Cox Automotive - NextGear Capital is seeking a Portfolio Manager for our Inland Empire, CA territory. We are looking for a proactive individual contributor who will manage and grow a portfolio of dealer lines of credit ranging from $50k to $2.5M. You will act as a trusted advisor to clients, optimizing their floor plan usage while protecting the company's assets.
What You'll Do
- Optimize each client’s use of their line of credit by acting as a floor plan subject matter expert.
- Achieve performance targets through regular, proactive engagement with your clients in person and virtually.
- Educate clients on desired performance behaviors, self-service options, and industry best practices.
- Collect and analyze client financial information and internal reports to assess dealer performance.
- Support the Risk and Recovery department with pre-default risk mitigation and post-default collection efforts.
- Serve as a fiduciary by identifying and reporting material non-compliance or fraud.
- Document all activities and client interactions in Salesforce.
- Manage Cox Automotive cross-business unit relationships and opportunities.
What We're Looking For
- Bachelor’s degree in a related discipline and 4 years of experience in finance, client-facing B2B, account management, and/or collections.
- Alternative combinations: master’s degree and 2 years experience; Ph.D. and up to 1 year experience; or 8 years experience in lieu of a degree.
- Valid driver’s license and ability to travel (fly and drive) frequently.
- Must live within the assigned Inland Empire, CA Territory.
Nice to Have
- Automotive and/or floor plan industry background.
- Demonstrated financial knowledge and acumen.
Technical Stack
- Excel, Word, PowerPoint, Outlook, Teams, Salesforce
Team & Environment
You will be an individual contributor managing your own portfolio and territory.
Benefits & Compensation
- Compensation range: $104,600.00 - $157,000.00
- Flexible vacation policy aligned with duties and company needs.
- Seven paid holidays annually.
- Up to 160 hours of paid wellness time annually for self or family.
- Additional paid time off for bereavement, voting, jury duty, volunteering, military leave, and parental leave.
- Health care insurance (medical, dental, vision).
- Retirement planning (401(k)).
Work Mode
This is a local-city role based in the Inland Empire, CA Territory, requiring regular in-person client visits.
Cox is an Equal Employment Opportunity employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics.
