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Client Portfolio Manager Jobs in Tennessee (NOW HIRING)

FirstBank

Portfolio Manager

Nashville, TN · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... contributes to client relationships in conjunction with the RM. Essential Duties and ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... contributes to client relationships in conjunction with the RM. Essential Duties and ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... contributes to client relationships in conjunction with the RM. Essential Duties and ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

The Portfolio Manager-Investment Officer will be responsible for performing research, managing accounts, maintaining client contact and conducting review meetings as well as participating in new ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

The Portfolio Manager-Investment Officer will be responsible for performing research, managing accounts, maintaining client contact and conducting review meetings as well as participating in new ...

FirstBank

Sr. Portfolio Manager

Nashville, TN · On-site

Summary: The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting ... Attend internal and client meetings independently representing the PM and/or RM teams as needed.

FirstBank

Sr. Portfolio Manager

Nashville, TN · On-site

The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting Relationship ... Attend internal and client meetings independently representing the PM and/or RM teams as needed.

FirstBank

Sr. Portfolio Manager

Nashville, TN · On-site

Summary: The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting ... Attend internal and client meetings independently representing the PM and/or RM teams as needed.

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Tennessee

Client Portfolio Manager information

See Tennessee salary details

$33.1K

$91.2K

$175.2K

How much do client portfolio manager jobs pay per year?

As of Aug 1, 2026, the average yearly pay for client portfolio manager in Tennessee is $91,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $110,300.00 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 Tennessee? For Client Portfolio Manager jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Tennessee look for? The top searched job categories for Client Portfolio Manager jobs in Tennessee are:
What cities in Tennessee are hiring for Client Portfolio Manager jobs? Cities in Tennessee with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Tennessee as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,235 per year, or $43.9 per hour.

Portfolio Manager

FirstBank

Nashville, TN • On-site

Full-time

Posted 23 days ago

Job description

Summary:

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM.

Essential Duties and Responsibilities:

  • Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system.
  • Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met.
  • Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools.
  • Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc.
  • Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality.
  • Monitor past due information and future maturities, alerting the RMs as needed.
  • Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio.
  • Demonstrate an understanding of financial spreads, modeling and monitoring.
  • Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio.
  • May assist in the preparation of pitch books for prospective clients.
  • May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate.
  • Attend meetings and represent the PM and/or RM teams as needed.
  • Function as part of the RM team as a capable secondary point of contact for commercial clients.
  • Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
  • Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
  • Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy.
  • Ensure source documentation and credit analysis are accurate and timely supported.
  • Possess a sound knowledge of credit policy and its application to credit requests
  • Regularandreliableattendance.
  • Performotherdutiesasassigned.

Qualifications:

Education and/or Experience:

  • Bachelor's degree in finance or similar field preferred
  • Experience in banking specifically loan operations, lending or credit

Skills and Abilities:

  • Strong verbal and written communications; one-on-one and in team environments
  • Ability to allocate time effectively and independently to prioritize timelines
  • Strong personal organizational and time management skills
  • Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
  • Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
Employment Type: Full-Time

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