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Client Portfolio Manager Jobs in Springfield, MO

Manage and grow an assigned portfolio of existing accounts through upselling, renewals, and value ... Conduct in-person and virtual prospect meetings to assess client needs and deliver tailored ...

... 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 & EXPERIENCE

... 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 & EXPERIENCE

You'll build something of your own: developing your market, your client relationships, and working ... Our portfolio includes 800+ custom publications across brands including Stroll, BeLocal, Greet ...

You'll build something of your own: developing your market, your client relationships, and working ... Our portfolio includes 800+ custom publications across brands including Stroll, BeLocal, Greet ...

... client metrics, production, and administration. This individual will also recruit, recognize, and ... About Caliber Founded in 1997, the Caliber portfolio of brands has grown to more than 1,600 centers ...

New

... portfolio of large, strategic retail customers. Rather than managing a large number of accounts ... Benefits Our client offers an attractive package including: Competitive base salary + performance ...

Showing results 21-40

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 8, 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.
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:
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 Account Manager

SumnerOne

Springfield, MO • On-site

Full-time

Retirement, PTO

Re-posted 13 days ago


Job description

SALES ACCOUNT MANAGER

Springfield, MO; Bentonville, AR | Full-Time | Territory Growth Leader

ABOUT THE ROLE

We’re hiring Sales Account Manager's to drive growth in the Bentonville, AR and Springfield, MO regions. You’ll own a territory, build new customer relationships, and expand an existing account base. This is a role where you can see the direct impact of your effort. You’ll spend your time in front of businesses, understanding their goals, and delivering print and technology solutions that actually move the needle for them.

You’ll balance new business development with strategic account management, hitting monthly and annual sales targets while building long-term customer trust. This role offers the chance to take real ownership of your territory and see the results of your work as you continue to grow.

WHAT YOU’LL DO

Territory & Growth:

  • Balance new customer acquisition and territory growth (70%) with existing account management and expansion (30%)
  • Develop and execute a territory plan to consistently generate new business opportunities
  • Manage and grow an assigned portfolio of existing accounts through upselling, renewals, and value-added solutions

Customer & Sales Execution:

  • Conduct in-person and virtual prospect meetings to assess client needs and deliver tailored recommendations
  • Present and demo print and technology solutions including copiers, printers, production print, and managed print services
  • Negotiate contracts and pricing within defined margin guidelines
  • Close deals with confidence and move opportunities forward decisively
  • Meet and exceed monthly, quarterly, and annual sales goals

Operations & Execution:

  • Maintain a healthy pipeline, document all activity in Salesforce, and provide accurate forecasting
  • Partner cross-functionally with service, operations, and support teams to ensure seamless onboarding and high client satisfaction
  • Stay sharp on industry trends, competitive positioning, and evolving customer needs
  • Travel within your territory for client meetings and occasional overnight trips as needed
WHO WE’RE LOOKING FOR

You’re a confident, self-motivated seller with a track record of hitting targets. You balance new business hunger with the discipline to manage relationships strategically. You ask smart questions, listen to customers, and deliver solutions that matter to them. You’re resilient, curious, and energized by growth.

Core Requirements:

  • 2+ years of proven B2B sales experience, ideally in business technology, office equipment, or related industries
  • A strong mix of account management and new business development skills
  • Confidence leading sales conversations, delivering presentations, and closing deals with decision-makers
  • CRM experience (Salesforce preferred) and strong organizational discipline
  • Excellent written and verbal communication skills
  • A high level of self-motivation, curiosity, and resilience
  • Ability to travel within your territory for client meetings and occasional overnight trips
  • Must be authorized to work in the U.S. and pass pre-employment screenings
  • Fluency in spoken and written English to effectively communicate with clients and stakeholders

Nice-to-Have:

  • Experience selling print, copiers, managed print services, or business technology solutions
  • Track record of exceeding sales targets and building loyal customer bases
  • Familiarity with the office equipment, IT, or document technology industries
WHY SALES AT SUMNERONE
  • Work Hard, Play Hard: Work hard and have a blast. Family-first work-life balance with a supportive work environment
  • Career Growth: Opportunities for career advancement and professional development in a growing, performance-driven company
  • Competitive Rewards: Uncapped commission, market-based salary, and lucrative benefits including paid expenses, monthly car and phone allowances, PTO, and paid holidays. Access to exclusive networking events, incentive trips, and Presidents Club
  • Future-Ready Benefits: Secure your long-term goals with 401(k) plan and profit-sharing options
  • Make an Impact: Be part of our Culture Committee and contribute to a workplace that prioritizes empowerment and collaboration

SumnerOne is one of the premier office technology dealers in the Midwest, serving businesses with print, IT, and document solutions. As one of the largest independent dealers in the nation, we’re built on hiring top talent and supporting growth for both our people and our clients.