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Client Portfolio Manager Jobs in Springfield, MO

SOUTHERN BANK

Financial Advisor

Springfield, MO · On-site

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

H&R Block

Multi-Office Leader

Republic, MO · On-site

... portfolio of 4-6 retail offices and is responsible for delivering a consistent, high-quality client ... Experience managing or partnering in operational areas such as facilities, staffing, or compliance

H&R Block

Multi-Office Leader

Springfield, MO · On-site

... portfolio of 4-6 retail offices and is responsible for delivering a consistent, high-quality client ... Experience managing or partnering in operational areas such as facilities, staffing, or compliance

H&R Block

Multi-Office Leader

Springfield, MO

... portfolio of 4-6 retail offices and is responsible for delivering a consistent, high-quality client ... Experience managing or partnering in operational areas such as facilities, staffing, or compliance

H&R Block

Multi-Office Leader

Springfield, MO · On-site

... portfolio of 4-6 retail offices and is responsible for delivering a consistent, high-quality client ... Experience managing or partnering in operational areas such as facilities, staffing, or compliance

Auris

Field Sales Representative

Springfield, MO · On-site

$90K - $105K/yr

As a Payroll Client Advisor, you will report to a Payroll Division Manager and receive coaching ... Continuously build and develop knowledge of current product/service portfolio as well as changes ...

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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

$175.5K

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.
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Client Portfolio Manager jobs near you
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.

CRB Treasury Management Specialist

Springfield, MO

Huntington
Banking and Credit Intermediation • 10K+ employees
Learn more about Huntingtonexternal

Full-time

Posted 19 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

Job description

Description

Summary:

The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.
Duties & Responsibilities:

  • Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
  • May have direct responsibility across a certain portion of an Advisor's portfolio.
  • Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.
  • Responsible for contributing to team revenue goals through identified sales opportunities.
  • Must be able to independently manage workflow and expectations of the role with little oversight.
  • Proactively manage portfolio and all risk related and pricing activities.
  • Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
  • Performs other duties as assigned.


Basic Qualifications:

  • Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
  • 1+ years of Treasury Management experience


Preferred Qualifications:

  • Three plus years of Treasury Management Experience
  • One plus year of Commercial Banking Experience
  • Sales Experience with Proven Record of Exceeding Goal Expectations
  • Advanced Knowledge of Microsoft Office
  • Working Knowledge of Sales Force software

#LI-OnSite


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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