1

Client Portfolio Manager Jobs in Rhode Island (NOW HIRING)

... client portfolio. This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Estimated compensation for this position: - per year ...

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment products and market knowledge * Develop and implement comprehensive financial plans, including ...

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment products and market knowledge * Develop and implement comprehensive financial plans, including ...

Manager Client Implementation

Providence, RI · On-site +1

$102K - $163K/yr

Manage the daily work of the Client Implementation team to ensure adherence to quality standards ... Leverage internal portfolio and operational knowledge in the pre-sales phase to support clients in ...

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment products and market knowledge * Develop and implement comprehensive financial plans, including ...

eBilling Specialist

Providence, RI · Remote

$60K - $95K/yr

The eBilling Specialist oversees the complete eBilling process for a designated client portfolio ... Work closely with the eBilling Manager and other billing specialists to resolve eBilling-related ...

Experience managing complex programs and multi-project portfolios * Ability to drive business outcomes through delivery execution and client engagement * Experience working across Sales, Delivery ...

Fitness Center Director/Facility Manager Job Type: Non-Exempt Location: Various Arch Amenities ... With a North American footprint, a diverse client portfolio, and a highly trained service team, we ...

Fitness Center Director/Facility Manager Job Type: Non-Exempt Location: Various Arch Amenities ... With a North American footprint, a diverse client portfolio, and a highly trained service team, we ...

Manage a consultative sales cycle focused on upselling and expanding within your existing client ... portfolio * Access to a broad, flexible HR solutions offering designed for real business needs ...

Showing results 21-40

Client Portfolio Manager information

See Rhode Island salary details

$35.7K

$98.4K

$189K

How much do client portfolio manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client portfolio manager in Rhode Island is $98,442.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 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.

What are popular job titles related to Client Portfolio Manager jobs in Rhode Island?

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

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

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

What cities in Rhode Island are hiring for Client Portfolio Manager jobs?

Cities in Rhode Island with the most Client Portfolio Manager job openings:

Infographic showing various Client Portfolio Manager job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $98,442 per year, or $47.3 per hour.

Portfolio Relationship Manager - Data Centers

Associated Bank - Corp

Providence, RI • On-site

Other

Retirement, PTO

Re-posted 9 days ago


Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 171 rated banks


Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.

In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.

What You'll Do:

* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.

* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.

* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.

* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.

* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.

* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.

What You Bring:

* 4+years of experience in credit underwriting, financial analysis, and portfolio management.

* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.

* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.

* 2+ years of proven ability to manage client relationships and negotiate deal terms.

* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).

* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.

* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.

Why Join Us?

* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.

* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.

* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.

* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.

If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$118,860.00 - $203,760.00 per year

What Associated Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom