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Portfolio Implementation Associate Jobs in North Carolina

Associate Director, PMO

Raleigh, NC ยท On-site

$176 - $242/hr

Lead and oversee a portfolio of complex product programs, ensuring successful execution, budget ... Build and implement process improvements that enhance operational efficiency and business ...

Associate Director, PMO

Raleigh, NC ยท On-site

$176K - $242K/yr

Lead and oversee a portfolio of complex product programs, ensuring successful execution, budget ... Build and implement process improvements that enhance operational efficiency and business ...

Establish and implement leasing goals, while managing an effective lease expiration program ... Perform annual performance reviews on all supervised associates. * Oversight of all daily ...

Portfolio Manager

Charlotte, NC ยท On-site

$70 - $95/hr

Establish and implement leasing goals, while managing an effective lease expiration program ... Perform annual performance reviews on all supervised associates. * Oversight of all daily ...

NC ยท On-site

Azure Developer Associate, or similar are a plus. Compensation and Benefits: Salary commensurate ... Vendor Portfolio Management, Grant Portfolio Management and Contract Portfolio Management.

NC ยท On-site

Azure Developer Associate, or similar are a plus. Compensation and Benefits: Salary commensurate ... Vendor Portfolio Management, Grant Portfolio Management and Contract Portfolio Management.

Productivity - Lead managers in implementing and maintaining corporate management agenda for labor ... line associate through leadership. * Proven success in a repeatable business model, including ...

Productivity - Lead managers in implementing and maintaining corporate management agenda for labor ... line associate through leadership. * Proven success in a repeatable business model, including ...

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Portfolio Implementation Associate information

See North Carolina salary details

$13

$27

$46

How much do portfolio implementation associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for portfolio implementation associate in North Carolina is $27.55, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $32.36 per hour, depending on experience, location, and employer.

What does a portfolio implementation associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What are the key skills and qualifications needed to thrive as a portfolio implementation associate?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.

How does a portfolio implementation associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

What are popular job titles related to Portfolio Implementation Associate jobs in North Carolina?

For Portfolio Implementation Associate jobs in North Carolina, the most frequently searched job titles are:

What job categories do people searching Portfolio Implementation Associate jobs in North Carolina look for?

The top searched job categories for Portfolio Implementation Associate jobs in North Carolina are:

What cities in North Carolina are hiring for Portfolio Implementation Associate jobs?

Cities in North Carolina with the most Portfolio Implementation Associate job openings:

