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Avp Portfolio Manager Jobs in Reston, VA (NOW HIRING)

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning ...

Aon

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning ...

Judson Group

AVP, Lead Wealth Advisor

Potomac, MD · On-site

We are seeking an AVP, Lead Wealth Advisor to join the team in Potomac, Maryland. This is an ... Proficiency with Microsoft Office; experience with CRM, portfolio management, and financial ...

New

Clearpath

AVP, Policy

Washington, DC · On-site

$134K - $164K/yr

... portfolio that includes but is not limited to: * Tax policy, specifically LIHTC, New Market Tax ... Exceptional leadership, strategy, and management skills, previous experience managing staff ...

FHLB Des Moines

AVP, Policy

Washington, DC · On-site

... portfolio that includes but is not limited to:Tax policy, specifically LIHTC, New Market Tax ... Exceptional leadership, strategy, and management skills, previous experience managing staff ...

March of Dimes

AVP, Enterprise Marketing

Arlington, VA · On-site

Portfolio Strategy & Integrated Marketing * Develop integrated marketing strategies that increase ... Manage budgets associated with integrated marketing initiatives. * Ensure resources are allocated ...

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All JobsAvp Portfolio JobsAvp Portfolio Manager JobsAvp Portfolio Manager Jobs in Reston, VA

Avp Portfolio Manager information

See Reston, VA salary details

$39.1K

$106.2K

$198.2K

How much do avp portfolio manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for avp portfolio manager in Reston, VA is $106,168.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $137,400.00 per year, depending on experience, location, and employer.

What does an AVP Portfolio Manager do?

An AVP Portfolio Manager, or Assistant Vice President Portfolio Manager, is responsible for overseeing and managing investment portfolios, often within banks or financial institutions. They analyze market trends, assess risk, and recommend investment strategies to maximize returns for clients or the organization. Additionally, they may help develop client relationships, monitor portfolio performance, and ensure compliance with relevant regulations. The role typically involves working closely with senior managers and analysts to achieve financial goals.

How does an AVP Portfolio Manager typically collaborate with other departments to achieve portfolio objectives?

An AVP Portfolio Manager works closely with teams such as credit risk, underwriting, sales, and compliance to ensure portfolio strategies align with organizational goals. Regular cross-functional meetings and reporting are common, where the AVP Portfolio Manager communicates portfolio performance, risk assessments, and market trends. This collaboration helps identify new opportunities, mitigate risks, and maintain portfolio quality. Open communication and teamwork are essential, as the role often involves balancing diverse perspectives to drive optimal results.

What are the key skills and qualifications needed to thrive as an AVP Portfolio Manager, and why are they important?

To thrive as an AVP Portfolio Manager, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance or a related field. Familiarity with financial modeling tools, risk assessment software, and industry certifications such as CFA or FRM is highly valued. Excellent communication, leadership, and decision-making skills help you build relationships with clients and lead teams effectively. These skills are crucial for optimizing portfolio performance, managing risk, and meeting organizational investment objectives.

What is the difference between Avp Portfolio Manager vs Credit Analyst?

AspectAvp Portfolio ManagerCredit Analyst
CredentialsBachelor's degree, often CFA or similar certificationsBachelor's degree, sometimes CFA or credit-specific certifications
Work EnvironmentFinancial institutions, investment firms, managing portfoliosBanks, credit agencies, analyzing creditworthiness
Employer & IndustryAsset management, banking, investment industryBanking, credit risk assessment, financial services
Primary FocusManaging investment portfolios, client relationsAssessing credit risk, financial analysis

The Avp Portfolio Manager and Credit Analyst roles share a background in finance and often require similar credentials. However, the Avp Portfolio Manager focuses on managing investment portfolios and client relationships, while the Credit Analyst specializes in evaluating credit risk and financial data. Both roles are vital in financial institutions but serve different functions within the industry.

What job categories do people searching Avp Portfolio Manager jobs in Reston, VA look for?

The top searched job categories for Avp Portfolio Manager jobs in Reston, VA are:

What cities near Reston, VA are hiring for Avp Portfolio Manager jobs?

Cities near Reston, VA with the most Avp Portfolio Manager job openings:

Avp Portfolio Manager jobs near you

AVP, Advisor

Potomac, MD • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive.
Job Responsibilities:
  • Lead and/or support other advisors in the management of client engagements.
  • Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
  • Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
  • Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
  • Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
  • Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
  • Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
  • Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
  • Create proposals for prospective clients.
  • Coordinate with clients' attorneys, accountants, and other professionals as needed.
  • Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
  • Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.

Requirements:
  • Minimum 5+ years of wealth management experience (other or additional experience will be considered).
  • Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience.
  • Ability to independently manage and prioritize multiple projects.
  • Organized, detail-oriented, and able to effectively manage task lists.
  • Excellent written and verbal communication skills.
  • Flexible team player who is highly adaptable to change and open to new ideas.
  • Ability to think creatively.
  • Reliable, follows through on commitments.
  • Personal integrity and professional initiative.
  • Previous supervisory experience managing teams is a plus.
  • Strong problem-solving and influence/consensus-building skills.
  • Strong communication and organizational skills.
  • Ability to work through questions and concerns collaboratively

Do you see yourself excelling in this position?Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
The base salary range for this position is $100,000 to $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position and the scope of the position. Actual base salary offered will be determined on a case-by-case basis. In addition to base pay, this position is eligible for variable compensation, which may bring the total compensation package closer to $190,000 or more!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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