23 client portfolio manager jobs at 19 companies in Maryland
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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
Zippy: US fintech lender providing digital manufactured-home loans and insurance to buyers nationwide.
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
MD Energy Advisors: Private energy advisory firm serving commercial, utility, residential, and government clients with energy management and renewable solutions.
10+ YOEBachelor's degree or equivalent, 10+ years business development/sales in energy efficiency, strong communication/negotiation, Microsoft Office and Salesforce proficiency, ability to travel for client meetings.
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/yrRemoteFull Time
Market My Market: Digital marketing agency helping law firms, dental offices, medical practices, and local businesses attract customers online.
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
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/yrOnsiteFull Time
BDO USA: Professional services firm providing assurance, tax, and advisory services.
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
Morrisville or District of Columbia or Maryland or Virginia
$145k-$160k/yrFieldFull Time
LenovoHKSE: 992: Global technology delivering Smarter Technology for All.
5+ YOEManage and grow strategic enterprise customer relationships, drive revenue across portfolio offerings, build executive relationships, and develop pipeline; 5+ years enterprise sales/account management experience and bachelor’s degree or equivalent.
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
3+ YOEBachelor's degree required, 3+ years relevant experience, strong sales and relationship management skills, FINRA licensing preferred, and ability to manage risk and client portfolios.
BCA Services: Private U.S. consulting firm serving government and industry with AI, training, records, life-sciences, and healthcare support.
10+ YOE6+ Mgmt10+ years relevant experience with 6+ years managing federal programs; PMP preferred; expertise in NARA/ERM, FOIA/Privacy Act, litigation support/eDiscovery, accessibility/Section 508, metadata/data quality, portfolio management, and client-facing consulting.
Relativity, Everlaw, Reveal, Logikcull, Nuix, Concordance, Clearwell, Microsoft Purview eDiscovery, FOIAXpress, GovQA, Granicus, NextRequest, ArkCase, Axon/Evidence.com, Adobe, Microsoft SharePoint, Microsoft 365, Microsoft Power Platform
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/yrRemoteFull Time
Aprio: Full-service CPA-led business advisory and accounting firm.
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.
LINQ Services: Managed mobility services provider helping corporate clients manage mobile fleets, devices, carriers, costs, and compliance.
Manage and grow client portfolio; strong communication, negotiation, organizational skills; familiarity with CRM/Salesforce; bachelor’s degree preferred; ability to travel up to 20%.
Regional Sales Specialist – Model Portfolio Distribution
Colorado Springs or Maryland or Colorado or Washington or United States or New York or California or New York
$107k-$194k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Global asset management firm providing investment and retirement services.
8+ YOEBachelor's degree or equivalent, 8+ years of relevant experience, FINRA Series 7 and 63 licenses, sales territory management, client relationship management, presentations, and willingness to travel regularly.
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
R.K. Tongue Co., Inc.: Family-owned independent insurance agency and brokerage serving businesses, professionals, healthcare providers, employees, and individuals across the Mid-Atlantic.
Manage a portfolio of high-value commercial clients, lead renewals, advise on coverage and risk management, achieve retention and growth targets, maintain accurate documentation, and collaborate with producers and carriers.
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
Akehurst Landscape Service: Family-owned Maryland commercial landscaping serving businesses with grounds maintenance, landscape services, and snow and ice management.
3+ YOE2+ MgmtExperience managing landscape operations and client portfolios, sales and estimating skills, supervisory experience, computer proficiency with Microsoft Word/Excel, valid driver’s license and DOT medical card, ability to obtain Maryland applicator licenses and complete OSHA training.
Raleigh or Massachusetts or Minnesota or North Carolina or New Jersey or Florida or Rhode Island or Indiana or Alabama or California or District of Columbia or Pennsylvania or Virginia or Colorado or Maryland or Missouri or Illinois or Oregon or Texas or Ohio or Kentucky
$230k-$280k/yrFieldFull Time
Project Farma: Patient-focused biopharmaceutical consulting firm providing manufacturing strategy and execution for life-science companies.
20+ YOEBachelor's degree or equivalent experience, PMP or MEM required, and 20+ years leading complex life sciences projects, programs, portfolios, or PMOs. Requires practice growth, talent leadership, client delivery, and domestic travel.
VP & Commercial Banker - Commercial Admin Total Bank
Rockville or Reston
$155k-$180k/yrOnsiteFull Time
WesBancoNASDAQ: WSBC: Regional diversified financial services and banking institution.
5+ YOEBachelor’s degree preferred; five years of related experience in credit analysis or portfolio management required. Sales experience, leadership, communication, regulatory compliance, and client development skills required.
NFP: Private insurance brokerage and consulting firm serving companies and individuals with risk, benefits, wealth and retirement advice.
5+ YOE5+ years wealth management experience, Bachelor's degree preferred, proficiency in Microsoft Office; CRM and portfolio/financial planning software a plus. Strong communication, organization, and client management skills; supervisory experience a plus.
Microsoft Office, CRM, portfolio management software, financial planning software
First Command Financial Services: Employee-owned financial services providing financial coaching, investing, insurance, and banking to military families.
5+ YOE5+ years financial services experience, Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio/wealth management and client relationship skills.
8+ YOEPortfolio of breakthrough integrated campaign work; 8–12 years of agency or integrated marketing experience; creative team leadership, exceptional writing, storytelling, client presentation, mentoring, and AI technology experience.