Senior Portfolio Manager

Precedent Management, LLC; Punta Gorda (FL); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Precedent Management, LLC seeks a Senior Portfolio Manager (LCAM) to oversee HOA and condo associations across Florida. You’ll advise Boards, coordinate vendors, and drive governance, budgeting, and capital projects while mentoring Portfolio Managers.

This role requires Florida LCAM licensure, strong financial analysis, and the ability to manage multiple communities plus travel to sites. The position reports to Regional Directors and offers an exempt, full-time schedule in Punta Gorda.

Formación

• Requires high school diploma or GED; associate or bachelor’s preferred.
• 5 years of progressive community association management exp. necessary; 7+ years preferred with HOA and condo experience.
• Experience with budget prep, financial review, vendor oversight, board relations, compliance, and capital projects.

Responsabilidades

• Oversee daily operations of assigned HOA/condo associations and maintain high service standards.
• Serve as primary liaison to Boards, residents, vendors, and stakeholders; resolve escalated concerns.
• Develop operating plans, coordinate inspections, oversee maintenance and capital projects.

Conocimientos

Portfolio & Community Operations

Board Governance & Resident Relations

Financial Management & Budgeting

Reserve Planning & Capital Projects

Regulatory Compliance & Risk

Leadership & Coaching

Communication & Customer Service

Organization & Time Management

MS Office & AMS

Educación

High school diploma or GED

Associates or Bachelors in a related field

Herramientas

CINC

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regional Directors Full Time Management Gateway, Punta Gorda, FL, US

2 days ago Requisition ID: 1347

JOB DESCRIPTION

Senior Portfolio Manager – HOA & Condominium Associations (LCAM)

Department

Community Association Management

Reports To

Regional Director / Director of Community Association Management

Direct Reports?

Regional Director

FLSA Status

Exempt

Salary Range

TBD

Document Date

October 27, 2026

Job Title

Position Overview

The Senior Portfolio Manager (LCAM) oversees a portfolio of homeowners’ and condominium associations throughout Florida, serving as a primary advisor to Boards of Directors and a liaison to residents, vendors, contractors, and internal departments. The role provides advanced oversight of community operations, governance, financial performance, vendor services, compliance, and complex or escalated matters. The position also provides guidance and mentorship to Community Association Managers and portfolio team members.

Core Responsibilities

• Oversee daily operations of assigned HOA and condominium associations and maintain high standards of service delivery.
• Serve as primary liaison to Boards of Directors, homeowners, residents, vendors, and other stakeholders; resolve escalated concerns.
• Develop community operating plans, coordinate property inspections, and oversee maintenance and capital improvement follow-up.
• Prepare Board and committee meeting agendas, management reports, notices, and supporting materials; attend and facilitate meetings as needed.
• Advise Boards on governance, governing documents, association operations, and applicable Florida requirements within the scope of the role.
• Coordinate meeting minutes, elections, records retention, and association notices with appropriate internal and external resources.
• Prepare and present annual budgets, forecasts, and reserve recommendations in collaboration with Accounting and association leadership.
• Review financial statements, receivables, delinquency reports, budget variances, expenditures, and invoices within delegated authority.
• Coordinate audits, financial reviews, tax filings, reserve studies, collections strategies, and cost-control initiatives with qualified professionals.
• Solicit and evaluate vendor bids, negotiate contracts within delegated authority, and monitor vendor performance and insurance documentation.
• Oversee preventive maintenance, repairs, inspections, major projects, and emergency response coordination.
• Promote compliance with association governing documents and applicable Florida Statutes, including Chapters 718 and 720, as appropriate.
• Coordinate with counsel regarding collections, enforcement, disputes, and other legal matters requiring professional advice.
• For condominium associations, coordinate applicable milestone inspections and structural integrity reserve study requirements with qualified professionals.
• Provide guidance, mentorship, and operational support to Community Association Managers and portfolio team members.
• Partner with Regional Directors and internal departments to standardize workflows, resolve complex issues, and improve portfolio performance.
• Perform other related duties and responsibilities as assigned by management.

Qualifications

Education

• High school diploma or GED required.
• Associate’s or Bachelor’s degree in Business Administration, Property Management, Finance, Real Estate, or a related field preferred.

Experience

• Minimum of five (5) years of progressive community association management experience required, including management of multiple communities and complex operational issues.
• Seven (7) or more years of experience, including both HOA and condominium associations, preferred.
• Experience in budget preparation, financial review, vendor oversight, Board relations, compliance, and capital projects required.
• Prior formal supervision of employees preferred; demonstrated mentoring and coaching of Community Association Managers required.

Licenses / Certifications

• Active Florida Licensed Community Association Manager (LCAM) license in good standing required.
• Valid driver’s license and reliable transportation required for community site visits.

Additional Qualifications

• Strong working knowledge of Florida condominium and HOA operations, governing documents, and Chapters 718 and 720 of the Florida Statutes required.
• Ability to manage competing priorities, sensitive Board issues, and escalated resident concerns with sound judgment and professionalism required.
• Strong financial analysis, negotiation, conflict resolution, written communication, and organizational skills required.
• Proficiency in Microsoft Office and community association management software required; CINC experience preferred.
• Ability to collaborate effectively with Boards, attorneys, engineers, contractors, vendors, and internal stakeholders required.

Key Skills

• Portfolio & Community Operations
• Board Governance & Resident Relations
• Financial Management & Budgeting
• Reserve Planning & Capital Projects
• Regulatory Compliance & Risk Management
• Leadership, Mentoring & Coaching
• Communication & Customer Service
• Organization & Time Management
• Microsoft Office & Association Management Software

Work Requirements

• Ability to work in an office environment and travel to assigned communities and other business locations as needed.
• Ability to walk community grounds, conduct site visits and inspections, and work at a computer for extended periods.
• Ability to attend occasional evening Board meetings, annual meetings, and other association functions.
• Ability to manage time-sensitive community matters and multiple competing priorities.
• Ability to occasionally lift or move office materials weighing up to 15 pounds.