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Client Portfolio Manager Jobs (NOW HIRING)

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

The Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial submission through post-close servicing. The Client Portfolio Manager ensures internal alignment ...

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate.

Sr. Client Portfolio Manager

Boston, MA · On-site

$140.40K - $229.10K/yr

Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate.

Bachelor's degree in Business, Finance, Communications, or a related field (preferred). * 3+ years of experience inoffice administration,client relationship management, loan processing, or pipeline ...

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Client Portfolio Manager information

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$36.5K

$100.5K

$193K

How much do client portfolio manager jobs pay per year?

As of May 30, 2026, the average yearly pay for client portfolio manager in the United States is $100,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $121,500.00 per year, depending on experience, location, and employer.

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.

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.
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Who are the top companies hiring for Client Portfolio Manager jobs? The top employers for Client Portfolio Manager jobs are:
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Client Portfolio Manager

Client Portfolio Manager

Allied Universal

Sacramento, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago


Allied Universal rating

5.5

Company rating: 5.5 out of 10

Based on 2,382 frontline employees who took The Breakroom Quiz

67th of 100 rated security


Job description

Overview

Company Overview:

Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.

Job Description

Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance.

RESPONSIBILITIES:

  • Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results
  • Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business
  • Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention
  • Engage regularly with clients to share his/her expertise to enhance the value of Allied Universal's offering
  • Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost-effective manner.
  • Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime.
  • Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability
  • Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management
  • Enforce Allied policies as outlined by the handbooks and executive memos.
  • Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement
  • Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in person meetings
  • Keep records and prepare accurate and timely reports both manually and through automated methods
  • Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness
  • Actively participate in community and business-related organizations

QUALIFICATIONS (MUST HAVE):

  • Must possess one or more of the following:
    • Bachelor's degree in criminal justice, business or a related field
    • Associate's degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry
    • High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry
  • Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
  • Minimum of two (2) years of experience in successfully building and developing teams
  • Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen
  • Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
  • Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
  • Proven strong service orientation, excellent interpersonal, leadership and organizational skills
  • Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis.
  • Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand
  • Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events

PREFERRED QUALIFICATIONS (NICE TO HAVE):

  • Law enforcement, military, and/or contract or proprietary security services experience
  • Experience managing a dispersed workforce in a multi-location operation

BENEFITS:

  • Medical, dental, vision, basic life, AD&D, and disability insurance
  • Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements
  • Eight paid holidays annually, five sick days, and four personal days
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

PAY:

  • $130,000.00 - $136,000.00/yr.
Closing

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com

If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.

Requisition ID2026-1599532Employment Type: FULL_TIME

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About Allied Universal

Sourced by ZipRecruiter

Allied Universal® is a leading security and facility services company. We provide proactive security services and cutting-edge smart technology to deliver evolving, tailored solutions that allow our clients to focus on their core business. Our excellence starts with our local leadership and local presence. Operating in more than 90 countries, our global workforce of approximately 800,000 people. Employees help to deliver our promise globally and locally: keeping people safe so our customers and communities can thrive. As we build the world's best services company, we continue to expand our footprint and infrastructure on a global and local level. In North America, we operate our business under the existing Allied Universal brand, and our international business operates under the G4S brand.

Industry

Investigation and physical security services, chemical manufacturing and real estate

Company size

10,000+ Employees

Headquarters location

Santa Ana, CA, US