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Client Portfolio Manager Jobs in Rancho Mirage, CA

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Perform additional duties as assigned by management. Qualifications: Education & Certification

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Perform additional duties as assigned by management. Qualifications: Education & Certification

With a North American footprint, a diverse client portfolio, and a highly trained service team, we ... Perform additional duties as assigned by management. Qualifications: Education & Certification

... our client's portfolio across hospitals, integrated delivery networks (IDNs), academic medical ... This position requires strong territory management skills, the ability to navigate complex health ...

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Client Portfolio Manager information

See Rancho Mirage, CA salary details

$37.2K

$102.4K

$196.7K

How much do client portfolio manager jobs pay per year?

As of Aug 29, 2026, the average yearly pay for client portfolio manager in Rancho Mirage, CA is $102,440.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,400.00 and $123,800.00 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.

What job categories do people searching Client Portfolio Manager jobs in Rancho Mirage, CA look for?

The top searched job categories for Client Portfolio Manager jobs in Rancho Mirage, CA are:

What cities near Rancho Mirage, CA are hiring for Client Portfolio Manager jobs?

Cities near Rancho Mirage, CA with the most Client Portfolio Manager job openings:

Infographic showing various Client Portfolio Manager job openings in Rancho Mirage, CA 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 $102,440 per year, or $49.2 per hour.

Enterprise Account Portfolio Manager

Allied Universal

Palm Springs, CA

$75K - $82K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Allied Universal rating

5.6

Company rating: 5.6 out of 10

Based on 2,586 frontline employees who took The Breakroom Quiz

77th of 118 rated security


Job description

Overview

Company Overview:

Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.

Job Description

Allied Universal is hiring a Enterprise Account Portfolio Manager. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives.

RESPONSIBILITIES:

  • Relationship Management and Client Intimacy:
    • Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings.
    • Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews
  • Time and Operational Oversight:
    • Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity
    • Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance
  • Financial Performance and Growth:
    • Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets
    • Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process

QUALIFICATIONS (MUST HAVE):

  • Must possess one or more of the following:
    • Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry
    • Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry
    • High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry
  • Minimum of two (2) years of account management experience driving customer solutions
  • Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen
  • Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
  • Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction
  • Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
  • Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
  • Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events
  • Ability to travel 35% to 75% of the time based on client and company's needs

PREFERRED QUALIFICATIONS (NICE TO HAVE):

  • Military veteran, law enforcement, or contract or proprietary security services experience

COMPENSATION & BENEFITS:

  • Pay rate: $75,000 to $82,000 per year
  • Medical, dental, vision, basic life, AD&D, and disability insurance
  • Eligibility for our retirement plans
  • Eight paid holidays annually, five sick days, and four personal days
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

#LI-26

PPO 14417

Closing

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com

If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.

Requisition ID2026-1662750Employment Type: FULL_TIME

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About Allied Universal

Sourced by ZipRecruiter

Allied Universal® is a leading security and facility services company. We provide proactive security services and cutting-edge smart technology to deliver evolving, tailored solutions that allow our clients to focus on their core business. Our excellence starts with our local leadership and local presence. Operating in more than 90 countries, our global workforce of approximately 800,000 people. Employees help to deliver our promise globally and locally: keeping people safe so our customers and communities can thrive. As we build the world's best services company, we continue to expand our footprint and infrastructure on a global and local level. In North America, we operate our business under the existing Allied Universal brand, and our international business operates under the G4S brand.

Industry

Investigation and physical security services, chemical manufacturing and real estate

Company size

10,000+ Employees

Headquarters location

Santa Ana, CA, US