The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutional channel. In addition, the SVP, Client Portfolio Manager ...
The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutional channel. In addition, the SVP, Client Portfolio Manager ...
The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutionalchannel. In addition, the SVP, Client Portfolio Manager will ...
The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutionalchannel. In addition, the SVP, Client Portfolio Manager will ...
The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and process ...
The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and process ...
The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and process ...
The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and process ...
The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and quantitative ...
The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and quantitative ...
Employee stock purchase plan The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment ...
Employee stock purchase plan The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment ...
Employee stock purchase plan The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment ...
Employee stock purchase plan The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment ...
Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios Rebalance portfolios according to various client tax preferences and investment mandates ...
Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios Rebalance portfolios according to various client tax preferences and investment mandates ...
Portfolio Leader
Atlanta, GA · Hybrid
As Portfolio Leader you will lead strategic planning for a defined client portfolio, identifying ... Progressive experience in client relationship development/management and business development with ...
Portfolio Leader
Atlanta, GA · Hybrid
As Portfolio Leader you will lead strategic planning for a defined client portfolio, identifying ... Progressive experience in client relationship development/management and business development with ...
Portfolio Leader
Atlanta, GA · On-site
As Portfolio Leader you will lead strategic planning for a defined client portfolio, identifying ... Progressive experience in client relationship development/management and business development with ...
Portfolio Leader
Atlanta, GA · On-site
As Portfolio Leader you will lead strategic planning for a defined client portfolio, identifying ... Progressive experience in client relationship development/management and business development with ...
AVP, Insurance Portfolio Manager
Atlanta, GA · On-site
$160 - $200/hr
Client & Stakeholder Support * Support senior portfolio managers in servicing insurance clients ... including preparation of investment reviews, portfolio commentary, ad hoc analyses, and responses ...
AVP, Insurance Portfolio Manager
Atlanta, GA · On-site
$160 - $200/hr
Client & Stakeholder Support * Support senior portfolio managers in servicing insurance clients ... including preparation of investment reviews, portfolio commentary, ad hoc analyses, and responses ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
The role is focused on translating insurance client objectives, balance-sheet constraints, and ... Portfolio Construction & Management Support * Support the design, implementation, and ongoing ...
The role is focused on translating insurance client objectives, balance-sheet constraints, and ... Portfolio Construction & Management Support * Support the design, implementation, and ongoing ...
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... Responsibilities The Assistant Portfolio Manager supports the Portfolio Manager with managing ...
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... Responsibilities The Assistant Portfolio Manager supports the Portfolio Manager with managing ...
Assistant Portfolio Manager
$90K - $100K/yr
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple client sites ...
Assistant Portfolio Manager
$90K - $100K/yr
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple client sites ...
Portfolio Manager
Lawrenceville, GA · On-site
The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... From conducting preliminary evaluation, to entering and maintaining client information in ...
Portfolio Manager
Lawrenceville, GA · On-site
The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... From conducting preliminary evaluation, to entering and maintaining client information in ...
The role is focused on translating insurance client objectives, balancesheet constraints, and ... Portfolio Construction & Management Support * Support the design, implementation, and ongoing ...
The role is focused on translating insurance client objectives, balancesheet constraints, and ... Portfolio Construction & Management Support * Support the design, implementation, and ongoing ...
Assistant Portfolio Manager
Marietta, GA · On-site
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... The Role The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple ...
Assistant Portfolio Manager
Marietta, GA · On-site
Our responsiveness allows us to quickly meet staff and client needs. Servicon's Culture of Caring ... The Role The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple ...
Associate Director, Portfolio Management
Atlanta, GA · On-site +1
This client-facing role is focused on ensuring portfolios remain in compliance with each client's Investment Policy Statement (IPS). As a key member of the Advisory Team, the Portfolio Manager helps ...
New
Associate Director, Portfolio Management
Atlanta, GA · On-site +1
This client-facing role is focused on ensuring portfolios remain in compliance with each client's Investment Policy Statement (IPS). As a key member of the Advisory Team, the Portfolio Manager helps ...
New
Client Portfolio Manager information
See Georgia salary details
$30.8K - $42.8K
7% of jobs
$42.8K - $54.8K
9% of jobs
$60.2K is the 25th percentile. Wages below this are outliers.
$54.8K - $66.9K
20% of jobs
The median wage is $75.1K / yr.
$66.9K - $78.9K
20% of jobs
$78.9K - $90.9K
17% of jobs
$95.4K is the 75th percentile. Wages above this are outliers.
$90.9K - $102.9K
4% of jobs
$102.9K - $114.9K
14% of jobs
$114.9K - $126.9K
1% of jobs
$126.9K - $138.9K
1% of jobs
$138.9K - $151K
3% of jobs
$151K - $163K
3% of jobs
$30.8K
$84.9K
$163K
How much do client portfolio manager jobs pay per year?
What is a Client Portfolio Manager?
How much do portfolio managers get paid?
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?
What is the role of a client portfolio manager?
How does a Client Portfolio Manager typically collaborate with other departments to deliver optimal results for clients?
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 19 days ago
Voya Financial rating
7.8
Based on 39 frontline employees who took The Breakroom Quiz
93rd of 149 rated financial services
Job description
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Job Purpose
Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM's Fixed Income team. As a member of the Fixed Income Client Portfolio Manager Team, this role is responsible for presenting and working with external clients as a representative of Voya's Fixed Income Platform. The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutional channel. In addition, the SVP, Client Portfolio Manager will contribute to fixed income platform materials, thought leadership and client communications used with internal and external partners. This position will be located in the Atlanta office.
Key Responsibilities
- Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40-60% travel required.
- Serve as a senior client-facing representative of the Fixed Income platform, presenting investment capabilities to institutional and intermediary clients, conducting portfolio reviews, participating in prospect meetings, supporting business development efforts, and helping drive asset growth opportunities.
- Collaborate with Fixed Income Client Portfolio Manager ("CPM")/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, creating materials including commentaries, strategy-specific and thematic presentation books and various communication pieces.
- Partner with Portfolio Management, Marketing and Distribution Teams to produce high quality investment communications, research, white papers, insight pieces, RFP's, commentaries, presentations, and other product content support.
- Serve as a liaison between Investment and Sales colleagues across the organization on matters including, but not limited to portfolio management, marketing and communications, legal and compliance.
- Conduct market research and uncovering and sharing insights regarding the competitive landscape.
- Serve as a technical investment expert alongside sales professionals, helping articulate investment strategies, differentiate Voya's capabilities, and influence institutional investment decision-makers
- Respond to internal and external client inquiries.
Qualifications
- Bachelor's degree in Finance or related field with 15 years minimum of financial services experience, preferably in asset management or capital markets. Minimum 7-10 years public or private Fixed Income experience required. MBA and/or CFA preferred.
- Experience as a Client Portfolio Manager, Investment Specialist, Institutional Consultant, Manager Research Professional, or similar client-facing investment role within asset management, consulting, or capital markets environments.
- Passion for investments, fixed income markets, and client engagement, with a demonstrated ability to communicate investment insights, influence decision-makers, and deliver solutions to sophisticated institutional investors.
- Strong executive presence, credibility, and presentation skills with the ability to effectively engage institutional investors, investment consultants, and senior investment professionals.
- Strong interpersonal skills with ability to engage with many individuals throughout the organization.
- Ability to multi-task and work in a high-paced, team-oriented environment.
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$175,000 to $200,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan - with generous company matching contributions (up to 6%)
- Voya Retirement Plan - employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time - 40 hours per calendar year
Learn more about Voya benefits (download PDF)
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
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Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Voya Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
2014