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35 client portfolio manager jobs at 23 companies in Boulder, CO

2w
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Client Portfolio Manager
Denver, Colorado, United States
OnsiteFull Time
Meketa Investment Group
Meketa Investment Group: Independent investment consulting and fiduciary advisory firm.
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
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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: Provides retail, commercial, and wealth management financial services.
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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1mo
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Portfolio Manager - Institutional Client Group - Automotive
Minneapolis or Cincinnati or Charlotte or Denver or New York or Los Angeles
$120k-$141k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
6+ YOEBachelor's degree or equivalent experience, 6+ years relevant experience, advanced commercial lending and credit expertise, strong relationship management, analytical, presentation, verbal and written communication skills.
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3d
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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: Global provider of banking, investment, and mortgage financial services.
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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Portfolio Manager - Private Asset Management
Glendale, Colorado, United States
$145k-$175k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOERequires 5+ years working directly with wealth management clients and Series 65 registration. University degree, 7+ years of experience, CFA, and CFP are preferred.
AI
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Portfolio Manager- Private Label
Denver, Colorado, United States
$115k-$124k/yr FieldFull Time
Cardinal Group Companies
Cardinal Group Companies: Fully integrated real estate investment and property management firm.
3+ YOEBachelor's degree, 3–5 years of relevant industry experience, leadership and client relationship skills, strong organization, analytical and communication abilities, and willingness to travel 8–12 weeks annually.
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Portfolio Manager - Private Asset Management
Glendale, Colorado, United States
$145k-$175k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOERequires 5+ years working directly with wealth management clients; 7+ preferred. University degree preferred; Series 65 registration required within 120 days. CFA or CFP preferred.
AI
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Client Relationship Manager
Englewood, Colorado, United States
$115k-$130k/yr OnsiteFull Time
Cornerstone Capital Bank
Cornerstone Capital Bank: Provides residential mortgage financing and retail banking services.
5+ YOE5+ years mortgage servicing experience, Bachelor's degree preferred, knowledge of MSP, portfolio and project management, strong communication, analytical and problem-solving skills.
MSP
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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: Financial services for individuals, families, and global institutions.
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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3w
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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 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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Director of Investments & Portfolio Management
Denver, Colorado, United States
$105k-$130k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides financial planning, life insurance, and investment services.
5+ YOE5+ years in wealth management, 3+ years in investment roles, Life & Health and Series 7 licenses required; CFP/CFA/WMCP preferred; leadership and client service experience required.
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3w
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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: Designing and engineering sustainable solutions for natural and built environments
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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1mo
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Account Manager, NORAM
Denver, Colorado, United States
$29-$44/hr HybridFull Time
FareHarbor
FareHarbor: Provides booking and business management software for tour operators.
Manage North American client portfolio, drive client growth and retention, meet KPIs, strong organization, time management, analytical and communication skills, comfortable suggesting product/website optimizations.
Google Analytics, Looker Studio, SEMrush, Microsoft Clarity
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4d
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Accounting Manager
Boulder, Colorado, United States
$80k-$150k/yr RemoteFull Time
Darien Advisors
Darien Advisors: Tax and accounting services for the digital asset industry.
6+ YOE2+ MgmtRequires 6+ years of progressive accounting experience, 2+ years reviewing work or managing portfolios, U.S. GAAP, close, reconciliations, reporting, client coordination, and cloud accounting systems experience.
QuickBooks Online, Xero, Puzzle, Campfire, Karbon, Slack, Google Workspace, Zoom, Google Meet
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2d
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Business Banking Relationship Manager - Denver Market
Denver or Denver
$90k-$110k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOERequires 5+ years in commercial lending, business development, commercial credit, or portfolio management, plus extensive $20–50M client portfolio experience and financial statement analysis skills.
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2d
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Business Banking Relationship Manager - Denver Market
Denver or Denver or Denver
$90k-$110k/yr OnsiteFull Time
Bank of America
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–$50M client portfolio experience; sales and prospecting record; financial statement analysis skills.
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1mo
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HOA Community Association Manager
Aurora, Colorado, United States
$72k-$78k/yr HybridFull Time
Keystone Pacific Property Management
Keystone Pacific Property Management: Manages residential and commercial homeowners associations in California.
2+ YOEManage a portfolio of homeowner associations, run board meetings, create budgets, ensure client satisfaction, drive to communities; requires valid driver's license, high school diploma/GED, 2+ years HOA management experience, strong computer and communication skills, pass background and DMV checks.
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Senior Wealth Manager ("Advisor")
Fort Collins, Colorado, United States
OnsiteFull Time
RL Farmer Wealth Strategies
RL Farmer Wealth Strategies: Independent private wealth management and financial advisory practice.
Bachelor's degree in finance, accounting, economics, or equivalent experience; FINRA registrations; securities industry knowledge; portfolio analysis skills; client relationship experience; clean U-4; and an existing book of business.
Microsoft LinkedIn
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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
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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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1mo
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Senior Associate, Education
Denver, Colorado, United States
$85k-$100k/yr HybridFull Time
Communications Strategy Group
Communications Strategy Group: Strategic communications and marketing agency driving brand growth and impact.
3+ YOE3+ years agency experience in PR/strategic communications/marketing, 2+ years K-12 experience, client portfolio management, strong written/verbal communication and project management skills.
Asana, Basecamp, Workfront
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