Pompano Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pompano Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pompano Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pompano Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
40 client portfolio manager jobs at 29 companies in Pompano Beach, FL
2w
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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
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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
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Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Support US Wealth businesses, attend client meetings, communicate investment outlooks, produce marketing materials, perform portfolio construction analysis; strong Excel, PowerPoint, Morningstar Direct, and communication skills.
AI, Microsoft Excel, Microsoft PowerPoint, Morningstar Direct, Zoom
1mo
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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.
2w
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Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Strong communication skills, knowledge of AI, Excel, PowerPoint, and Morningstar Direct, and strong interest in capital markets, asset management, and traditional asset classes.
AI, Microsoft Excel, Microsoft PowerPoint, Morningstar Direct
1w
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Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Strong communication skills, knowledge of AI, Excel, PowerPoint, and Morningstar Direct, and strong interest in capital markets, asset management, and traditional asset classes.
AI, Microsoft Excel, Microsoft PowerPoint, Morningstar Direct
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
1mo
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PWM Partner Portfolio Manager
Tampa or Palm Beach
$98k-$116k/yr OnsiteFull Time
4+ YOEBachelor's degree or equivalent,4+ years related experience,strong client-facing,analytical and communication skills; proficiency with Microsoft Office; professional credentials (CFP,CFA) a plus.
Microsoft Office
6d
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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.
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
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
2mo
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Private Wealth Management Portfolio Management Associate
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOERequires active Series 7 and Series 66 or Series 63 and Series 65, 2+ years relevant experience, bachelor\u0002s degree preferred, strong knowledge of financial products, Microsoft Excel proficiency, and excellent client service skills.
Microsoft Office, Microsoft Excel
2mo
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Private Wealth Management Portfolio Management Associate
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; strong MS Office (Excel) skills, client service, communication, and knowledge of financial products.
Microsoft Office, Microsoft Excel
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.
16h
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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
5d
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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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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
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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.
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