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

Truist

Senior Investment Manager

Houston, TX

Will typically manage a client base of approximately 40-75 relationships with assets under ... Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset ...

Truist

Senior Investment Manager

Houston, TX · On-site

Will typically manage a client base of approximately 40-75 relationships with assets under ... Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset ...

Invesco

Product Manager Growth Equities

Houston, TX · On-site

The Product Manager serves as a key liaison between portfolio teams, client portfolio managers, and cross-functional partners to ensure alignment on product positioning, messaging, and commercial ...

Invesco

Product Manager Growth Equities

Houston, TX · Hybrid

The Product Manager serves as a key liaison between portfolio teams, client portfolio managers, and cross-functional partners to ensure alignment on product positioning, messaging, and commercial ...

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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.

Portfolio Manager (Commercial Lending) - Northwest Crossing / Houston, TX

Zionsbank Corp

Houston, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a seasoned Portfolio Manager to join our Commercial Lending Team in Houston, TX.  This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk.

The ideal candidate will have the experience necessary to be able to perform the following:  

  • Responsible for managing and servicing a portfolio of loan relationships.  
  • Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations.  
  • Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.  
  • Maintains existing relationships.  
  • Assists Relationship Managers with credit requests.  
  • Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service.  
  • Cross sell other bank products.  
  • Performs other duties as required.

Qualifications:

  • Typically requires a bachelor's degree in General Business, Finance, Accounting, Commercial Banking or equivalent/relevant program and 4 years' directly related experience preferred. A combination of education and experience may meet qualifications.
  • Limited use and/or application of basic principles, theories, and concepts.  
  • Basic knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation.  
  • Experience with bank loan and deposit systems

Benefits:

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products

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