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Client Portfolio Manager Jobs (NOW HIRING)

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

Role AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

AssetMark

NY · 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 ...

AssetMark

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, 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 ...

Cerity Partners Management LLC

NY · 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

Simi Valley, CA · On-site

$90K/yr

Hiring for a Security Client Portfolio Manager Join the world's leading global security company! * Salary: $90,001.60/ Yearly * Location Semi Valley, California * Excellent benefits and career growth ...

Allied Universal

Client Portfolio Manager

Simi Valley, CA · On-site

$90K/yr

Hiring for a Security Client Portfolio Manager Join the world's leading global security company! * Salary: $90,001.60/ Yearly * Location Semi Valley, California * Excellent benefits and career growth ...

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 Sep 14, 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 September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $100,522 per year, or $48.3 per hour.

Client Portfolio Manager

Lisle, IL • On-site

Advyzon Investment Management, LLC. (AIM)
Finance and Insurance • 1 - 10 employees
Learn more about Advyzon Investment Management, LLC. (AIM)external

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Job description

Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.

The Role: AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.

Responsibilities

  • Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
  • Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
  • Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
  • Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
  • Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
  • Assist advisors in tax-optimization during account implementation and beyond
  • Communicate effectively with investment team, business development team, operations team, and development team
  • Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
  • Report to Head of Client Portfolio Management
  • Take additional direction from Senior Client Portfolio Managers

Requirements

  • 7+ years of investment experience
  • CFA or CFP certifications preferred
  • Prior experience communicating with financial advisors
  • Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
  • Comfort learning and communicating quantitative concepts
  • Excellent communication skills, both written and verbal
  • Proficient in Excel and PowerPoint
  • A focused, dedicated, and entrepreneurial personality
  • Strong analytical and relationship-building skills
  • Ability to work under pressure
  • Robust time management and organization skills
  • Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
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