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Client Portfolio Manager Jobs in Minnesota (NOW HIRING)

Old National Bank

Agriculture Rel Mgr III

Warren, MN

$77K - $153K/yr

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 $77,900 ...

Recutify Inc.

Wealth Advisor (Remote)

Minneapolis, MN · On-site

Key Responsibilities Client & Portfolio Management * Manage relationships with high-net-worth clients * Develop customized financial and investment strategies * Provide guidance on retirement, tax ...

Old National Bank

Agriculture Rel Mgr III

Marshall, MN · On-site

$62K - $153K/yr

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 $62,300 ...

Old National Bank

Agriculture Rel Mgr III

Warren, MN · On-site

$77K - $153K/yr

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 $77,900 ...

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Showing results 21-40

All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Minnesota

Client Portfolio Manager information

See Minnesota salary details

$35.7K

$98.5K

$189K

How much do client portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client portfolio manager in Minnesota is $98,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $119,000.00 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
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Minnesota as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $98,452 per year, or $47.3 per hour.

Senior Equipment Finance Portfolio Lead

0101 The Huntington National Bank

Minnetonka, MN

$111K - $151K/yr

Full-time

Posted 13 days ago

Job description

The Huntington National Bank is seeking a Senior Commercial Portfolio Manager - Equipment Finance to assess creditworthiness, underwrite loans, and monitor risk across commercial portfolios. You will review financial statements, cash flow, tax returns, and collateral, using Moody's software and MS Excel. The role supports office-based work with potential flexible arrangements. Requires 5+ years in commercial credit underwriting, a bachelor's degree, and strong communication and client service #J-18808-Ljbffr

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