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28 client portfolio manager jobs at 22 companies in Arizona

2w
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Client Portfolio Manager
Phoenix, Arizona, United States
OnsiteFull Time
Good Guard Security
Good Guard Security: Private security services protecting businesses, properties, communities, and events with armed and unarmed guards.
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
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3w
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Portfolio Manager III
Scottsdale, Arizona, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
10+ YOE10+ years advising high-net-worth clients, discretionary portfolio management, asset allocation, risk management, fiduciary knowledge, client relationship and mentoring experience.
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1w
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Portfolio Manager, Servicing
Arizona or Connecticut or Florida or Georgia or Illinois or Indiana or Louisiana or Maryland or Michigan or Missouri or Montana or Nebraska or Nevada or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah or Wisconsin
RemoteFull Time
Zippy
Zippy: US fintech lender providing digital manufactured-home loans and insurance to buyers nationwide.
5+ YOEBachelor’s degree preferred and 5+ years in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services. Requires portfolio oversight, analytical, communication, and cross-functional coordination skills.
Microsoft Excel, Slack, Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder
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1mo
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Client PM Portfolio Mgr, Sr
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
Old National Bank
Old National BankNASDAQ: ONB: Regional financial services institution and community-focused bank.
8+ YOEBachelor's in business/finance/economics, minimum 8 years investment experience, CFA/CPA/CFP preferred, technical experience with investment software, strong decision-making and client relationship skills.
FIS, Charles River, Morningstar, Factset, First Rate, Salesforce, Microsoft Office
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3w
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Portfolio Manager III
Scottsdale, Arizona, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
10+ YOE10+ years investment decision-making and financial consulting with high-net-worth clients; fiduciary knowledge; investment, tax, legal and operations expertise; leadership and client relationship skills; CPA/CFP/CFA preferred.
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2d
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Sr Portfolio Manager (On-site)
Coppell or Tempe
OnsiteFull Time
Newrez
Newrez: National mortgage lender and loan servicer.
5+ YOEBachelor’s degree in business or 5+ years equivalent mortgage servicing experience, preferably client-facing. Requires Excel, communication, project management, analytical, and organizational skills; SQL, PowerPoint, and Visio preferred.
Microsoft Excel, SQL, Microsoft PowerPoint, Microsoft Visio, Microsoft Authenticator
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2mo
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VP, Commercial Banking Portfolio Manager
Phoenix or Salt Lake City
$89k-$166k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Diversified North American financial services provider.
7+ YOECredit underwriting and portfolio management experience for middle-market clients; structuring complex loan solutions, delegated credit authority, financial modeling, and stakeholder collaboration. Bachelor's degree required; 7+ years preferred.
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1w
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Senior Lead Private Wealth Portfolio Manager (LO)
Seattle or Phoenix or San Francisco or Los Angeles or San Diego or Las Vegas
$185k-$300k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Multinational financial services providing banking and investment products.
7+ YOE1+ MgmtRequires 7+ years of private wealth portfolio management experience with HNW/UHNW clients and 1+ year of leadership experience; investment, fiduciary, risk management, and client relationship expertise required.
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2w
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Energy Portfolio Marketing Manager
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/yr OnsiteFull Time
BDO USA
BDO USA: Professional services firm providing assurance, tax, and advisory services.
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
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1mo
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Commercial Portfolio Manager III - Phoenix
Phoenix, Arizona, United States
$84k-$100k/yr HybridFull Time
Bankers Trust
Bankers Trust: Privately owned Iowa community bank serving individuals and businesses with banking, lending, and wealth management services.
6+ YOE6+ years commercial credit experience, BA/BS preferred, strong commercial credit analysis and underwriting skills, ability to research lending regulations and communicate with clients and stakeholders.
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Sector Portfolio Lead Software & Internet Americas
Highlands Ranch or New York City or Raleigh or Calgary or Toronto or Vancouver or San Francisco or Los Angeles or Dallas or Houston or Phoenix or Columbus
$186k-$214k/yr HybridFull Time
Arcadis
ArcadisEuronext Amsterdam: ARCAD: Global design, engineering, and management consultancy for natural and built assets.
