Client Portfolio Manager
Sacramento, CA · On-site
Client Portfolio Manager Job Locations US-CA-Sacramento Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America's leading security and ...
Sacramento, CA · On-site
Client Portfolio Manager Job Locations US-CA-Sacramento Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America's leading security and ...
Sacramento, CA · On-site
Client Portfolio Manager Job Locations US-CA-Sacramento Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America's leading security and ...
Los Angeles, CA · On-site
$110K - $130K/yr
The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The ...
Los Angeles, CA · On-site
$110K - $130K/yr
The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The ...
Los Angeles, CA · On-site
$110K - $130K/yr
The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The ...
Los Angeles, CA · On-site
$110K - $130K/yr
The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment ...
Beverly Hills, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
Beverly Hills, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
Beverly Hills, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
Beverly Hills, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
San Francisco, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
San Francisco, CA · On-site
$92K - $156K/yr
Monitor client portfolios for deviations from specified strategy or to provide investment ... Manage the workflow and development of teammates: - Training of systems and procedures - Foster ...
Irvine, CA · On-site
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Irvine, CA · On-site
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Irvine, CA · On-site
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Quick apply
Irvine, CA · On-site
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Irvine, CA · On-site
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Irvine, CA · On-site
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Irvine, CA · On-site
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Quick apply
Irvine, CA · On-site
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
$30 - $35/hr
Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Santa Cruz, CA · On-site
$75K - $125K/yr
Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...
Key Responsibilities: • Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios • Rebalance portfolios according to various client tax ...
Key Responsibilities: • Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios • Rebalance portfolios according to various client tax ...
$36K - $50.1K
7% of jobs
$50.1K - $64.1K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$64.1K - $78.1K
20% of jobs
The median wage is $87.8K / yr.
$78.1K - $92.2K
20% of jobs
$92.2K - $106.2K
17% of jobs
$111.5K is the 75th percentile. Wages above this are outliers.
$106.2K - $120.3K
4% of jobs
$120.3K - $134.3K
14% of jobs
$134.3K - $148.4K
1% of jobs
$148.4K - $162.4K
1% of jobs
$162.4K - $176.4K
3% of jobs
$176.4K - $190.5K
3% of jobs
$36K
$99.2K
$190.5K
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.

Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 16 days ago
5.6
Based on 2,542 frontline employees who took The Breakroom Quiz
78th of 116 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.
Allied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security service deliveries and related programs across a designated client territory. This person acts as the official representative of Allied Universal (AUS) to the client and will work to ensure a consistent and superior level of service to all client sites assigned.
RESPONSIBILITIES:
QUALIFICATIONS (MUST HAVE):
Compliance and Safety:
PREFERRED QUALIFICATIONS (NICE TO HAVE):
BENEFITS:
PAY:
PPO 14417
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.
Get the full story on Breakroom
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.
Investigation and physical security services, chemical manufacturing and real estate
10,000+ Employees
Santa Ana, CA, US