ZipRecruiter

Log In

1

Client Portfolio Manager Jobs in Kentucky (NOW HIRING)

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 ...

New

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 ...

New

Robert Half

Financial Manager

Louisville, KY · On-site

$200K - $250K/yr

Develop and execute portfolio management strategies aligned with client or organizational objectives * Monitor portfolio performance, asset allocation, and risk exposure across investment holdings

kindeva

Senior Client Project Manager

Lexington, KY · On-site

As a Senior Client Project Manager (Sr. CPM) , you will serve as the primary point of contact for a portfolio of CDMO clients. Working cross-functionally with Quality and Technical Process ...

kindeva

Senior Client Project Manager

Lexington, KY · On-site

As a Senior Client Project Manager (Sr. CPM) , you will serve as the primary point of contact for a portfolio of CDMO clients. Working cross-functionally with Quality and Technical Process ...

kindeva

Senior Client Project Manager

Lexington, KY · On-site

As a Senior Client Project Manager (Sr. CPM) , you will serve as the primary point of contact for a portfolio of CDMO clients. Working cross-functionally with Quality and Technical Process ...

Old National Bank

Corporate Banking Rel Mgr IV

Lexington, KY

$199K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The salary range for this position is $98,400 ...

Old National Bank

Corporate Banking Rel Mgr IV

Lexington, KY · On-site

$199K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The salary range for this position is $98,400 ...

kindeva

Senior CPR Project Manager II

Lexington, KY · On-site

As a Senior Client Portfolio & Relationship Manager (Sr. CPRM) , you will serve as the primary point of contact for a portfolio of CDMO clients. Working cross-functionally with Quality and Technical ...

next page

Showing results 1-20

All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Kentucky

Client Portfolio Manager information

See Kentucky salary details

$31.7K

$87.3K

$167.6K

How much do client portfolio manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client portfolio manager in Kentucky is $87,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $105,500.00 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 Kentucky?

For Client Portfolio Manager jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Client Portfolio Manager jobs in Kentucky look for?

The top searched job categories for Client Portfolio Manager jobs in Kentucky are:

What cities in Kentucky are hiring for Client Portfolio Manager jobs?

Cities in Kentucky with the most Client Portfolio Manager job openings:

Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Kentucky 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 $87,306 per year, or $42 per hour.

Digital Portfolio Manager (KY)

Soni Resources

Louisville, KY • On-site

$120K/yr

Full-time

Re-posted 22 days ago

Job description

Digital Portfolio Manager (5 days/week on site)
Soni's client is seeking a strategic and hands-on Digital Portfolio Manager to shape and advance their digital banking capabilities. In this role, you will define direction, prioritize investments, and guide the ongoing development of a modern, secure, and scalable digital ecosystem. You will translate customer needs and market signals into practical solutions that drive engagement and deliver measurable impact to the bottom line.
This position is ideal for a leader who blends business strategy, technology expertise, and strong people leadership-someone who can influence stakeholders, build alignment, and deliver results in a fast-moving environment.
Key Responsibilities
Leadership & Strategy
• Establish and execute a forward-looking digital banking roadmap aligned to organizational goals.
• Lead, coach, and develop a team of analysts and digital specialists to deliver high-quality outcomes.
• Drive innovation while maintaining disciplined execution and operational excellence.
• Champion initiatives that improve performance, customer experience, and financial outcomes.
Execution & Delivery
• Monitor digital performance metrics and customer behaviors to inform decision-making.
• Facilitate team discussions to prioritize work, solve problems, and remove barriers.
• Partner cross-functionally to ensure alignment on timelines, scope, and deliverables.
• Oversee vendor relationships and ensure platforms are optimized for reliability and growth.
Product & Platform Management
• Lead enhancements and ongoing support for digital platforms, including Q2 digital banking solutions.
• Support implementations such as online account opening and other customer-facing tools.
• Collaborate with risk, compliance, and fraud teams to strengthen security and user trust.
• Contribute to system upgrades, conversions, and new feature rollouts.
Qualifications
Required Experience & Skills
• Demonstrated leadership experience managing product, application, or digital banking teams.
• Strong working knowledge of digital banking platforms, including Q2 and related ecosystems.
• Experience with online account opening solutions and digital onboarding journeys.
• Familiarity with tools, platforms, or providers such as Candescent (or similar digital banking technologies).
• Deep understanding of payments operations (ACH, cards, checks, positive pay).
• Ability to manage multiple priorities and deliver results that positively impact the bottom line.
Communication & Influence
• Outstanding communication skills, with the ability to clearly present ideas and insights.
• Proven ability to engage and influence stakeholders at all levels, including executive leadership.
• Skilled at translating technical concepts into business-friendly language.
Technical & Operational Expertise
• Knowledge of APIs, automation tools, and system integrations.
• Understanding of software development lifecycle (SDLC) practices.
• Awareness of digital security practices, fraud mitigation, and identity protection tools.
Education & Background
• Bachelor's degree in Computer Science, Information Systems, IT Management, or related field (or equivalent experience).
• 10+ years of experience in digital banking, financial technology, or product management roles.
Preferred Attributes
• Strong executive presence with a collaborative and consultative approach.
• Highly accountable, detail-oriented, and results-driven mindset.
• Comfortable operating in a dynamic, fast-paced environment while maintaining quality and focus.
Soni Resources logo

About Soni Resources

Sourced by ZipRecruiter

Soni is a premier staffing & recruitment company that is disrupting the human capital management space. Headquartered in New York, Soni has presence in 23 markets across the United States. We support each professional relationship with a cutting-edge approach, industry-leading insights, and a human touch. We are trusted to help companies and individuals tackle their challenges and capture their greatest opportunities. We are minority-owned, and diversity & inclusion is in our DNA. We are committed to creating environments where people are empowered to be their authentic selves.

Company size

11 - 50 Employees

Headquarters location

New York, NY, US

View All Soni Resources Jobs

Apply