westlake continues to grow its market share within the Auto Industry with assets in excess of 18B. We have business relationships in all 50 states, including Puerto Rico. We are looking to acquire talented individuals as we expand our market share. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America.

    Our Dealer Account Managers are individuals with the vision and dedication to provide world-class customer service to our dealer partners through training and prospecting for business opportunities. This is a challenging, dynamic field position with high earnings potential and opportunities for career advancement.

    The Dealer Account Manager position offers a highly incentivized performance-based compensation package. A motivated and driven individual can earn up to and beyond a six-figure income.

    We invite you to learn more about the position, please visit https://www.westlakefinancial.com/employee-recruitment/


    Job Description

    WESTLAKE WARRIOR | Dealer Account Manager

    Remote - on the road

    Our Dealer Account Managers are individuals with the vision and dedication needed to assist our current and future dealer partner sell more cars and trucks by financing more customers.

    Our Dealer Account Manager is a challenging and dynamic position with opportunity for advancement. As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts. You will manage and consult in all sales activities and account development for those dealers within the area assigned. You will also manage quality and consistency of product and service delivery.

    Being in a fast-paced environment, this role requires a consultative sales and management approach. Each Dealer Account Manager will manage their own dealer base to understand the Westlake Program so they can grow and succeed

    This is a full-time position including full-time benefits. We are looking for highly motivated, highly dedicated candidates who are comfortable working in a field environment and traveling in a local market.


    What is it like being part of the Westlake Team?

    • New Hire training is provided to ensure your success in your new role. This training will prepare and provide you with proper knowledge and skills to perform the role successfully.
    • You will be part of a positive environment and supportive team where you will be encouraged to raise questions, promote ideas to yield good results.
    • We are a well-established and constantly growing auto finance company; we believe in PEOPLE with the PURPOSE and PASSION.

    What will you do as our Dealer Account Manager?

    • Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships
    • Identify sales prospects and contact these and other accounts assigned to you
    • Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers
    • Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities
    • Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements
    • Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners
    • Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial
    • Develop, maintain and understand sales materials and keep up to date on current financial product knowledge
    • Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers

    Qualifications

    Qualities we look for in our Dealer Account Manager?

    • Demonstrated experience in Automotive, Finance and Sales (required)
    • 1-2 year’s previous experience in a Sales role with a proven track record of success
    • College degree (preferred or equivalent work experience)
    • Presentation skills (from initial creation to delivery)
    • Strong Interpersonal and communication skills
    • Knowledge of advertising and sales promotion techniques
    • Strong computer skills and adaptability to new technology
    • Goal oriented with a desire for improvement and advancement
    • Able to communicate and work amicably with diverse teams
    • Knowledge/Experience with the use of DealerTrack, Routeone, or CUDL (beneficial)
    • Previous Outside Sales Experience, (preferred)
    • Significant local travel to current and potential clients. This requires the possession of a valid state driver's license

    Benefits

    The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable.


    What do we offer?

    Full Time Benefits:

    • Medical, Dental, and Vision benefits
    • Life Insurance and Long-term disability plans
    • Flexible Spending Account
    • 401K matching
    • Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
    • Wellness Programs
    • Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
    • Career Path Opportunities
    • Discounts on Parks, Museums, Movie Tickets, and Attractions
    • Employee Loan Assistance
    • Annual Flu Shot
    • Paid Vacations Days
    • Paid Sick days
    • Paid holidays
    • HGym (available in our Los Angeles, CA & Dallas,TX office)
    • Rental Car Discounts, Dell Member Purchase Program
    • UKG Wallet

    ACKNOWLEDGMENTS

    We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

    We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the

  • 28 Days Ago

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Portfolio Manager, Summit Equity Alpha Fund
  • Crestline Investors, Inc.
  • Fort Worth, TX FULL_TIME
  • Crestline is seeking to hire exceptional sector-specialist portfolio managers to join our growing multi-PM hedge fund strategy. Crestline’s platform is differentiated by our open-architecture model wh...
  • 1 Month Ago

