104 client portfolio manager jobs at 67 companies in Illinois
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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)
4d
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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
1mo
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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
4d
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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
5d
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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
3d
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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
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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
2mo
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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.
6d
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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
Chicago or Wheaton or Evanston
$145k-$175k/yr HybridFull Time
5+ YOERequires 5+ years working directly with wealth management clients and Series 65 registration within 120 days; university degree, CFA, CFP, and 7+ years are preferred.
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Client Experience Manager
Alabama or California or Colorado or Florida or Georgia or Illinois or Indiana or Iowa or North Carolina or New Jersey or Nevada or New York or Maryland or South Carolina or Texas or Washington or Virginia
$70k-$80k/yr RemoteFull Time
3+ YOE3+ years managing SEO client portfolios; experience with organic SEO, Google Business Profile, client retention, upsells, and communicating analytics to non-technical stakeholders.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
1w
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Portfolio Manager - Private Asset Management
Chicago or Evanston or Wheaton
$145k-$175k/yr OnsiteFull 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.
1w
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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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