23 client portfolio manager jobs at 17 companies in Maricopa, AZ
2w
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Client Portfolio Manager
Phoenix, Arizona, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3–5 years of client or account management experience in security. Requires security technology knowledge, Microsoft Office Suite and CRM proficiency, communication, analytical, organizational, and problem-solving skills.
Microsoft Office Suite, CRM software
3w
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Portfolio Manager III
Scottsdale, Arizona, United States
OnsiteFull Time
10+ YOE10+ years advising high-net-worth clients, discretionary portfolio management, asset allocation, risk management, fiduciary knowledge, client relationship and mentoring experience.
1mo
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Client PM Portfolio Mgr, Sr
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
8+ YOEBachelor's in business/finance/economics, minimum 8 years investment experience, CFA/CPA/CFP preferred, technical experience with investment software, strong decision-making and client relationship skills.
FIS, Charles River, Morningstar, Factset, First Rate, Salesforce, Microsoft Office
3w
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Portfolio Manager III
Scottsdale, Arizona, United States
OnsiteFull Time
10+ YOE10+ years investment decision-making and financial consulting with high-net-worth clients; fiduciary knowledge; investment, tax, legal and operations expertise; leadership and client relationship skills; CPA/CFP/CFA preferred.
2mo
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VP, Commercial Banking Portfolio Manager
Phoenix or Salt Lake City
$89k-$166k/yr OnsiteFull Time
7+ YOECredit underwriting and portfolio management experience for middle-market clients; structuring complex loan solutions, delegated credit authority, financial modeling, and stakeholder collaboration. Bachelor's degree required; 7+ years preferred.
1w
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Senior Lead Private Wealth Portfolio Manager (LO)
Seattle or Phoenix or San Francisco or Los Angeles or San Diego or Las Vegas
$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.
1mo
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Commercial Portfolio Manager III - Phoenix
Phoenix, Arizona, United States
$84k-$100k/yr HybridFull Time
6+ YOE6+ years commercial credit experience, BA/BS preferred, strong commercial credit analysis and underwriting skills, ability to research lending regulations and communicate with clients and stakeholders.
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
Extensive leadership experience with Internet & Software clients in the Americas, strong financial acumen, client strategy and stakeholder management, degree or equivalent experience.
1mo
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Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
1mo
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Client & Design Leader, Industrial
Atlanta or Phoenix
HybridFull Time
10+ YOE5+ MgmtBachelor's in architecture/engineering/interior design or related, 10+ years AEC experience with 5+ years client-facing, strong business management and communication skills, portfolio PDF required.
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
Extensive leadership experience with Internet & Software clients in the Americas, strong financial and commercial acumen, client strategy and relationship building, degree-level education or equivalent.
4d
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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
2d
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SVP, Relationship Manager
Phoenix, Arizona, United States
HybridFull Time
7+ YOESeven or more years of commercial lending experience preferred, with commercial credit underwriting, business development, portfolio management, financial analysis, regulatory knowledge, and client relationship skills.
Microsoft Word, Microsoft Excel, Bankway, Salesforce, Google Mail
2mo
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Account Director, Client Strategy (Remote US) - Future Opening
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
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
2w
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Head of Advised Asset Allocation
Malvern or Scottsdale or Charlotte
HybridFull Time
10+ YOE10+ years in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing; expertise in personalized portfolios, risk management, team leadership, and client solutions.
2mo
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Mortgage Loan Officer
Phoenix or Lake Havasu City or Prescott Valley or Flagstaff or Scottsdale
OnsiteFull Time
0+ YOERecommend and structure mortgage solutions, manage client portfolio and pipeline, perform financial analysis, prospect and retain clients, ensure documentation and regulatory compliance.
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
2mo
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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.
3d
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Web Developer - Phoenix, AZ (In-Office)
Phoenix, Arizona, United States
OnsiteFull Time
Experience building WordPress sites with Elementor, managing cPanel/WHM hosting, DNS and migrations, and using HTML/CSS. Requires client communication, SEO and analytics familiarity, a portfolio, and a bachelor's degree.
WordPress, Elementor, cPanel, WHM, CSS, HTML, Google Analytics, Figma, Adobe Creative Suite
1mo
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Director, Investment Professional, Affordable Housing
Phoenix, Arizona, United States
OnsiteFull Time
5+ YOEBachelor's degree in finance/real estate/business/urban planning,5+ years experience in affordable housing or community development finance,strong financial modeling and underwriting skills,ability to manage loan portfolios and client relationships.
Microsoft Excel