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Client Portfolio Manager Jobs in Iowa (NOW HIRING)

ARAG North America

Regional Client Manager

Des Moines, IA · Remote

$58K - $73K/yr

This role is responsible for organizing and managing a large client portfolio, ensuring interactions are thoughtful, well prepared, and consistently executed. This role requires strong planning ...

ARAG North America

Regional Client Manager

Des Moines, IA · On-site

$58K - $73K/yr

This role is responsible for organizing and managing a large client portfolio, ensuring interactions are thoughtful, well prepared, and consistently executed. This role requires strong planning ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

Maintain relationships and service existing client base. * Perform proprietary investment research and due diligence. * Consult with clients to develop investment objectives and goals and provide ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

Maintain relationships and service existing client base. * Perform proprietary investment research and due diligence. * Consult with clients to develop investment objectives and goals and provide ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

Maintain relationships and service existing client base. * Perform proprietary investment research and due diligence. * Consult with clients to develop investment objectives and goals and provide ...

HSBC Global Services Limited

... management, DCM, AM and MSS, partnering with product specialists. • Ensure the portfolio meets ... the client lifecycle. • Own all credit aspects of the relationship, including annual reviews ...

Aptia Group

Portfolio Director

Urbandale, IA

Lead client account management and commercial activities within the portfolio, focusing on client retention and revenue growth. This includes participating in the sales process when appropriate.

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Iowa

Client Portfolio Manager information

See Iowa salary details

$34.3K

$94.4K

$181.3K

How much do client portfolio manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client portfolio manager in Iowa is $94,417.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $114,100.00 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 Iowa? For Client Portfolio Manager jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Iowa look for? The top searched job categories for Client Portfolio Manager jobs in Iowa are:
What cities in Iowa are hiring for Client Portfolio Manager jobs? Cities in Iowa with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $94,417 per year, or $45.4 per hour.

Regional Client Manager

ARAG North America

Des Moines, IA • Remote

Full-time

PTO

Posted 7 days ago

Job description

Are you highly organized with a knack for clear, professional communication? Do you take pride in presenting information in a way that builds confidence and trust? Do you excel at managing details, prioritizing work, and delivering clear, polished messaging to clients?

ARAG is hiring a Regional Client Manager! This role is responsible for organizing and managing a large client portfolio, ensuring interactions are thoughtful, well prepared, and consistently executed. This role requires strong planning skills, proactive communication, and the ability to develop and execute structured strategies while balancing multiple priorities in a fast-paced environment.


  • Builds and strengthens relationships with contacts within large client portfolio.
    • Manages communications between ARAG and client portfolio.
    • Manages and maintains day-to-day relationships with client contacts and broker/consultant and actively solve problems with client.
    • Conducts client video, web or teleconferences to review overall performance and clients benefit strategies.
  • Develop a strategic plan to increase revenue within client portfolio.
    • Creates strategy around product up-sell, renewal, and annual review activities that will optimize revenue results.
    • Partners collaboratively with the internal and external staff to manage the implementation strategy and communication process.
    • Conducts educational webinars for employees and clients.
  • Serves as supporting role for Sr. Client Manager and/or Director on National Account activities.
    • Partners with Senior Client Manager to provide day to day administration of client portfolio for 4,000 life groups and up.
    • Serves as primary contact in the event that the Sr. Client Manager and/or Director is traveling, on PTO or away from the office.
  • Work cross-functionally with ARAG managers and other associates to implement client plans.
    • Manages day-to-day activities for large volume client portfolio and fulfill requests.
    • Coordinates internal communications regarding clients. Provides support to other internal areas on client requests.
    • Ensures client data is accurate and maintained effectively within all internal systems.
    • Ensures all contractual requirements are being met.
  • Serves as a positive role model by representing the ARAG at its Best.
  • Other duties as assigned.

Knowledge

  • Specific knowledge of client management and relationship building is required. Working knowledge of insurance products and/or employee benefits is preferred.

Skills

  • Strong verbal and written communication skills, including strong presentation and public speaking skills.
  • Highly organized and detail oriented. Results oriented with the ability to self-motivate.
  • Ability to work independently in a remote setting as well as in a team-based collaborative environment.
  • Strong ability in project management and computer skills such as Word, Excel and PowerPoint.
  • Possess strong customer service skills.
  • Sales skills including negotiating and influencing results, providing consultative services, problem solving and conflict resolution.
  • Ability to develop innovative ideas and solutions.

Education

  • Four-year college degree in business, marketing or communications from an accredited college or university and/or related work-experience required.

Experience

  • Minimum 3+ years of experience in the field of sales and/or client management required. Legal services experience and/or employee benefits experience preferred.

Certifications, Licenses, Associations, etc.

  • None required.

Physical

  • At least 10% travel required throughout the year as deemed necessary and appropriate by client.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Apply