Madison, WI · Remote
Build strong client relationships. * Independently manage assigned responsibilities. * Identify at ... Diverse client portfolio * Mission-driven work * Professional growth * Collaborative startup ...
Quick apply
Madison, WI · Remote
Build strong client relationships. * Independently manage assigned responsibilities. * Identify at ... Diverse client portfolio * Mission-driven work * Professional growth * Collaborative startup ...
Madison, WI · Remote
$17.50 - $23/hr
Build strong client relationships. * Independently manage assigned responsibilities. * Identify at ... Diverse client portfolio * Mission-driven work * Professional growth * Collaborative startup ...
Quick apply
Madison, WI · Remote
$17.50 - $23/hr
Build strong client relationships. * Independently manage assigned responsibilities. * Identify at ... Diverse client portfolio * Mission-driven work * Professional growth * Collaborative startup ...
Madison, WI · Hybrid
Medical
Dental
Vision
Retirement
PTO
Identify, develop, maintain, and manage a diverse client portfolio. * Set and maintain project budgets and oversee projects. * Serve as the main point of contact with municipal clients and coordinate ...
Madison, WI · Hybrid
Medical
Dental
Vision
Retirement
PTO
Identify, develop, maintain, and manage a diverse client portfolio. * Set and maintain project budgets and oversee projects. * Serve as the main point of contact with municipal clients and coordinate ...
Madison, WI · On-site
$120K - $140K/yr
Most Audit Manager opportunities revolve around managing engagements, reviewing workpapers, and ... client portfolio is valuable * Exposure to SOX, SOC, internal audit, fraud risk assessment ...
Quick apply
Madison, WI · On-site
$120K - $140K/yr
Most Audit Manager opportunities revolve around managing engagements, reviewing workpapers, and ... client portfolio is valuable * Exposure to SOX, SOC, internal audit, fraud risk assessment ...
Janesville, WI · Hybrid
$18 - $24/hr
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
Quick apply
Janesville, WI · Hybrid
$18 - $24/hr
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
Janesville, WI · On-site
$18 - $24/hr
Medical
Dental
Vision
Life
Retirement
PTO
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
Janesville, WI · On-site
$18 - $24/hr
Medical
Dental
Vision
Life
Retirement
PTO
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
Janesville, WI · On-site
$16.75 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
Janesville, WI · On-site
$16.75 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of ... Client Service and Relationship Management * Establishes, develops, and maintains strong ...
New
... management/clients. Assist with mitigating risk. * Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of ...
... management/clients. Assist with mitigating risk. * Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of ...
... management/clients. Assist with mitigating risk. * Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of ...
... management/clients. Assist with mitigating risk. * Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of ...
Milton, WI · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio. * Build and maintain strong, long-term relationships with current and prospective ... Maintain accurate and up-to-date client data, sales activities, and progress reports in CRM systems.
Milton, WI · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio. * Build and maintain strong, long-term relationships with current and prospective ... Maintain accurate and up-to-date client data, sales activities, and progress reports in CRM systems.
Milton, WI · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio. * Build and maintain strong, long-term relationships with current and prospective ... Maintain accurate and up-to-date client data, sales activities, and progress reports in CRM systems.
Milton, WI · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio. * Build and maintain strong, long-term relationships with current and prospective ... Maintain accurate and up-to-date client data, sales activities, and progress reports in CRM systems.
Madison, WI · On-site
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Madison, WI · On-site
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Madison, WI · Remote
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Quick apply
Madison, WI · Remote
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Madison, WI · Remote
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Madison, WI · Remote
PTO
Manage budgets across accounts. Allocate and pace spend across a portfolio of client accounts without overspending or underdelivering. * Partner with account managers. Communicate performance, flag ...
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Quick apply
Sun Prairie, WI · On-site
Own client retention for an assigned portfolio of accounts, including renewal readiness, risk ... Ability to manage multiple accounts, meetings, and follow-ups while keeping detail-oriented records.
Madison, WI · On-site +1
... client peers and leadership. The Senior Project Manager is also responsible for supporting the advancement of the PMO's mission. Supporting Portfolio Management that provides a forward-looking ...
New
Madison, WI · On-site +1
... client peers and leadership. The Senior Project Manager is also responsible for supporting the advancement of the PMO's mission. Supporting Portfolio Management that provides a forward-looking ...
New
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
$36.8K - $51.1K
7% of jobs
$51.1K - $65.5K
9% of jobs
$71.9K is the 25th percentile. Wages below this are outliers.
$65.5K - $79.8K
20% of jobs
The median wage is $89.6K / yr.
$79.8K - $94.1K
20% of jobs
$94.1K - $108.5K
17% of jobs
$113.9K is the 75th percentile. Wages above this are outliers.
$108.5K - $122.8K
4% of jobs
$122.8K - $137.2K
14% of jobs
$137.2K - $151.5K
1% of jobs
$151.5K - $165.8K
1% of jobs
$165.8K - $180.2K
3% of jobs
$180.2K - $194.5K
3% of jobs
$36.8K
$101.3K
$194.5K
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.
The top searched job categories for Client Portfolio Manager jobs in Madison, WI are:
Cities near Madison, WI with the most Client Portfolio Manager job openings:
Full-time
Posted 15 days ago
Position Summary
Develops new business by building relationships with association leaders and guiding prospects through the sales process.
Key Responsibilities
Business Development
Sales Process
Relationship Management
Required Qualifications
About Momentum
Momentum Association Management partners with professional associations and nonprofit organizations to provide executive leadership, membership management, meetings and events, marketing, operations, and strategic support. Our team works remotely across multiple clients while delivering the responsiveness and professionalism of an in-house staff.
Success in the First 90 Days
Growth Opportunities
Momentum is a rapidly growing Association Management Company. Team members who demonstrate initiative, reliability, and leadership will have opportunities to take on additional clients, lead strategic projects, and grow into more senior positions.
Why Momentum
Flexible remote work • Diverse client portfolio • Mission-driven work • Professional growth • Collaborative startup culture.
