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Client Portfolio Manager Jobs in Michigan (NOW HIRING)

Isabella Bank

Portfolio Manager

Mount Pleasant, MI

This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account ...

Isabella Bank

Portfolio Manager

Mount Pleasant, MI

This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account ...

Isabella Bank

Portfolio Manager

Mount Pleasant, MI · On-site

This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account ...

CIBC

Portfolio Manager

Birmingham, MI · On-site

$120K - $135K/yr

How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...

CIBC US

Portfolio Manager

Birmingham, MI · Hybrid

$120K - $135K/yr

How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...

CIBC

Portfolio Manager

Birmingham, MI · Hybrid

$120K - $135K/yr

How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...

Marketplace Homes

Portfolio Manager

Southfield, MI · On-site

$60K - $75K/yr

Overview As a Portfolio Manager, you will be responsible for overseeing our client's SFR investment portfolio, helping to make strategic decisions, and maximizing ROI. Duties - Regularly reporting on ...

Fifth Third

Commercial Portfolio Manager II

Detroit, MI · On-site

The Portfolio Manager IIis responsible formanaging a portfolio of commercial loansand underwriting ... Maintain an independent current and forward-looking view on the creditworthiness of each client and ...

Fifth Third

Senior Portfolio Manager

Grand Rapids, MI · On-site

This role includes client interaction, managing portfolio risk, and adhering to policy and regulatory guidelines. A critical component of this role is the early identification of emerging credit ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Michigan

Client Portfolio Manager information

See Michigan salary details

$31.8K

$87.6K

$168.2K

How much do client portfolio manager jobs pay per year?

As of Jul 29, 2026, the average yearly pay for client portfolio manager in Michigan is $87,614.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $105,900.00 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 Michigan? For Client Portfolio Manager jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Michigan look for? The top searched job categories for Client Portfolio Manager jobs in Michigan are:
What cities in Michigan are hiring for Client Portfolio Manager jobs? Cities in Michigan with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Michigan as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 6% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $87,614 per year, or $42.1 per hour.
Portfolio Manager

Portfolio Manager

Isabella Bank

Mount Pleasant, MI

Full-time

Posted 28 days ago

Job description

Position Title: Trust Portfolio Manager

Reports To: Wealth Manager

Position Summary

The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing investment presentations and reviews, and presenting recommendations to the Investment Committee. This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account purposes, and applicable Investment Policy Statements.

Essential Duties and Responsibilities
  • Retain a book of business consisting primarily of investment management accounts.
  • Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
  • Manage client relationships by providing a high level of client satisfaction.
  • Create investment presentations and reviews for clients and prospects.
  • Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
  • Proactively communicate with clients.
  • Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
  • Maintain a current awareness of the economy and investment strategies. 
  • Participate in the development of new investment accounts independently and with other trust staff.
  • Prepare and provide investment reports and related materials to Trust Services employees.
Required Qualifications
  • Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
  • Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
  • Minimum of five years of investment experience.
Preferred Qualifications
  • Experience working with trust accounts, investment management accounts, or fiduciary relationships.
  • Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices.
Knowledge, Skills, and Abilities
  • Ability to retain clients and develop new business.
  • Goal-oriented, self-motivated, and able to manage priorities effectively.
  • Demonstrates strong analytical, decision-making, and problem-solving skills.
  • Ability to work effectively both independently and as part of a team.
  • Strong written and verbal communication skills, including the ability to present investment information to clients, prospects, and internal stakeholders.

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