4,929 Portfolio Manager jobs in the United States

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

The Portfolio Manager will have the following responsibilities:

• Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
• Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
• Maintain knowledge of each

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC’s Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts. We stand committed to the success of our customers.
 

We’re Looking For:

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.

Where You’ll Work: 

The ideal candidate will reside within the Fredericksburg market and travel within their assigned territory.

You Are: 

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. 

• Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts. 

• Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come. 

• Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team. 

You Will:

• Use critical thinking to assess business and risk situations and make decisions with little oversight.

• Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

• Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.

• Manage, service, and balance risk on customer accounts

• Manage existing accounts and drive new growth opportunities. 

• Embrace our culture of supporting others' success as they grow in their role.

Must Have’s:

• A minimum of three to five years of experience in customer-facing, sales, or sales support roles.

• A valid driver's license with reliable and dedicated transportation.

• Ability and desire to frequently travel 50-75% within your market to support our current and prospective customer base.

• Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.

• Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.

• A strong understanding of portfolio management, risk, and new business development.

• Ability to work independently and autonomously when needed as well as part of a team.

• Ability to use and understand technology required for your position such as mobile applications and software. 

• High level of accountability towards local goals and business targets.  

Nice to Have’s:

• Previous auto industry or financial services experience

• Experience with Google Workspace, Salesforce, Tableau

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!
 

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC’s Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts. We stand committed to the success of our customers.
 

We’re Looking For:

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.

Where You’ll Work: 

The ideal candidate will reside within the Lansing, Michigan market and travel within their assigned territory.

You Are: 

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. 

• Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts. 

• Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come. 

• Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team. 

You Will:

• Use critical thinking to assess business and risk situations and make decisions with little oversight.

• Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

• Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.

• Manage, service, and balance risk on customer accounts

• Manage existing accounts and drive new growth opportunities. 

• Embrace our culture of supporting others' success as they grow in their role.

Must Have’s:

• A minimum of three to five years of experience in customer-facing, sales, or sales support roles.

• A valid driver's license with reliable and dedicated transportation.

• Ability and desire to frequently travel 50-75% within your market to support our current and prospective customer base.

• Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.

• Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.

• A strong understanding of portfolio management, risk, and new business development.

• Ability to work independently and autonomously when needed as well as part of a team.

• Ability to use and understand technology required for your position such as mobile applications and software. 

• High level of accountability towards local goals and business targets.  

Nice to Have’s:

• Previous auto industry or financial services experience

• Experience with Google Workspace, Salesforce, Tableau

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!
 

Who We Are:

At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit .

AFC’s Core Values: 

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.

Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.

Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.

Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts.  We stand committed to the success of our customers.

What We Offer: 

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match 

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer 

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement 

Where You'll Work:

The ideal candidate will reside within the Fargo, ND, and Bismarck, ND markets and travel 60-70% of their time within their assigned territory.

We’re Looking For:

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.

You Are: 

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. 

• Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts. 

• Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come. 

• Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team. 

You Will:

• Use critical thinking to assess business and risk situations and make decisions with little oversight.

• Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

• Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.

• Manage, service, and balance risk on customer accounts

• Manage existing accounts and drive new growth opportunities. 

• Embrace our culture of supporting others' success as they grow in their role.

Must Have’s:

• A minimum of three to five years of experience in customer-facing, sales, or sales support roles.

• A valid driver's license with reliable and dedicated transportation.

• Ability to travel 60-70% within your market to support our current and prospective customer base.

• Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity and the ability to adapt.

• Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.

• A strong understanding of portfolio management, risk, and new business development.

• Ability to work independently and autonomously when needed as well as part of a team.

• Ability to use and understand technology required for your position such as mobile applications and software. 

• High level of accountability towards local goals and business targets.

Nice to Have’s:

• Previous auto industry or financial services experience

• Experience with Google Workspace, Salesforce, Tableau

Sound like a match? Apply Now - We can't wait to hear from you!

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:

AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit

AFC’s Core Values:

Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts. We stand committed to the success of our customers.
 

We’re Looking For:

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.

Where You’ll Work: 

The ideal candidate will reside within the Oklahoma City market and travel within their assigned territory.

You Are: 

• Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. 

• Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts. 

• Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come. 

• Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team. 

You Will:

• Use critical thinking to assess business and risk situations and make decisions with little oversight.

• Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

• Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.

• Manage, service, and balance risk on customer accounts

• Manage existing accounts and drive new growth opportunities. 

• Embrace our culture of supporting others' success as they grow in their role.

Must Have’s:

• A minimum of three to five years of experience in customer-facing, sales, or sales support roles.

• A valid driver's license with reliable and dedicated transportation.

• Ability and desire to frequently travel 50-75% within your market to support our current and prospective customer base.

• Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.

• Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.

• A strong understanding of portfolio management, risk, and new business development.

• Ability to work independently and autonomously when needed as well as part of a team.

• Ability to use and understand technology required for your position such as mobile applications and software. 

• High level of accountability towards local goals and business targets.  

