33 client portfolio manager jobs at 26 companies in Tomball, TX
2mo
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Client Portfolio Manager
Houston, Texas, United States
FieldFull Time
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.
WinTeam
2mo
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Portfolio Manager II - Energy
Houston or Denver
$82k-$173k/yr OnsiteFull Time
6+ YOEBachelor's in business, 6+ years credit analysis experience (including midstream, power, and/or RBL), advanced analytical and financial modeling skills, client-facing presence, portfolio management, and ability to partner with deal stakeholders.
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.
1mo
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Portfolio Manager (Commercial Lending) – Houston or Sugar Land, TX
Houston or Sugar Land
OnsiteFull Time
4+ YOEBachelor's in business/finance/accounting preferred; 4+ years commercial lending or credit experience preferred; skills in credit analysis, financial statement spreading, loan structuring, and client relationship management.
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
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
3w
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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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Associate, Portfolio Administration B
Houston, Texas, United States
OnsiteFull Time
5+ YOE5+ years investment management or middle-office experience; strong reconciliation, trade lifecycle, corporate actions, pricing, client reporting, and procedural documentation skills.
FactSet, Bloomberg, Charles River, Aladdin, Advent, Electra, Omgeo, DTC, SWIFT, Microsoft Excel, Microsoft Word
3w
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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 and commercial acumen, client strategy and relationship building, degree-level education or equivalent.
1mo
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Client Accounts Operations Lead - Austin
Austin or Dallas or Houston
HybridFull Time
5+ YOESenior-level legal billing experience (5+ years) managing high-volume portfolios, strong analytical and communication skills, experience with Aderant, e-billing, and advanced Excel; high school diploma required; bachelor's preferred.
Aderant Legal Billing, e-Hub, Bill Blast, Microsoft Excel
3w
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Project Manager - Interior Design
Houston, Texas, United States
OnsiteFull Time
8+ YOEBachelor's in Interior Design or related, licensed or pursuing licensure, portfolio required, 8+ years experience preferred, proficiency with Microsoft Office Suite, Bluebeam, Adobe Creative Suite, Newforma, Oracle, strong client and team leadership skills.
Microsoft Office Suite, Bluebeam, Adobe Creative Suite, Newforma, Oracle
1mo
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Customer Success Manager
Houston, Texas, United States
OnsiteFull Time
Manage client onboarding, adoption, retention and growth for a portfolio of commodity trading customers; strong customer-facing experience, communication, analytical and process skills; familiarity with trading workflows.
2w
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Small Business Relationship Manager - Bilingual Spanish
Dallas or San Antonio or Plano or Richardson or Austin or Fort Worth or Houston
FieldFull Time
5+ YOERequires 5+ years in commercial or small business banking, 2+ years in client-facing relationship management, portfolio management experience, a bachelor's degree, and fluent English and Spanish.
CRM, BSA
3w
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Business Relationship Manager I - Officer
Missouri City, Texas, United States
OnsiteFull Time
1+ YOEManage a portfolio of business clients, provide deposit/cash management and credit solutions, 1+ year business banking or lending experience, business credit knowledge, strong communication, and MS Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Account Director, Client Strategy (Remote US) - Future Opening
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
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
3mo
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Business Banking Senior Relationship Manager - Central Houston Market
Houston, Texas, United States
OnsiteFull Time
5+ YOE5+ years commercial lending/business banking experience, portfolio management for $20-50M clients, financial statement and cash flow analysis, sales/prospecting and relationship management skills.
3d
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Business Banking Relationship Manager - South Houston Market
Houston, Texas, United States
FieldFull Time
7+ YOERequires consultative financial or business-to-business sales success, financial statement and cash flow analysis, client portfolio management, small business product knowledge, communication, leadership, and prospecting skills.
CRM platforms
1w
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Director of Project Management (Houston, TX) - Austin Industrial
Houston, Texas, United States
OnsiteFull Time
Leads industrial construction project delivery, portfolio oversight, PMO governance, team management, client engagement, risk and change control, financial performance, contracts, quality, and reporting.
1mo
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GVP, Product Management
Houston, Texas, United States
$168k-$230k/yr HybridFull Time
10+ YOE10+ years delivery leadership in agency environments managing $20M+ portfolios; experience with anchor accounts, CRM/web/social/media/AI programs; strong financial management, executive client engagement, team coaching, and proficiency with Workfront and AI delivery tools.
Workfront
1mo
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GVP, Product Management
Houston, Texas, United States
$168k-$230k/yr OnsiteFull Time
10+ YOE10+ years delivery leadership in agency environments, accountable for $20M+ portfolios; executive client relationship, team development, financial and commercial discipline; AI delivery integration and Workfront experience.
Workfront