Portfolio Manager jobs in Texas

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
  • Houston, 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 Manger?

    • 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 Manger?

    • 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

    What do we offer?

    • 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
    • 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.

  • 19 Days Ago

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Dealer Account Manager
  • Westlake Portfolio Services, LLC
  • Odessa, 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...
  • 22 Days Ago

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Regional Sales Manager
  • Consumer Portfolio Services, Inc.
  • Austin, TX FULL_TIME
  • About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year aft...
  • 25 Days Ago

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Dealer Account Manager
  • Westlake Portfolio Services, LLC
  • Killeen, 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...
  • 2 Months Ago

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Regional Sales Manager
  • Westlake Portfolio Services, LLC
  • Dallas, TX FULL_TIME
  • 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. Th...
  • 2 Months Ago

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Compliance Specialist (State/Regulatory Compliance)
  • Portfolio
  • Farmers, TX FULL_TIME
  • DescriptionAt this time, a Compliance Specialist is needed to assist the Legal and Compliance Team by filing forms, communicating relevant and recent compliance obligations to internal departments, an...
  • 8 Days Ago

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Portfolio Manager
  • Quest Financial
  • Atlanta, GA
  • Our client located in Midtown is looking for a Portfolio Manager to join their team! Pay: $100k - $120k In Office/Hybrid...
  • 6/11/2024 12:00:00 AM

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PORTFOLIO MANAGER
  • City of New York
  • New York, NY
  • Job Description The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health...
  • 6/11/2024 12:00:00 AM

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Portfolio Manager
  • The Energy Authority
  • Bellevue, WA
  • About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
  • 6/10/2024 12:00:00 AM

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Portfolio Manager
  • Harrington Starr
  • New York, NY
  • My client, a world renowned hedge fund, is looking for Portfolio Managers to join their team in one of their many U.S. o...
  • 6/10/2024 12:00:00 AM

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Portfolio Manager
  • SOL Capital Management
  • Rockville, MD
  • SOL Capital Management’s Investment Committee is adding a Portfolio Manager to our team. The primary function of the Por...
  • 6/10/2024 12:00:00 AM

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Portfolio Manager
  • EPITEC
  • Detroit, MI
  • Position: Portfolio Manager Location: Onsite - Detroit, MI Job Type: 1-year contract with the potential to be extended D...
  • 6/10/2024 12:00:00 AM

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Portfolio Manager
  • Huntington Hospital
  • Pasadena, CA
  • When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
  • 6/9/2024 12:00:00 AM

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IT Portfolio Manager
  • Houston Methodist
  • Houston, TX
  • At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
  • 5/7/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,086 to $156,750