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Client Portfolio Manager Jobs (NOW HIRING)

AssetMark, Inc.

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

Allied Universal

Client Portfolio Manager

Birmingham, AL · On-site

$89K - $95K/yr

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.

Allied Universal

Client Portfolio Manager

Jackson, MS · On-site

$68K/yr

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.

Allied Universal

Client Portfolio Manager

Birmingham, AL · On-site

$89K - $95K/yr

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.

Allied Universal

Client Portfolio Manager

Jackson, MS · On-site

$68K/yr

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.

Allied Universal

Client Portfolio Manager

Birmingham, AL · On-site

$89K - $95K/yr

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.

Cerity Partners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This ...

Allied Universal

Client Portfolio Manager

Jackson, MS · On-site

$68K/yr

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.

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Client Portfolio Manager information

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How much do client portfolio manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client portfolio manager 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 is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

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 strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

Are client portfolio managers paid well?

Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.

How much do client portfolio managers get paid?

Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $100,522 per year, or $48.3 per hour.

Client Portfolio Manager

Waldron Private Wealth

Plymouth, MI • On-site

Full-time

Posted 3 days ago

New

Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client's portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.
In this role you will:
  1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
  2. Manage the activities and execution of the investment functions for a variety of clients.
  3. Develop portfolio allocation recommendations and oversee delivery of those recommendations.
  4. Develop and monitor custom portfolio strategies.
  5. Communicate with clients (ex.emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
  6. Provide top-level investment concierge services to existing clients.
  7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
  8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

Experience/Education Requirements:
  1. Bachelor's Degree in finance or related field required.
  2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
  3. Four (4) years of experience in the UHNW space preferred.
  4. CFA charterholder, CFP® professional, or another approved advanced credential required.
  5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Apply