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Md Financial Management Portfolio Manager Jobs (NOW HIRING)

Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...

Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...

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Portfolio Manager

Manhattan, NY ยท On-site

$135K - $140K/yr

TRI-HILL MANAGEMENT IS GROWING!! We are seeking Portfolio Managers with 10 years of NYC residential property management experience. Summary/Objective: The Portfolio Manager is responsible for ...

Project Portfolio Manager

Holmdel, NJ ยท On-site

$75 - $80/hr

Orchestrate portfolio planning & delivery across business, finance and technology leadership providing data-driven insights for prioritization. * Manage portfolio delivery roadmap aligned to ...

Bachelor's degree in Business, Marketing, Engineering, Supply Chain, Finance, or related field. * 5+ years of experience in product management, portfolio management, pricing, commercial strategy ...

Portfolio Manager

Portland, OR ยท Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

Portfolio Manager

Ceres, CA ยท On-site

$90K - $100K/yr

Work with Management and suppliers to develop financially responsible programs. * Understand the financial impact of pricing, discounts, depletion programs, and incentives. * Help ensure portfolio ...

Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.

The Financial Discovery Group, Inc. is a fee only financial planning and comprehensive wealth management firm founded in 1996. We serve high-net-worth individuals and families through trusted ...

Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.

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Md Financial Management Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do md financial management portfolio manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for md financial management portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Md Financial Management Portfolio Manager jobs?

For Md Financial Management Portfolio Manager jobs, the most frequently searched job titles are:

Wealth Management Portfolio Manager

Atlanta, GA โ€ข On-site

United Community Bank
Commercial Bankingย โ€ขย 11 - 50 employees

Full-time

Re-posted 12 days ago


Job description

Overview
The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
What You'll Do
  • Design, construct, and manage client investment portfolios in line with clients' financial goals.
  • Execute trades and rebalance portfolios to maintain optimal asset allocation.
  • Complete investment and client reviews annually or as required.
  • Communicate with clients to understand their financial objectives and explain investment strategies and performance.
  • Monitor investment performance of portfolios and adjust as necessary.
  • Ensure compliance with the relevant regulations and company's standards.
  • Collaborate with the investment team and other internal partners to enhance the client experience.
  • Monitor and analyze financial markets, trends, and economic indicators.
  • Continually build a network of internal and external sources to acquire new client relationships.
  • Stay informed on legal and regulatory changes affecting investment management.
  • Drive business results and acquire new assets, both from existing client base and new client acquisition.
  • Actively participate in community activities and events with purpose of visibility in the community and prospects.

Requirements For Success
  • Undergraduate degree in business related field or equivalent experience.
  • Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
  • Five plus years investment management or investment advisory experience.
  • Deep knowledge of investment strategies including alternative investments.
  • Detailed understanding of performance measurement concepts and methodologies.
  • Strong knowledge of investment management and wealth planning concepts.
  • Proven track record in cultivating new and existing client relationships.
  • Good interpersonal skills to represent the bank positively in dealing with clients.
  • Excellent analytical, quantitative, verbal, and written communication skills.

Conditions of Employment
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status: Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.