Client Portfolio Manager
Austin, TX · On-site
Client Portfolio Manager Job Locations US-TX-Austin Requisition ID 2026-1643212 Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America ...
New
Austin, TX · On-site
Client Portfolio Manager Job Locations US-TX-Austin Requisition ID 2026-1643212 Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America ...
New
Austin, TX · On-site
Client Portfolio Manager Job Locations US-TX-Austin Requisition ID 2026-1643212 Category (Portal Searching) Management Business Unit AUS Overview Company Overview: Allied Universal, North America ...
New
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.
Posted today
Quick apply
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.
Posted today
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.
New
The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.
New
We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of ...
Quick apply
We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of ...
We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of ...
Quick apply
We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of ...
Dallas, TX · On-site
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Dallas, TX · On-site
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Our team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions ...
Working collaboratively with client relationship team, including other portfolio managers and ... analysts. * Preparing and presenting multivariable financial plans to clients utilizing financial ...
Quick apply
Working collaboratively with client relationship team, including other portfolio managers and ... analysts. * Preparing and presenting multivariable financial plans to clients utilizing financial ...
Dallas, TX · On-site
Description Portfolio Manager Lee Financial | Wealth Management |Dallas, TX Lee Financial is ... Implement investment strategies based on client objectives and Investment Committee direction
Dallas, TX · On-site
Description Portfolio Manager Lee Financial | Wealth Management |Dallas, TX Lee Financial is ... Implement investment strategies based on client objectives and Investment Committee direction
This is an excellent opportunity for a portfolio management professional with 2+ years of ... Client Session Processing: Process separate trading sessions for each RIA client, maintaining ...
This is an excellent opportunity for a portfolio management professional with 2+ years of ... Client Session Processing: Process separate trading sessions for each RIA client, maintaining ...
San Antonio, TX · On-site
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... client objectives * Provide guidance and oversight regarding department operations through ...
San Antonio, TX · On-site
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... client objectives * Provide guidance and oversight regarding department operations through ...
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... client objectives * Provide guidance and oversight regarding department operations through ...
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... client objectives * Provide guidance and oversight regarding department operations through ...
Responsibilities As a Portfolio Manager/Associate Portfolio Manager you will: * Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current ...
Responsibilities As a Portfolio Manager/Associate Portfolio Manager you will: * Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current ...
Fort Worth, TX · On-site
The Portfolio Manager owns the underwriting process for all credit requests, working closely with ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Fort Worth, TX · On-site
The Portfolio Manager owns the underwriting process for all credit requests, working closely with ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
The Portfolio Manager owns the underwriting process for all credit requests, working closely with ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
The Portfolio Manager owns the underwriting process for all credit requests, working closely with ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Responsibilities As a Portfolio Manager/Associate Portfolio Manager you will: * Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current ...
Responsibilities As a Portfolio Manager/Associate Portfolio Manager you will: * Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current ...
The Portfolio Manager is key member of the "coverage team", managing transactions and business ... Assess prospective client's viability for credit. * Define borrowers and guarantors, deal structure ...
The Portfolio Manager is key member of the "coverage team", managing transactions and business ... Assess prospective client's viability for credit. * Define borrowers and guarantors, deal structure ...
The Portfolio Manager is key member of the "coverage team", managing transactions and business ... Assess prospective client's viability for credit. * Define borrowers and guarantors, deal structure ...
The Portfolio Manager is key member of the "coverage team", managing transactions and business ... Assess prospective client's viability for credit. * Define borrowers and guarantors, deal structure ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team ... Meet with clients and Participate in business Development calls, Assess prospective client ...
$34K - $47.3K
7% of jobs
$47.3K - $60.5K
9% of jobs
$66.4K is the 25th percentile. Wages below this are outliers.
$60.5K - $73.8K
20% of jobs
The median wage is $82.8K / yr.
$73.8K - $87K
20% of jobs
$87K - $100.3K
17% of jobs
$105.3K is the 75th percentile. Wages above this are outliers.
$100.3K - $113.5K
4% of jobs
$113.5K - $126.8K
14% of jobs
$126.8K - $140K
1% of jobs
$140K - $153.3K
1% of jobs
$153.3K - $166.6K
3% of jobs
$166.6K - $179.8K
3% of jobs
$34K
$93.7K
$179.8K
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.

Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted yesterday
New
5.6
Based on 2,542 frontline employees who took The Breakroom Quiz
78th of 116 rated security
Company Overview:
Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance.
RESPONSIBILITIES:
QUALIFICATIONS (MUST HAVE):
PREFERRED QUALIFICATIONS (NICE TO HAVE):
BENEFITS:
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.
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Allied Universal® is a leading security and facility services company. We provide proactive security services and cutting-edge smart technology to deliver evolving, tailored solutions that allow our clients to focus on their core business. Our excellence starts with our local leadership and local presence. Operating in more than 90 countries, our global workforce of approximately 800,000 people. Employees help to deliver our promise globally and locally: keeping people safe so our customers and communities can thrive. As we build the world's best services company, we continue to expand our footprint and infrastructure on a global and local level. In North America, we operate our business under the existing Allied Universal brand, and our international business operates under the G4S brand.
Investigation and physical security services, chemical manufacturing and real estate
10,000+ Employees
Santa Ana, CA, US