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Client Portfolio Manager Jobs in Utah (NOW HIRING)

Conservice

Client Relationship Manager

River Heights, UT · On-site +1

$19.40/hr

Starting wage at $19.40/hour plus performance based tiers (The average wage for this team is $22.98.) Overview The Client Portfolio Manager serves as the primary point of contact and trusted advisor ...

Conservice

Client Relationship Manager

Logan, UT · On-site

$19.40/hr

Starting wage at $19.40/hour plus performance based tiers (The average wage for this team is $22.98.) Overview The Client Portfolio Manager serves as the primary point of contact and trusted advisor ...

Banterra Corp.

Commercial Portfolio Manager

Midvale, UT

$85K - $110K/yr

Through vigilant portfolio management and a focus on responsive service, the Commercial Portfolio ... Participate in client and prospect meetings to deepen business understanding and support renewals ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Utah

Client Portfolio Manager information

See Utah salary details

$33.2K

$91.5K

$175.7K

How much do client portfolio manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for client portfolio manager in Utah is $91,512.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $110,600.00 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 Utah? For Client Portfolio Manager jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Utah look for? The top searched job categories for Client Portfolio Manager jobs in Utah are:
What cities in Utah are hiring for Client Portfolio Manager jobs? Cities in Utah with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Utah as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $91,512 per year, or $44 per hour.
Client Relationship Manager

Client Relationship Manager

Conservice

River Heights, UT • On-site, Remote

$19.40/hr

Other

Posted 8 days ago

Conservice rating

7.4

Company rating: 7.4 out of 10

Based on 59 frontline employees who took The Breakroom Quiz

37th of 53 rated energy and utility

Job description

Location -In office, or Hybrid (In office Tuesday, Wednesday and Thursday) and remote or in office on Monday and FridaysWage: Starting wage at $19.40/hour plus performance based tiers (The average wage for this team is $22.98.)

Overview

The Client Portfolio Manager serves as the primary point of contact and trusted advisor for our current clients. This is a highly visible role that blends analytical problem-solving with expert client relationship management.

We are looking for a candidate who values analytical thinking and can reason independently to resolve complex client concerns. If you thrive on being challenged, enjoy managing client relationships, and excel at independent time management, this position is for you!

What You Will Be Responsible For:

This role requires a balance of communication, organization, and problem-solving, with key responsibilities falling into these areas:

Client Communication & Relationship Management

  • Serve as the primary client contact, communicating effectively via phone and email.

  • Develop beneficial, long-lasting client relationships, ensuring high satisfaction.

  • Expertly communicate cause-and-effect explanations to clients regarding their concerns.

  • Collaborate closely with Account Managers to ensure all client needs and service expectations are consistently met.

  • Lead or participate in regularly scheduled client calls to review performance and address issues.

Organizational Strategy & Workflow Management

  • Strategically organize and prioritize your workload by filtering incoming communications based on urgency and impact.

  • Monitor client issue trends and propose system improvements to enhance service delivery.

  • Strategically delegate and follow up on client issues with internal teams to ensure prompt and accurate resolution.

  • Work with all internal teams to ensure a smooth and efficient bill payment and utility management process.

Problem Solving & Reporting

  • Communicate challenges to leadership and clients to brainstorm and implement solutions.

  • Identify and correct data accuracy issues throughout the bill payment process.

  • Compile routine and customized client reports using company software, including collaborating with the IT department for specialized requests.

  • Perform various data entry and maintenance tasks within company software to ensure client portfolio integrity.

Qualifications
  • Able to explain complex ideas, both verbally and in writing, using clear, professional language
  • Able to expertly prioritize important and urgent work to meet deadlines
  • Have a capability to solve a range of issues from redundant to complex
  • Can independently analyze and reason to make unaided decisions
  • Have a desire to form long-lasting relationships with clients and account managers
  • Have the ability to stay positive and productive under pressure, while providing and receiving constructive feedback

Education & Experience

  • Direct customer contact experience preferred
  • Intermediate skill with Microsoft Excel, Word, Google Services, and Conservice software
  • 6 months with the company preferred - with a thorough knowledge of Synergy and Conservice processes

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