Portfolio Manager jobs in Racine, WI

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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Contract Sales Consultant/Portfolio Manager - Waukegan, IL
  • Momentum Beverage Team
  • Waukegan, IL FULL_TIME
  • About Momentum Beverage Team

    Momentum Beverage Team was founded to promote and distribute artisan wine & spirits. Our experienced team is focused on building brands while maintaining strong partnerships with our suppliers and customers.

    To our customers, Momentum Beverage Team is committed to providing you with high-quality products followed up with exceptional service and knowledge.

    To our suppliers, we will continue to communicate openly and honestly, set and achieve goals, and most importantly, work together as a team.

    To our employees we strive to offer a work environment that is challenging and fulfilling. We are growing quickly and we want our people to be growing with us both personally and professionally.

    We pride ourselves on our hard work and team focus. If you think you would be a good fit please apply!

    Overview

    The Sales Representative is responsible for maximizing the sales of supplier wine and spirit brands to the trade through effective territory planning, selling, merchandising and communication that enables the achievement of company and supplier objectives.

    This Sales Representative opportunity is a Contractor Role paid 1099 and will call on accounts in the Waukegan Territory.

    Responsibilities

    • Develops pre-plans on how best to achieve sales and merchandising objectives by understanding company pricing and product programming information on a monthly basis and maintaining accurate historical account purchase information.
    • Calls on accounts and covers daily routes by developing an effective and efficient routing pattern.
    • Prepares and delivers professional sales presentations to customers with an aim to achieve shared customer, supplier and company goals to include new products, shelf, well and back bar placements.
    • Attains standards of performance goals by achieving the distribution, volume and activity goals of supplier brands as set by management.
    • Understands and works with management on inventory levels by being aware of current inventory and out of stock situations and by alerting management to possible fluctuations in demand.
    • Ensures maximum brand visibility within accounts by maintaining account standards as determined by management and using effective and current point of sale materials when appropriate.
    • Manages customer account receivables by timely processing of credits and returns and communicating with accounts on aged receivables.
    • Maintains professional relationships with all suppliers by participating in supplier work with sales calls, and blitzes.
    • Maintains appropriate inventory levels at accounts by taking inventory and restocking shelves (where legally permissible).
    • Obtains payments for the company by collecting and delivering checks or other remittance from accounts where legally permissible.
    • Educates customer’s staff on priority brands through educational staff training seminars.
    • Supports account openings by developing opening orders for new accounts in collaboration with District Sales Manager.
    • Services accounts by delivering products to customers (in extreme circumstances), handling customer issues and complaints and referring these issues, as appropriate to management.
    • Attends and actively participates in sales meetings.
    • Maintains customer confidence and protects operations by keeping information confidential.
    • Maintains a safe and clean working environment by complying with procedures, rules and regulations.

    Qualifications

    • An understanding of wine and/or spirits is required with related channel experience preferred.
    • Must be a detail and results-oriented, deadline-driven professional with excellent verbal/written communication skills.
    • Strong customer service and interpersonal skills with ability to use diplomacy and discretion.
    • Ability to multitask, work independently and/or within a team.
    • Proficiency in PC skills using MS Office and other various programs including presentation software.
    • Familiarity with assigned territory is a plus.
    • The position requires the use of a personal motor vehicle and a valid driver's license.
    • Understands the importance of teamwork and the benefits of contributing to a team mentality.
    • Wine and/or spirit knowledge is a plus

    Physical Demands of Job:

    • Carrying and lifting 45-65 pounds
    • Overhead and immediate reaching to perform various duties
    • Standing and walking for periods of time to perform various duties
    • Squatting or bending to perform various duties as assigned

    Equal Opportunity Employer

    Momentum Beverage Team is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics.

    Job Type: Full-time

    Pay: From $48,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Waukegan, IL: Relocate before starting work (Required)

    Work Location: On the road

  • 3 Days Ago

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Associate Brand Manager, Global Portfolio Strategy and Brand Equity - STEM
  • SC Johnson
  • Racine, WI FULL_TIME
  • SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of consume...
  • 1 Month Ago

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Manager
  • 7 Brew Coffee
  • Kenosha, WI FULL_TIME
  • Hiring immediatelyManager positionHealth insurance offeredThe Manager assumes full responsibility for their location’s growth, profitable operation and the preservation of 7 Brew’s culture, mission st...
  • 21 Days Ago

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Manager
  • Drizzle Cheesecakes
  • Gurnee, IL FULL_TIME
  • Company Description Drizzle Cheesecake ( Drizzle ) was founded by Stephen in the summer of 2018. Drizzle Cheesecakes is an exciting, experience-focused cheesecake shop that specializes in chocolate-di...
  • Just Posted

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Manager
  • KIDS EMPIRE
  • Mundelein, IL FULL_TIME
  • OBJECTIVE The Park Manager is responsible for ensuring the park adheres to quality and service standards, increases revenue, and helps the business accomplish its goals. They monitor store activity an...
  • 8 Days Ago

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Manager
  • Our Team
  • Gurnee, IL FULL_TIME
  • Role PurposeAssist in leading restaurant managers and team members in the execution of an excellent guest experience resulting in increasing guest counts, sales and MOP growth. Ensures decisions and a...
  • 14 Days Ago

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0 Portfolio Manager jobs found in Racine, WI area

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Community Association Manager
  • CTH Recruiting
  • Milwaukee, WI
  • Job Description Job Description Community Association Manager Opportunity in Milwaukee, WI! Seeking a skilled Community ...
  • 4/26/2024 12:00:00 AM

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Relationship Manager AVP/VP/SVP
  • Associated Banc-Corporation
  • Milwaukee, WI
  • Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uph...
  • 4/26/2024 12:00:00 AM

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Portfolio Condominium/HOA Association Manager
  • MK Asset Management
  • Lincolnshire, IL
  • Job Description Job Description Experienced Property Manager For Full Time Portfolio Management Position MK ASSET MANAGE...
  • 4/24/2024 12:00:00 AM

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Wealth Management Services Director
  • Waukesha State Bank
  • Waukesha, WI
  • We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
  • 4/24/2024 12:00:00 AM

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Portfolio Advisor
  • Gould Financial Group
  • Deerfield, IL
  • Job Overview: As the Portfolio Advisor for Gould Financial Group, one of Northwestern Mutual’s top firms, you play a piv...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Liberty Financial Group
  • Elm Grove, WI
  • Job Description Job Description Are flexible hours attractive to you? Do you want to be trained for success? Does a team...
  • 4/23/2024 12:00:00 AM

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Portfolio Advisor
  • Gould Financial Group
  • Deerfield, IL
  • Job Overview: As the Portfolio Advisor for Gould Financial Group, one of Northwestern Mutuals top firms, you play a pivo...
  • 4/22/2024 12:00:00 AM

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Senior Manager - BSS Business Office
  • Abbott Laboratories
  • Waukegan, IL
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 3/18/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$111,930 to $155,146
Racine, Wisconsin area prices
were up 1.8% from a year ago