33 client portfolio manager jobs at 26 companies in Miami Beach, FL
2w
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Portfolio Manager III
Miami, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, investment and fiduciary expertise, leadership, relationship management, and a high school diploma or equivalent.
MBA, JD
2w
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Portfolio Manager III
Miami, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, and negotiation, leadership, analytical, and client relationship skills.
Chief Investment Office
4d
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VP Portfolio Manager
New Jersey or New York City or Manhattan or Brooklyn or Great Neck or Lakewood or Miami or Louisville
$175k-$200k/yr HybridFull Time
5+ YOEUndergraduate degree preferred in finance, economics, or accounting; 5+ years of commercial banking or equivalent experience; client-facing experience; strong credit analysis, due diligence, risk management, communication, and commercial lending skills.
AI
2mo
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Manager, Portfolio - Taikoo Place
Hong Kong or China or Miami or Asia
OnsiteFull Time
5+ YOEUniversity graduate with 5+ years leasing and property management experience; HKIS or RICS surveying qualifications preferred; strong negotiation, communication, and client relationship skills; English and Chinese required.
3mo
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Client Success Manager
Miami, Florida, United States
OnsiteFull Time
3+ YOEManage a portfolio of B2B clients, driving onboarding, retention, and growth via proactive support.
Salesforce, CRM, Microsoft Office, Google Workspace, BI tools
1w
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Senior Lead Private Wealth Portfolio Manager
Charlotte or Miami or Atlanta or Palm Beach or Canada
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 relationship skills required.
1mo
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Senior Portfolio Advisor II
Miami, Florida, United States
OnsiteFull Time
15+ YOE15+ years investment experience, portfolio management and client advisory, business development, leadership, risk management, strong judgment and communication; must be authorized to work in the U.S. without sponsorship.
2w
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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
1mo
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Portfolio Manager - Commercial Banking (Middle Market)
Miami, Florida, United States
$150k-$170k/yr OnsiteFull Time
5+ YOEMinimum 5 years commercial banking experience, formal credit training, degree/diploma in business/finance/accounting, strong underwriting, credit and financial statement analysis, client relationship and communication skills.
Salesforce, Microsoft Excel, Microsoft Office
3mo
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VP Client Services/Principal I
Boca Raton, Florida, United States
$160k/yr RemoteFull Time
15+ YOE5+ Mgmt15+ years in healthcare revenue cycle; Bachelor’s in healthcare administration or business; Master’s preferred; 5+ years in client partner/portfolio growth; remote work; up to 25% travel.
6d
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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
1mo
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Account Manager
Sunrise or Pembroke Pines
FieldFull Time
3+ YOE3+ MgmtManage a portfolio of landscape maintenance clients, drive ancillary sales, perform site walkthroughs, oversee field operations, and support hiring/training. Requires 3+ years customer-focused management experience.
CRM
1w
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Account Manager
Plantation, Florida, United States
$63k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years in account management within fine art logistics, auction, design, or luxury services; complex client portfolio, logistics, compliance, costing, and communication expertise.
Microsoft Office, Moveware, The Studio
2mo
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Investment Manager
New York City or Miami or San Francisco
$220k-$350k/yr HybridFull Time
Bachelor's degree required; proven experience advising high-net-worth clients on multi-asset portfolio construction and asset allocation; strong client network; CFA or MBA a plus; excellent communication and investment strategy skills.
1mo
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Business Relationship Manager I - Officer
Hialeah, Florida, United States
OnsiteFull Time
1+ YOE1+ year business banking relationship management or related lending experience; knowledge of business credit and products; strong communication; MS Office proficiency; ability to manage portfolio and balance client needs with risk.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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
3mo
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VP; Branch Manager
Boca Raton, Florida, United States
OnsiteFull Time
7+ YOEAssociate degree in accounting/finance (or equivalent), 7+ years banking experience in product sales and lending, supervisory experience, established portfolio, KYC/BSA/AML knowledge, MS Office proficiency, ability to travel for client visits.
X‑Pert AML, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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VP/ Business Banking Lender
Doral, Florida, United States
OnsiteFull Time
Manage and grow a business client portfolio, provide financial advice, perform credit and risk management, prospect for new clients, and execute portfolio administration to meet business goals.
1mo
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Mortgage Loan Officer
Kendall or Doral or Coral Gables or Miami or Pinecrest
OnsiteFull Time
0+ YOERecommend mortgage solutions, manage client portfolio, generate sales calls, prepare and review loan documentation, and analyze complex borrower financials.
1mo
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Associate Attorney (Uncontested Foreclosure)
Fort Lauderdale, Florida, United States
OnsiteFull Time
3+ YOEFlorida-licensed attorney with 3+ years foreclosure experience, strong research/writing, portfolio management, and familiarity with Black Knight/LPS and Tempo client portals.
Black Knight, LPS, Tempo
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