14 client portfolio manager jobs at 13 companies in Connecticut
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
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
2w
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Portfolio Manager
New Canaan, Connecticut, United States
$120k-$160k/yr OnsiteFull Time
5+ YOERequires 5+ years of commercial real estate banking experience, strong credit analysis and financial modeling skills, Microsoft Suite proficiency, and excellent client communication. C&I experience preferred.
Microsoft Excel, Microsoft Word, Abrigo, HubSpot, Klarivis, Microsoft Copilot 365
6d
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Portfolio Manager III
West Hartford, Connecticut, United States
$136k-$300k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, and leadership, negotiation, analytical, and relationship management skills.
6d
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Portfolio Manager III
West Hartford, Connecticut, United States
$136k-$300k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, investment and fiduciary expertise, leadership skills, and a high school diploma or equivalent.
3mo
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Associate Portfolio Manager
Farmington, Connecticut, United States
HybridFull Time
2+ YOEBachelor’s degree in a related field; CFA or progress towards completion preferred; minimum 2 years of relevant experience; strong client service mindset and communication skills; capital markets orientation; knowledge of fixed income assets; willingness to learn and use AI-enabled tools.
2w
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Client Principal
Connecticut or New York City or New Jersey or United States
RemoteFull Time
Experience growing strategic consulting accounts, selling and delivering custom software or AI services, managing multimillion-dollar portfolios, and using executive-level consultative selling skills.
Agentic AI, AI agents
2mo
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Client Services Representative
Rocky Hill, Connecticut, United States
$61k-$89k/yr OnsiteFull Time
2+ YOEManage assigned customer portfolio, execute service agreement renewals, provide quotations, prospect for growth, respond to customers within 24 hours, review financial performance and AR, use Salesforce, and perform occasional sales at customer sites. Valid driver's license required.
Salesforce
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.
1mo
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Business Banking Relationship Manager II
Branford, Connecticut, United States
OnsiteFull Time
4+ YOEManage and grow commercial client portfolios (>$5M–$50M revenue), 4+ years business banking experience, commercial credit training, strong communication, sales and negotiation skills, community engagement.
sales force
3w
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Head of Tech & AI - Americas & Chief Client Office
Hartford or New York or Stamford
$210k-$250k/yr OnsiteFull Time
Executive technology and AI leadership with commercial acumen, cloud/data/AI understanding, portfolio and delivery oversight, governance in regulated environments, and strong stakeholder influence.
1w
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Principal Implementation Specialist
New York City or Chicago or Boston or Norwalk or San Francisco or Los Angeles or Toronto
$140k-$175k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years using FactSet Analytics tools required. Expertise in portfolio analytics, performance and risk solutions, complex screening codes, client implementations, and technical solutioning; travel required.
FactSet Analytics, Portfolio Analysis (PA), SPAR, Portfolio Vault, Insight, Analytics APIs
2mo
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Executive Creative Director
Los Angeles or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Nashville or Detroit or San Diego
$151k-$434k/yr OnsiteFull Time
12+ YOE12+ years in creative direction for B2B and B2C, portfolio of brand-building work, experience leading large accounts and pitches, ability to manage and develop creative teams and present to clients.
1mo
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Senior Underwriter - North America Casualty Reinsurance
New York City or Red Bank or Princeton or Stamford or Short Hills
HybridFull Time
8+ YOEProven casualty reinsurance underwriting with portfolio management, broker/client relationship, analytic and negotiation skills; minimum ~8 years casualty underwriting experience; strong technical and communication ability.
Power BI, Microsoft Excel
1mo
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Investment Solutions Strategist, VP - State Street Investment Management
Boston or Stamford
$120k-$203k/yr OnsiteFull Time
Experience with not-for-profit/planned giving clients, multi-asset portfolio and OCIO advisory, asset allocation and modeling, investment accounting and performance, strong communication and client-facing skills, independent and organized.