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Client Portfolio Manager Jobs in Vermont (NOW HIRING)

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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 · 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 ...

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 ...

Pwc

Oracle PMO - Manager

Montpelier, VT · On-site

$99K - $232K/yr

... client expectations. You are expected to lead with integrity and authenticity, articulating our ... Project Portfolio Management (PPM) - Leading cross-functional team coordination effectively ...

Arch Amenities Group

Spa Reception

Manchester Center, VT · On-site

$13.25 - $16.50/hr

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Reports any incident or accident to the Facility Manager. * Submits all paperwork and financial ...

Arch Amenities Group

Spa Reception

Manchester, VT · On-site

$13.25 - $16.50/hr

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Reports any incident or accident to the Facility Manager. * Submits all paperwork and financial ...

Career Site

Spa Reception

Manchester, VT

$13.25 - $16.50/hr

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Reports any incident or accident to the Facility Manager. * Submits all paperwork and financial ...

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Showing results 21-40

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 16, 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.
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What job categories do people searching Client Portfolio Manager jobs in Vermont look for?

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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.

Client Enablement Solutions Architect - Product VP

CFA Institute

Burlington, VT • On-site

$110 - $188.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Job Overview

The Client Enablement/Solutions Architecture role with a Trading focus at Charles River Development is an active, hands‑on role centered on designing and developing product solutions. The professional will provide business leadership, coordinate major product initiatives across departments, and oversee design, integration patterns, and implementation of new and existing components in collaboration with product management. This role also serves as an internal advocate for the product area, supporting sales efforts, implementation plans, and overall business development. The job is located in Burlington, Massachusetts, USA.

Key Responsibilities
  • Shaping and implementing the firm's strategic vision regarding Trading capabilities and solutions, both through organic growth and partnerships.
  • Providing business leadership, offering design and solution feedback, and coordinating efforts across product and development teams.
  • Contributing to the short- and long-term product roadmap for enhancements.
  • Building relationships as a primary client contact for gathering feedback and evaluating solutions.
  • Assessing potential partnerships and assisting in managing partner relationships within the Alpha Ecosystem.
  • Collaborating with technical and development counterparts to maximize team efficiency and ensure alignment with strategic objectives.
  • Coordinating engagement among Client Management, Sales, Professional Services, Support, and internal stakeholders to boost client satisfaction and drive product adoption.
  • Working closely with Marketing and Product Strategy to ensure the product vision is clearly communicated and understood.
  • Leading medium to large initiatives from inception through completion.
Qualifications & Skills
  • Over 5 years in product management leadership, focusing on product planning and execution.
  • Extensive financial services experience, especially in Trading technology with exposure to order and execution management across all asset classes.
  • Hands‑on Trading experience: order creation, order management, execution management, FIX messaging, post‑trade, etc.
  • Strong analytical skills: adept at interpreting client needs and designing solutions.
  • Familiar with asset class behavior across equities, fixed income, FX, OTC securities, private assets, and traditional buy‑side asset types.
  • Understanding of order management, compliance, data, and portfolio management.
  • Knowledgeable about Agile Software Development Lifecycle.
  • Excellent communication, organization, team planning, and mobilization abilities.
Education & Preferred Qualifications
  • Bachelor's degree in Computer Science/Engineering/Mathematics or Business Degree (Finance, Accounting, Economics or related).
  • Advanced degree preferred – MBA or professional certification (CFA, CPA, CIPM).
  • Prior experience with Charles River IMS or another market‑leading OEMS.
Compensation & Benefits

Salary Range: $110,000 – $188,750 Annual (primary location).

Employees are eligible to participate in State Street's comprehensive benefits program, which includes a retirement savings plan (401k) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and other optional coverages; paid‑time off including vacation, sick leave, short term disability, and family care responsibilities; access to the Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans.

Equal Opportunity Employer

State Street is an equal opportunity and affirmative action employer.

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