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Portfolio Manager Jobs in Santa Rosa, CA (NOW HIRING)

Hampton Inn & Suites Napa

Sales Manager

Napa, CA · On-site

Manage a portfolio of accounts, ensuring repeat business through excellent service and relationship management. * Track and analyze account performance, preparing regular reports and forecasts.

IDEX

Senior Product Manager

Rohnert Park, CA

$140K - $185K/yr

SUMMARY The subassembly and systems portfolio are customized products produced in partnership with key instrument manufacturers in Life Science markets. As a Senior Product Manager, you will be ...

IDEX Corporation

Senior Product Manager

Rohnert Park, CA · On-site

$140K - $185K/yr

SUMMARY The subassembly and systems portfolio are customized products produced in partnership with key instrument manufacturers in Life Science markets. As a Senior Product Manager, you will be ...

ABB

Global Product Manager - Transformers

CA · Remote

Business Manager - Operations and Portfolio __ Your role and responsibilities: As the Global Product Manager for Low Voltage Dry Type Transformers, you will have the opportunity to manage the ...

Bay Area Community Resources

Accounting Manager

Novato, CA · On-site

$120K - $135K/yr

Experience managing complex grant portfolios and multi-funded projects. * Experience supporting Single Audit processes. Key Responsibilities Grant & Project Financial Management * Oversee financial ...

2K

Manager, Global Social Marketing

Novato, CA · On-site

$100K - $135K/yr

Manager, Global Social Marketing Novato, California, United States At 2K, we create some of the ... Our portfolio is brought to life by some of the most influential game development studios in the ...

2K

Manager, Global Social Marketing

Novato, CA · On-site

$100K - $135K/yr

Our portfolio is brought to life by some of the most influential game development studios in the ... Reporting to the Sr. Manager, Global Social Marketing, support the development of the social ...

Eurostampa North America

ACCOUNT MANAGER

Napa, CA

$22 - $25/hr

You will manage a portfolio of accounts, working closely with internal teams to deliver tailored solutions that meet client needs and objectives. The Account Manager is expected to identify ...

2K

Manager, Global Social Marketing

Novato, CA · On-site

Our portfolio is brought to life by some of the most influential game development studios in the ... Reporting to the Sr. Manager, Global Social Marketing, support the development of the social ...

Eurostampa North America

ACCOUNT MANAGER

Napa, CA · On-site

$22 - $25/hr

You will manage a portfolio of accounts, working closely with internal teams to deliver tailored solutions that meet client needs and objectives. The Account Manager is expected to identify ...

Eurostampa

ACCOUNT MANAGER

Napa, CA · On-site

$22 - $25/hr

You will manage a portfolio of accounts, working closely with internal teams to deliver tailored solutions that meet client needs and objectives. The Account Manager is expected to identify ...

Eurostampa

ACCOUNT MANAGER

Napa, CA · On-site

$22 - $25/hr

You will manage a portfolio of accounts, working closely with internal teams to deliver tailored solutions that meet client needs and objectives. The Account Manager is expected to identify ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Santa Rosa, CA

Portfolio Manager information

See Santa Rosa, CA salary details

$40.5K

$109.8K

$205K

How much do portfolio manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio manager in Santa Rosa, CA is $109,834.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $142,100.00 per year, depending on experience, location, and employer.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.
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Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $109,834 per year, or $52.8 per hour.

Sales Manager

Hampton Inn & Suites Napa

Napa, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

We are pleased to announce a wonderful opportunity for a Sales Manager.
Job Summary:
The Hotel Sales Manager is responsible for generating revenue through the development of new business, maintaining existing accounts, and maximizing profitability across various market segments including corporate, group, leisure, and events. This role requires a results-driven individual with strong communication skills, a deep understanding of the hospitality industry, and a passion for building lasting client relationships.
What will you be doing most days?
Sales Strategy & Execution
  • Develop and implement effective sales strategies to achieve or exceed revenue targets.
  • Identify and pursue new business opportunities through networking, cold calling, sales visits, and market research.
  • Maintain a strong understanding of market trends, competitor activity, and customer behavior to adjust strategies accordingly.

Client Relationship Management
  • Build and maintain strong relationships with key clients, travel agents, corporate accounts, event planners, and third-party vendors.
  • Conduct client presentations, site inspections, and hotel tours.
  • Handle client inquiries and negotiate contracts and rates in alignment with the hotel's pricing structure.

Account Management
  • Manage a portfolio of accounts, ensuring repeat business through excellent service and relationship management.
  • Track and analyze account performance, preparing regular reports and forecasts.
  • Maintain updated client records using CRM systems or property management systems (PMS).

Event & Group Sales
  • Collaborate with the events and operations teams to coordinate group bookings, meetings, conferences, and special events.
  • Ensure all contractual obligations are met and client expectations are exceeded.

Reporting & Budgeting
  • Contribute to the development of the sales budget and revenue forecasts.
  • Prepare regular sales reports and provide insights to senior management.
  • Monitor KPIs such as RevPAR, ADR, and occupancy in relation to sales initiatives.

Team Collaboration
  • Work closely with the Marketing team to align sales and promotional campaigns.
  • Support and mentor junior sales staff or coordinators as needed.
  • Participate in weekly sales meetings and strategic planning sessions.

What are the requirements for this position?
  • You have previous sales experience
  • You are action oriented and have strong negotiating skills
  • You have prior leadership skills directing the efforts of others to achieve budgeted expectations
  • You have strong business acumen and you're passionate about numbers and meeting sales goals
  • You have excellent oral, written, and interpersonal communication skills
  • You have a valid driver's license
  • You have a high school diploma or equivalent with a preferred college degree

Physical Requirements for this Position
You must be able to walk and stand for extended periods of time as the job dictates.
Travel Requirements
This position requires some occasional local travels.
This property is managed by OTO Development.
About OTO Development
OTO Development is an industry-leading hotel development and management company. Partnering with the strongest brands in hospitality, OTO owns and operates a portfolio of upscale select service, extended stay, and lifestyle hotels in key markets across the United States.
OTO has been honored as Developer of the Year by major brand partners multiple times while also earning accolades for outstanding guest service, operational excellence, community service, and sales, marketing, and revenue success.
Our company provides competitive pay and benefit programs, including medical insurance options, dental and vision insurance, 401k with company match, company provided life insurance, tuition assistance, paid time off, paid holiday time, travel discounts, and more.
Position: Sales Manager
Department: Sales
Exempt
Position Reports to: Director of Sales
Revised 5/8/26

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