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Cfa Portfolio Manager Jobs (NOW HIRING)

Lee Financial

Portfolio Manager

Dallas, TX · On-site

CFA designation or progress toward CFA strongly preferred * 5-10 years of portfolio management or investment analysis experience * Strong understanding of asset allocation, portfolio construction ...

CFA Institute

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

$90 - $120/hr

Ongoing tasks include portfolio management, client service, and investment review meetings ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

CFA Institute

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191.50 - $277.20/hr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

Vestmark, Inc.

Portfolio Manager

OR · Remote

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal ...

RKL

Portfolio Manager

Lancaster, PA · On-site

$100K - $120K/yr

The Portfolio Manager is responsible for managing the firm's investment strategy to better service ... CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge ...

RKL a dynamic

Portfolio Manager

Lancaster, PA · On-site

$100K - $120K/yr

The Portfolio Manager is responsible for managing the firm's investment strategy to better service ... CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge ...

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

Trust Portfolio Manager Oregon Pacific Bank | Trust & Wealth Management * Are you interested in ... CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon ...

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Cfa Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do cfa portfolio manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for cfa portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment banks, research firms, corporate finance

The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

More about Cfa Portfolio Manager jobs
What cities are hiring for Cfa Portfolio Manager jobs? Cities with the most Cfa Portfolio Manager job openings:
What states have the most Cfa Portfolio Manager jobs? States with the most job openings for Cfa Portfolio Manager jobs include:
What job categories do people searching Cfa Portfolio Manager jobs look for? The top searched job categories for Cfa Portfolio Manager jobs are:
Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Manager

Lee Financial

Dallas, TX • On-site

Full-time

Re-posted 27 days ago

Job description

Description
Portfolio Manager
Lee Financial | Wealth Management |Dallas, TX
Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm. This role is ideal for an investment professional who values discipline, collaboration, and a client-first fiduciary approach.
About Lee Financial
Lee Financial is an independent wealth management firm dedicated to helping clients make confident financial decisions through disciplined investment management and thoughtful planning. Our investment process is guided by an Investment Committee and executed with consistency, transparency, and long-term perspective.
Learn more at www.leefin.com.
The Role
The Portfolio Manager is responsible for the design, implementation, and ongoing monitoring of client investment portfolios in alignment with client goals and Investment Committee guidance. This position works closely with both the Investment Committee and the Financial Planning Team to ensure investment strategies support each client's broader financial plan.
Key Responsibilities
  • Implement investment strategies based on client objectives and Investment Committee direction
  • Construct and manage portfolios across approved asset allocation models
  • Monitor portfolio performance, risk exposure, and asset allocation drift
  • Execute trades and portfolio adjustments with accuracy and discipline
  • Collaborate with the Financial Planning Team to align investments with planning strategies
  • Participate in Investment Committee meetings, research discussions, and due diligence
  • Ensure compliance with firm policies, investment guidelines, and regulatory standards
  • Support client communication related to portfolio strategy and market conditions

Qualifications
  • Bachelor's degree in Finance, Economics, or related field (advanced degree a plus)
  • CFA designation or progress toward CFA strongly preferred
  • 5-10 years of portfolio management or investment analysis experience
  • Strong understanding of asset allocation, portfolio construction, and risk management
  • Experience working within an Investment Committee framework
  • High attention to detail and strong fiduciary mindset
  • Excellent communication and team-oriented collaboration skills

Why Lee Financial
  • Independent, fiduciary-focused firm
  • Clear investment process and strong Investment Committee support
  • Collaborative culture with long-term career opportunity
  • Competitive compensation and benefits package

Apply