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67 client portfolio manager jobs at 41 companies in Dallas, TX

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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
Randstad Digital
Randstad Digital: Randstad Digital is a Dutch digital-transformation consulting and technology-services organization serving enterprise clients worldwide.
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 enterprise experience.
Google Mail
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2mo
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
Randstad Digital
Randstad Digital: Randstad Digital is a Dutch digital-transformation consulting and technology-services organization serving enterprise clients worldwide.
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, strong client management and financial acumen, proven portfolio and sales leadership, proficient with Gmail/Google Calendar/Google Drive.
Gmail, Google Calendar, Google Drive
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2w
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Client Portfolio Manager Security
Fort Worth, Texas, United States
OnsiteFull Time
Allied Universal
Allied Universal: Global security and facility services.
2+ YOE2+ MgmtBachelor's degree, or equivalent education and management experience; 2+ years building teams, 1+ year driving operational or financial metrics, strong leadership, communication, organizational, and problem-solving skills.
WinTeam
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2mo
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
Randstad Digital
Randstad Digital: Randstad Digital is a Dutch digital-transformation consulting and technology-services organization serving enterprise clients worldwide.
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, proven client management and sales leadership, financial acumen, and proficiency with Google mail/calendar/drives.
Google Mail, Google Calendar, Google Drive
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Director of Client Services Portfolio
Plano, Texas, United States
OnsiteFull Time
Community Management Associates
Community Management Associates: Full-service community management and association support for residential and commercial properties.
5+ YOE2+ MgmtBachelor's degree and 5+ years in related area, including 2+ years in a supervisory role; strong client relations, financial management, leadership and communication skills.
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1mo
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Senior Manager, Delivery Portfolio Management (Workiva)
Dallas or Chicago or Columbus or Cleveland
$144k-$186k/yr HybridFull Time
Clearsulting
Clearsulting: Digital finance consulting firm helping CFOs and finance leaders transform finance functions through technology, processes, and systems.
6+ YOE6+ years consulting or industry experience leading finance transformation or digital reporting programs; executive stakeholder management, portfolio delivery oversight, SDLC familiarity, strong communication, and client relationship skills.
Workiva
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Middle Market Banking - Portfolio Management Manager
Dallas, Texas, United States
OnsiteFull Time
Hillcrest Bank
Hillcrest Bank: A community bank serving consumers, small businesses, and commercial clients through personal and business banking.
10+ YOEBachelor's degree or equivalent, 10+ years commercial banking experience, strong credit and underwriting skills, ability to manage client portfolios and compliance with BSA/OFAC.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Moody's Risk Analyst
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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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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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Senior Portfolio Engineer
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent, fee-only investment adviser serving global clients.
7+ YOE7+ years fixed income portfolio management; buy-side research and trading; leadership in growth initiatives; strong communicator; data manipulation and client support.
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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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Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group
Minneapolis or Cincinnati or Newport Beach or New York or Dallas or Denver or Charlotte
$133k-$157k/yr OnsiteFull Time
U.S. Bank
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
8+ YOEBachelor's degree or equivalent,8+ years relevant experience,commercial lending and credit underwriting expertise,strong relationship management,analytical and communication skills.
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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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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs Asset Management
Goldman Sachs Asset Management: Global asset manager providing investment and advisory solutions to institutions, financial advisors, individuals, and family offices.
5+ YOERequires 5+ years of relevant experience, strong communication and presentation skills, PowerPoint and Excel proficiency, financial and investment knowledge, quantitative skills, and familiarity with investment structures and instruments.
Microsoft PowerPoint, Microsoft Excel, ETFs, options
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Commercial Portfolio Manager II - Financial Institutions
Chicago or Cincinnati or Charlotte or Frisco
$81k-$169k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Providing comprehensive banking and financial services to customers.
3+ YOEBachelor's degree required (accounting/finance/economics preferred), 3+ years credit analysis or loan review experience, proficient with Microsoft Word and Excel, strong organizational and analytical skills, comfortable in limited client-facing environment.
Microsoft Word, Microsoft Excel
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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs Asset Management
Goldman Sachs Asset Management: Global asset manager providing investment and advisory solutions to institutions, financial advisors, individuals, and family offices.
5+ YOERequires 5+ years of relevant experience, strong financial, statistical, investment, communication, presentation, quantitative, problem-solving, and client-facing skills, plus familiarity with separate accounts, ETFs, or options.
Microsoft PowerPoint, Microsoft Excel
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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 acumen, client strategy and stakeholder management, degree or equivalent experience.
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1mo
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Senior IT Project Management- Client Trader Portfolio
Southlake or Austin
$112k-$160k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
8+ YOE8+ years project management experience managing large cross-functional technical projects; BA/BS or equivalent; experience with Agile/Scrum, MS Project, Jira, Confluence, Microsoft SharePoint; strong stakeholder, communication, and leadership skills.
Microsoft Project, Jira, Confluence, Microsoft SharePoint
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3mo
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Executive Client Partner|TMT
New York or Irving
$290k-$305k/yr HybridFull Time
Publicis Sapient
Publicis Sapient: Enterprise technology helping global organizations modernize systems, deploy AI agents, and improve operations.
15+ YOE15+ years in telecommunications, managing large client portfolios, P&L ownership, and executive-level negotiations. MBA preferred; strong AI, transformation, and leadership skills.
AI, OSS/BSS, Digital platforms, P&L management, CRM, Data analytics
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Client Partner, Airports
East Brunswick or New York City or Los Angeles or Dallas
$200k-$280k/yr OnsiteFull Time
Wipro
WiproNYSE: WIT: Global information technology, consulting, and business process services.
15+ YOERequires 15+ years selling IT portfolio services, senior-enterprise stakeholder engagement, Airports industry P&L management, large-account leadership, complex technology-services sales, and global delivery collaboration.
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