Senior Portfolio Manager

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 Senior Portfolio Manager (LCAM) 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 Vendor & Contract Management Regulatory Compliance & Risk Management Leadership, Mentoring & Coaching Conflict Resolution & Negotiation 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.