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Client Portfolio Manager Jobs in Springfield, MO

Circadia

Account Manager (Springfield)

Springfield, MO · On-site

... 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

The N2 Company

Territory Sales Manager

Springfield, MO · On-site

$132K/yr

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 ...

The N2 Company

Territory Sales Manager

Springfield, MO · On-site

$132K/yr

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 ...

SOUTHERN BANK

Financial Advisor

Springfield, MO

Assess client portfolios and financial objectives; provide tailored investment guidance; * Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased ...

WME Group

Staff Accountant

Springfield, MO · On-site

$65K/yr

Manage client invoicing, royalty tracking, client payments, and summaries based on requirements in representation agreement on allocated portfolio of clients * Review royalty report input to CRM and ...

New

Duckett Ladd LLP

Be Seen First

Senior Tax Advisor

Springfield, MO · Remote

$110K/yr

... portfolio of high-net-worth dental practice clients. This is an advisory seat, not a compliance-management seat. Your week is split between proactive strategy work, client conversations, and ...

SourceIn

Director of Sales, Retail

Springfield, MO · Remote

$160K - $195K/yr

... 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 ...

WealthCare Corporation

Be Seen First

Sales Professional

Springfield, MO · On-site

$50K - $60K/yr

... firm Client Management & Documentation · Ensure accurate, compliant client records and ... Provide portfolio, product, and planning recommendations aligned with client goals Team ...

Simmons Bank

Senior Relationship Banker

Crane, MO · On-site

... loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and ... Maintain a high level of client satisfaction by engaging our customers and ensuring we are ...

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

Client Portfolio Manager information

See Springfield, MO salary details

$33.2K

$91.4K

$175.6K

How much do client portfolio manager jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client portfolio manager in Springfield, MO is $91,438.00, 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.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance incentives, especially in investment firms or financial services environments. Senior or specialized portfolio managers can earn significantly higher salaries, sometimes exceeding $200,000 annually.

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 is the starting salary of a portfolio manager?

The starting salary for a client portfolio manager typically ranges from $60,000 to $90,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may also include bonuses and benefits, with higher salaries for those with relevant certifications like the CFA and strong analytical skills.

What is the role of a client portfolio manager?

A client portfolio manager is responsible for managing and optimizing a portfolio of client accounts, ensuring client needs are met and investment strategies align with their goals. They analyze market trends, communicate regularly with clients, and use tools like CRM systems to maintain relationships and provide tailored advice.

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 is the highest salary for a portfolio manager?

The highest salaries for a portfolio manager can exceed $200,000 annually, with top earners in large firms or with extensive experience earning significantly more, especially when including bonuses and profit-sharing. Senior portfolio managers with specialized skills and certifications like CFA tend to have higher compensation packages.
More about Client Portfolio Manager jobs
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Springfield, MO as of July 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 $91,438 per year, or $44 per hour.
Account Manager (Springfield)

Account Manager (Springfield)

Circadia

Springfield, MO • On-site

Full-time

Posted 16 days ago

Job description

Circadia (formerly Scott Rice Office Works) is one of the premier commercial furnishing providers in the country, creating spaces that are engaging, inspiring, and perfectly tailored to our clients' needs and goals. Our clients range from small business owners to Fortune 500 corporations, healthcare, education, government, and hospitality environments. At Circadia we believe in providing the best possible service to our clients and constantly striving to provide the best possible work environment for our team members.
OVERVIEW: We are seeking a confident and self-motivated candidate who is committed to leveraging knowledge, research insights, and applications in the corporate, education, and healthcare markets to help develop and grow business. Your primary objective is to drive sales, ensure customer satisfaction, and maintain long-term business relationships.
KEY RESPONSIBILITIES
Quarterback | Relationship Owner:
  • Develop, establish, & maintain strong relationships with existing and new clients, including A&D, and other appropriate influencers.
  • Serve as the primary point of contact for clients, owning all critical details, milestones & deadlines, meetings, processes, and overall customer experience.
  • Move project through to completion.
  • #1 resource for finding answers or solutions.
  • Be a trusted & educated resource for the customer.

Sales and Business Development:
  • Promote and sell all Circadia services within existing accounts and develop new accounts.
  • Identify new sales opportunities and actively pursue leads to grow the account base.
  • Meet or exceed sales targets and performance metrics.
  • Track all sales activities including forecasting in the CRM.

Knowledge Consultant:
  • Stay up to date on the latest furniture trends, product offerings, and industry developments to provide clients with the most relevant and innovative solutions.
  • Advise clients on product selection based on their specific needs, space requirements, and design preferences.
  • Solution focused & strategic problem solver.
  • Maintain an overall understanding of current market trends.
  • Maintain knowledge of manufacturer partner capabilities and portfolio.
  • Ability to facilitate a showroom tour for a strategic client.
  • Capable to create generic thought starters from manufacturer images and photography.
  • Ability to create or give direction for conceptual applications or layouts.

Project Process & Resource Allocator:
  • Defines & owns entire project process.
  • Properly uses resources to move the project through completion.
  • Develop & own timeline through project completion both internally & externally.
  • Develop & own high/low budget through project completion ensuring we are staying within budget.
  • Knowledge of contracts and strategically applying them.
  • Handle customer complaints and issues promptly and professionally, working toward quick resolutions.
  • Collaborate with the entire project team to deliver exceptional customer experience and ensure smooth operations.
  • Attend trade shows, conferences, and industry events to network and stay informed about industry trends.

CORE COMPETENCIES
  • Sales & Negotiation: Build relationships, negotiate deals, and drive sales.
  • Product Knowledge: Expertise in furniture types, materials, and design trends.
  • Customer Service: Address customer concerns, resolve issues, and provide ongoing support.
  • Communication: Clearly convey product details, listen to client needs, and collaborate with teams.
  • Team Collaboration: Coordinate with internal teams to ensure smooth order processing and delivery.
  • Market & Financial Acumen: Understand market trends, manage pricing, and forecast sales.
  • Tech-Savvy: Utilize CRM software and digital tools for tracking and communication.

EDUCATION & EXPERIENCE
  • Bachelor's Degree (B.A.) from a four-year college or university preferred; 3 years' related experience and/or training, or equivalent combination of education and experience.
  • Ability to travel for client visits, conferences and industry related events.

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