Envolve Client Services Group owns and professionally manages apartment communities located ... The Portfolio Manager should interview and give final recommendations for the hiring of all site ...
Envolve Client Services Group owns and professionally manages apartment communities located ... The Portfolio Manager should interview and give final recommendations for the hiring of all site ...
T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual ...
T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual ...
T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual ...
T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios. This individual ...
Family Offices Services Manager
Annapolis, MD · On-site +1
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Family Offices Services Manager
Annapolis, MD · On-site +1
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Family Offices Services Manager
Annapolis, MD · On-site +1
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Family Offices Services Manager
Annapolis, MD · On-site +1
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Quick apply
Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives * Construct and maintain model portfolios with ...
Portfolio Manager
Baltimore, MD · On-site
$110 - $160/hr
... client experience. You won't simply react to issues. You'll anticipate them, develop solutions, and ... Own and actively manage an assigned portfolio of commercial real estate loans. * Serve as the ...
Portfolio Manager
Baltimore, MD · On-site
$110 - $160/hr
... client experience. You won't simply react to issues. You'll anticipate them, develop solutions, and ... Own and actively manage an assigned portfolio of commercial real estate loans. * Serve as the ...
Design and manage custom model portfolios that align client-specific objectives, constraints, tax considerations, and implementation requirements with the team's investment perspectives. * Develop ...
Design and manage custom model portfolios that align client-specific objectives, constraints, tax considerations, and implementation requirements with the team's investment perspectives. * Develop ...
Portfolio Manager
Baltimore, MD · On-site
Envolve Client Services Group owns and professionally manages apartment communities located ... The Portfolio Manager should interview and give final recommendations for the hiring of all site ...
Portfolio Manager
Baltimore, MD · On-site
Envolve Client Services Group owns and professionally manages apartment communities located ... The Portfolio Manager should interview and give final recommendations for the hiring of all site ...
Portfolio Manager
Annapolis, MD · On-site
$70K - $110K/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 ...
Quick apply
Portfolio Manager
Annapolis, MD · On-site
$70K - $110K/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 ...
Rowe Price's public/private solutions in client meetings, industry conferences, and internal forums ... Oversight of core portfolio management functions including liquidity management, capital deployment ...
Rowe Price's public/private solutions in client meetings, industry conferences, and internal forums ... Oversight of core portfolio management functions including liquidity management, capital deployment ...
The MITRE Portfolio Manager will be accountable for the overall CMS customer value analysis, work ... Develops a thorough understanding of the client's (CMMI) organization, mission, capabilities, and ...
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The MITRE Portfolio Manager will be accountable for the overall CMS customer value analysis, work ... Develops a thorough understanding of the client's (CMMI) organization, mission, capabilities, and ...
Portfolio Manager
Baltimore, MD · On-site
$90K - $110K/yr
Manage maturing loans, preparing extension requests promptly and conducting credit analyses ... Accompany bank staff on sales calls when appropriate, fostering client relationships and promoting ...
Portfolio Manager
Baltimore, MD · On-site
$90K - $110K/yr
Manage maturing loans, preparing extension requests promptly and conducting credit analyses ... Accompany bank staff on sales calls when appropriate, fostering client relationships and promoting ...
Portfolio Analyst- Equity
Baltimore, MD · On-site
Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant ...
Portfolio Analyst- Equity
Baltimore, MD · On-site
Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant ...
At MITRE, the Portfolio Manager of CCIIO and CMCS: * Conducts and supervises analysis on the needs ... Develops a thorough understanding of the client's organization, mission, capabilities, and ...
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At MITRE, the Portfolio Manager of CCIIO and CMCS: * Conducts and supervises analysis on the needs ... Develops a thorough understanding of the client's organization, mission, capabilities, and ...
Multi-Asset Portfolio Manager
Baltimore, MD · On-site
A * Design and manage custom model portfolios that align client-specific objectives, constraints, tax considerations, and implementation requirements with the teamas investment perspectives.AA
Multi-Asset Portfolio Manager
Baltimore, MD · On-site
A * Design and manage custom model portfolios that align client-specific objectives, constraints, tax considerations, and implementation requirements with the teamas investment perspectives.AA
Our client is a regional financial institution that has a national reach. They are currently seeking a Portfolio Manager to join their growing Commercial Real Estate Banking team in Columbia, MD.
