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Client Portfolio Manager Jobs in Spring, TX (NOW HIRING)

Clayton Services

Portfolio Success Manager

Houston, TX · On-site

$70K - $85K/yr

The Portfolio Success Manager will be responsible for analyzing portfolio performance, developing client-facing reports, monitoring key business metrics, and partnering with leadership to drive ...

EPMA

Project Manager / Portfolio Manager

Houston, TX · Hybrid

Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...

EPMA

Project Manager / Portfolio Manager

Houston, TX · Hybrid

Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...

EPMA

Project Manager / Portfolio Manager

Houston, TX · Hybrid

Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...

EPMA

Project Manager / Portfolio Manager

Houston, TX · On-site

Description Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX ...

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Showing results 1-20

All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Spring, TX

Client Portfolio Manager information

See Spring, TX salary details

$32.5K

$89.5K

$171.8K

How much do client portfolio manager jobs pay per year?

As of Jul 21, 2026, the average yearly pay for client portfolio manager in Spring, TX is $89,454.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $108,100.00 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 job categories do people searching Client Portfolio Manager jobs in Spring, TX look for? The top searched job categories for Client Portfolio Manager jobs in Spring, TX are:
What cities near Spring, TX are hiring for Client Portfolio Manager jobs? Cities near Spring, TX with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Spring, TX as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $89,454 per year, or $43 per hour.
Portfolio Manager II - Oil & Gas

Portfolio Manager II - Oil & Gas

Fifth Third Bank

Houston, TX • On-site

Full-time

Posted 10 days ago

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

92nd of 149 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
This role is based onsite in Denver, CO or Houston, TX.
GENERAL FUNCTION:
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures ,pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Accountable for managing a portfolio of accounts.
  • Review and recommend credit decisions.
  • Partners with the Relationship Manager, forming the "coverage team" to:
  • Meet with clients and Participate in business Development calls.
  • Assess prospective client's viability for credit.
  • Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants.
  • Value collateral.
  • Generate commitment letters.
  • Assist in providing business partners credit lending policy interpretation.
  • Perform final risk rating analysis.
  • Capture and document credit decisions, conditions, and modifications.
  • Collaborates with the Credit Analyst to perform Portfolio management duties such as:
  • Establish and maintain Investor Group on lender Portal.
  • Perform Monitoring action and Conduct periodic deal Review.
  • Execute decisions to renew or modify deals.
  • Communicate directly with clients regarding credit events and actions as needed.
  • Works independently to pitch a more complex deal structure.
  • A focus on continuous learning to keep up with ever-changing market dynamics.
  • Mentor to more Junior PMs and Credit Analysts.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
  • Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
  • At least 6 years credit analysis experience that includes midstream, power, and/or RBL.
  • Advanced analytical skills, critical thinking and verbal and written communication skills.
  • Professional presence (client-facing).
  • Experience managing an advanced commercial client portfolio with some degree of complexity.
  • Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
  • Expertise in financial and risk analysis, including financial modeling.
  • Demonstrated expertise in using effective problem solving.
  • Proficient with technology and ability to learn new applications.

WORKING CONDITIONS:
  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of a CRT screen.
  • Some travel required

SUPERVISORY RESPONSIBILITY:
  • In some cases, role may be responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

Portfolio Manager II - Oil & Gas
Total Base Pay Range 82,100.00 - 172,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Houston, Texas 77002
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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About Fifth Third Bank

Sourced by ZipRecruiter

Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1858

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