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Personal Portfolio Manager Jobs (NOW HIRING)

Boutique Recruiting

Portfolio Manager

Brentwood, TN · On-site

$90K - $130K/yr

This position offers opportunities for growth within the organization, contributing to both personal and professional development. Salary Range: $90,000 - $130,000 / Year DOE Portfolio Manager ...

Catalyst Corporate Fede

Portfolio Manager

Plano, TX · On-site

Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be ... personal and professional life, including: * Time Away: Federal Holidays, Vacation, Sick Time, and ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Our commitment to providing unparalleled personal service is well-known in our marketplace.

Triad Partners LLC

Portfolio Manager

Lawrence, KS · On-site

We call this unique intersection of professional and personal success DBDL: Doing Business and ... The Portfolio Manager will work closely with the team, led by our Chief Investment Officer, to ...

Northern Bank

Portfolio Manager

Woburn, MA · On-site

$70K - $95K/yr

The Portfolio Manager is responsible for the ongoing credit risk oversight and portfolio management ... their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Our commitment to providing unparalleled personal service is well-known in our marketplace.

Northern Bank

Portfolio Manager

Woburn, MA · On-site

$70K - $95K/yr

The Portfolio Manager is responsible for the ongoing credit risk oversight and portfolio management ... their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion ...

Meijer Companies Ltd

Portfolio Manager

Grand Rapids, MI · On-site

... personal growth and development. Consider joining our family - take care of your career and your ... The Portfolio Manager will be responsible for managing and overseeing the company's retail real ...

Meijer, Inc.

Portfolio Manager

Grand Rapids, MI · On-site

... personal growth and development. Consider joining our family - take care of your career and your ... The Portfolio Manager will be responsible for managing and overseeing the company's retail real ...

GRS Management

Portfolio Manager

North Lauderdale, FL · On-site

$75K/yr

Description Portfolio Manager - Come work for a company that gives you the support you need ... and Personal Background checks. This post is a summary and not intended as inclusive of the ...

Convergint

Portfolio Manager

$53.73 - $85.97/hr

As a Portfolio Manager, you are a part of a dynamic team that allows you to grow as Convergint ... For information about how we use your personal information, please see our Colleague & Applicant ...

Washington Trust

Portfolio Manager

Providence, RI · On-site

$125K - $175K/yr

The Portfolio Manager will be responsible for delivering the highest level of customer service for ... We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and ...

FOCUS Mission Foundation

Portfolio Manager

Golden, CO

$60K - $70K/yr

... personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and ... Thus, the role of the Portfolio Manager will be crucial to FOCUS' efforts to raise the necessary ...

Focus Mission Foundation

Portfolio Manager

Golden, CO · On-site

$60K - $70K/yr

... personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and ... Thus, the role of the Portfolio Manager will be crucial to FOCUS' efforts to raise the necessary ...

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Personal Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do personal portfolio manager jobs pay per year?

As of Jun 9, 2026, the average yearly pay for personal 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 does a Personal Portfolio Manager do?

A Personal Portfolio Manager is a financial professional who manages investment portfolios on behalf of individuals. Their main responsibilities include assessing a client's financial goals, risk tolerance, and investment timeline, then creating and managing a tailored investment strategy. They monitor portfolio performance, rebalance holdings as needed, and provide ongoing advice to help clients achieve their financial objectives. Portfolio managers stay up-to-date on market trends and adjust strategies accordingly to optimize returns while minimizing risk.

What is the difference between Personal Portfolio Manager vs Financial Advisor?

AspectPersonal Portfolio ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentManages individual client portfolios, often in private firms or as independent advisorsProvides broader financial planning services to individuals or groups
Employer & IndustryFinancial services firms, private wealth managementBanking, financial planning firms, independent practice

While both roles focus on helping clients manage their finances, a Personal Portfolio Manager primarily oversees investment portfolios tailored to individual clients' goals. A Financial Advisor offers comprehensive financial planning, including investments, estate planning, and retirement strategies. The roles often overlap, but the Portfolio Manager emphasizes investment management, whereas the Financial Advisor provides broader financial guidance.

How does a Personal Portfolio Manager typically collaborate with clients to develop and adjust investment strategies?

A Personal Portfolio Manager works closely with clients to understand their financial goals, risk tolerance, and investment timelines. They hold regular meetings to review portfolio performance, discuss market trends, and make adjustments based on life changes or shifting objectives. This collaborative approach ensures that investment strategies remain aligned with clients' evolving needs, and fosters a trusting, long-term professional relationship. Effective communication and proactive updates are essential elements of the role.

What are the key skills and qualifications needed to thrive as a Personal Portfolio Manager, and why are they important?

To thrive as a Personal Portfolio Manager, you need a solid foundation in finance, investment analysis, and portfolio management, typically supported by a degree in finance or related fields and often a CFA certification. Familiarity with financial modeling tools, portfolio management software, and trading platforms is essential. Exceptional analytical thinking, communication, and client relationship skills help you build trust and tailor strategies to individual client needs. These skills ensure effective asset management, risk mitigation, and the ability to meet clients' financial goals in a dynamic market environment.
What cities are hiring for Personal Portfolio Manager jobs? Cities with the most Personal Portfolio Manager job openings:
What states have the most Personal Portfolio Manager jobs? States with the most job openings for Personal Portfolio Manager jobs include:
Personal Portfolio Manager jobs near you
Portfolio Manager

Portfolio Manager

Boutique Recruiting

Brentwood, TN • On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Position Title: Portfolio Manager
This role is essential for managing a diverse portfolio, focusing on credit-driven analysis and underwriting. The Portfolio Manager will work closely with Relationship Managers to ensure client satisfaction while maintaining a strong analytical approach. Responsibilities include servicing clients, analyzing credit information, and ensuring compliance with credit policies. The position demands a balance of client-facing skills and analytical expertise. The successful candidate will navigate complex deals and present findings to loan committees. This position offers opportunities for growth within the organization, contributing to both personal and professional development.
Salary Range: $90,000 - $130,000 / Year DOE
Portfolio Manager Responsibilities:
  • Collaborate with commercial relationship managers on annual renewals and covenant testing
  • Meet with clients for servicing and support
  • Conduct credit protection assessments
  • Perform preliminary credit analysis on new deals prior to loan committee presentations
  • Support a portfolio of $130 million AUM in loans, with an average client size of $2.5 million
  • Prepare risk assessment memos based on financial statements and projections
  • Ensure compliance with fixed charge coverage ratio requirements
  • Follow up with clients for necessary reporting
  • Attend client meetings regularly, likely on a weekly basis
  • Participate in prospecting calls as needed
  • Conduct quarterly covenant testing
  • Gather and analyze financial information from clients
  • Minimize travel, with potential trips to Dallas for significant client meetings
  • Analyze data to support decision-making

Portfolio Manager Requirements:
  • Minimum of 2 years of experience as a portfolio manager in a banking environment with a strong focus on credit policy
  • Bachelor's degree is required
  • Proficiency in Excel, particularly with formulas
  • Lending school or credit training or certifications is preferred

Benefits:
  • $1,200 credit for home office setup
  • Three weeks of paid time off, including sick and vacation days
  • Medical + Dental and Vision insurance
  • 401k plan with a 100% match up to 3% and 50% thereafter
  • Optional supplemental insurance
  • Paid bank holidays, including Columbus Day

If you are a Portfolio Manager looking to take the next step in your career, apply now! #LI-KR1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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