Nice to Have’s:

• Previous auto industry or financial services experience

• Experience with Google Workspace, Salesforce, Tableau

What We Offer:

• Competitive pay

• Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

• Immediately vested 401K (US) or RRSP (Canada) with company match

• Paid Vacation, Personal, and Sick Time

• Paid maternity and paternity leave (US)

• Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

• Robust Employee Assistance Program

• Employer paid Leap into Service Day to volunteer

• Tuition Reimbursement for eligible programs

• Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

• Company culture of internal promotions, diverse career paths, and meaningful advancement

Sound like a match? Apply Now - We can't wait to hear from you!
 

Job ID Number

Employment Type

Worksite Flexibility

Job Summary

Job Description

We are seeking a highly skilled and experienced Portfolio Manager with project/program experience to join our IT team. This position will be full-time, hybrid, and is a salaried position.

  The ideal candidate will have a strong background in IT project and program management, project quality assurance measures, organizational change management, team leadership, and a proven track record in setting up successful organizational processes and teams in a Project Management Office.

What You'll Do:

• Oversee project portfolio management, ensuring alignment with strategic goals and objectives . Monitor and report on project progress, risks, and issues to stakeholders regularly

• Directly project manage 1-2 technology projects, identifying best practices to share with other project teams for continuous improvement

• Develop standard project management deliverables

• I mplement project strategies and plans, including resource, risk, and procurement plans  

• Document and refine governance and project quality oversight processes to improve efficiency and effectiveness across projects

• Develop recommended Key Performance Indicators (KPIs) and a PMO Maturity roadmap

• Increase the maturity level of IT project delivery by providing hands-on mentoring for staff. Provide leadership and direction to the project teams, promoting a positive and productive work environment

• Cultivate and maintain strong client relationships within the technology division , serving as a trusted advisor and coach

• Lead organizational change management initiative for IT adoption of new project management processes.   

What You'll Need:

Required:

• Bachelor's degree in business, IT, or related field; or equivalent work experience  

• Experience in federal, state or local government (city/county/regional) agencies, either as an employee or contractor  

• Proven experience as a Program/Portfolio Manager or similar role  

• Strong knowledge of project management principles and practices, ideally including IT project quality assurance practices  

• Excellent leadership, communication, and interpersonal skills  

• Strong problem-solving skills and the ability to influence without direct authority.   

• Local to Los Angeles, CA area; you must be in the office a minimum of 2 days/week.   

Desired:

• C ertification in project management methodologies (such as PPM, PMP, MPM or PgPM )   

• Proficiency in project management software tools ( JIRA and/or Microsoft Project strongly preferred)  

• Experience and/or certifications in agile, ITIL, or six sigm a methodologies  

Physical Demands

• Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards

• Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

• Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

The pay range for this position is $165,000 - $185,000 annually (USD). Exact compensation may vary based on several factors, including location, experience, and education. Benefit package includes medical, dental, and vision insurance, as well as 401k retirement

Job ID Number

Employment Type

Worksite Flexibility

Job Summary

Job Description

We are seeking a highly skilled and experienced Portfolio Manager with project /program experience to join our IT team. This position will be full-time, hybrid, and is a salaried position.

The ideal candidate will have a strong background in IT project and program management, project quality assurance measures, organizational change management, team leadership, and a proven track record in setting up successful organizational processes and teams in a Project Management Office.

What You'll Do:

• Oversee project portfolio management, ensuring alignment with strategic goals and objectives . Monitor and report on project progress, risks, and issues to stakeholders regularly

• Directly project manage 1-2 technology projects, identifying best practices to share with other project teams for continuous improvement

• Develop standard project management deliverables

• I mplement project strategies and plans, including resource, risk, and procurement plans

• Document and refine governance and project quality oversight processes to improve efficiency and effectiveness across projects

• Develop recommended Key Performance Indicators (KPIs) and a PMO Maturity roadmap

• Increase the maturity level of IT project delivery by providing hands-on mentoring for staff. Provide leadership and direction to the project teams, promoting a positive and productive work environment

• Cultivate and maintain strong client relationships within the technology division , serving as a trusted advisor and coach

• Lead organizational change management initiative for IT adoption of new project management processes.

What You'll Need:

Required:

• Bachelor's degree in business, IT, or related field; or equivalent work experience

• Experience in federal, state or local government (city/county/regional) agencies, either as an employee or contractor

• Proven experience as a Program/Portfolio Manager or similar role

• Strong knowledge of project management principles and practices, ideally including IT project quality assurance practices

• Excellent leadership, communication, and interpersonal skills

• Strong problem-solving skills and the ability to influence without direct authority.

• Local to Los Angeles, CA area; you must be in the office a minimum of 2 days/week.

Desired:

• C ertification in project management methodologies (such as PPM, PMP, MPM or PgPM )

• Proficiency in project management software tools ( JIRA and/or Microsoft Project strongly preferred)

• Experience and/or certifications in agile, ITIL, or six sigm a methodologies

Physical Demands

• Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards

• Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

• Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

The pay range for this position is $165,000 - $185,000 annually (USD). Exact compensation may vary based on several factors, including location, experience, and education. Benefit package includes medical, dental, and vision insurance, as well as 401k retirement