Mount Prospect • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Prospect • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Prospect • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Mount Prospect • 50 milesRemote · Hybrid · Onsite · Field · All Environments
94 client portfolio manager jobs at 58 companies in Mount Prospect, IL
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Client Portfolio Manager
Chicago, Illinois, United States
$104k/yr OnsiteFull Time
2+ YOE2+ MgmtManagement role requiring 2+ years building/developing teams, experience driving operational/financial metrics, strong leadership, communication, and problem-solving; valid driver's license if driving.
WinTeam
1mo
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Client Portfolio Manager III
Chicago, Illinois, United States
$117k-$158k/yr OnsiteFull Time
5+ YOEBachelor's degree, CFP or 5+ years portfolio management experience, 5+ years industry experience, experience with high-net-worth and family office clients, strong communication and fiduciary skills.
Order Management System (OMS)
3d
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Client Portfolio Manager
Lisle, Illinois, United States
$125k/yr OnsiteFull Time
7+ YOEBachelor’s degree, 7+ years of investment experience, advisor communication experience, financial markets and portfolio construction knowledge, strong analytical and communication skills, and Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint
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IRG Client Portfolio Manager
Chicago, Illinois, United States
$140k-$190k/yr OnsiteFull Time
8+ YOEBA or equivalent required,8+ years investment-related experience,client-facing and multi-asset portfolio expertise,CFA/CAIA or advanced degree a plus,strong quantitative and communication skills,experience with PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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Client Portfolio Manager
Chicago, Illinois, United States
$104k/yr OnsiteFull Time
2+ YOEManagement experience (min 2 years), team building, operational and financial metrics experience, valid driver’s license if driving, strong communication and leadership skills; Bachelor's/Associate/HS with required management experience options.
WinTeam
1mo
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Portfolio Manager
Chicago, Illinois, United States
$135k-$155k/yr OnsiteFull Time
Experience in portfolio management or specialty finance, client relationship and business development skills, strong collaboration and communication, ability to represent the bank externally.
Microsoft Office
4d
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Portfolio Manager
Chicago or Oakbrook Terrace
$110k-$160k/yr OnsiteFull Time
7+ YOE5+ MgmtBachelor's degree in business, engineering, or another discipline; 7 years managing energy efficiency programs; 5 years of management experience; budgeting, energy savings, client leadership, data analysis, and Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
4d
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Insurance Portfolio Manager
Boston or New York City or Chicago
$155k-$310k/yr HybridFull Time
15+ YOERequires 15+ years of investment experience, including 10+ years in insurance portfolio management, deep insurance and multi-asset expertise, portfolio construction, fixed income, private markets, and client presentation skills.
Clearwater
2mo
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Portfolio Manager
Chicago or Los Angeles or Milwaukee or Irvine
$89k-$166k/yr OnsiteFull Time
5+ YOECredit analysis and loan structuring for commercial clients; portfolio monitoring; financial analysis; Bachelor’s degree required; 5+ years credit/lending experience preferred; Microsoft Office proficiency.
Microsoft Office
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Senior Manager, Delivery Portfolio Management (Workiva)
Dallas or Chicago or Columbus or Cleveland
$144k-$186k/yr HybridFull Time
6+ YOE6+ years consulting or industry experience leading finance transformation or digital reporting programs; executive stakeholder management, portfolio delivery oversight, SDLC familiarity, strong communication, and client relationship skills.
Workiva
2mo
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Portfolio Advisor
Chicago, Illinois, United States
$115k-$195k/yr OnsiteFull Time
6+ YOE6+ years investment experience with HNW/UHNW clients, portfolio management knowledge, decision-making and sales skills, CFA preferred, ability to meet long-term performance objectives.
5d
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Senior Lead Private Wealth Portfolio Manager
Saint Louis or Denver or Salt Lake City or Austin or Dallas or Minneapolis or Houston or Chicago
$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.
1w
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Portfolio Manager - Private Asset Management
Chicago or Wheaton or Evanston
$145k-$175k/yr HybridFull Time
5+ YOERequires 5+ years working directly with wealth management clients and Series 65 registration within 120 days; university degree, CFA, CFP, and 7+ years are preferred.
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Portfolio Manager - Private Asset Management
Chicago or Evanston or Wheaton
$145k-$175k/yr OnsiteFull Time
5+ YOERequires 5+ years working directly with wealth management clients; 7+ preferred. University degree preferred. Series 65 registration required within 120 days; CFA or CFP preferred.
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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor’s degree, 5+ years of client-facing experience with financial advisors and model portfolios, investment and portfolio construction knowledge, communication, organization, and independent work skills.
turnkey asset management platforms
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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of client-facing experience with financial advisors and model portfolios, investment and portfolio construction knowledge, strong communication, organization, prioritization, and independent work skills.
1w
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Asset & Wealth Management, Client Solutions Group (CSG), Model Portfolio Specialist
Chicago, Illinois, United States
$100k-$230k/yr OnsiteFull Time
5+ YOEBachelor’s degree required; 5+ years of client-facing experience with financial advisors and model portfolios; investment and portfolio construction knowledge; strong communication, organization, prioritization, and independent work skills.
turnkey asset management platforms
1mo
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Director, Portfolio & Wealth Advisory
Chicago, Illinois, United States
$180k-$220k/yr HybridFull Time
15+ YOE15+ years working with ultra/high-net-worth clients in investment and wealth management; strong business development, portfolio management, client relationship and advisory collaboration skills.
1w
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Associate Managing Director, Data Portfolio Management
Orlando or Atlanta or Chicago or Detroit or Montvale or Dallas or McLean
HybridFull Time
10+ YOE10+ years in senior client success, business relationship management, or data portfolio management; large-scale data transformation experience; executive communication and cross-functional leadership; bachelor's degree preferred.
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Commercial Portfolio Manager II - Financial Institutions
Chicago or Cincinnati or Charlotte or Frisco
$81k-$169k/yr OnsiteFull Time
3+ YOEBachelor's degree required (accounting/finance/economics preferred), 3+ years credit analysis or loan review experience, proficient with Microsoft Word and Excel, strong organizational and analytical skills, comfortable in limited client-facing environment.
Microsoft Word, Microsoft Excel
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