62 client portfolio manager jobs at 39 companies in Boston, MA
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Portfolio Client Partner
Boston, Massachusetts, United States
$126k-$179k/yr HybridFull Time
5+ YOEMinimum 5 years client-facing consulting or account management experience, P&L management >$10M, client management, financial acumen, portfolio leadership, and proficiency with Google mail/calendaring.
Google Mail
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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
3w
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Portfolio Client Partner
Boston, Massachusetts, 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 organization experience.
Google Mail, Google Calendar, Google Drive
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
3w
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Portfolio Manager II
Providence, Rhode Island, United States
$105k-$175k/yr OnsiteFull Time
10+ YOE10+ years investment decision-making with high-net-worth clients, fiduciary knowledge, portfolio construction, risk management, client relationship and leadership skills.
1w
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Insurance Portfolio Manager
Boston or New York City or Chicago
$155k-$310k/yr HybridFull Time
15+ YOERequires 15+ years of investment experience, including 10+ years in insurance portfolio management, deep insurance and multi-asset expertise, portfolio construction, fixed income, private markets, and client presentation skills.
Clearwater
3w
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Portfolio Manager
Waltham or Boston or Florida or New Hampshire
$115k-$160k/yr OnsiteFull Time
5+ YOEBachelor's degree, Series 65 license, and at least five years of investment management or financial services experience. Requires advanced Excel, financial modeling, client advisory, analytical, communication, and organizational skills.
Microsoft Excel, CRM systems
3w
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Client Portfolio Manager, Public Fixed Income (Emerging Markets Debt)
Boston, Massachusetts, United States
$100k-$140k/yr OnsiteFull Time
3+ YOEUniversity degree and 3–7 years of relevant investment management experience. Requires fixed income market proficiency, strong communication, analytical and organizational skills, and PowerPoint and Excel expertise.
Microsoft PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Copilot, Claude
3w
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Portfolio Manager II
Boston or Boston or Boston
$105k-$175k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, fiduciary and investment expertise, and leadership, negotiation, and relationship management skills.
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Portfolio Compliance
Boston, Massachusetts, United States
$90k-$275k/yr OnsiteFull Time
10+ YOERequires 10+ years in asset management, including 5+ years in portfolio guideline compliance, team and project leadership, client collaboration, analytical skills, process improvement, and strong communication.
AI
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ISG Portfolio Manager, Assistant Vice President - State Street Investment Management
Boston, Massachusetts, United States
$90k-$158k/yr OnsiteFull Time
5+ YOE5+ years investment experience, portfolio management, strategic and tactical asset allocation, quantitative modeling and programming skills, familiarity with optimization/risk models and FactSet/Bloomberg/Axioma, working knowledge of AI tools, strong client communication.
FactSet, Bloomberg, Axioma
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
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
3mo
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Equity Institutional Portfolio Manager
Boston, Massachusetts, United States
$175k-$190k/yr HybridFull Time
7+ YOEMBA/CFA preferred; 7-10 years in investment management; institutional client experience; US equity knowledge; strong presentation and communication skills; detail-oriented.
Excel, PowerPoint, Investment Research Tools
2mo
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Vice President, Portfolio Valuation
Boston, Massachusetts, United States
$90k-$200k/yr HybridFull Time
4+ YOEBachelor's degree in Finance/Accounting/Economics (Master's/MBA preferred); minimum 4 years developing and reviewing valuation and financial models (DCF, comps, contingent claims); proficiency with data analysis; experience managing engagement teams and client interactions.
Alteryx, Tableau, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg, S&P Capital IQ
2d
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Director, Client Engagement Strategy
Boston or New York or Santa Monica or Washington, D.C. or California or Los Angeles or San Francisco or Philadelphia
$180k-$260k/yr OnsiteFull Time
15+ YOE15+ years in client development, engagement, events, growth strategy, or related work; experience scaling enterprise capabilities, leading global portfolios and teams, using analytics and technology, and managing organizational change.
Digital, Technology
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Senior Account Manager
Boston or United States
$90k-$105k/yr RemoteFull Time
5+ YOE5+ years agency experience with direct client management, people leadership, e-commerce/D2C experience, strong communication, and portfolio management skills.
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Senior Vice President, Client Value Management
New York or Chicago or Waltham or Boston or Toronto or London
HybridFull Time
10+ YOEFounding leader to build CVM function; ~10+ years client-facing leadership; experience building post-sales/customer success organizations; ownership of GRR/NRR; financial services experience preferred; executive communication and portfolio analysis skills.
1w
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VP Aviation Principal / Client Account Lead – MA, ME, RI
Boston or Massachusetts or Maine or Rhode Island or New York City or Connecticut or Manchester or Burlington or Albany or Syracuse or North America
$217k-$295k/yr HybridFull Time
Bachelor's degree and substantial progressive aviation infrastructure or airport development experience, with leadership of complex projects, programs, clients, multidisciplinary teams, portfolios, and major pursuits.
4d
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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
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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General Manager
Wellesley or Boston
$115k-$135k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5–7 years of progressive property management experience required, with commercial or multifamily portfolio, financial management, budgeting, P&L, leadership, and client relationship expertise.
Microsoft Office Suite, LEED
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