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Client Portfolio Manager Jobs in California (NOW HIRING)

GHD Group

Portfolio Leader- Environment

Irvine, CA · On-site

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

GHD

Portfolio Leader- Environment

Irvine, CA · Hybrid

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

Jobtailor

Traveling Client Portfolio Lead

San Mateo, CA · On-site

$150 - $185/hr

... in asset management * Passion for the markets and knowledge of multiple investment vehicles ... Multi-Asset Model Portfolios * ETFs * Mutual Funds * SMAs Soft Skills * Effective Communication

DOSS

Portfolio Manager

San Francisco, CA · On-site

$120 - $160/hr

About the Role Doss's PMO team is the core engine of DOSS and the success of our customers. The ... You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team ...

Doss

Portfolio Manager

San Francisco, CA · On-site

$210K - $230K/yr

You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team ... UAT and Go-live You'll manage a small team of PMOs, setting the standard for quality and pace while ...

Preferred Bank

Portfolio Manager

Irvine, CA · On-site

$80K - $100K/yr

In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative ...

City National Bank

Portfolio Manager I

Los Angeles, CA · On-site

$41.83 - $66.81/hr

PORTFOLIO MANAGER I - Middle Market WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the ... Client Service: Provides exceptional client service by maintaining professionalism and effectively ...

Madrona Venture Labs

Portfolio Manager

San Francisco, CA · On-site

$200 - $230/hr

The Portfolio Manager sits at the intersection of product, data, operations, implementation, and ... Discovery: partnering with cross‑functional client leadership to analyze operational and ...

New

Whittier Trust

SVP-Portfolio Manager

Menlo Park, CA · On-site

$200K - $300K/yr

Our corporate culture is one of client-focus, collaboration, performance and accountability, family ... Manage portfolios to achieve client objectives * Make and implement investment decisions * Maintain ...

East West Bank

Portfolio Manager

Los Angeles, CA · On-site

$75K - $150K/yr

Partner with the Relationship Manager as the point of contact for the client: acting as a liason to ... Ensure the portfolio administration and risk management of each client relationship is in ...

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

Our corporate culture is one of client-focus, collaboration, performance and accountability, family ... Manage portfolios to achieve client objectives * Make and implement investment decisions * Maintain ...

Arixa Capital

Loan Portfolio Manager

Los Angeles, CA · Hybrid

The Loan Portfolio Manager ensures borrowers remain compliant with loan terms, monitor risk ... Coordinate with Loan Originators and Client Relations Managers to understand intent and timeline ...

East West Bank

Portfolio Manager

Los Angeles, CA

$75K - $150K/yr

Partner with the Relationship Manager as the point of contact for the client: acting as a liason to ... Ensure the portfolio administration and risk management of each client relationship is in ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in California

Client Portfolio Manager information

See California salary details

$36K

$99.2K

$190.5K

How much do client portfolio manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client portfolio manager in California is $99,206.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $119,900.00 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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The top searched job categories for Client Portfolio Manager jobs in California are:

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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $99,206 per year, or $47.7 per hour.

Vice President - Portfolio Manager

Whittier Trust

Los Angeles, CA • On-site

$150K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, Portfolio Manager ("PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.
PRIMARY RESPONSIBILITIES
  • Manage portfolios to achieve client objectives
  • Make and implement investment decisions
  • Maintain asset allocations within client guidelines and department policies
  • Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
  • Lead or assist in internally managed strategies and asset allocation
  • Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
  • Meet with clients on a regular basis
  • Communicate with and make presentations to clients, prospects and referral sources
  • Participate in Business Development initiatives to achieve established goals for new revenues
  • Work with Client Administrators on shared accounts

DESIRED SKILLS/EXPERIENCE
  • Bachelor's degree from an accredited 4-year university
  • MBA from top-tier business school, preferred not essential
  • CFA designation preferred not essential
  • 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
  • Strong investment research experience
  • Investment experience with alternative assets a plus
  • Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
  • Superior ability to identify and build relationships with qualified prospects

PERSONAL CHARACTERISTICS
  • Strong people skills
  • Client service focus
  • Effective verbal and written communication skills
  • High integrity with a diligent work ethic
  • Team/people oriented
  • Highly organized with good time management skills
  • Meticulous attention to detail
  • Valid driver's license and the ability to travel by airplane

COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
Equal Opportunity Employer
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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