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Client Portfolio Manager Jobs in Florida (NOW HIRING)

Bank of America

Senior Portfolio Manager

Naples, FL · On-site

Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual ...

Bank of America

Senior Portfolio Manager

Naples, FL · On-site

Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Florida

Client Portfolio Manager information

See Florida salary details

$27.3K

$75.1K

$144.2K

How much do client portfolio manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client portfolio manager in Florida is $75,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $90,800.00 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.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance incentives, especially in investment firms or financial services environments. Senior or specialized portfolio managers can earn significantly higher salaries, sometimes exceeding $200,000 annually.

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 is the starting salary of a portfolio manager?

The starting salary for a client portfolio manager typically ranges from $60,000 to $90,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may also include bonuses and benefits, with higher salaries for those with relevant certifications like the CFA and strong analytical skills.

What is the role of a client portfolio manager?

A client portfolio manager is responsible for managing and optimizing a portfolio of client accounts, ensuring client needs are met and investment strategies align with their goals. They analyze market trends, communicate regularly with clients, and use tools like CRM systems to maintain relationships and provide tailored advice.

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.

What is the highest salary for a portfolio manager?

The highest salaries for a portfolio manager can exceed $200,000 annually, with top earners in large firms or with extensive experience earning significantly more, especially when including bonuses and profit-sharing. Senior portfolio managers with specialized skills and certifications like CFA tend to have higher compensation packages.
More about Client Portfolio Manager jobs
What are popular job titles related to Client Portfolio Manager jobs in Florida? For Client Portfolio Manager jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Florida look for? The top searched job categories for Client Portfolio Manager jobs in Florida are:
What cities in Florida are hiring for Client Portfolio Manager jobs? Cities in Florida with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $75,119 per year, or $36.1 per hour.
Client Portfolio Associate - International Equities

Client Portfolio Associate - International Equities

Franklin Templeton

Saint Petersburg, FL • On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Franklin Templeton rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
Team & Role Overview
The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.
Position Overview
The Client Portfolio Associate is a member of the North American Client Portfolio Manager (NACPM) team within BDG. This role supports the team's sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI's global equity platform.
How You Will Add Value
Core Responsibilities
  • Support sales and client service activities across U.S. and Canadian distribution channels.
  • Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
  • Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
  • Support the internal sales consultant channel.

Strategic Responsibilities
  • Analyze segmentation and other datasets to identify and prioritize business opportunities.
  • Monitor product availability across key broker-dealer platforms to identify market opportunities.
  • Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.
  • Create and deliver timely portfolio and market updates through email and Teams.
  • Support product positioning and broader sales initiatives across all channels.

Teams & Collaboration
  • Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
  • Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.
  • Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.

What Will Help You Be Successful in This Role
Experience, Education & Certifications
  • Requires a Bachelor's degree with 5-7 years of relevant experience in international equities and retail/institutional sales.
  • FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.
  • Progress toward the CFA designation-or an interest in pursuing it-is a plus.
  • Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.
  • Experience in sales, investments, or an analytical role is preferred.

Technical Skills
  • Strong sales, presentation, and communication skills.
  • Proficiency in Microsoft Office, including strong Excel skills.

Soft Skills
  • Collaborative mindset with the ability to work effectively across functions and independently.
  • Strong written and verbal communication skills across technical and non-technical audiences.
  • Detail-oriented with strong analytical skills and sound judgment.
  • Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.

Work Schedule & Location
  • Hybrid work arrangement with four days per week in the office.
  • Work Location: Boston, MA, St. Petersburg, FL, or Stamford, CT

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
Staffing Agency Disclaimer
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#MID_SENIOR_LEVEL
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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