115 client portfolio manager jobs at 69 companies in Texas
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Client Portfolio Manager
Austin, Texas, United States
OnsiteFull Time
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEBachelor's/Associate/HS with required management experience, driver’s license for travel, 2+ years building teams, 1+ year driving operational/financial metrics, strong leadership, communication, and problem-solving skills.
Allied Universal: Provides comprehensive security guarding and facility management services.
2+ YOE2+ MgmtBachelor's/Associate/HS with commensurate management experience; current driver’s license for client visits; minimum 2 years building/developing teams and 1+ year driving operational/financial metrics; strong leadership, communication, and problem-solving.
RandstadEuronext Amsterdam: RAND: Global provider of human resources and recruitment services.
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.
RandstadEuronext Amsterdam: RAND: Provides global workforce solutions and specialized staffing services.
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.
Allied Universal: Global provider of security guard and facility management services.
2+ YOE2+ Mgmt2+ years building and developing teams, 1+ year driving operational/financial metrics; acceptable education paths include bachelor's, associate+experience, or HS+experience; valid driver\u000fs license when driving; strong communication and leadership skills.
RandstadEuronext Amsterdam: RAND: Provides professional staffing and human resources consulting services worldwide.
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.
Community Management Associates: Provides professional management services for homeowners' associations and communities.
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.
Arizona or Connecticut or Florida or Georgia or Illinois or Indiana or Louisiana or Maryland or Michigan or Missouri or Montana or Nebraska or Nevada or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah or Wisconsin
RemoteFull Time
Zippy: Provides digital mortgage loans and insurance for manufactured homes.
5+ YOEBachelor’s degree preferred and 5+ years in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services. Requires portfolio oversight, analytical, communication, and cross-functional coordination skills.
Microsoft Excel, Slack, Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder
Clearsulting: Provides management consulting and digital finance transformation services.
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.
NBH BankNYSE: NBHC: Provides retail and commercial banking and financial services.
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
Saint Louis or Denver or Salt Lake City or Austin or Dallas or Minneapolis or Houston or Chicago
$185k-$300k/yrOnsiteFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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.
Alabama or California or Colorado or Florida or Georgia or Illinois or Indiana or Iowa or North Carolina or New Jersey or Nevada or New York or Maryland or South Carolina or Texas or Washington or Virginia
$70k-$80k/yrRemoteFull Time
Market My Market: Digital marketing agency providing SEO and content services.
3+ YOE3+ years managing SEO client portfolios; experience with organic SEO, Google Business Profile, client retention, upsells, and communicating analytics to non-technical stakeholders.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
Bankjoy: Digital banking platform for community banks and credit unions.
5+ YOE5+ years in client success/account management in B2B fintech or enterprise SaaS; experience with executive stakeholder management, renewals, upsell, product adoption, and portfolio management of 20–30+ accounts.
Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, Salesforce, Gainsight, ChurnZero
7+ YOE7+ years fixed income portfolio management; buy-side research and trading; leadership in growth initiatives; strong communicator; data manipulation and client support.
Associate Managing Director, Data Portfolio Management
Orlando or Atlanta or Chicago or Detroit or Montvale or Dallas or McLean
HybridFull Time
KPMG: Global professional services network providing audit, tax, and advisory.
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.
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
15+ YOE15+ years in environmental engineering/consulting with progressive business development and account leadership; bachelor\u0002s degree required; TX PE preferred; strong executive relationship and portfolio management skills.