Portfolio Manager jobs in Lubbock, 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
  • Lubbock, 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 organization.

  • 21 Days Ago

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Program Coordinator
  • PORTFOLIO RESIDENT SERVICES INC
  • Big Spring, 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? 5 hours a week?As a Program Coordinator, y...
  • 11 Days Ago

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Program Coordinator- Working with Seniors
  • PORTFOLIO RESIDENT SERVICES INC
  • Lubbock, 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? 8 hours a week?As a Program Coordinator, y...
  • 4 Days Ago

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Program Coordinator
  • PORTFOLIO RESIDENT SERVICES INC
  • Lubbock, 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? 6.5 hours a week?As a Program Coordinator,...
  • 20 Days Ago

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Property Maintenance
  • Eagle Manager LLC
  • Odessa, TX FULL_TIME
  • POSITION SUMMARY:The Property Maintenance Person is responsible for the overall maintenance of the property and equipment as assigned by members of Management. The Property Maintenance Person function...
  • 12 Days Ago

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Guest Services Representative
  • Eagle Manager LLC
  • Odessa, TX FULL_TIME
  • POSITION SUMMARY:The Guest Services Representative is responsible for creating a hospitable guest experience and for performing tasks associated with the front desk. The Guest Services Representative ...
  • 15 Days Ago

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0 Portfolio Manager jobs found in Lubbock, TX area

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/20/2024 12:00:00 AM

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Veterinarian
  • Cooper Veterinary Clinic
  • Lubbock, TX
  • Sign on bonus starting at $50k! At Cooper Veterinary Clinic, we are a growing practice, and we are thrilled to be on the...
  • 4/20/2024 12:00:00 AM

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Clinical Informatics Specialist - MINISTRY OPS
  • Providence Health & Services
  • Lubbock, TX
  • This is a hybrid position that requires on-site presence at a ministry located in Lubbock, TX or Hobbs, NM and may requi...
  • 4/20/2024 12:00:00 AM

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Cemetery Services Specialist
  • Service Corporation International
  • Lubbock, TX
  • Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work...
  • 4/20/2024 12:00:00 AM

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Telemetry Technician
  • Covenant Health
  • Lubbock, TX
  • **Description** Responsible for the observation of cardiac / hemodynamic monitors and patient activity on a video monito...
  • 4/19/2024 12:00:00 AM

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General Manager - Choice Hotels International Property
  • TAJ HOSPITALITY MANAGEMENT LLC
  • Lubbock, TX
  • Job Details Level Management Job Location TAJ Hospitality Management - Lubbock, TX Position Type Full Time Education Lev...
  • 4/18/2024 12:00:00 AM

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General Manager - IHG Properties
  • TAJ HOSPITALITY MANAGEMENT LLC
  • Lubbock, TX
  • Job Details Level Management Job Location TAJ Hospitality Management - Lubbock, TX Position Type Full Time Education Lev...
  • 4/17/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/16/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$102,622 to $142,244
Lubbock, Texas area prices
were up 1.2% from a year ago