Client Portfolio Manager
Sacramento, CA · On-site
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... To support and ensure success in this role, we provide a comprehensive, week-long management ...
Sacramento, CA · On-site
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... To support and ensure success in this role, we provide a comprehensive, week-long management ...
Sacramento, CA · On-site
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... To support and ensure success in this role, we provide a comprehensive, week-long management ...
Sacramento, CA · On-site
High School diploma with five (5) years of management experience in a high-volume workforce ... Portfolio Director. Review monthly client invoices, and adjust as needed, to ensure accurate and ...
Sacramento, CA · On-site
High School diploma with five (5) years of management experience in a high-volume workforce ... Portfolio Director. Review monthly client invoices, and adjust as needed, to ensure accurate and ...
The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate ... Management systems • High proficiency in Microsoft Office • Self-starter with excellent ...
Quick apply
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 AVP role will be integral to the Investment Management and Research ... The ideal candidate will have an interest in financial markets and portfolio management and will ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research ... The ideal candidate will have an interest in financial markets and portfolio management and will ...
Thousand Oaks, CA · On-site
$75K - $90K/yr
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 ...
Thousand Oaks, CA · On-site
$75K - $90K/yr
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 ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research ... The ideal candidate will have an interest in financial markets and portfolio management and will ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research ... The ideal candidate will have an interest in financial markets and portfolio management and will ...
$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
$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
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
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
They are responsible for therelationship management and client portfolio management functions which includethe application of NEAM investment policy to specific client portfolios and havingintimate ...
They are responsible for therelationship management and client portfolio management functions which includethe application of NEAM investment policy to specific client portfolios and havingintimate ...
High School diploma with five (5) years of management experience in a high-volume workforce ... Portfolio Director. Review monthly client invoices, and adjust as needed, to ensure accurate and ...
Quick apply
High School diploma with five (5) years of management experience in a high-volume workforce ... Portfolio Director. Review monthly client invoices, and adjust as needed, to ensure accurate and ...
Boston, MA · On-site
$100K - $135K/yr
The Associate Client Portfolio Manager will be an active member of the investment team and partner ... Management effort. Responsibilities: * Develop deep knowledge of GW&K's equity strategies ...
Boston, MA · On-site
$100K - $135K/yr
The Associate Client Portfolio Manager will be an active member of the investment team and partner ... Management effort. Responsibilities: * Develop deep knowledge of GW&K's equity strategies ...
Bellevue, WA · On-site
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
Bellevue, WA · On-site
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
Vice President or Senior Vice President, Client Portfolio Manager - Global Multi-Asset Strategy ... MetLife Investment Management and PineBridge Investments now have more to offer; broader reach ...
Vice President or Senior Vice President, Client Portfolio Manager - Global Multi-Asset Strategy ... MetLife Investment Management and PineBridge Investments now have more to offer; broader reach ...
$130K - $160K/yr
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 ...
$130K - $160K/yr
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 ...
Vice President or Senior Vice President, Client Portfolio Manager - Global Multi-Asset Strategy ... MetLife Investment Management and PineBridge Investments now have more to offer; broader reach ...
Vice President or Senior Vice President, Client Portfolio Manager - Global Multi-Asset Strategy ... MetLife Investment Management and PineBridge Investments now have more to offer; broader reach ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$188K - $282K/yr
Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ... years of progressive analytical/portfolio management/client relationship experience and ...
$36.5K - $50.7K
7% of jobs
$50.7K - $65K
9% of jobs
$71.3K is the 25th percentile. Wages below this are outliers.
$65K - $79.2K
20% of jobs
The median wage is $88.9K / yr.
$79.2K - $93.4K
20% of jobs
$93.4K - $107.6K
17% of jobs
$113K is the 75th percentile. Wages above this are outliers.
$107.6K - $121.9K
4% of jobs
$121.9K - $136.1K
14% of jobs
$136.1K - $150.3K
1% of jobs
$150.3K - $164.5K
1% of jobs
$164.5K - $178.8K
3% of jobs
$178.8K - $193K
3% of jobs
$36.5K
$100.5K
$193K
| Aspect | Client Portfolio Management | Client Relationship Management |
|---|---|---|
| Focus | Managing a portfolio of client investments and assets | Building and maintaining client relationships and satisfaction |
| Credentials | Financial certifications (e.g., CFA, CFP) | Sales, communication, and customer service skills |
| Work Environment | Financial institutions, investment firms | Any industry with customer interaction, including banking and retail |
| Primary Goal | Optimize client investment portfolios | Enhance 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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 25 days ago
5.6
Based on 2,396 frontline employees who took The Breakroom Quiz
66th of 100 rated security
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 DescriptionAllied 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:
QUALIFICATIONS (MUST HAVE):
PREFERRED QUALIFICATIONS (NICE TO HAVE):
BENEFITS:
PAY:
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_TIMEGet the full story on Breakroom
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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.
Investigation and physical security services, chemical manufacturing and real estate
10,000+ Employees
Santa Ana, CA, US