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Client Portfolio Manager Jobs in Connecticut (NOW HIRING)

Franklintempleton

Associate Portfolio Manager

Stamford, CT · Hybrid

$150K - $165K/yr

O'Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset ... Monitoring portfolios for adherence to client-driven mandates and risk and tax budgets * Work daily ...

The Hartford

CMBS Sector Head

Hartford, CT · Hybrid

The Sector Head will be responsible for security selection, deal underwriting, portfolio construction, risk management, surveillance, and performance of CMBS investments across multiple client ...

Globe Life: Moore Organizations

... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Connecticut

Client Portfolio Manager information

See Connecticut salary details

$34.7K

$95.6K

$183.6K

How much do client portfolio manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client portfolio manager in Connecticut is $95,625.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $115,600.00 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.

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.

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.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,625 per year, or $46 per hour.

Portfolio Manager

New England Asset Management

Farmington, CT • On-site

Full-time

Re-posted 14 days ago

Job description

The PortfolioManager is a full-time member of the Portfolio Management Group and isresponsible for the day-to-day portfolio management and relationship managementof their designated insurance clients.

Thesuccessful candidate will possess excellent communication skills to articulate economic,capital market, and portfolio commentary for their clients as well as stronganalytical skills to effectively manage portfolios.

The successful candidatewill have a demonstrated history of utilizing internal client resourceseffectively to serve external clients to the best of the firm's ability. 

The PortfolioManagement Group is responsible for delivering investment and capitalmanagement services to insurance clients.

The members of the PortfolioManagement Group are the day-to-day contacts for NEAM's insurance companyclients and lead the internal client teams.

They are responsible for therelationship management and client portfolio management functions which includethe application of NEAM investment policy to specific client portfolios and havingintimate knowledge of the day-to-day activities in the portfolio, clientguidelines, risk tolerance, and unique requirements.

Their specific focus is toeffectively provide service that results in maintenance and growth of assetsunder management with their client.

The Portfolio Manager will represent thefirm at regular client board/investment committee meetings and report oneconomic and capital market developments, investment strategy, portfolioactivity, and performance results.

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