Client Portfolio Manager
Sacramento, CA · On-site
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.
Sacramento, CA · On-site
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.
Sacramento, CA · On-site
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.
Sacramento, CA · On-site
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.
Sacramento, CA · On-site
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.
Kansas City, KS · On-site
$95K/yr
Client Portfolio Manager * Pay: $95,000 per year * Responsibilities: Lead operations across a designated region, support security teams, and maintain strong client relationships * Focus: Deliver ...
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Kansas City, KS · On-site
$95K/yr
Client Portfolio Manager * Pay: $95,000 per year * Responsibilities: Lead operations across a designated region, support security teams, and maintain strong client relationships * Focus: Deliver ...
Chicago, IL · On-site
$100K/yr
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.
Chicago, IL · On-site
$100K/yr
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.
Thousand Oaks, CA · On-site
$75K - $90K/yr
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 ...
Thousand Oaks, CA · On-site
$75K - $90K/yr
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 ...
Sacramento, CA · On-site
Allied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security ...
Sacramento, CA · On-site
Allied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security ...
Kansas City, KS · On-site
$95K/yr
Client Portfolio Manager * Pay: $95,000 per year * Responsibilities: Lead operations across a designated region, support security teams, and maintain strong client relationships * Focus: Deliver ...
Kansas City, KS · On-site
$95K/yr
Client Portfolio Manager * Pay: $95,000 per year * Responsibilities: Lead operations across a designated region, support security teams, and maintain strong client relationships * Focus: Deliver ...
Chicago, IL · On-site
$100K/yr
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.
Chicago, IL · On-site
$100K/yr
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.
Sacramento, CA · On-site
Allied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security ...
Quick apply
Sacramento, CA · On-site
Allied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
$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.
$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.
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.
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.
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
Quick apply
The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the ...
Thousand Oaks, CA · Hybrid
$75K - $90K/yr
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 ...
Thousand Oaks, CA · Hybrid
$75K - $90K/yr
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 ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
Boston, MA · On-site
$100K - $135K/yr
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity ...
Boston, MA · On-site
$100K - $135K/yr
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$188.25K - $282.47K/yr
Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...
$36.5K - $50.7K
7% of jobs
$50.7K - $65K
9% of jobs
$71.3K is the 25th percentile. Wages below this are outliers.
$65K - $79.2K
20% of jobs
The median wage is $88.9K / yr.
$79.2K - $93.4K
20% of jobs
$93.4K - $107.6K
17% of jobs
$113K is the 75th percentile. Wages above this are outliers.
$107.6K - $121.9K
4% of jobs
$121.9K - $136.1K
14% of jobs
$136.1K - $150.3K
1% of jobs
$150.3K - $164.5K
1% of jobs
$164.5K - $178.8K
3% of jobs
$178.8K - $193K
3% of jobs
$36.5K
$100.5K
$193K
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.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 16 days ago
5.5
Based on 2,382 frontline employees who took The Breakroom Quiz
67th of 100 rated security
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 DescriptionAllied 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:
QUALIFICATIONS (MUST HAVE):
PREFERRED QUALIFICATIONS (NICE TO HAVE):
BENEFITS:
PAY:
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_TIMEGet the full story on Breakroom
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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.
Investigation and physical security services, chemical manufacturing and real estate
10,000+ Employees
Santa Ana, CA, US