National Accounts Implementation, Associate Director

Merz North America

Raleigh, NC โ€ข On-site

Full-time

Posted 7 days ago


Job description

About Us
Founded in 1908, Merz is a successful, family-owned specialty healthcare company with a rich history. As a leading global aesthetics business, our award-winning portfolio of injectables, devices, and skincare products empowers healthcare professionals to enhance confidence through aesthetic medicine. Our purpose is to fuel confidence by helping people look better, feel better, and live better. We believe you do not have to choose between living life and making a living. Live your best life with Merz Aesthetics.
A Brief Overview
The Associate Director, National Accounts Implementation is a customer-facing commercial implementation role responsible for driving post-sale activation, utilization, and adoption across National Account customers at the clinic level. The Associate Director partners directly with customer stakeholders, practice leadership, providers, and field sales teams to ensure enterprise agreements are successfully implemented, operationalized, and translated into measurable utilization growth, portfolio adoption, and business resultsReporting to the Director, National Accounts Strategy & Enterprise Operations, this role serves as the primary execution leader responsible for translating enterprise strategies, operating models, activation plans, clinical initiatives, utilization programs, and growth frameworks into measurable outcomes at the customer level.The Associate Director ensures that enterprise agreements, strategic initiatives, and operational programs are successfully deployed across multi-site organizations, private equity backed platforms, and strategic National Accounts. This leader acts as the bridge between strategy and execution, driving alignment across field sales, clinical education, marketing, operations, and customer stakeholders to ensure successful adoption, utilization, and long-term growth.
What You Will Do
  • National Account Implementation & Activation
    • Serve as a customer-facing leader during onboarding and activation, ensuring enterprise customers achieve rapid adoption and measurable value realization following contract execution.
    • Translate strategic account plans into executable customer-facing implementation roadmaps.
    • Develop activation plans that align stakeholders, timelines, resources, and success metrics.
    • Ensure successful onboarding of new enterprise customers, locations, acquisitions, and expansions.
    • Coordinate implementation activities across multiple internal and external stakeholders.
  • Strategy Execution & Operationalization
    • Convert enterprise strategies into operational workflows, playbooks, training plans, and field execution processes.
    • Ensure consistency between commercial commitments, implementation activities, and customer outcomes.
    • Monitor execution progress and proactively address barriers to success.
    • Drive accountability and follow-through across cross-functional teams.
  • Enterprise Program Management
    • Lead enterprise project planning, implementation governance, and execution tracking.
    • Manage implementation timelines, milestones, risks, dependencies, and stakeholder communications.
    • Establish project management disciplines for large-scale account activations and strategic initiatives.
    • Coordinate resources across Sales, Marketing, Medical Affairs, and Operations.
  • Clinical & Utilization Activation
    • Engage directly with clinic leadership and providers to drive utilization growth, clinical adoption, and execution of best practices across enterprise locations.
    • Identify utilization barriers and coordinate targeted action plans that increase treatment volume, provider engagement, and portfolio adoption.
    • Partner with Medical Affairs, and field teams to deploy training and utilization initiatives.
    • Coordinate provider onboarding, training schedules, certification programs, and adoption activities.
    • Support activation of utilization strategies designed to improve productivity, retention, and portfolio adoption.
  • Cross-Functional Leadership
    • Serve as the primary coordinator between National Accounts, Field Sales, Marketing, Medical Affairs, and Operations.
    • Ensure all internal teams are aligned around customer objectives and activation priorities.
    • Communicate implementation progress, risks, and opportunities to leadership.
  • Performance Monitoring & Continuous Improvement
    • Track implementation effectiveness and customer adoption metrics.
    • Monitor key performance indicators including: o Activation milestoneso Product adoptiono Utilization performanceo Expansion readiness
    • Identify opportunities to improve implementation processes and customer outcomes.
    • Develop best practices and standardized implementation playbooks.
  • Customer Engagement & Business Reviews
    • Support National Account Directors in implementation planning and customer engagement.
    • Participate in executive business reviews, implementation updates, and strategic planning sessions.
    • Ensure customer expectations are met throughout implementation and activation.
    • Gather customer feedback to inform future strategy and process enhancements.
  • Customer Utilization Growth & Re-Order
    • Serve as the primary customer-facing implementation partner responsible for driving post-sale adoption, utilization, and portfolio growth within National Account organizations to ensure Re-order at a Monthly/ Quarterly cadence.
    • Develop and execute clinic-level activation plans that accelerate provider adoption, patient conversion, treatment frequency, and portfolio penetration.
    • Drive customer engagement initiatives that support retention, expansion, and long-term growth across enterprise networks.

Minimum Requirements
  • Bachelor of Business Administration (B.B.A.)
  • 6-7 years Advanced degree, strong project management, organizational, and execution skills, experience leading complex cross-functional initiatives and enterprise customer implementations.

Preferred Qualifications
  • Advanced degree, strong project management, organizational, and execution skills, experience leading complex cross-functional initiatives and enterprise customer implementations.

Technical & Functional Skills
  • Excellent verbal (one-on-one and presentation) and written communication as well as interpersonal skills
  • Excellent leadership skills
  • Strong analytical and project management skills
  • Proficient with standard Microsoft Office software & comfort with a variety of digital communication tools and AV equipment
  • Strong account activation and adoption skills, converting commercial agreements into clinic-level actions
  • Strong operational execution skills, translating strategy into workflows, playbooks, trainings, repeatable processes
  • Strong process improvement mindset based on performance data and customer feedback
  • Customer engagement skills - communicating credibly with practice leadership, providers, and enterprise stakeholders
  • Commercial acumen, deep understanding how implementation activities affect revenue, retention, portfolio penetration, and account growth
  • Expectation and issue management, managing competing priorities, resolving implementation concerns, and maintaining customer confidence
  • Change management skills, supporting adoption of new products, processes, behaviors, and operating models

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.