71 client portfolio manager jobs at 40 companies in Richardson, TX
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
5+ YOERequires 5+ years in client-facing consulting or IT professional services account management, $10M+ client P&L experience, solution development, portfolio management, financial acumen, and matrix enterprise experience.
Google Mail
2mo
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, strong client management and financial acumen, proven portfolio and sales leadership, proficient with Gmail/Google Calendar/Google Drive.
Gmail, Google Calendar, Google Drive
2w
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Client Portfolio Manager Security
Fort Worth, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtBachelor's degree, or equivalent education and management experience; 2+ years building teams, 1+ year driving operational or financial metrics, strong leadership, communication, organizational, and problem-solving skills.
WinTeam
2mo
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Portfolio Client Partner
Plano, Texas, United States
$126k-$179k/yr HybridFull Time
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, proven client management and sales leadership, financial acumen, and proficiency with Google mail/calendar/drives.
Google Mail, Google Calendar, Google Drive
3mo
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Director of Client Services Portfolio
Plano, Texas, United States
OnsiteFull Time
5+ YOE2+ MgmtBachelor's degree and 5+ years in related area, including 2+ years in a supervisory role; strong client relations, financial management, leadership and communication skills.
1mo
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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
3mo
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Middle Market Banking - Portfolio Management Manager
Dallas, Texas, United States
OnsiteFull Time
10+ YOEBachelor's degree or equivalent, 10+ years commercial banking experience, strong credit and underwriting skills, ability to manage client portfolios and compliance with BSA/OFAC.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Moody's Risk Analyst
1mo
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Commercial Portfolio Manager II
Dallas or Frisco
OnsiteFull Time
6+ YOEBachelor's in finance/business or related, 6+ years portfolio management or commercial banking experience, strong accounting/credit/underwriting and analytical skills, client-facing presence, ability to train and mentor junior staff.
1w
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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.
1mo
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Institutional Client Group Portfolio Manager - Energy Industries - Denver or Dallas
Denver or Dallas
$124k-$146k/yr OnsiteFull Time
6+ YOEBachelor's degree or equivalent experience; 6-8 years relevant experience; advanced commercial lending and credit underwriting knowledge; relationship management, analytical, and presentation skills.
3mo
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Senior Portfolio Engineer
Plano, Texas, United States
OnsiteFull Time
7+ YOE7+ years fixed income portfolio management; buy-side research and trading; leadership in growth initiatives; strong communicator; data manipulation and client support.
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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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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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant experience, strong communication and presentation skills, PowerPoint and Excel proficiency, financial and investment knowledge, quantitative skills, and familiarity with investment structures and instruments.
Microsoft PowerPoint, Microsoft Excel, ETFs, options
2w
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Sr. Portfolio Advisor, Global Family Office Group
Chicago or Houston or Los Angeles or San Francisco or Denver or Seattle or San Diego or Dallas
$165k-$225k/yr OnsiteFull Time
15+ YOERequires 15+ years of investment, asset allocation, or research experience; ultra-high-net-worth or family office client experience; portfolio management expertise; alternatives knowledge; and strong client engagement skills.
PM Dashboard
2w
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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years of relevant experience, strong financial, statistical, investment, communication, presentation, quantitative, problem-solving, and client-facing skills, plus familiarity with separate accounts, ETFs, or options.
Microsoft PowerPoint, Microsoft Excel
4w
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Sector Portfolio Lead Software & Internet Americas
Highlands Ranch or New York City or Raleigh or Calgary or Toronto or Vancouver or San Francisco or Los Angeles or Dallas or Houston or Phoenix or Columbus
$186k-$214k/yr HybridFull Time
Extensive leadership experience with Internet & Software clients in the Americas, strong financial acumen, client strategy and stakeholder management, degree or equivalent experience.
1mo
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Senior IT Project Management- Client Trader Portfolio
Southlake or Austin
$112k-$160k/yr OnsiteFull Time
8+ YOE8+ years project management experience managing large cross-functional technical projects; BA/BS or equivalent; experience with Agile/Scrum, MS Project, Jira, Confluence, Microsoft SharePoint; strong stakeholder, communication, and leadership skills.
Microsoft Project, Jira, Confluence, Microsoft SharePoint
3mo
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Executive Client Partner|TMT
New York or Irving
$290k-$305k/yr HybridFull Time
15+ YOE15+ years in telecommunications, managing large client portfolios, P&L ownership, and executive-level negotiations. MBA preferred; strong AI, transformation, and leadership skills.
AI, OSS/BSS, Digital platforms, P&L management, CRM, Data analytics
6d
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Client Partner, Airports
East Brunswick or New York City or Los Angeles or Dallas
$200k-$280k/yr OnsiteFull Time
15+ YOERequires 15+ years selling IT portfolio services, senior-enterprise stakeholder engagement, Airports industry P&L management, large-account leadership, complex technology-services sales, and global delivery collaboration.
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