Extensive leadership experience with Internet & Software clients in the Americas, strong financial acumen, client strategy and stakeholder management, degree or equivalent experience.
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1mo
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Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
Pathward
PathwardNASDAQ: CASH: U.S. national bank providing payments sponsorship, commercial finance, and lending solutions for underserved people and businesses.
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
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1mo
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Client & Design Leader, Industrial
Atlanta or Phoenix
HybridFull Time
DLR Group
DLR Group: Integrated design firm elevating the human experience through design.
10+ YOE5+ MgmtBachelor's in architecture/engineering/interior design or related, 10+ years AEC experience with 5+ years client-facing, strong business management and communication skills, portfolio PDF required.
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1mo
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Sector Portfolio Lead Software & Internet Americas
Highlands Ranch or New York City or Raleigh or Calgary or Toronto or Vancouver or San Francisco or Los Angeles or Dallas or Houston or Phoenix or Columbus
$186k-$214k/yr HybridFull Time
Arcadis
ArcadisEuronext Amsterdam: ARCAD: Global design, engineering, and management consultancy for natural and built assets.
Extensive leadership experience with Internet & Software clients in the Americas, strong financial and commercial acumen, client strategy and relationship building, degree-level education or equivalent.
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6d
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Advisor, Client Accounting & Advisory Services
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/yr RemoteFull Time
Aprio
Aprio: Full-service CPA-led business advisory and accounting firm.
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.
QuickBooks Online
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4d
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SVP, Relationship Manager
Phoenix, Arizona, United States
HybridFull Time
Enterprise Bank & Trust
Enterprise Bank & TrustNASDAQ: EFSC: Private Missouri-chartered bank providing business, personal, wealth-management, and specialized banking services to businesses, families, and individuals.
7+ YOESeven or more years of commercial lending experience preferred, with commercial credit underwriting, business development, portfolio management, financial analysis, regulatory knowledge, and client relationship skills.
Microsoft Word, Microsoft Excel, Bankway, Salesforce, Google Mail
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2mo
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Account Director, Client Strategy (Remote US) - Future Opening
Columbus or Tampa or Raleigh or Orlando or Richmond or Houston or Miami or Phoenix or Philadelphia or Austin or Boise or Milwaukee or Atlanta or Oklahoma City or Charleston or Des Moines or Dallas or Kansas City or Detroit or Indianapolis or Salt Lake City or Nashville or Charlotte or Irvine or United States or Canada or Mexico or United Kingdom
RemoteFull Time
Directive Consulting
Directive Consulting: Independent B2B performance marketing agency providing SEO, paid media, creative, and revenue operations services to growth-focused companies.
7+ YOE7+ years agency/client services experience with B2B SaaS or tech clients; proven portfolio ownership ($2M+), executive communication, commercial acumen, cross-channel fluency across Paid Media, SEO, CRO, Creative, and RevOps.
Zoom, Slack, DiscoverabilityOS™, Spring Health, Headspace, Omada, Aaptiv, One Medical
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2w
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Head of Advised Asset Allocation
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard
Vanguard: Global investment management firm owned by its client funds.
10+ YOE10+ years in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing; expertise in personalized portfolios, risk management, team leadership, and client solutions.
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2mo
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Mortgage Loan Officer
Phoenix or Lake Havasu City or Prescott Valley or Flagstaff or Scottsdale
OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
0+ YOERecommend and structure mortgage solutions, manage client portfolio and pipeline, perform financial analysis, prospect and retain clients, ensure documentation and regulatory compliance.
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1mo
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Senior Investment Consultant
Chicago or St. Louis or Minneapolis or Denver or Irvine or Los Angeles or Phoenix or San Francisco or Seattle
$122k-$245k/yr HybridFull Time
Mercer
Mercer: Global professional services and consulting firm advising employers on health, wealth, retirement, investments, and careers.
8+ YOEBachelor's degree,8+ years investment experience,deep knowledge of retirement plans and portfolio management,experience with RFPs and client presentations,proficiency in PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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