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Client Portfolio Manager Jobs in Boston, MA (NOW HIRING)

CIBC

Alternatives Client Portfolio Manager

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

To learn more about CIBC, please visit CIBC.com What You'll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business ...

CIBC US

Alternatives Client Portfolio Manager

Boston, MA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

To learn more about CIBC, please visit CIBC.com What You'll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business ...

CIBC

Alternatives Client Portfolio Manager

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

To learn more about CIBC, please visit CIBC.com What You'll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business ...

GHD

Portfolio Leader- Environment

Boston, MA · On-site

  • Retirement

  • PTO

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

Ballentine Partners

Portfolio Manager

Waltham, MA · On-site

$115K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

Our client families rely on us to be their most trusted advisor. We work hard to help them simplify ... The Portfolio Manager is responsible for developing investment strategy and working with Senior ...

Manulife and John Hancock

Portfolio Analyst

Boston, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Analyst, Portfolio Management - Agriculture supports the development, implementation, and monitoring of client agriculture investment strategies. The role is expected to be a central analytical ...

MFS

Equity Institutional Portfolio Manager

Boston, MA · On-site

$175K/yr

  • Medical

  • Dental

  • Retirement

Develop materials to help set appropriate client expectations and retain assets when style is out ... Contribute to investment team (as other portfolio managers do) by generating investment ideas ...

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Client Portfolio Manager information

See Boston, MA salary details

$39.7K

$109.2K

$209.7K

How much do client portfolio manager jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client portfolio manager in Boston, MA is $109,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $132,000.00 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.

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.

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.

Are client portfolio managers paid well?

Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.

How much do client portfolio managers get paid?

Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
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The top searched job categories for Client Portfolio Manager jobs in Boston, MA are:

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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Boston, MA as of August 2026, with employment types broken down into 87% Full Time, 5% Part Time, and 8% Contract. Highlights an 79% In-person, 8% Hybrid, and 13% Remote job distribution, with an average salary of $109,201 per year, or $52.5 per hour.

Alternatives Client Portfolio Manager

CIBC

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor teams, and UHNW clients/prospects (as well as some institutions), acting as an ambassador for alternative investment strategies. You will play a critical role in fostering client relationships and supporting business development activities. You will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio implementation through office visits, local events, in-person meetings, and virtual meetings. You will communicate performance, explain complex market trends, and work with advisors to tailor portfolios to meet client goals.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 50% travel in the U.S. is required.
How You'll Succeed
  • CPM Strategy: Increase adoption of alternative investments in portfolios. Contribute to and implement distribution strategy for alternative asset classes, deliver consistent execution of distribution strategy, and contribute to vision for the team.
  • Investment Capabilities: Contribute to best-in-class capability development/evolution and represent investment team in front of advisors, clients (UHNW and Institutional), prospects, consultants, and other intermediaries. Translate complex investment strategies and market trends into clear, actionable information. Articulate our investment method, portfolio positioning, strategies, outlook, as well as market insights of our portfolio.
  • Portfolio Strategy Alignment: Collaborate with advisors to ensure that asset allocation and investment decisions align with client goals and risk tolerances.
  • Client & Advisor Feedback Integration: Actively solicit and gather feedback from clients and advisors regarding alternative strategies and solutions. Collaborate with alternative investment team to integrate this feedback into capability enhancements and new products, ensuring that client needs are met effectively.
  • Thought Leadership: Generate thought leadership ideas to fill the content platform for alternative asset classes and leverage content to generate client discussions.
  • Education: Collaborate with various parts of the organization (investment communications, marketing, marketing compliance, operations, etc.) to raise awareness and increase alternative investment education and adoption.
  • Content Ownership: Contribute and deliver the narrative for all client-facing materials and collateral.
  • Industry Leadership: Deliver sales, servicing, and thought leadership presentations to all client channels, building a reputation as a subject matter expert alongside portfolio managers. Attend conferences/industry events as a subject matter expert.
  • Reporting & Compliance: Partner with internal teams to design and automate reporting, bridging front-office insights with back-office data, ensuring all actions comply with regulatory standards.

Who You Are
  • You have a Bachelor's degree in Finance, Economics, or a related field. CFA designation is preferred.
  • You have 10+ years of related experience in relationship management and/or investment roles. Portfolio management experience is preferred
  • You have a strong understanding of financial markets, asset classes, and investment techniques, with deep knowledge of alternative investments.
  • You have exceptional verbal and written communication skills and can clearly articulate investment philosophies. You have excellent interpersonal and presentation skills and are comfortable engaging with sophisticated clients and stakeholders.
  • You're goal-oriented. You're focused on results and outcomes and delivering your best to make a difference.
  • You are passionate about growing your knowledge and continuously improving with a strong sense of curiosity.
  • You are a problem solver who anticipates obstacles and develops plans to overcome them.
  • You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $230,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions
What you need to know
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location
100 Federal Street, 37th Floor (inactive)
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management

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