32 client portfolio manager jobs at 22 companies in Middletown, DE
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Client Portfolio Manager
Philadelphia or Overland Park
$200k-$260k/yr OnsiteFull Time
10+ YOE10+ years client-facing asset management experience, Series 7 & 63 required, CFA or MBA preferred, strong communication and presentation skills, ability to support multiple equity strategies and collaborate across teams.
2mo
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OCIO Portfolio Manager
Philadelphia, Pennsylvania, United States
HybridFull Time
7+ YOEBachelor's degree and 7+ years in institutional investing/OCIO/investment consulting. Experience with asset allocation, portfolio construction, manager research, and client/advisory engagement; advanced degree and/or CFA/CAIA preferred.
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Senior Portfolio Strategist
Miami or Washington or Baltimore or New York City or Malvern or Richmond or United States
RemoteFull Time
10+ YOE10+ years in financial services or client services, undergraduate degree or equivalent experience, deep portfolio construction expertise, strong communication and relationship management skills, intermediary industry knowledge, and FINRA Series 7 and 63.
1w
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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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Portfolio Leader
Atlanta or King of Prussia
HybridFull Time
10+ YOEBachelor's or Master's in environmental field,10–20 years project and client relationship experience, business development and account management skills, strong written and verbal communication.
CRM
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Premier Client Banker - PNC Wealth Management
Timonium, Maryland, United States
$70k-$117k/yr OnsiteFull Time
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.
2mo
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Client Partner - Cross Industry
Philadelphia, Pennsylvania, United States
$161k-$258k/yr OnsiteFull Time
15+ YOE15+ years consulting experience; proven portfolio ownership and account growth; experience leading complex transformation and cloud (including AWS) initiatives; proposal and SOW development; advanced Microsoft Office skills; strong executive relationship and change management skills.
AWS, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
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Broker - Portfolio Solutions
New York City or Philadelphia or Chicago
$125k-$250k/yr OnsiteFull Time
Proven revenue-generating track record in insurance/reinsurance sales, strong client relationship, analytical and presentation skills, and ability to manage junior staff and complex renewals.
2d
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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
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Senior Account Manager
Philadelphia or United States
$90k-$105k/yr RemoteFull Time
5+ YOE5+ years agency experience with direct client management, people leadership, e-commerce/D2C experience, strong verbal/written communication, and ability to manage multiple client portfolios.
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Account Manager
King of Prussia, Pennsylvania, United States
$75k-$100k/yr OnsiteFull Time
Negotiating with creditors, analyzing client financial profiles, managing high-volume account portfolios, strong attention to detail, MS Office proficiency, bachelor’s degree or equivalent.
SalesForce, Microsoft Excel, Microsoft Word, Microsoft Outlook
4w
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Account Manager-Pittsburgh/Baltimore
Pittsburgh or Baltimore
$53k-$58k/yr HybridFull Time
Manage and grow client portfolio; strong communication, negotiation, organizational skills; familiarity with CRM/Salesforce; bachelor’s degree preferred; ability to travel up to 20%.
CRM, Salesforce
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Manager of Fund Accounting
Livingston or Wilmington
$100k-$140k/yr HybridFull Time
Bachelor's degree in accounting, portfolio and partnership accounting experience, US GAAP knowledge, advanced Excel, client relationship management, and staff supervision skills.
Microsoft Excel, Investran, Geneva, VLOOKUP, SUMIF, XIRR, SUBTOTAL, ROUND
5d
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Commercial Relationship Manager
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yr HybridFull Time
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.
Sales platform
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PMG Commercial Account Manager
Nottingham or Baltimore or United States
$60k-$75k/yr HybridFull Time
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.
5d
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Commercial Relationship Manager
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/yr HybridFull Time
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.
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
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Senior Commercial Relationship Manager, SVP (Asset Based Lending)
Buffalo or Philadelphia or Boston or Pittsburgh
$124k-$206k/yr HybridFull Time
7+ YOE7+ years commercial portfolio management experience; 5+ years ABL/leveraged finance preferred. Bachelor's in finance/accounting or four years relevant experience. Strong credit, structuring, and client development skills.
2mo
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Senior Associate, Innovation, Product Management
Conshohocken, Pennsylvania, United States
OnsiteFull Time
6+ YOE6+ years in private markets product, portfolio management, or client relationship roles; analytical, process‑oriented, proactive, strong communicator, comfortable with ambiguity and user‑centered design.
Jira, Confluence, Figma, Pendo
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.