945 client portfolio manager jobs at 485 companies in United States
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Client Portfolio Manager (Controller)
United States
$120k/yr OnsiteFull Time
Lead a team delivering financial operations to a client portfolio; manage client relationships, ensure quality delivery, coach associates, document processes, and prioritize workload.
2w
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Client Portfolio Manager
Charlotte, North Carolina, United States
$140k-$155k/yr HybridFull Time
8+ YOEBachelor's degree in finance, economics, business, or related field; 8+ years in wealth management or investment management; portfolio construction, capital markets, high-net-worth wealth management, and communication expertise.
1mo
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Client Portfolio Manager
Chicago, Illinois, United States
$104k/yr OnsiteFull Time
2+ YOE2+ MgmtManagement role requiring 2+ years building/developing teams, experience driving operational/financial metrics, strong leadership, communication, and problem-solving; valid driver's license if driving.
WinTeam
4w
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Client Portfolio Manager III
Chicago, Illinois, United States
$117k-$158k/yr OnsiteFull Time
5+ YOEBachelor's degree, CFP or 5+ years portfolio management experience, 5+ years industry experience, experience with high-net-worth and family office clients, strong communication and fiduciary skills.
Order Management System (OMS)
4d
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Client Portfolio Manager
Birmingham, Alabama, United States
$89k-$95k/yr OnsiteFull Time
2+ YOE2+ MgmtBachelor's degree or equivalent management experience; 2+ years building teams, 1+ year driving operational or financial metrics, strong leadership, communication, organizational, and client service skills.
WinTeam
1w
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Client Portfolio Manager
Phoenix, Arizona, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3–5 years of client or account management experience in security. Requires security technology knowledge, Microsoft Office Suite and CRM proficiency, communication, analytical, organizational, and problem-solving skills.
Microsoft Office Suite, CRM software
2mo
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Client Portfolio Manager
Houston, Texas, United States
FieldFull Time
2+ YOE2+ MgmtBachelor's/Associate/HS with commensurate management experience; current driver’s license for client visits; minimum 2 years building/developing teams and 1+ year driving operational/financial metrics; strong leadership, communication, and problem-solving.
WinTeam
1mo
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Client Portfolio Manager
Philadelphia or Overland Park
$200k-$260k/yr OnsiteFull Time
10+ YOE10+ years client-facing asset management experience, Series 7 & 63 required, CFA or MBA preferred, strong communication and presentation skills, ability to support multiple equity strategies and collaborate across teams.
1mo
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IRG Client Portfolio Manager
Chicago, Illinois, United States
$140k-$190k/yr OnsiteFull Time
8+ YOEBA or equivalent required,8+ years investment-related experience,client-facing and multi-asset portfolio expertise,CFA/CAIA or advanced degree a plus,strong quantitative and communication skills,experience with PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
1w
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Client Portfolio Manager
Denver, Colorado, United States
OnsiteFull Time
8+ YOERequires 8+ years in the investment industry, private markets knowledge, finance and statistics foundation, client service or marketing experience, strong analytical, communication, presentation, and critical-thinking skills. CFA, CAIA, or MBA preferred.
RFP
3mo
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Portfolio Client Partner
Atlanta or Tampa or Charlotte
$126k-$179k/yr OnsiteAll Commitments Available
5+ YOE5+ years client-facing consulting/IT services experience; manage P&L >$10M; portfolio/relationship management; strong client mgmt; cross-functional collaboration.
Google Workspace, Google Mail, Calendaring, Shared Drives
1mo
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Portfolio Client Partner
Boston, Massachusetts, United States
$126k-$179k/yr HybridFull Time
5+ YOE5+ years client-facing experience in consulting or IT professional services, P&L management > $10M, portfolio and client management, financial acumen, high emotional intelligence, and proficiency with Google mail.
Google Mail
1w
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Portfolio Client Partner
Atlanta, Georgia, United States
$126k-$179k/yr HybridFull Time
5+ YOERequires 5+ years in client-facing consulting or IT professional services account management, $10M+ client P&L experience, solution development, portfolio management, financial acumen, and matrix leadership.
Google Mail, Google Calendar, Google Drive
4d
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Client Portfolio Manager
Jackson, Mississippi, United States
$68k/yr OnsiteFull Time
1+ YOE2+ MgmtBachelor's degree, or equivalent associate degree plus 3 years' management experience, or high school diploma plus 5 years' management experience; requires team development, operational metrics, financial acumen, and communication skills.
WinTeam
3d
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Client Portfolio Manager
Plymouth, Michigan, United States
OnsiteFull Time
8+ YOEBachelor's degree in finance or related field, 8+ years of investment or wealth management experience, and CFA, CFP, or approved advanced credential required; IAR registration eligibility required within 3 months.
4w
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Client Portfolio Manager - Retail - Wealth Channels (Atlanta)
Atlanta, Georgia, United States
HybridFull Time
10+ YOE10+ years client-facing investment experience, undergraduate degree required, Series 7 and 63 required, CFA/MBA preferred, deep portfolio construction knowledge, strong communication skills, Bloomberg/Aladdin/Morningstar proficiency.
Bloomberg, Microsoft Office, Aladdin, Morningstar
1mo
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Private Client Portfolio Manager I
Santa Fe, New Mexico, United States
OnsiteFull Time
3+ YOEDeliver high-quality client service for private banking and wealth clients; open accounts, support relationship managers, handle loan processes, and assist business development. Bachelor's or 3 years related experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly WIr
3mo
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Alternatives Client Portfolio Manager
Boston, Massachusetts, United States
$200k-$230k/yr HybridFull Time
10+ YOEBachelor's in Finance/Economics; CFA preferred; 10+ years relationship management/investment experience; strong knowledge of alternatives; excellent communication.
MS Office, Financial Modeling, PowerPoint
4d
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Senior Associate - Client Portfolio Manager - Global High Yield and CLOs
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEUniversity degree and 3–5 years of relevant investment management, investment specialist, product strategist, or client portfolio manager experience. Requires fixed-income proficiency, communication, analytical, and organizational skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Copilot, Claude
1mo
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SVP, Client Portfolio Manager - Fixed Income
Atlanta, Georgia, United States
$175k-$200k/yr OnsiteFull Time
15+ YOEBachelor's in finance, 15+ years financial services experience, 7–10 years fixed income experience, B2B client-facing presentation skills, ability to produce investment materials, CFA/MBA preferred.
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