34 client portfolio manager jobs at 26 companies in Miami, FL
2w
Save
Mark Applied
Hide
Portfolio Manager III
Fort Lauderdale, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, investment, fiduciary, leadership, negotiation, and relationship management expertise.
2w
Save
Mark Applied
Hide
Portfolio Manager III
Fort Lauderdale, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, fiduciary and investment knowledge, leadership, negotiation, and client relationship skills.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
6h
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Account Manager (49774)
Davie, Florida, United States
OnsiteFull Time
Manage operational and financial performance of client portfolios; lead teams, conduct site inspections, and ensure client satisfaction. GI-BMP required; valid US driver\u000b\u000b\u000blicense required; experience in landscaping and leadership preferred.
Microsoft Office Suite, Adobe
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Vice President / Director, Equipment Finance
Winter Park or Miami or Tampa
$122k-$228k/yr OnsiteFull Time
10+ YOE10+ years in relationship/account/portfolio management in corporate banking with sales metrics; Bachelor's degree required (Business Administration, Finance, Accounting preferred); proficiency in project and change management; expertise in deal structuring, credit risk, portfolio management, and client relationship building.
1mo
Save
Mark Applied
Hide
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.
Explore Jobs
Expand Your Job Search
Top Cities Near Miami for Client Portfolio Manager
- Client Portfolio Manager jobs in Hialeah, FL
- Client Portfolio Manager jobs in Fort Lauderdale, FL
- Client Portfolio Manager jobs in Pembroke Pines, FL
- Client Portfolio Manager jobs in Hollywood, FL
- Client Portfolio Manager jobs in Miramar, FL
- Client Portfolio Manager jobs in Coral Springs, FL
- Client Portfolio Manager jobs in Miami Gardens, FL
- Client Portfolio Manager jobs in Pompano Beach, FL
- Client Portfolio Manager jobs in Davie, FL
- Client Portfolio Manager jobs in Boca Raton, FL
- Client Portfolio Manager jobs in Plantation, FL
- Client Portfolio Manager jobs in Miami Beach, FL
- Client Portfolio Manager jobs in Sunrise, FL
- Client Portfolio Manager jobs in Homestead, FL
- Client Portfolio Manager jobs in Deerfield Beach, FL
- Client Portfolio Manager jobs in Doral, FL
- Client Portfolio Manager jobs in Lauderhill, FL
- Client Portfolio Manager jobs in Weston, FL
- Client Portfolio Manager jobs in Delray Beach, FL
- Client Portfolio Manager jobs in Tamarac, FL