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Client Portfolio Manager Jobs in Virginia (NOW HIRING)

United Bank

Portfolio Manager

Charlottesville, VA

$84K - $147K/yr

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... From conducting preliminary evaluation, to entering and maintaining client information in ...

United Bank

Portfolio Manager

Charlottesville, VA · On-site

$84K - $147K/yr

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... From conducting preliminary evaluation, to entering and maintaining client information in ...

United Bank

Portfolio Manager

Charlottesville, VA · On-site

$84K - $147K/yr

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... From conducting preliminary evaluation, to entering and maintaining client information in ...

Burke & Herbert Bank & Trust

Portfolio Manager

Reston, VA · On-site

$70K - $120K/yr

Summary/Objective The Portfolio Manager will support Commercial Banking Executives in the ... Structure transactions appropriately that meet client's needs and bank's requirements. * Perform ...

Fulton Bank

Portfolio Manager

Virginia Beach, VA

$81K - $135K/yr

Analyze financial statements and document client performance, conduct annual credit review meetings ... Monitor and assess the loan portfolio for performance trends. Manage data integrity of all data ...

Bank of America

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...

Bank of America

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...

BofA Securities

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Virginia

Client Portfolio Manager information

See Virginia salary details

$36.2K

$99.7K

$191.3K

How much do client portfolio manager jobs pay per year?

As of Jul 20, 2026, the average yearly pay for client portfolio manager in Virginia is $99,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $120,500.00 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 Virginia? For Client Portfolio Manager jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Virginia look for? The top searched job categories for Client Portfolio Manager jobs in Virginia are:
What cities in Virginia are hiring for Client Portfolio Manager jobs? Cities in Virginia with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $99,660 per year, or $47.9 per hour.
Portfolio Manager - VWG Wealth Management

Portfolio Manager - VWG Wealth Management

Hightower

Mclean, VA • On-site

Full-time

PTO

Re-posted 11 days ago

Job description

Your Future Team
Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to help ensure our clients live their lives to their fullest. VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors.
Job Overview
The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy development, and client portfolio support across VWG's book of business. This role partners with Wealth Advisors and the investment team to deliver disciplined, tax-aware, and client-aligned investment solutions. You will be a subject matter leader within the Portfolio Management team, contributing to asset allocation frameworks, structured product implementation, and the mentoring and development of junior team members. You will report to the Wealth Advisor.
What You'll Do
Portfolio Management
  • Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client meetings.
  • Prepare client-facing performance reporting and ad hoc portfolio analysis.
  • Conduct practice-level portfolio ("book") reviews, monitoring large positions, cash balances, and margin exposure.
  • Lead asset allocation guidelines and target allocations for the Portfolio Management team.
  • Develop and revise comprehensive portfolio recommendations for prospective and existing clients, including coordination and peer review for high-net-worth clients ($5M+).
  • Contribute to tax-aware portfolio management, including tax-loss harvesting and coordinated account-level decisions.

Trading & Implementation
  • Be the primary trader for VWG-managed accounts; document, escalate, and fix trade errors with Trading and Compliance teams.
  • Manage SMA onboarding, tax-loss harvesting, withdrawals, and account changes across both Envestnet and IWS platforms.
  • Lead and manage IWS cash management and money market sweep activities.
  • Oversee U.S. Treasury bill purchases and maturities, and review accounts for potential low-transaction ETF alternatives.
  • Structured Notes & Alternative Investment Oversight
  • Manage VWG book-level exposure to structured notes, including buffers, payoffs, maturities, and new or rolled issuances.
  • Partner with Wealth Advisors, PM team members, bank structured note desks, and the IWS trading desk on pricing, structures, and execution.
  • Collaborate on the design and placement of custom structured note solutions requiring precise communication and execution timing.
  • Support evaluation and oversight of private and alternative investments according to practice strategy.

Research and Reporting
  • Use Black Diamond for portfolio analytics and reporting.
  • Track and report private investments using Accord.
  • Maintain diligence documentation and ongoing monitoring for assigned private investments.
  • Collect and summarize portfolio and investment data to support analysis.

Communication & Leadership
  • Deliver bi-weekly market updates and communications during periods of material market or economic change.
  • Share investment insights from strategists and managers.
  • Mentor and develop junior Wealth Advisors and junior Portfolio Management team members.

What You'll Bring
  • 5 or more years' experience in the financial/investment analysis field
  • Strong organizational and time management skills.
  • Expresses a strong work ethic - recognized as a collaborative team member; have pride in work product and is accountable for actions.
  • Detail oriented; complete work tasks with accuracy and consistency.
  • Maintains standards despite pressing deadlines, client requests and unexpected market events.
  • Experience seeking, digesting, and communicating complex information.
  • Manages multiple projects with minimal supervisor intervention.
  • Excellent verbal, written, presentation and interpersonal skills.
  • Keeps current on investment practices, thinks creatively and demonstrates intellectual curiosity by reading, listening to and watching a variety of sources.
  • Proficient in company related technology, i.e. Market data & analysis (FactSet), performance reporting and account analysis (BlackDiamond), Portfolio trading software (Tamarac), Mutual Fund/ETF data and analysis (MorningStar), Salesforce CRM.
  • Proficiency in Microsoft: Excel, Word, Outlook.

Supervisory Responsibility
  • None

Hours of Work
  • Standard hours of work are Monday through Friday during normal day business hours, 8:30 am - 5:00 pm. However, together with the CIO, the portfolio manager holds the primary, oversight and fiduciary responsibility for VWG client assets. This mandates that some personal plans and endeavors may be temporarily imposed upon and weekday and weekend commitments can be disrupted without notice. It is also expected that job duties and some reading and creative exploration relative to investing extend into some evening and weekend hours.

Travel
  • Occasional local travel may be required

What We Offer
  • Annual base salary of $190,000-$215,000 based on skills and experience.

  • VWG Wealth Management places a value on employee happiness and professional development. We offer a fun, collaborative work environment that is ideal for working parents (children and pets!). We believe our team can best serve our clients when employees can also take care of themselves and their family. To foster this supportive culture, we provide a flexible hybrid work schedule, unlimited paid time off, and two weeks to work from anywhere. Averaging an employee tenure of 10 years, our solid foundation of talent and knowledge affords ample opportunities for employee development and career progression. VWG team members work collectively to learn and improve in a fun, productive environment.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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