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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Portfolio Manager
Knoxville, TN · On-site
$70 - $90/hr
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 ...
Portfolio Manager
Knoxville, TN · On-site
$70 - $90/hr
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 ...
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.
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.
Portfolio Manager
$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 ...
Portfolio Manager
$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 ...
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 ...
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 ...
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.
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.
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.
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.
Portfolio Manager
Nashville, TN · On-site
Actively engaged in divisional client support by playing a key role in the establishment and ... Manage portfolios ensuring adherence to all applicable internal policies and regulatory guidelines ...
New
Portfolio Manager
Nashville, TN · On-site
Actively engaged in divisional client support by playing a key role in the establishment and ... Manage portfolios ensuring adherence to all applicable internal policies and regulatory guidelines ...
New
Portfolio Leader- Environment
Franklin, TN · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
Portfolio Leader- Environment
Franklin, TN · On-site
As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...
GENERAL FUNCTION: The Portfolio Manager (PM) is key member of the "coverage team," managing ... Meet with clients and Participate in business Development calls, Assess prospective client ...
GENERAL FUNCTION: The Portfolio Manager (PM) is key member of the "coverage team," managing ... Meet with clients and Participate in business Development calls, Assess prospective client ...
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to ...
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to ...
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to ...
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Associate Portfolio Manager
Nashville, TN · On-site
Generating purchase or sell orders to manage client cash flows and active investments. * Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc ...
Serves as a key member of a client's deal team. In this role, you will: * Partner with relationship ... Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ...
Serves as a key member of a client's deal team. In this role, you will: * Partner with relationship ... Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ...
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Posted today
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Posted today
Client Portfolio Manager information
See Tennessee salary details
$33.1K - $46K
7% of jobs
$46K - $59K
9% of jobs
$64.7K is the 25th percentile. Wages below this are outliers.
$59K - $71.9K
20% of jobs
The median wage is $80.7K / yr.
$71.9K - $84.8K
20% of jobs
$84.8K - $97.7K
17% of jobs
$102.5K is the 75th percentile. Wages above this are outliers.
$97.7K - $110.6K
4% of jobs
$110.6K - $123.5K
14% of jobs
$123.5K - $136.4K
1% of jobs
$136.4K - $149.3K
1% of jobs
$149.3K - $162.3K
3% of jobs
$162.3K - $175.2K
3% of jobs
$33.1K
$91.2K
$175.2K
How much do client portfolio manager jobs pay per year?
As of Aug 21, 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.
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 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.
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.
Are client portfolio managers paid well?
Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.
How much do client portfolio managers get paid?
Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
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:
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