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Client Portfolio Manager Jobs in Blue Ridge, GA (NOW HIRING)

Alpine Legacy Group

Sales Representative

Dawsonville, GA · On-site

$64K - $85K/yr

Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.

TRI SCAPES LLC

Business Development

Cumming, GA · On-site

... portfolio. This role is focused on developing long-term business-to-business partnerships by ... Develop and manage relationships with design-build and construction general contractors across ...

TRI SCAPES LLC

Business Development

Cumming, GA · On-site

... portfolio. This role is focused on developing long-term business-to-business partnerships by ... Develop and manage relationships with design-build and construction general contractors across ...

METRO MARKET MEDIA

Account Executive

Cumming, GA · On-site

Our portfolio includes The Times of Gainesville, Forsyth County News, Dawson County News, specialty ... Client & Campaign Management * Develop customized advertising campaigns for clients using a multi ...

The Dog Stop

Professional Dog Groomer

Cumming, GA · On-site

Manage a busy grooming schedule and communicate timing/progress with reception and clients ... Organize and update client and pet profiles 🐕 What We're Looking For * At least 1 year of ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Blue Ridge, GA

Client Portfolio Manager information

See Blue Ridge, GA salary details

$31.4K

$86.4K

$165.9K

How much do client portfolio manager jobs pay per year?

As of Aug 1, 2026, the average yearly pay for client portfolio manager in Blue Ridge, GA is $86,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,500.00 and $104,400.00 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 Blue Ridge, GA? For Client Portfolio Manager jobs in Blue Ridge, GA, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Blue Ridge, GA look for? The top searched job categories for Client Portfolio Manager jobs in Blue Ridge, GA are:
What cities near Blue Ridge, GA are hiring for Client Portfolio Manager jobs? Cities near Blue Ridge, GA with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Blue Ridge, GA as of June 2026, with employment types broken down into 78% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $86,398 per year, or $41.5 per hour.

Territory Sales Professional- Entry Level

Alleviation Enterprise LLC

Cleveland, TN • On-site

$65K - $90K/yr

Full-time

Medical, Dental, Vision, Life

Posted 27 days ago

Job description

Our agency is seeking to fill an entry-level outside sales role in a new territory. The primary responsibility of this position will be developing a new book of business through making in person sales calls to businesses with a focus on new client acquisition and retention. You will work closely with an energetic team of fellow supplemental insurance producers who share your drive for competition and success.

Position Overview:

This role entails outside direct sales, dedicated to your own sales territory. We'll provide comprehensive training to help you connect with small and medium-sized businesses across different sectors. You'll have the opportunity to meet face-to-face with business owners and decision-makers. Your goal is to present them with industry leading supplemental insurance products and services in the industry. Prepare to engage with business owners, benefits managers, and employees on an individual level.

Core Responsibilities:

  • Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities

  • Respond to client inquiries via phone, email, or text as needed

  • Schedule meetings with potential and existing clients to understand their insurance needs

  • Attend scheduled calls and meetings with your sales manager and team

  • Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients

  • Build and nurture your own client portfolio

  • Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself

  • Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week

  • Record daily work stats and sales activity updates at the end of each work day

ADDITIONAL QUALIFICATIONS:

  • Pass a high-level pre-employment background check

  • Active Driver's License and reliable transportation

  • Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available)

  • Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)

COMPENSATION & BENEFITS:

  • Comprehensive classroom and field training program

  • Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions

  • Health, dental, and vision benefits offered after 60-days of employment

  • Performance-based promotions

  • Control of your schedule based on results achieved rather than time worked

  • Continuing professional development classes, advanced sales trainings, and leadership development classes

  • Culture of camaraderie, friendly competition, and success mindset

Apply now to be part of a team that embraces challenges and rewards effort!

www.alvtn.com