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Temporary Program Coordinator- Working with Seniors
  • PORTFOLIO RESIDENT SERVICES INC
  • Park, TX TEMPORARY
  • **THIS IS A TEMP POSITION FOR UP TO 8 WEEKS**Are you looking for a part-time job that you can sink your ‘heart’ into?Would you like to work a flexible schedule?Would you like to earn up to $18 per hou...
  • 10 Days Ago

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Program Coordinator
  • PORTFOLIO RESIDENT SERVICES INC
  • Fort Worth, TX FULL_TIME
  • Are you looking for a part-time job that you can sink your ‘heart’ into?Would you like to work a flexible schedule?Would you like to earn up to $18 per hour? 16 hours a week?As a Program Coordinator, ...
  • 1 Month Ago

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Program Coordinator
  • Portfolio Resident Services
  • Euless, TX PART_TIME
  • Are you looking for a part-time job that you can sink your ‘heart’ into? Would you like to work a flexible schedule? Would you like to earn up to $18 per hour? 18 hours a week? As a Program Coordinato...
  • 21 Days Ago

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Program Coordinator
  • PORTFOLIO RESIDENT SERVICES INC
  • Euless, TX FULL_TIME
  • Are you looking for a part-time job that you can sink your ‘heart’ into?Would you like to work a flexible schedule?Would you like to earn up to $18 per hour? 18 hours a week?As a Program Coordinator, ...
  • 23 Days Ago

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0 Portfolio Manager jobs found in Fort Worth, TX area

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VP Asset Management
  • Wintrust Financial
  • Frisco, TX
  • Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to comm...
  • 4/13/2024 12:00:00 AM

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Everest Application Developer - Dallas
  • McLaren Strategic Solutions (MSS)
  • Dallas, TX
  • About McLaren Strategic Solutions (MSS): McLaren Strategic Solutions (MSS) is a technology-led business solutions compan...
  • 4/13/2024 12:00:00 AM

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Associate – Multifamily Asset Management
  • Hudson Advisors L.P.
  • Dallas, TX
  • Company Information: Hudson Advisors (“Hudson”) is a deeply experienced manager of commercial real estate, corporate, an...
  • 4/13/2024 12:00:00 AM

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Underwriter- CBG
  • Bank of Hope
  • Dallas, TX
  • We are looking for a senior underwriter to underwrite new loans. The Underwriter will analyze business and personal fina...
  • 4/12/2024 12:00:00 AM

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Delivery Portfolio Manager
  • Trisept Solutions, Inc.
  • Addison, TX
  • ** Delivery Portfolio Manager** **Job Category****:** Technology **Requisition Number****:** DELIV02202 Showing 1 locati...
  • 4/12/2024 12:00:00 AM

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Portfolio Manager
  • Analytic Recruiting Inc.
  • Dallas, TX
  • A mid-sized financial Institution in Dallas is seeking a Portfolio & Hedging Manager to be responsible for assisting in ...
  • 4/11/2024 12:00:00 AM

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Underwriter- CBG
  • Bank Of Hope
  • Dallas, TX
  • We are looking for a senior underwriter to underwrite new loans. The Underwriter will analyze business and personal fina...
  • 4/11/2024 12:00:00 AM

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Associate - Multifamily Asset Management
  • Hudson Advisors L.p.
  • Dallas, TX
  • Company Information: Hudson Advisors (Hudson) is a deeply experienced manager of commercial real estate, corporate, and ...
  • 4/11/2024 12:00:00 AM

Fort Worth is located in North Texas, and has a generally humid subtropical climate. It is part of the Cross Timbers region; this region is a boundary between the more heavily forested eastern parts and the rolling hills and prairies of the central part. Specifically, the city is part of the Grand Prairie ecoregion within the Cross Timbers. According to the United States Census Bureau, the city has a total area of 349.2 square miles (904 km2), of which 342.2 square miles (886 km2) is land and 7.0 square miles (18 km2) is covered by water. It is a principal city in the Dallas–Fort Worth metropl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$111,930 to $155,146
Fort Worth, Texas area prices
were up 2.2% from a year ago