21 client portfolio manager jobs at 17 companies in Virginia
3mo
Save
Mark Applied
Hide
3mo
Portfolio Manager
Richmond, Virginia, United States
OnsiteFull Time
Silvercrest Asset Management GroupNASDAQ: SAMG: Provides asset management and family office services to clients.
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.
Elder Research: Provides data science, machine learning, and predictive analytics consulting services.
Bachelor's degree in engineering, business, or a technical field; multi-year project management or software lifecycle, complex project delivery, consulting, client engagement, and business portfolio growth experience.
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, proficiency with Google Search Console and local search, strong client communication, account strategy, upselling, and retention skills.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
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.
Morrisville or District of Columbia or Maryland or Virginia
$145k-$160k/yrFieldFull Time
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
5+ YOEManage and grow strategic enterprise customer relationships, drive revenue across portfolio offerings, build executive relationships, and develop pipeline; 5+ years enterprise sales/account management experience and bachelor’s degree or equivalent.
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
Business Banking Senior Relationship Manager-McLean, VA
McLean, Virginia, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOEFive+ years in commercial lending/business banking with strong client relationship skills; ability to analyze financials; proven sales and portfolio management.
Senior Business Banking Relationship Manager - Greater Northern Virginia
McLean, Virginia, United States
$140k-$185k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOERequires 5+ years in commercial lending, business development, commercial credit, or portfolio management; extensive $20–$50 million client portfolio experience; sales, financial statement analysis, and cash flow analysis 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: Performance marketing agency for B2B technology and SaaS 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
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience; ability to source and onboard business clients, manage portfolios, assess credit and structure secured/unsecured solutions; strong communication and Microsoft Office skills.
United States or Palm Coast or Atlanta or Tysons or Lexington
RemoteFull Time
Coastal Cloud: A consulting firm providing digital transformation and advisory services for healthcare and life sciences clients.
15+ YOE15+ years in sales, consulting, or delivery leadership within Salesforce/SaaS for Healthcare & Life Sciences; enterprise client engagement, portfolio P&L, and people leadership experience required.
Salesforce Health Cloud, Life Sciences Cloud, Data Cloud, MuleSoft, Salesforce, ZoomInfo, LinkedIn Sales Navigator, Snowflake
Raleigh or Massachusetts or Minnesota or North Carolina or New Jersey or Florida or Rhode Island or Indiana or Alabama or California or District of Columbia or Pennsylvania or Virginia or Colorado or Maryland or Missouri or Illinois or Oregon or Texas or Ohio or Kentucky
$230k-$280k/yrFieldFull Time
PerkinElmer: Provides analytical instruments and laboratory services for scientific industries.
20+ YOEBachelor's degree or equivalent experience, PMP or MEM required, and 20+ years leading complex life sciences projects, programs, portfolios, or PMOs. Requires practice growth, talent leadership, client delivery, and domestic travel.
Market Leader - Virginia Beach, VA (Water / Wastewater)
Virginia Beach, Virginia, United States
$159k-$238k/yrHybridFull Time
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
15+ YOESenior leadership role overseeing staffing, client portfolios, and market growth in water/wastewater; 15+ years in operational leadership or P&L management.
Los Angeles or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Nashville or Detroit or San Diego
$151k-$434k/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
12+ YOE12+ years in creative direction for B2B and B2C, portfolio of brand-building work, experience leading large accounts and pitches, ability to manage and develop creative teams and present to clients.
VP & Commercial Banker - Commercial Admin Total Bank
Rockville or Reston
$155k-$180k/yrOnsiteFull Time
WesBancoNasdaq: WSBC: Regional bank providing personal, business, and investment services.
5+ YOEBachelor’s degree preferred; five years of related experience in credit analysis or portfolio management required. Sales experience, leadership, communication, regulatory compliance, and client development skills required.
First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience, securities licenses (Series 7 & 66 or Series 6/63/65), Life & Health license; strong portfolio management, client relationship and business development skills.
National Geospatial-Intelligence Agency: Provides geospatial intelligence for national defense and security.
3+ YOEJuris Doctor and bar membership required. Experience providing legal advice in acquisition, administrative, employment, environmental, ethics, fiscal, international, national security, S&T, or security/installations; program/portfolio management; legal research and writing; and collaboration with government clients.