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Client Portfolio Management Jobs (NOW HIRING)

CIBC

Alternatives Client Portfolio Manager

Boston, MA

You will play a critical role in fostering client relationships and supporting business development ... Portfolio management experience is preferred * You have a strong understanding of financial markets ...

WTW inc.

Client Portfolio Specialist

Chicago, IL

$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 ...

CIBC

Alternatives Client Portfolio Manager

Boston, MA · On-site

You will play a critical role in fostering client relationships and supporting business development ... Portfolio management experience is preferred * You have a strong understanding of financial markets ...

Anchor Loan

Client Portfolio Manager

Thousand Oaks, CA · Hybrid

$75K - $90K/yr

Maintain client engagement throughout the loan lifecycle to support retention and satisfaction ... Project management mindset - capable of driving multiple loan files from submission through funding ...

Vise

Senior Client Portfolio Manager

New York, NY · On-site

$180K - $200K/yr

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team ... Experience * 5+ years in wealth or investment management, ideally focused on asset allocation ...

CIBC US

Alternatives Client Portfolio Manager

Boston, MA · On-site

You will play a critical role in fostering client relationships and supporting business development ... Portfolio management experience is preferred * You have a strong understanding of financial markets ...

Vise

Senior Client Portfolio Manager

New York, NY

$180K - $200K/yr

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team ... Experience * 5+ years in wealth or investment management, ideally focused on asset allocation ...

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Client Portfolio Management information

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$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
What job categories do people searching Client Portfolio Management jobs look for? The top searched job categories for Client Portfolio Management jobs are:
Client Portfolio Management jobs near you
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.
Sr. Client Portfolio Manager

Sr. Client Portfolio Manager

Washington Trust Bank

Bellevue, WA • On-site

$188K - $282K/yr

Full-time

Medical, Life, Retirement

Posted 5 days ago

Job description

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts.
Position eligible for candidates based in Bellevue, WA, Spokane, WA, or Boise, ID.
Essential Functions:
  • Handles all investment aspects and client investment inquiries on assigned accounts.
  • Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consistent with WMAS Investments philosophy and discipline.
  • Actively assists Client Development and Front Office teams to acquire new clients, and to expand and retain existing relationships.
  • Assists in the retention of client relationships after initial sale has been made. Participates with RM in client meetings as appropriate.
  • Provides information and education to RMs to assist in their efforts to provide value added client service.
  • Provides recommendations and research to Client Development and Front Office teams, with any variances from WMAS Investments' style, philosophy, or portfolio construction to be approved by the Director of Investments.
  • Monitors client accounts to ensure compliance with established investment strategies, style and philosophy; coordinates with analysts to initiate any changes necessary to keep accounts within established tolerance bands.
  • Oversees the creation of proposals and presentations to prospects and clients as deemed necessary.
  • Reviews Annual Account Investment Reviews, Excess Cash and Bond Maturities in conjunction with RMs, communicating recommended changes, logic for changes, and receives appropriate approval to execute required changes.
  • Actively participates in WMAS Investments team meetings and strategy discussions.
  • In conjunction with the Director of Investments, assists in the development and implementation of investment and risk management strategies; development of new fee-based products for individual, business and institutional clients.
  • In coordination with Director of Investments, conducts education sessions, producing educational materials and conducting seminars.
  • Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate.
  • Ensures all activities comply with all laws and regulations as well as internal policies and procedures.
  • Actively represents Washington Trust Bank in community activities and organizations in a professional manner to promote the Bank and client relations.
  • Perform compliance and risk management duties as required or assigned.

Qualifications:
  • Bachelor's degree in finance, accounting, business, or related field.
  • Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations.
  • 7-10 years of progressive analytical/portfolio management/client relationship experience and responsibilities.
  • Extensive knowledge of various investment instruments and strategies.
  • Experienced in client service, including but not limited to identifying and meeting client needs, client communications and participating in client meetings.
  • Proven ability and experience with presenting information in a concise and understandable manner to executives, management, employee groups and clients.
  • Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
  • Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.
  • Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc.).
  • Proven organizational skills to meet deadlines; ability to work on multiple projects simultaneously while showing strong attention to detail with high levels of accuracy as needed to deliver a quality client experience.
  • Familiar with state and federal regulations and WTB policies relating to wealth management.

Compensation:
Bellevue - $188,253 - $282,471
Spokane & Boise - $134,466 - $201,765
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual incentive plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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