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34 client portfolio manager jobs at 28 companies in Baytown, TX

2mo
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Client Portfolio Manager
Houston, Texas, United States
FieldFull Time
Allied Universal
Allied Universal: Global security and facility services.
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
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2mo
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Portfolio Manager II - Energy
Houston or Denver
$82k-$173k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Providing comprehensive banking and financial services to customers.
6+ YOEBachelor's in business, 6+ years credit analysis experience (including midstream, power, and/or RBL), advanced analytical and financial modeling skills, client-facing presence, portfolio management, and ability to partner with deal stakeholders.
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1w
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Senior Lead Private Wealth Portfolio Manager
Saint Louis or Denver or Salt Lake City or Austin or Dallas or Minneapolis or Houston or Chicago
$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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2w
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Sr. Portfolio Advisor, Global Family Office Group
Chicago or Houston or Los Angeles or San Francisco or Denver or Seattle or San Diego or Dallas
$165k-$225k/yr OnsiteFull Time
Northern Trust
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
15+ YOERequires 15+ years of investment, asset allocation, or research experience; ultra-high-net-worth or family office client experience; portfolio management expertise; alternatives knowledge; and strong client engagement skills.
PM Dashboard
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1mo
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Portfolio Manager (Commercial Lending) – Northwest Crossing / Houston, TX
Houston, Texas, United States
OnsiteFull Time
Amegy Bank
Amegy Bank: A Texas commercial bank serving Texans through personal and business banking.
4+ YOEBachelor's in business/finance/accounting/commercial banking or equivalent preferred; 4+ years related experience preferred; credit analysis, financial statement spreading, loan structuring, monitoring, and client relationship skills.
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3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
The Huntington Investment Company
The Huntington Investment CompanyNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
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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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Associate, Portfolio Administration B
Houston, Texas, United States
OnsiteFull Time
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management: Privately held Houston-based investment manager serving institutional and individual clients with actively managed equity and fixed-income portfolios.
5+ YOE5+ years investment management or middle-office experience; strong reconciliation, trade lifecycle, corporate actions, pricing, client reporting, and procedural documentation skills.
FactSet, Bloomberg, Charles River, Aladdin, Advent, Electra, Omgeo, DTC, SWIFT, Microsoft Excel, Microsoft Word
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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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Client Accounts Operations Lead - Austin
Austin or Dallas or Houston
HybridFull Time
DLA Piper
DLA Piper: A global law firm providing comprehensive legal and business services.
5+ YOESenior-level legal billing experience (5+ years) managing high-volume portfolios, strong analytical and communication skills, experience with Aderant, e-billing, and advanced Excel; high school diploma required; bachelor's preferred.
Aderant Legal Billing, e-Hub, Bill Blast, Microsoft Excel
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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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Project Manager - Interior Design
Houston, Texas, United States
OnsiteFull Time
Stantec
StantecNYSE, TSX: STN: Global design, engineering, and consulting firm.
8+ YOEBachelor's in Interior Design or related, licensed or pursuing licensure, portfolio required, 8+ years experience preferred, proficiency with Microsoft Office Suite, Bluebeam, Adobe Creative Suite, Newforma, Oracle, strong client and team leadership skills.
Microsoft Office Suite, Bluebeam, Adobe Creative Suite, Newforma, Oracle
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Customer Success Manager
Houston, Texas, United States
OnsiteFull Time
Sparta Commodities
Sparta Commodities: The complete-pilot for oil trading desks
Manage client onboarding, adoption, retention and growth for a portfolio of commodity trading customers; strong customer-facing experience, communication, analytical and process skills; familiarity with trading workflows.
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2w
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Small Business Relationship Manager - Bilingual Spanish
Dallas or San Antonio or Plano or Richardson or Austin or Fort Worth or Houston
FieldFull Time
Texas Capital Bank
Texas Capital Bank: Commercial bank serving businesses, entrepreneurs, and individuals with banking and wealth services.
5+ YOERequires 5+ years in commercial or small business banking, 2+ years in client-facing relationship management, portfolio management experience, a bachelor's degree, and fluent English and Spanish.
CRM, BSA
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1mo
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Business Relationship Manager I - Officer
Missouri City, Texas, United States
OnsiteFull Time
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
1+ YOEManage a portfolio of business clients, provide deposit/cash management and credit solutions, 1+ year business banking or lending experience, business credit knowledge, strong communication, and MS Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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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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3mo
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Business Banking Senior Relationship Manager - Central Houston Market
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
5+ YOE5+ years commercial lending/business banking experience, portfolio management for $20-50M clients, financial statement and cash flow analysis, sales/prospecting and relationship management skills.
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1w
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Business Banking Relationship Manager - South Houston Market
Houston, Texas, United States
FieldFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
7+ YOERequires consultative financial or business-to-business sales success, financial statement and cash flow analysis, client portfolio management, small business product knowledge, communication, leadership, and prospecting skills.
CRM platforms
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2w
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Director of Project Management (Houston, TX) - Austin Industrial
Houston, Texas, United States
OnsiteFull Time
Austin Industries
Austin Industries: Diversified construction and industrial services provider.
Leads industrial construction project delivery, portfolio oversight, PMO governance, team management, client engagement, risk and change control, financial performance, contracts, quality, and reporting.
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