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Client Portfolio Manager Jobs (NOW HIRING)

WTW inc.

Client Portfolio Specialist

Manhattan, NY

$130K - $160K/yr

Lead relationships for clients utilizing WTW's asset management services through fund solutions or bespoke portfolios * Collaborate with the investment consulting team to support client management ...

WTW inc.

Client Portfolio Specialist

Chicago, IL

$130K - $160K/yr

Lead relationships for clients utilizing WTW's asset management services through fund solutions or bespoke portfolios * Collaborate with the investment consulting team to support client management ...

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Client Portfolio Manager information

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$100.5K

$193K

How much do client portfolio manager jobs pay per year?

As of Jun 20, 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.

Do portfolio managers get paid well?

Portfolio managers typically earn high salaries, especially in financial hubs and large firms, with compensation often including bonuses based on performance. Their pay varies depending on experience, assets under management, and the firm’s size, with senior managers earning significantly more. Strong analytical skills and industry certifications like the CFA can also influence earning potential.

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 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 offered for those with relevant certifications like the CFA and strong analytical skills.

How much is a portfolio manager paid?

A portfolio manager's salary varies based on experience, location, and the size of the firm, but typically ranges from $70,000 to over $200,000 annually. Senior or specialized portfolio managers with certifications like CFA can earn higher compensation, often including bonuses and performance incentives.

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.

How much do client portfolio managers make?

Client portfolio managers typically earn a median annual salary ranging from $70,000 to $150,000, 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 performance incentives.

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.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in the United States as of June 2026, with employment types broken down into 51% Full Time, 46% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $100,522 per year, or $48.3 per hour.
Client Portfolio Manager - CLOs, Loans, High Yield

Client Portfolio Manager - CLOs, Loans, High Yield

Barings

Charlotte, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title: Client Portfolio Manager - CLOs, Loans, High Yield

Corporate Title: Associate Director

Department: Global Client Group

Location: Charlotte, NC

Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.

This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations ("CLOs") and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies.

Primary Responsibilities

  • Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.)
  • Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects
  • Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives
  • Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs
  • Develop a close partnership with investment teams to deepen knowledge and expertise. This will include:
    • Attending investment team meetings
    • Responding in a timely manner to client and prospect requests
  • Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events
  • Stay abreast of market developments and competitor intelligence

Qualifications

  • University degree
  • 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role
  • A passion for financial marketsand proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus
  • Excellent verbal and written communication skills
  • An analytical approach and problem-solving mindset
  • Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment
  • Ability to meet all deadlines with a strong attention to detail
  • Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations
  • Experience using tools such as MS Copilot to add efficiency to existing processes is a plus
  • Willingness to pursue CFA designation and FINRA licenses (as needed) is desired
#LI-JB1

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including:

CORE BENEFITS & WELLNESS

  • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program (Including Online Memberships)
  • Employee Assistance Program (EAP)
  • Fertility Benefits

FINANCIAL WELL-BEING

  • Highly competitive 401(k) Plan with Company Match
  • Health Savings Account (HSA) with Company Contributions
  • Flexible Spending Accounts (FSA) - Health Care & Dependent Care
  • Retirement Health Reimbursement Account

LIFE INSURANCE

  • Basic and Supplemental Life Insurance
  • Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

  • Paid Vacation, Sick Days and Annual Holidays
  • Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
  • Short and Long Term Disability Plans
  • Paid Volunteer Time

OTHER BENEFITS

  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program

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