
Director, Portfolio Management
Cox Enterprises
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • United States
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Salary
💰 $134,900 - $224,900 per year
Job Level
About the role
- Recruit, develop, and lead a team of 10 – 15 Portfolio Managers who oversee and manage an assigned portfolio of clients within NextGear Capital’s core dealer segment
- Achieve all goals and performance targets set by the company by leading and performance managing their team of Portfolio Managers
- Cultivate and champion a culture of accountability and collaboration with various internal and external clients and partners to drive revenue and profitability through controlled growth and risk mitigation
- Coach and performance manage their team of Portfolio Managers in account management and risk mitigation consistent with company values, policies and procedures and operational guidelines
- Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company
- Participate and support other projects and initiatives as required
Requirements
- BA/BS or equivalent experience required along with 10+ years of experience in finance, business development, territory management, and account management
- Some combination of MS degree and 8 years of experience, PHD and 5 years of experience, or 14 years of experience in lieu of a degree
- 5+ years in a leadership role
- Strong financial acumen with working knowledge of key financial tools and terminology
- Knowledge of the automotive industry
- Knowledge of the finance industry
- Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce
- Spanish speaking fluency
Benefits
- Health insurance (medical, dental, vision)
- Retirement planning (401(k))
- Paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)
- Flexibility to take as much vacation with pay as they deem consistent with their duties
- Seven paid holidays throughout the calendar year
- Up to 160 hours of paid wellness annually for their own wellness or that of family members
- Additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial acumenaccount managementrisk mitigationbusiness developmentterritory managementportfolio managementfinancial toolscompliancefraud detection
Soft Skills
leadershipcoachingcollaborationaccountabilityperformance management
Certifications
BA/BSMS degreePhD