23 client portfolio manager jobs at 19 companies in Georgetown, TX
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Client Portfolio Manager
Austin, Texas, United States
OnsiteFull Time
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEBachelor's/Associate/HS with required management experience, driver’s license for travel, 2+ years building teams, 1+ year driving operational/financial metrics, strong leadership, communication, and problem-solving skills.
Allied Universal: Global provider of security guard and facility management services.
2+ YOE2+ Mgmt2+ years building and developing teams, 1+ year driving operational/financial metrics; acceptable education paths include bachelor's, associate+experience, or HS+experience; valid driver\u000fs license when driving; strong communication and leadership skills.
Saint Louis or Denver or Salt Lake City or Austin or Dallas or Minneapolis or Houston or Chicago
$185k-$300k/yrOnsiteFull Time
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.
Bankjoy: Digital banking platform for community banks and credit unions.
5+ YOE5+ years in client success/account management in B2B fintech or enterprise SaaS; experience with executive stakeholder management, renewals, upsell, product adoption, and portfolio management of 20–30+ accounts.
Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, Salesforce, Gainsight, ChurnZero
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
15+ YOE15+ years in environmental engineering/consulting with progressive business development and account leadership; bachelor\u0002s degree required; TX PE preferred; strong executive relationship and portfolio management skills.
ISF: Management consulting and IT firm serving public sector entities.
3+ YOEProven track record selling/delivering management or IT consulting to state & local government and education (SLED); ability to build/own a $3-5M portfolio; executive client relationship skills and team leadership.
DLA Piper: Global law firm providing comprehensive legal and business services.
5+ YOESenior-level legal billing experience (5+ years) managing high-volume portfolios, strong analytical and communication skills, experience with Aderant, e-billing, and advanced Excel; high school diploma required; bachelor's preferred.
Aderant Legal Billing, e-Hub, Bill Blast, Microsoft Excel
GFT (Gannett Fleming): Provides infrastructure engineering, design, and construction management services.
15+ YOE15+ MgmtBachelor's in engineering, 15+ years progressive leadership experience, proven business development and client management in transportation, strategic and operational leadership, ability to grow project portfolio and manage area performance.
Business Banking Senior Relationship Manager - Central Houston Market
Houston, Texas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years in commercial lending, business development, and portfolio management; manages client portfolios of $20-50M; strong financial analysis and relationship management.
Small Business Relationship Manager - Bilingual Spanish
Dallas or San Antonio or Plano or Richardson or Austin or Fort Worth or Houston
FieldFull Time
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
5+ YOERequires 5+ years in commercial or small business banking, 2+ years in client-facing relationship management, portfolio management experience, a bachelor's degree, and fluent English and Spanish.
Columbus or Tampa or Raleigh or Orlando or Richmond or Houston or Miami or Phoenix or Philadelphia or Austin or Boise or Milwaukee or Atlanta or Oklahoma City or Charleston or Des Moines or Dallas or Kansas City or Detroit or Indianapolis or Salt Lake City or Nashville or Charlotte or Irvine or United States or Canada or Mexico or United Kingdom
RemoteFull Time
Directive: Performance marketing agency for B2B technology and SaaS companies.
7+ YOE7+ years agency/client services experience with B2B SaaS or tech clients; proven portfolio ownership ($2M+), executive communication, commercial acumen, cross-channel fluency across Paid Media, SEO, CRO, Creative, and RevOps.
Zoom, Slack, DiscoverabilityOS™, Spring Health, Headspace, Omada, Aaptiv, One Medical
Bakery: Independent creative agency developing brand identities and cultural campaigns.
7+ YOE7+ years client services experience at agencies; proven track record on integrated campaigns, production cycles, budgeting, project management, and client relationships; strong communication and presentation skills; portfolio preferred.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEBachelor's degree typically required, 8+ years industry experience, client relationship and credit analysis skills, financial analysis, sales origination, decision making, and portfolio management.
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/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
Citizens National Bank: Community bank providing personal and commercial financial services.
Develop new client relationships, grow loan portfolio and deposits, manage branch credit risk, analyze loan requests, and lead branch staff; bachelor’s in business or banking required.
Senior System Lead, Application & Integration, GCM
Austin, Texas, United States
$130k-$160k/yrRemoteFull Time
DSVNasdaq Copenhagen: DSV: Provide global transport and logistics services via road, air, and sea.
7+ YOE3+ Mgmt7+ years WMS/application & integration experience, 3+ years client-facing/account management experience, hands-on WMS and integration technology familiarity, change request and portfolio management, strong communication and governance skills.
Blue Yonder, Manhattan, Oracle WMS, EDI, API, ERP, TMS, ServiceNow, Jira, Microsoft Project
Sock Club: Designs and manufactures custom American-made socks for brands.
1+ YOE1-3 years experience preferred, portfolio required, proficiency with Adobe Creative Suite (Photoshop, Illustrator), strong attention to detail, time management, and client communication; four-year design degree recommended.
Idea Peddler: Advertising agency providing strategic media and creative campaigns.
10+ YOERequires 10+ years of creative agency experience, integrated campaign leadership, design or art direction expertise, portfolio experience, staff and freelance team leadership, client presentation skills, and Figma and Adobe Creative Cloud proficiency.