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Client Portfolio Manager Jobs in Springfield, MO

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Client Portfolio Manager information

See Springfield, MO salary details

$33.2K

$91.4K

$175.5K

How much do client portfolio manager jobs pay per year?

As of Sep 15, 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.
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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:

Infographic showing various Client Portfolio Manager job openings in Springfield, MO as of September 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 $91,428 per year, or $44 per hour.

Licensed Insurance Sales Representative

Ozark, MO • On-site

Alleviation Enterprise LLC
11 - 50 employees
Learn more about Alleviation Enterprise LLCexternal

$86K - $106K/yr

Full-time

Medical, Dental, Vision, Life

Posted 9 days ago

Job description

We're a growing company known for our exceptional culture and commitment to excellence. Seeking a high achiever to join our team, someone who can excel individually and help develop our sales team. With seven consecutive years of double-digit sales growth, we're eager to find someone aligned with our values of Ownership, Growth, and Service.

This role is in outside territory sales, offering flexibility in scheduling and autonomy in planning your work week. You'll engage with small to medium-sized businesses, presenting our top-tier supplemental insurance products. Training includes both classroom sessions and hands-on experience with our top performers, supplemented by self-paced learning modules.

While experience in athletics, military, law enforcement, or a proven track record of success is preferred, it's not required. We're looking for driven individuals ready to make an impact.

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 reservice 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

QUALIFICATIONS & DESIRED SOFT SKILLS:

  • Strong interpersonal skills with the ability to build genuine connections quickly. 

  • A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. 

  • Clearly-defined personal goals, a positive attitude, and optimistic outlook. 

  • Quick-thinking with exceptional situational awareness and critical thinking skills.

  • Hunger for learning and growth, strong time management abilities, and the capability to work independently.

  • Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers

ADDITIONAL QUALIFICATIONS:

  • Pass a high-level pre-employment background check

  • Active Drivers License and reliable transportation

  • Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided 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