ZipRecruiter

Log In

1

Client Portfolio Manager Jobs in Springfield, MO

Alleviation Enterprise LLC

Insurance Sales Agent

Nixa, MO · On-site

$78K - $122K/yr

Build and nurture your own client portfolio * Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself * Plan and adhere to your weekly schedule and working ...

Circadia

Account Manager

Springfield, MO · On-site

... and portfolio.Ability to facilitate a showroom tour for a strategic client.Capable to create ... Utilize CRM software and digital tools for tracking and communication. EDUCATION ...

next page

Showing results 1-20

All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Springfield, MO

Client Portfolio Manager information

See Springfield, MO salary details

$31.1K

$85.7K

$164.6K

How much do client portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client portfolio manager in Springfield, MO is $85,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $103,600.00 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 Springfield, MO look for? The top searched job categories for Client Portfolio Manager jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Client Portfolio Manager jobs? Cities near Springfield, MO with the most Client Portfolio Manager job openings:
Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Springfield, MO as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $85,714 per year, or $41.2 per hour.

Sales Representative Entry Level

Alleviation Enterprise LLC

Springfield, MO • On-site

$64K - $89K/yr

Full-time

Medical, Dental, Vision, Life

Posted 5 days ago

Job description

We are seeking a motivated and self-disciplined individual eager to enter the competitive yet highly rewarding field of supplemental insurance sales. We provide comprehensive training and continuous support for both newcomers and seasoned sales professionals. This is an entry-level position, and while experience is not required, success in this role depends on a passion for helping people, a determined attitude, adaptability, and the ability to effectively overcome challenges.

Position Overview:

We will guide you through our well-established and reliable system for acquiring new business accounts. Throughout the training, you will develop the skills necessary to build meaningful connections with business owners, HR department heads, and key decision-makers. You will gain practical experience in delivering both individual and group presentations. Your clients and accounts will receive dedicated support, fostering long-term, dependable business relationships. All of this is accomplished while providing supplemental insurance products that significantly enhance the lives of your clients.

Core Responsibilities:

  • Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities

  • Respond to client inquiries via phone, email, or text as needed

  • Schedule meetings with potential and existing clients to understand their insurance needs

  • Attend scheduled calls and meetings with your sales manager and team

  • Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients

  • Build and nurture your own client portfolio

  • Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself

  • Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week

  • Record daily work stats and sales activity updates at the end of each work day

ADDITIONAL QUALIFICATIONS:

  • Pass a high-level pre-employment background check

  • Active Driver's License and reliable transportation

  • Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided at no cost and state licensing fees reimbursement available)

  • Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)

COMPENSATION & BENEFITS:

  • Comprehensive classroom and field training program

  • Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions

  • Health, dental, and vision benefits offered after 60-days of employment

  • Performance-based promotions

  • Control of your schedule based on results achieved rather than time worked

  • Continuing professional development classes, advanced sales trainings, and leadership development classes

  • Culture of camaraderie, friendly competition, and success mindset

Apply now to be part of a team that embraces challenges and rewards effort!

www.alvtn.com