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Client Portfolio Manager Jobs in Vermont (NOW HIRING)

Arch Amenities Group

Spa Director

Manchester, VT · On-site

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Manage all aspects of spa operations including scheduling, treatment protocols, retail sales, guest ...

Career Site

Spa Director

Manchester, VT

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Manage all aspects of spa operations including scheduling, treatment protocols, retail sales, guest ...

Arch Amenities Group

Spa Director

Manchester, VT

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Manage all aspects of spa operations including scheduling, treatment protocols, retail sales, guest ...

defi AUTO LLC

Senior Client Executive

Montpelier, VT · On-site

$100K - $150K/yr

The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business relationships with a portfolio of large, multi-million dollar clients from a strategic and consultative ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Vermont

Client Portfolio Manager information

See Vermont salary details

$38.8K

$106.9K

$205.2K

How much do client portfolio manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client portfolio manager in Vermont is $106,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $129,200.00 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.
More about Client Portfolio Manager jobs
What are popular job titles related to Client Portfolio Manager jobs in Vermont? For Client Portfolio Manager jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Vermont look for? The top searched job categories for Client Portfolio Manager jobs in Vermont are:
What cities in Vermont are hiring for Client Portfolio Manager jobs? Cities in Vermont with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Vermont as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $106,880 per year, or $51.4 per hour.

Commercial Portfolio Team Lead - Burlington VT or Upper Valley NH/VT

Mascoma Bank

White River Junction, VT • On-site

$109K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

Job Type
Full-time
Description
Mascoma Bank is seeking a Commercial Portfolio Manager Team Lead to support our Commercial Lending team. In this role, you will partner closely with commercial lenders, build strong client relationships, provide financial analysis and portfolio oversight, and lead a team of Commercial Portfolio Managers. This is an excellent opportunity for an experienced commercial credit professional who brings strong leadership, sound judgment, and a commitment to exceptional client service.
Key Responsibilities
  • This role combines commercial portfolio management, underwriting support, client relationship management, and team leadership. Key responsibilities include:
  • Support commercial lenders throughout the loan origination process, including gathering information, coordinating documentation, and helping prepare complete loan packages.
  • Analyze financial statements and credit information for current and prospective borrowers across a variety of business structures and transaction types.
  • Assist with structuring, closing, and funding commercial loans in partnership with lenders and internal stakeholders.
  • Build and maintain strong relationships with clients by delivering responsive service and helping identify additional banking solutions that meet their needs.
  • Monitor portfolio performance, maintain accurate credit files, support annual reviews, and assist with covenant tracking, borrowing base monitoring, and exception management.
  • Support lenders with delinquent or deteriorating credits by gathering updated information and assisting with reporting and follow-up.
  • Lead, coach, and develop Commercial Portfolio Managers while supporting team performance, training, and daily operations.

What We're Looking For
  • Bachelor's degree preferred; coursework in accounting, finance, or a related field is a plus.
  • At least two years of commercial portfolio management experience required; prior supervisory experience preferred.
  • Strong commercial credit background, including experience underwriting complex commercial relationships and varied business structures.
  • Ability to analyze financial statements, assess credit quality, and support sound lending decisions with accuracy and attention to detail.
  • Strong communication, relationship-building, and problem-solving skills.
  • Proficiency with Microsoft Word and Excel; experience with commercial underwriting platforms is preferred.

Work Environment
  • This role is primarily performed in a professional office environment.
  • The position includes regular computer use, communication with clients and colleagues, and periodic travel to meetings or trainings.
  • Mascoma Bank will provide reasonable accommodations in accordance with applicable law.

Preferred Strengths
  • Successful candidates will bring a combination of leadership, professionalism, and client focus, including:
  • Approachable, collaborative leadership style.
  • Calm, professional judgment in fast-paced or challenging situations.
  • Strong client service orientation and commitment to relationship management.
  • Effective decision-making, time management, and organizational skills.
  • High integrity, sound judgment, and a commitment to continuous learning and development.

Work Location: This position will be hybrid remote in Burlington VT, or the Upper Valley NH/VT, with an in-person expectation 2-3 days per week.
Why Mascoma Bank?
  • Strong culture of belonging with a team that values creativity, new perspectives, and innovation.
  • Community first minded. We care about our employees and the communities we serve.
  • Competitive compensation.
  • Career development and internal career mentorship.
  • Comprehensive health care, dental care, and vision.
  • 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
  • Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
  • Tuition Reimbursement.
  • Student Loan Paydown and so much more!

Background and Credit Check
As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.
Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements.
Our Commitment to Belonging!
The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.
Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact careers@mascomabank.com .
Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.
Salary Description
$109,000 - $115,000 (depending on experience)

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