86 client portfolio manager jobs at 56 companies in Evanston, IL
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Client Portfolio Manager
Chicago, Illinois, United States
$104k/yr OnsiteFull Time
2+ YOE2+ MgmtManagement role requiring 2+ years building/developing teams, experience driving operational/financial metrics, strong leadership, communication, and problem-solving; valid driver's license if driving.
WinTeam
1mo
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Client Portfolio Manager III
Chicago, Illinois, United States
$117k-$158k/yr OnsiteFull Time
5+ YOEBachelor's degree, CFP or 5+ years portfolio management experience, 5+ years industry experience, experience with high-net-worth and family office clients, strong communication and fiduciary skills.
Order Management System (OMS)
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Client Portfolio Manager
Lisle, Illinois, United States
$125k/yr OnsiteFull Time
7+ YOEBachelor’s degree, 7+ years of investment experience, advisor communication experience, financial markets and portfolio construction knowledge, strong analytical and communication skills, and Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint
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IRG Client Portfolio Manager
Chicago, Illinois, United States
$140k-$190k/yr OnsiteFull Time
8+ YOEBA or equivalent required,8+ years investment-related experience,client-facing and multi-asset portfolio expertise,CFA/CAIA or advanced degree a plus,strong quantitative and communication skills,experience with PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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Client Portfolio Manager
Chicago, Illinois, United States
$104k/yr OnsiteFull Time
2+ YOEManagement experience (min 2 years), team building, operational and financial metrics experience, valid driver’s license if driving, strong communication and leadership skills; Bachelor's/Associate/HS with required management experience options.
WinTeam
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Portfolio Manager
Chicago, Illinois, United States
$135k-$155k/yr OnsiteFull Time
Experience in portfolio management or specialty finance, client relationship and business development skills, strong collaboration and communication, ability to represent the bank externally.
Microsoft Office
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Portfolio Manager
Chicago or Oakbrook Terrace
$110k-$160k/yr OnsiteFull Time
7+ YOE5+ MgmtBachelor's degree in business, engineering, or another discipline; 7 years managing energy efficiency programs; 5 years of management experience; budgeting, energy savings, client leadership, data analysis, and Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
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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
2mo
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Portfolio Manager
Chicago or Los Angeles or Milwaukee or Irvine
$89k-$166k/yr OnsiteFull Time
5+ YOECredit analysis and loan structuring for commercial clients; portfolio monitoring; financial analysis; Bachelor’s degree required; 5+ years credit/lending experience preferred; Microsoft Office proficiency.
Microsoft Office
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Senior Manager, Delivery Portfolio Management (Workiva)
Dallas or Chicago or Columbus or Cleveland
$144k-$186k/yr HybridFull Time
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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Portfolio Advisor
Chicago, Illinois, United States
$115k-$195k/yr OnsiteFull Time
6+ YOE6+ years investment experience with HNW/UHNW clients, portfolio management knowledge, decision-making and sales skills, CFA preferred, ability to meet long-term performance objectives.
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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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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor’s degree, 5+ years of client-facing experience with financial advisors and model portfolios, investment and portfolio construction knowledge, communication, organization, and independent work skills.
turnkey asset management platforms
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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of client-facing experience with financial advisors and model portfolios, investment and portfolio construction knowledge, strong communication, organization, prioritization, and independent work skills.
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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor’s degree required; 5+ years of client-facing experience with financial advisors and model portfolios; investment and portfolio construction knowledge; strong communication, organization, prioritization, and independent work skills.
turnkey asset management platforms
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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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Director, Portfolio & Wealth Advisory
Chicago, Illinois, United States
$180k-$220k/yr HybridFull Time
15+ YOE15+ years working with ultra/high-net-worth clients in investment and wealth management; strong business development, portfolio management, client relationship and advisory collaboration skills.
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Commercial Portfolio Manager II - Financial Institutions
Chicago or Cincinnati or Charlotte or Frisco
$81k-$169k/yr OnsiteFull Time
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
3w
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Asset Management - Portfolio Model Specialist Client Advisor - Vice President
Chicago or Columbus
FieldFull Time
5+ YOEBachelor's in finance-related field, Series 7 and 63, 5+ years investment or client-facing experience, strong analytical and presentation skills, willingness to travel occasionally in the Midwest.
3mo
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Client Advisor
Niles, Illinois, United States
$50k-$100k/yr OnsiteFull Time
0+ YOEManage client accounts and portfolios, build relationships, identify decision-makers, develop sales plans, and present services; strong communication; proficient with Google Suite and CRM; onsite training available.
Google Suite, CRM
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