39 client portfolio manager jobs at 29 companies in Annapolis, MD
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Emerging Threats Portfolio Manager
Washington, District of Columbia, United States
$140k-$160k/yrHybridFull Time
CONSTANT: Professional consulting firm providing emergency and crisis management services.
10+ YOE10+ years DoD/DoW, DHS, or aligned federal missions; pipeline and capture experience; client/partner relationships; lead complex program delivery; ability to obtain Top Secret clearance.
United States or Ridgeland or Denver or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or Austin or Kalamazoo or Fort Worth or Atlanta or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Jacksonville or Boulder or Nashville or Las Vegas or Indianapolis or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Alturas or Silver City or Fort Myers or Forest or Clearwater or Asheville or Greenwood or Boone or Aiken or Perry or Columbia or Belzoni or Naples or Amory or Chiefland or Palatka or Moss Point or Vero Beach or Edwards or Alaska or Alabama or Arkansas or Arizona or California or New York or Florida or Colorado or Mississippi or Minnesota or Massachusetts or North Carolina or Kentucky or Kansas
$90k-$100k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's degree and 5+ years in marketing operations, strategic marketing, or management consulting; Microsoft Office proficiency and strong client, communication, workshop, and analytical skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Ownership of client portfolio with focus on satisfaction, retention, growth, issue resolution, account planning, and cross-functional coordination; college degree preferred; proficiency with Microsoft 365 and CRM/ERP systems.
Microsoft 365, Outlook, Teams, Excel, PowerPoint, SharePoint, CRM, ERP
Associate Managing Director, Data Portfolio Management
Orlando or Atlanta or Chicago or Detroit or Montvale or Dallas or McLean
HybridFull Time
KPMG: Global professional services network providing audit, tax, and advisory.
10+ YOE10+ years in senior client success, business relationship management, or data portfolio management; large-scale data transformation experience; executive communication and cross-functional leadership; bachelor's degree preferred.
Washington or New York City or Chicago or United States
$220k-$240k/yrHybridFull Time
Spectrum Science: Provides integrated marketing and communications for healthcare brands.
10+ YOE10+ years in product management, commercialization, go-to-market, or business leadership; experience launching technology-enabled offerings; expertise in pricing, monetization, ROI, business cases, and executive client engagement.
United States or Washington, D.C. or New York City or Chicago
$220k-$240k/yrHybridFull Time
Spectrum Science: Integrated marketing, communications, and media agency for healthcare.
10+ YOERequires 10+ years in product management, commercialization, go-to-market strategy, or business leadership, with experience in pricing, monetization, business cases, ROI analysis, executive client engagement, and cross-functional technology initiatives.
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
8+ YOEBachelor's preferred with 8+ years relevant experience; leadership and staff management experience; strong Microsoft Office skills; experience in staffing, coaching, performance management, and strategic portfolio planning.
Microsoft Word, Microsoft Excel, Microsoft Outlook
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree required, 3+ years relevant experience, strong sales and relationship management skills, FINRA licensing preferred, and ability to manage risk and client portfolios.
BCA Services: Provides professional services and management consulting for federal agencies.
10+ YOE6+ Mgmt10+ years relevant experience with 6+ years managing federal programs; PMP preferred; expertise in NARA/ERM, FOIA/Privacy Act, litigation support/eDiscovery, accessibility/Section 508, metadata/data quality, portfolio management, and client-facing consulting.
Relativity, Everlaw, Reveal, Logikcull, Nuix, Concordance, Clearwell, Microsoft Purview eDiscovery, FOIAXpress, GovQA, Granicus, NextRequest, ArkCase, Axon/Evidence.com, Adobe, Microsoft SharePoint, Microsoft 365, Microsoft Power Platform
10+ YOE10+ years leading large-scale projects; licensed architect preferred; portfolio required; experience in Europe/Middle East preferred; strong commercial, client, and interdisciplinary coordination skills.
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yrRemoteFull Time
Aprio: Provides business advisory, accounting, and tax services globally.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
LINQ Services: Managed mobile device services for corporate fleet clients.
Manage and grow client portfolio; strong communication, negotiation, organizational skills; familiarity with CRM/Salesforce; bachelor’s degree preferred; ability to travel up to 20%.
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
R.K. Tongue: An independent insurance agency offering commercial and personal insurance solutions while fostering trusted relationships.
Manage a portfolio of high-value commercial clients, lead renewals, advise on coverage and risk management, achieve retention and growth targets, maintain accurate documentation, and collaborate with producers and carriers.
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEManage a portfolio of business clients, deliver business banking solutions, assess credit and risk; requires 1+ year business banking/relationship or lending experience and strong communication skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Senior Business Banking Relationship Manager - Greater Northern Virginia
McLean, Virginia, United States
$140k-$185k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOERequires 5+ years in commercial lending, business development, commercial credit, or portfolio management; extensive $20–$50 million client portfolio experience; sales, financial statement analysis, and cash flow analysis skills.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience; ability to source and onboard business clients, manage portfolios, assess credit and structure secured/unsecured solutions; strong communication and Microsoft Office skills.
Alvarez & Marsal: Provides management consulting, restructuring, and business advisory services.
8+ YOE8+ years in IT strategy, enterprise architecture, or IT operations with hands-on CIO/operator experience; PE or portfolio company experience; proven transformation delivery and client relationship skills; undergraduate degree preferred; cloud and AI platform fluency.
Dynatrace, Datadog, Splunk ITSI, New Relic, IBM AIOps Insights, LogicMonitor, ServiceNow ITOM, PagerDuty, xMatters, ServiceNow, BMC Helix, ServiceNow Now Assist, Microsoft Copilot Studio, Splunk SPL, Elastic/ELK, OpenTelemetry, Azure, AWS, GCP, Terraform, Ansible, Azure Bicep, SAP S/4HANA, SAP Joule, Oracle Cloud ERP/HCM, Oracle Fusion AI, Workday, Microsoft Dynamics 365 Copilot, MuleSoft Anypoint, Azure Data Factory, Boomi, Informatica, Stibo, SAP MDG, Microsoft Sentinel, Splunk SOAR, Palo Alto XSIAM, CyberArk, BeyondTrust, SailPoint, Saviynt, Azure OpenAI Service, AWS Bedrock, Google Vertex AI, AutoGen, LangGraph, CrewAI, Microsoft Power Platform, Power Automate, UiPath Autopilot, Snowflake Cortex AI, Databricks Mosaic AI, Microsoft Fabric, LangChain, LlamaIndex, ServiceNow Agentic AI