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

BOK Financial

Energy Portfolio Manager - II

Houston, TX · On-site

The CPU will have client facing responsibilities, providing the necessary consultation to deliver ... Managers across the line of business are readily available and accessible for any needs you may ...

Vaughan Nelson

Be Seen First

Investment Management Portfolio Operations Administration

Houston, TX · On-site

Maintain client communications, files, and electronic data in a secure and timely manner. * Assist ... Company Description Vaughan Nelson is a Houston-based money manager focused on managing equity (U.S ...

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CBRE

Portfolio Managment Analyst

Houston, TX · On-site

Help create client investment plans and maintain target portfolio spreadsheets. * Coordinate with managers to collect questionnaire data and input it correctly into the system. * Have some knowledge ...

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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 22, 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, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $89,454 per year, or $43 per hour.
Commercial Real Estate Portfolio Manager - VP

Commercial Real Estate Portfolio Manager - VP

Associated Bank

Houston, TX • On-site

Full-time

Retirement, PTO

Re-posted 11 days ago

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
As a Commercial Real Estate Portfolio Manager at Associated Bank, you'll play a key role in evaluating, structuring, and managing a diverse portfolio of commercial real estate relationships. You'll combine financial analysis with client partnership to ensure sound lending decisions, healthy portfolios, and long-term relationship success. This role offers the opportunity to influence deal strategy, collaborate with senior leaders, and deepen your expertise in complex credit.
Key Accountabilities
  • Underwrite and analyze new loan originations, renewals, modifications, and annual reviews.
  • Monitor loan performance, borrower financials, and market conditions to assess portfolio health and maintain accurate risk ratings.
  • Partner with Relationship Managers and Credit teams to structure deals that meet client needs while protecting the bank's interests.
  • Conduct due diligence and ensure compliance with credit policies and regulations.
  • Participate in loan approval discussions and present credit recommendations as needed.
  • Contribute to portfolio management strategies, identifying opportunities to enhance profitability and mitigate risk.
  • Mentor junior portfolio managers and support their professional development.
  • Represent Associated Bank at community and industry events to strengthen visibility and build relationships.

Education & Experience
Required:
  • Bachelor's degree in Finance, Accounting, or a related field (or equivalent experience)
  • 4+ years of experience in Commercial Real Estate or Credit Approval
  • 4+ years of experience handling complex credit relationships
  • Access to reliable transportation and ability to lawfully drive self by start date

Preferred:
  • 3+ years of experience in sales or business development
  • Formal credit training
  • Chartered Financial Analyst (CFA) certification

Why You'll Love Working Here
At Associated Bank, we combine relationship banking with a culture of integrity, collaboration, and growth. You'll have opportunities to work on high-impact deals, expand your credit expertise, and make meaningful contributions to clients and communities. Join a team that values your perspective and supports your career journey - apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$83,580.00 - $143,280.00 per year

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