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

Teakwood Global Services

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Client Accounting Manager

Houston, TX · On-site

$90K - $110K/yr

Revenue growth within existing client portfolio * Successful identification and conversion of new ... The Client Accounting Manager drives both service excellence and revenue expansion by turning ...

Teakwood Global Services

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Client Accounting Manager

Katy, TX · On-site

$90K - $110K/yr

Revenue growth within existing client portfolio * Successful identification and conversion of new ... The Client Accounting Manager drives both service excellence and revenue expansion by turning ...

Truist

Investment Manager II

Houston, TX · On-site

The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with ... Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset ...

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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 Aug 11, 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.

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.

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.
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 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 $89,454 per year, or $43 per hour.

Business Banking Relationship Manager

First Horizon Bank

Houston, TX

Full-time

Medical, Dental, Vision, Retirement

Re-posted 2 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Location: On site at location listed in job posting. 

Summary

Develop new customer prospects and business with business banking clients, with the potential to manage and maintain a portfolio of business banking clients. Offer a wide variety of business loans, deposits, other banking products, and services to build long-term and profitable customer relationships. Ensure credit quality and risks are identified in client portfolio as well as maintaining profitable growth.  

Essential Duties and Responsibilities

  • Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and client-focused solutions.
  • Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
  • Recommend and deliver customized solutions, including credit, deposits, and other products, partnering with internal specialists.
  • Lead client conversations with credit knowledge and structure credit and banking solutions.
  • Collaborate with cross-functional partners - including Credit, Treasury Management, and specialty banking team partners - to deliver an integrated client experience.
  • Work closely with relationship team on loan structure, pricing, underwriting & closing documentation, and ongoing portfolio management needs.
  • Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships and help make our local communities stronger.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements, credit policies and other internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
  • Perform all other duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  1. Bachelor (4-year college) degree, 3-10 years of experience or equivalent combination of education and experience
About Us 

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. 

Benefit Highlights 

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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