ZipRecruiter

Log In

1

Client Portfolio Manager Jobs in Florida (NOW HIRING)

U.S. Bank

PWM Partner Portfolio Manager

Palm Beach, FL · On-site

$98K - $115K/yr

... Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed ... Strong client facing skills * Ability to identify and resolve exceptions, interpret data and ...

US Bank

PWM Partner Portfolio Manager

Palm Beach, FL · Hybrid

$98K - $115K/yr

... Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed ... Strong client facing skills * Ability to identify and resolve exceptions, interpret data and ...

BNY

Associate Portfolio Manager

Tampa, FL · On-site

... and client service teams with data requests. * Conduct detailed portfolio analysis and prepare ... Ability to work closely with Portfolio Managers and support internal teams with accurate, timely ...

previous page

Showing results 41-60

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 Aug 10, 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.

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.
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 August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $75,119 per year, or $36.1 per hour.

Portfolio Manager - Trust & Wealth Management division

Crews Bank & Trust

Punta Gorda, FL • On-site

Full-time

Posted 6 days ago

Job description

Description

Are you looking for a place to use your investment analysis skills and experience to build long term client relationships?  Are you a professional with experience in Investments and Portfolio management?  Do you work effectively in a team approach to servicing client needs?

We would like to learn more about you.


Crews Bank & Trust is looking for a Portfolio Manager in the Port Charlotte area to join the Trust & Wealth Management team. This high performing team member will assist in the investment portfolio activities and sales process in conjunction with the Wealth Strategist.

Requirements

The primary duties of the position include:

  • Identifying investors' objectives and preferences, and develop a specific investment policy and strategy
  • Implement strategy through the optimal combination of financial and real assets in the marketplace
  • Monitor market conditions, relative asset values and the investor's circumstances
  • Adjust portfolio appropriately to reflect changes and variables
  • Assist clients with account questions and statement review
  • Maintains relationship with other key community leaders through networking
  • Works with other team members to identify, analyze and select securities and funds for the approved Buy list

Minimum Skill Requirements and Background:

  • Desire and willingness to work in a collaborative, flexible and team-oriented work environment
  • Comprehensive knowledge of investments, security market structure and portfolio management
  • Sound judgment and decision making experience
  • Detail oriented with strong analytical skills
  • Excellent interpersonal and communication skills

Education and Experience:

  • Bachelor's degree in Finance, Business or related area
  • Five to Seven years experience in Investments

Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

Equal Opportunity Employer/Vets/Disabilities

Apply