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Client Portfolio Manager Jobs in Washington (NOW HIRING)

Northern Trust

Sr. Investment Associate

Washington, DC · On-site

$70K - $119K/yr

Support Portfolio Managers in all aspects of portfolio management and client servicing * Prepare and proof client presentation materials and meeting deliverables * Ensure all materials and reports ...

URAC

Client Relations Manager

Washington, DC · On-site

$66K - $800K/yr

The Client Relations Manager will receive and manage an assigned book of business (i.e ... Understands URAC's portfolio of accreditation and certification program offerings to explain ...

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Client Portfolio Manager information

See Washington salary details

$41.3K

$113.9K

$218.6K

How much do client portfolio manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client portfolio manager in Washington is $113,851.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $137,600.00 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.

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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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Washington 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 $113,851 per year, or $54.7 per hour.

Portfolio Administration Manager

POTOMAC BANK INC

Ashburn, VA • On-site

Full-time

Posted 10 days ago

Job description

SUMMARY

The Portfolio Administration Manager is responsible for supporting a portfolio of business by soliciting and servicing prospective and current clients to produce and grow a variety of commercial banking relationships. Key responsibilities include assisting loan officers with all aspects of loan origination, structure, and documentation of quality loans per bank policy as well as leadership of the Portfolio Administration Team.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Client Service
  • Ability to meet the public well and to deal effectively with their questions or problems.
  • Knows the Bank’s products and services thoroughly.
  • Looks for opportunities to explain, promote, or sell products or services.
  • Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent client service.
  • Serves as a model of excellent client service to other employees.
  • Identifies and cross-sells retail products suitable to the client’s needs.
  • Handles client complaints or questions and determines the action to be taken to remedy the situation.

Department Functions

  • Support the growth and development of assigned commercial loan portfolio by effectively managing client portfolios to include the complete loan review/renewal process.
  • Effectively monitor portfolio for revenue opportunities and/or loan exposures.
  • Assist in the sales proposal process, including accompanying the lenders on customer and prospect calls and various other sales/customer-oriented projects.
  • Establish and maintain relationships with current and prospective clients; proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to clients.
  • Monitor portfolio loan exposure including review of maturity reports, overdraft activity reports, past dues reports, etc.
  • Ensure adherence to credit policy, guidelines and regulatory requirements.
  • Work with clients to modify and/or restructure existing loans as needed.
  • Help resolve credit problems, delinquent payment issues, and other related affairs.
  • Prepare lending activity reports for management and loan committee as needed.
  • Obtain necessary information to process and complete loan files.
  • Draft commercial loan top sheets.
  • Prepare commitment letters, engage title company/attorney, manage the settlement of loans.
  • Prepare and quote payoffs.
  • Create and mail financial request letters; check in and save financials properly when received.
  • Act as a liaison between Commercial Loan officers and the Credit Department to expedite underwriting.
  • Assist Commercial Loan officers with applications, HMDA, Beneficial Ownership, and CIP forms.
  • Examine documents to ensure accuracy and compliance with existing guidelines, policies, and procedures.
  • Calculate loan payments.
  • Ensure electronic documents and credit files are complete, organized and work the doc file to clear exceptions.
  • Assist the Commercial Loan officers with examining loan escrow instructions, notes, preliminary title report, title policies, termite reports, deeds of trust, etc.
  • Properly prepare releases of escrow accounts.
  • Order flood certifications, credit reports, and UCC lien searches.
  • Gather all proper identification for borrower and set up CIF as required.
  • Review monthly CIP reports and make CIF corrections as required.
  • Other duties may be assigned.


Supervisory Responsibilities

  • Must adhere to supervisory responsibilities in accordance with Potomac Bank’s policies and applicable laws
  • Responsibilities may include interviewing, hiring, training, performance appraisals, rewarding and disciplining employees, addressing/resolving employee relation matters
  • Responsible for following/adhering to established New Hire Onboarding Program


Security
  • Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured each day.
  • Understands role in case of disaster or robbery, whether victim or bystander, and knows proper post-robbery procedures.
  • Professional appearance that evokes the client’s trust.
  • Adheres to all bank policies and procedures and to internal controls and system access restrictions.


CRITICAL SKILLS

  • Demonstrates expertise in lending practices and loan products.
  • Ability to adhere to Potomac Bank’s Core Values: Integrity, Teamwork, Growth, Client Commitment, Community Focus
  • Excellent communication skills.
  • Demonstrates financial analysis skills to identify quality credit and ability to attain aggressive sales/service goals.
  • Self Development: pursue additional education or training to remain current, improve knowledge, and diversify skills.
  • Customer confidentiality: never reveal or divulge customer information to anyone outside of the Bank.
  • Versatility: Ability to multi-task under pressure and fast paced environment.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE

Four-year college degree preferably in business or finance; five or more years of experience in a bank or lending setting; or equivalent combination of education and experience. Prior experience as a Portfolio Administrator is required.

KNOWLEDGE, SKILLS, AND ABILITIES

  • Knowledge of portfolio administration practices, business operations, and risk management principles, including portfolio monitoring, reporting, governance, and operational controls.
  • Knowledge of regulatory requirements, internal policies, and industry best practices applicable to portfolio management and administrative functions.
  • Skill in analyzing data, identifying trends, and preparing reports and presentations to support management decision-making and portfolio performance monitoring.
  • Strong leadership and organizational skills with the ability to oversee multiple priorities, allocate resources, and ensure timely completion of departmental objectives.
  • Ability to develop, implement, and improve processes and procedures that enhance operational efficiency, accuracy, and service quality.
  • Ability to effectively lead, coach, and develop team members while fostering a collaborative and results-oriented work environment.
  • Ability to build and maintain productive relationships with internal and external stakeholders, communicate complex information clearly, and influence positive business outcomes.
  • Ability to exercise sound judgment, solve problems proactively, and make informed decisions in a fast-paced and evolving environment.


SMOKE-FREE WORKPLACE

Potomac Bank is a 100% smoke-free company.


PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear. The employee may regularly lift and/or move up to 10 pounds; frequently lift and/or move up to 25 pounds; and occasionally lift and/or move up to 50 pounds.


This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice.


Potomac Bank is an Equal Opportunity/Affirmative Action Employer


Potomac Bank supports a workforce of diversity, equity, inclusion, and accessibility