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Client Portfolio Management Jobs (NOW HIRING)

The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate ... Management systems • High proficiency in Microsoft Office • Self-starter with excellent ...

The Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial ... Project management mindset - capable of driving multiple loan files from submission through funding ...

Sr. Client Portfolio Manager

Boston, MA · On-site

$140K - $229K/yr

Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager ... Experience with SEI portfolio management software and Salesforce are both strong plusses

Lead relationships for clients utilizing WTW's asset management services through fund solutions or bespoke portfolios * Collaborate with the investment consulting team to support client management ...

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Client Portfolio Management information

See salary details

$36.5K

$100.5K

$193K

How much do client portfolio management jobs pay per year?

As of Jun 8, 2026, the average yearly pay for client portfolio management in the United States is $100,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $121,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Portfolio Manager, you need expertise in investment analysis, portfolio construction, and financial markets, typically supported by a finance degree and often a CFA designation. Proficiency with portfolio management software, risk analytics tools, and financial modeling platforms is essential. Strong communication, relationship-building, and problem-solving skills set top performers apart in this client-facing role. These skills ensure effective management of client assets, foster trust, and enable tailored investment strategies aligned with clients’ goals.

What is client portfolio management?

Client portfolio management involves overseeing and optimizing investment portfolios on behalf of clients, such as individuals, companies, or institutions. Professionals in this role assess clients' financial goals, risk tolerance, and investment timelines to develop tailored investment strategies. They regularly monitor portfolio performance, adjust asset allocations, and communicate with clients to ensure their financial objectives are being met. Effective client portfolio managers combine market expertise with strong client relationship skills to deliver personalized investment solutions.

How does a Client Portfolio Manager typically collaborate with other teams to meet client objectives?

Client Portfolio Managers work closely with investment analysts, relationship managers, and risk management teams to ensure that client portfolios align with stated financial goals and risk tolerances. Regular meetings and updates with these internal teams help to monitor portfolio performance, address market changes, and quickly adapt strategies as needed. Effective communication and collaboration are key to delivering tailored investment solutions, maintaining transparency, and fostering long-term client trust.

What is the difference between Client Portfolio Management vs Client Relationship Management?

AspectClient Portfolio ManagementClient Relationship Management
FocusManaging a portfolio of client investments and assetsBuilding and maintaining client relationships and satisfaction
CredentialsFinancial certifications (e.g., CFA, CFP)Sales, communication, and customer service skills
Work EnvironmentFinancial institutions, investment firmsAny industry with customer interaction, including banking and retail
Primary GoalOptimize client investment portfoliosEnhance client loyalty and retention

While both roles involve working with clients, Client Portfolio Management primarily focuses on managing investment portfolios and financial assets, requiring financial certifications. Client Relationship Management emphasizes maintaining strong client relationships and satisfaction, often requiring excellent communication skills. Understanding these differences helps clarify career paths and employer expectations in the financial services industry.

More about Client Portfolio Management jobs
Infographic showing various Client Portfolio Management job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 95% Full Time, 1% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $100,522 per year, or $48.3 per hour.
Client Portfolio Manager

Client Portfolio Manager

Allied Universal

Sacramento, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago


Allied Universal rating

5.6

Company rating: 5.6 out of 10

Based on 2,396 frontline employees who took The Breakroom Quiz

66th of 100 rated security


Job description

Overview

Company Overview:

Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.

Job Description

Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance.

RESPONSIBILITIES:

  • Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results
  • Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business
  • Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention
  • Engage regularly with clients to share his/her expertise to enhance the value of Allied Universal's offering
  • Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost-effective manner.
  • Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime.
  • Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability
  • Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management
  • Enforce Allied policies as outlined by the handbooks and executive memos.
  • Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement
  • Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in person meetings
  • Keep records and prepare accurate and timely reports both manually and through automated methods
  • Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness
  • Actively participate in community and business-related organizations

QUALIFICATIONS (MUST HAVE):

  • Must possess one or more of the following:
    • Bachelor's degree in criminal justice, business or a related field
    • Associate's degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry
    • High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry
  • Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
  • Minimum of two (2) years of experience in successfully building and developing teams
  • Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen
  • Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
  • Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
  • Proven strong service orientation, excellent interpersonal, leadership and organizational skills
  • Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis.
  • Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand
  • Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events

PREFERRED QUALIFICATIONS (NICE TO HAVE):

  • Law enforcement, military, and/or contract or proprietary security services experience
  • Experience managing a dispersed workforce in a multi-location operation

BENEFITS:

  • Medical, dental, vision, basic life, AD&D, and disability insurance
  • Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements
  • Eight paid holidays annually, five sick days, and four personal days
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

PAY:

  • $130,000.00 - $136,000.00/yr.
Closing

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com

If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.

Requisition ID2026-1599532Employment Type: FULL_TIME

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About Allied Universal

Sourced by ZipRecruiter

Allied Universal® is a leading security and facility services company. We provide proactive security services and cutting-edge smart technology to deliver evolving, tailored solutions that allow our clients to focus on their core business. Our excellence starts with our local leadership and local presence. Operating in more than 90 countries, our global workforce of approximately 800,000 people. Employees help to deliver our promise globally and locally: keeping people safe so our customers and communities can thrive. As we build the world's best services company, we continue to expand our footprint and infrastructure on a global and local level. In North America, we operate our business under the existing Allied Universal brand, and our international business operates under the G4S brand.

Industry

Investigation and physical security services, chemical manufacturing and real estate

Company size

10,000+ Employees

Headquarters location

Santa Ana, CA, US