Quick apply
Our client is a regional financial institution that has a national reach. They are currently seeking a Portfolio Manager to join their growing Commercial Real Estate Banking team in Columbia, MD.
Portfolio Manager/Epidemiologist
Silver Spring, MD · On-site
$87K - $92K/yr
As required by our governmental client, this position requires being a US Citizen AND an active Secret clearance or the ability to obtain a Secret clearance to be considered. The Portfolio Manager ...
Portfolio Manager/Epidemiologist
Silver Spring, MD · On-site
$87K - $92K/yr
As required by our governmental client, this position requires being a US Citizen AND an active Secret clearance or the ability to obtain a Secret clearance to be considered. The Portfolio Manager ...
... management of accounts and orders. The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ...
... management of accounts and orders. The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ...
... management of accounts and orders. The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ...
... management of accounts and orders. The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ...
Client Portfolio Manager information
See Baltimore, MD salary details
$36.3K - $50.4K
7% of jobs
$50.4K - $64.5K
9% of jobs
$70.9K is the 25th percentile. Wages below this are outliers.
$64.5K - $78.7K
20% of jobs
The median wage is $88.4K / yr.
$78.7K - $92.8K
20% of jobs
$92.8K - $107K
17% of jobs
$112.3K is the 75th percentile. Wages above this are outliers.
$107K - $121.1K
4% of jobs
$121.1K - $135.2K
14% of jobs
$135.2K - $149.4K
1% of jobs
$149.4K - $163.5K
1% of jobs
$163.5K - $177.6K
3% of jobs
$177.6K - $191.8K
3% of jobs
$36.3K
$99.9K
$191.8K
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What is a client portfolio manager?
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 are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?
How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 28 days ago
Job description
Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents' satisfaction in making their apartment homes and community a great place to be.
Envolve offers a wide variety of opportunities from residential apartment management, leasing, maintenance and more. We, the Envolve team are recruiting friendly self-motivated individuals with positive attitudes and a drive to succeed, to join our growing company. We are currently searching for Portfolio Manager candidates for the Maryland and DC area.Â
Essential Duties and Responsibilities:
- Responsible for recruiting, hiring, training, supervising, and evaluating all site personnel of assigned communities. The Portfolio Manager should interview and give final recommendations for the hiring of all site personnel of assigned communities.
- Provide mentoring to Community Managers of assigned communities.
- Responsible for direction and coordination with the Accounting Department, the delivery of accurate and timely monthly property financial statements to both the Regional Manager for final review and to the clients.
- Responsible for development, implementation, and delivery of annual budgets for all assigned communities to Regional Manager for review.
- Responsible for setting and enforcing spending controls for all assigned communities and reviewing all variance explanations.
- Assist in the coordination of all capital improvement programs for assigned communities.
- Direct all marketing and advertising for assigned communities maximizing rental income and increasing occupancy rates.
- Work with Community Managers and staff to respond to resident issues.
- Ensure that all required reports are completed accurately and in a timely manner.
- Maintain thorough product knowledge on all assigned communities and of competition in the assigned area.
- Ensure that established policies and procedures are followed.
- Assist, when requested, in the acquisition of new accounts.
- Perform quarterly inspections for properties that are under his/her direction.
- Assume other responsibilities as assigned by the RVP
Education and Work Experience Requirements:
- Five or more years in property/real estate management required
- Two or more years in management positions required
- Previous experience managing multiple properties is strongly preferred
- Moderate Real Estate and Management training experience required
- HCCP or comparable tax credit housing training required
- Accredited Residential Manager Certification (ARM) preferred
Specific Job Knowledge, and Skill Ability:
- Must be able to demonstrate an ability to understand all aspects of the financial responsibilities of budgeting, reporting, and expense control.
Rate: 100k plus depending on experience
Benefits:
- Competitive salaries and bonuses
- Medical
- Dental
- Vision
- 401(k) plan with employer match
- Short term disability
- Long term disability
- Life/AD&D
- Paid Time Off
- 11 paid holidays
- Employee Assistance Program
- Career advancement opportunities
- Training and Development
EOE: Minorities/Females/Disabled/Veterans
Background Screening and Drug Test Required