Portfolio Manager, NextGear Capital (Omaha, NE Territory)

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Overview

This job opportunity is for a Portfolio Manager at Cox Automotive, specifically for the Omaha, Nebraska territory. As part of the Customer Care Group, the role involves managing a portfolio of dealer clients and optimizing their use of line credit. The position allows for remote work options, but the candidate must reside in the Omaha area. The position entails around 75% travel, so applicants should be prepared for frequent client visits.

Company Background

Cox Automotive is a prominent name in the automotive ecosystem, renowned for fostering innovative technology and providing stellar experiences for drivers and dealers alike. It encompasses several well-known brands, such as Autotrader and Kelley Blue Book, offering employees a chance to be part of ground-breaking transformations in the automotive industry.

Job Summary

The Portfolio Manager will primarily manage a range of dealer clients with lines of credit between $50,000 and $2.5 million. Responsibilities include building strong client relationships, monitoring account performance, risk identification, and supporting account collections. Key responsibilities include:

  • Client Optimization: Zone in on maximizing clients' usage of their lines of credit and educate them on best practices.
  • Risk Management: Identify risks that could lead to account defaults and work with clients on pre-default strategies.
  • Data Handling: Analyze various financial reports and dashboards to inform strategies that promote client growth.

An important aspect of the role is to act as a floor plan subject matter expert, seeing that all interactions with dealer clients continuously support their financial goals and align with Cox Automotive's expectations.

Required Skills and Qualifications

To be considered for the Portfolio Manager position, candidates should possess a BA/BS degree along with a minimum of 4 years of relevant experience in finance, account management, or client-facing roles. Alternatively, a combination of an MS degree and at least 2 years of relevant experience or 8 years of experience in lieu of a degree may also qualify.

Key Skill Sets Include:

  • Strong knowledge of the automotive and finance industries.
  • Analytical abilities for examining financial documents like profit & loss statements, balance sheets, and bank statements.
  • Proven communication skills for delivering clear performance plans and engaging with various stakeholders.
  • Proficiency in managing risk indicators through data analysis.
  • Essential proficiency in tools such as Excel, PowerPoint, Salesforce, and other business software.
  • Strong negotiation and collection skills are required to ensure effective recovery on defaulted accounts.

Compensation and Benefits

The salary range for this position starts at $87,200 and can go up to $130,800, depending on the candidate’s qualifications and geographic location. Compensation may also include additional incentive programs tied to performance metrics.

Benefits include flexible vacation policies, health care options, 401(k) retirement plans, and various forms of paid time off, including bereavement leave, military leave, and parental leave. Employees may also qualify for paid wellness time, emphasizing the company’s commitment to employee wellness and family support.

Additional Considerations

The role requires effective time management skills due to the dual demands of independent work and the necessity for frequent travel. Candidates need to have a valid driver’s license and be prepared for physical inspections of client inventories.

Cox Automotive stresses the importance of integrity, and the hired Portfolio Manager will be expected to maintain compliance with company policies, addressing any significant risks identified in their clients’ operations.

Conclusion

In summary, this Portfolio Manager role with Cox Automotive offers an exciting opportunity for those equipped with strong financial acumen, interpersonal skills, and a passion for the automotive industry. The candidate will not only delve into account management but also play a critical role in shaping the financial health and success of dealer clients in the Omaha territory.



This job offer was originally published on himalayas.app

Cox Automotive

Omaha, NE

Operations

Full-time

September 4, 2025

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