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Client Portfolio Manager Jobs in Iowa (NOW HIRING)

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 ...

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 ...

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 ...

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 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 Aug 17, 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.

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 Iowa as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $94,417 per year, or $45.4 per hour.

Portfolio Manager

Nicolet National Bank

Iowa City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients.
As a Portfolio Manager, you will:
  • 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 financial services and advice accordingly.
  • Create Investment Policy Statement documenting objectives, risk tolerance, cash flow needs, tax situations and wealth aspirations for the Client.
  • Work closely with the Trust Administrative Officers to manage the client relationship and ensure that all the needs of the investment accounts are met.
  • Knowledge of investments and asset management strategies, products and services.
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Develop referral sources throughout Nicolet.
  • Adhere to all compliance issues associated with sales of investment services.
  • Other related duties as assigned or requested.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Use spreadsheets and market research to back up financial advice.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
  • Develop and maintain profitability by ensuring efficient and quality account administration.
  • Develop new account relationships through the community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Identify and refer business to other areas within Nicolet as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all Nicolet's policies and procedures.
  • Represent Nicolet in community organizations and activities to enhance Nicolet's image.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Bachelor's degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred.
  • 2+ years of investment experience preferred.
  • CFA and CAIA designations preferred.
  • Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required.
  • Motivated and driven self-starter.
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required.
  • Ability to make professional presentations to clients, employees or other groups.
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients.
  • Strong organizational and follow-through skills; strong attention to detail.
  • Ongoing knowledge of state and federal securities regulations.
  • Organized and able to manage multiple priorities.
  • PC, phone system, general office equipment.
  • Attention to detail, ability to learn and use a variety of software.
  • Microsoft Office Suite, particularly Word and Excel.
  • Maintain composure and communicate clearly when under pressure.
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong level of comfort with PC, phone system, general office equipment.
  • Ability to maintain strict confidentiality.
  • Effective verbal and written communication skills and strong interpersonal skills.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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