4 client portfolio manager jobs at 4 companies in Richmond, VA
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Portfolio Manager
Richmond, Virginia, United States
OnsiteFull Time
Silvercrest Asset Management Group Inc.NASDAQ: SAMG: Independent, employee-owned registered investment adviser providing asset management and family-office services to wealthy families and institutional investors.
10+ YOEBachelor’s degree in finance, economics, or business; MBA/CFA preferred. Minimum 10 years investment management experience; strong portfolio construction, risk management, client relationship, and business development skills.
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
Directive Consulting: Independent B2B performance marketing agency providing SEO, paid media, creative, and revenue operations services to growth-focused companies.
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
Raleigh or Lexington or Greensburg or Indianapolis or Atlanta or Richmond or Tysons Corner or Fort Lauderdale or Aiken or Elgin or Denver or Orlando or Charlotte or Greenville or Coral Gables or Jeffersonville or Alpharetta or Tampa or Nashville or Cincinnati or Louisville or Augusta or Chicago
$18-$28/hrHybridFull Time
Cherry Bekaert: National assurance, tax, and advisory professional services firm.
1+ YOEHigh school diploma, 1+ year collections/accounts receivable experience in professional services, ability to manage AR portfolio, document client interactions, send statements, research payments, and escalate issues.