Client Success Manager
Springfield, MO · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Success Manager
Springfield, MO · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Union Benefits Manager
Springfield, MO · On-site
... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...
Union Benefits Manager
Springfield, MO · On-site
... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...
... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...
... own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting ...
Accounting Manager
Springfield, MO · Remote
$60K/yr
Client Accounting Manager You will own the monthly accounting cycle for a portfolio of clients. This role is crucial in moving the product toward completion and the firm's standard of excellence.
Quick apply
Accounting Manager
Springfield, MO · Remote
$60K/yr
Client Accounting Manager You will own the monthly accounting cycle for a portfolio of clients. This role is crucial in moving the product toward completion and the firm's standard of excellence.
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
... investment portfolio holdings, performance reporting, etc. and preparing materials for client ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Senior Client Account Specialist
Springfield, MO · On-site +1
Manage assigned attorney and client account portfolios, including high-value inventory, aged invoices, credit balances, and unbilled inventory. * Develop and execute collection strategies that ...
Senior Client Account Specialist
Springfield, MO · On-site +1
Manage assigned attorney and client account portfolios, including high-value inventory, aged invoices, credit balances, and unbilled inventory. * Develop and execute collection strategies that ...
Entry Level Sales Representative
Springfield, MO · On-site
$64K - $89K/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 ...
Quick apply
Entry Level Sales Representative
Springfield, MO · On-site
$64K - $89K/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 ...
Entry Level Sales Representative
Springfield, MO · On-site
$64K - $89K/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 ...
Quick apply
Entry Level Sales Representative
Springfield, MO · On-site
$64K - $89K/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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding[...]
Springfield, MO · On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... This will be done with a consistent focus on relationship management, not portfolio management
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding[...]
Springfield, MO · On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... This will be done with a consistent focus on relationship management, not portfolio management
Sales Representative
Nixa, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Quick apply
Sales Representative
Nixa, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Licensed Insurance Sales Representative
Springfield, MO · On-site
$86K - $106K/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 ...
New
Quick apply
Licensed Insurance Sales Representative
Springfield, MO · On-site
$86K - $106K/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 ...
New
Licensed Insurance Sales Representative
Ozark, MO · On-site
$86K - $106K/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 ...
Quick apply
Licensed Insurance Sales Representative
Ozark, MO · On-site
$86K - $106K/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 ...
Sales Account Representative
Nixa, MO · On-site
$88K - $108K/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 ...
New
Quick apply
Sales Account Representative
Nixa, MO · On-site
$88K - $108K/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 ...
New
Sales Representative
Springfield, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Quick apply
Sales Representative
Springfield, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Sales Representative
Nixa, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Quick apply
Sales Representative
Nixa, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Sales Representative
Springfield, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Quick apply
Sales Representative
Springfield, MO · On-site
$64K - $85K/yr
Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio. * Schedule and conduct meetings with new and existing clients to understand their insurance needs.
Client Portfolio Manager information
See Springfield, MO salary details
$33.2K - $46.1K
7% of jobs
$46.1K - $59.1K
9% of jobs
$64.9K is the 25th percentile. Wages below this are outliers.
$59.1K - $72K
20% of jobs
The median wage is $80.9K / yr.
$72K - $85K
20% of jobs
$85K - $97.9K
17% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$97.9K - $110.8K
4% of jobs
$110.8K - $123.8K
14% of jobs
$123.8K - $136.7K
1% of jobs
$136.7K - $149.7K
1% of jobs
$149.7K - $162.6K
3% of jobs
$162.6K - $175.5K
3% of jobs
$33.2K
$91.4K
$175.5K
How much do client portfolio manager jobs pay per year?
As of Sep 14, 2026, the average yearly pay for client portfolio manager in Springfield, MO is $91,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,200.00 and $110,500.00 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.
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.
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.
Are client portfolio managers paid well?
Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.
How much do client portfolio managers get paid?
Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
More about Client Portfolio Manager jobs
What are popular job titles related to Client Portfolio Manager jobs in Springfield, MO?
For Client Portfolio Manager jobs in Springfield, MO, the most frequently searched job titles are:
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 Success Manager
Springfield, MO • On-site
Globe Life: Moore Organizations
Full-time
Re-posted 4 days ago
Job description
◾Educate union and credit union members on the value of life insurance and basic financial literacy
◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling)
◾Provide tailored coverage recommendations that meet each family's needs
◾Build and manage your own client portfolio with guidance from experienced mentors
◾Track performance and progress using our internal systems and support tools
◾Represent the values of Service Over Sales, putting clients’ well-being first
◾Participate in incentive programs, team competitions, and leadership summits
◾At least 18 years old and legally authorized to work in the U.S.
◾Able to pass a background check
◾Tech-savvy and comfortable using Zoom and digital tools
◾Motivated to learn, grow, and help others
◾Strong communicator with an interest in finance, education, or social impact
◾Experience in leadership, customer service, or peer mentoring is a plus