32 client portfolio manager jobs at 21 companies in Evans, CO
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Client Portfolio Manager
Denver, Colorado, United States
OnsiteFull Time
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
2mo
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Portfolio Manager II - Energy
Houston or Denver
$82k-$173k/yr OnsiteFull Time
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.
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
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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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
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
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
6d
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Portfolio Manager- Private Label
Denver, Colorado, United States
$115k-$124k/yr FieldFull Time
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
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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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
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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
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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Director of Investments & Portfolio Management
Denver, Colorado, United States
$105k-$130k/yr HybridFull Time
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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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
1mo
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Account Manager, NORAM
Denver, Colorado, United States
$29-$44/hr HybridFull Time
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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Accounting Manager
Boulder, Colorado, United States
$80k-$150k/yr RemoteFull Time
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
1w
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Business Banking Relationship Manager - Denver Market
Denver or Denver
$90k-$110k/yr OnsiteFull Time
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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Business Banking Relationship Manager - Denver Market
Denver or Denver or Denver
$90k-$110k/yr OnsiteFull Time
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.
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
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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Senior Associate, Education
Denver, Colorado, United States
$85k-$100k/yr HybridFull Time
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
2mo
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Art Director
Boulder, Colorado, United States
$90k-$115k/yr HybridFull Time
5+ YOE5+ years of agency experience, strong conceptual and design skills, expert in Adobe Creative Suite, portfolio required, ability to manage multiple clients and tight deadlines.
Adobe Creative Suite, InDesign, Photoshop, Illustrator
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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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Outside Sales Executive - DENVER, CO
Denver, Colorado, United States
FieldFull Time
Outside territory sales role building relationships, closing deals, managing a client portfolio; full-time Monday–Friday; reliable transportation preferred; strong people and sales skills.
iPad