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Portfolio Executive Jobs (NOW HIRING)

Portfolio Executive

Irving, TX · On-site

$77K - $135K/yr

Monitor portfolio performance, including tracking revenue, savings, and contract compliance. * Develop forecasts, budgets, and revenue projections aligned with portfolio objectives. * Collaborate ...

Monitor portfolio performance, including tracking revenue, savings, and contract compliance. * Develop forecasts, budgets, and revenue projections aligned with portfolio objectives. * Collaborate ...

Monitor portfolio performance, including tracking revenue, savings, and contract compliance. * Develop forecasts, budgets, and revenue projections aligned with portfolio objectives. * Collaborate ...

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Portfolio Executive information

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$26.5K

$93.6K

$184K

How much do portfolio executive jobs pay per year?

As of Aug 20, 2026, the average yearly pay for portfolio executive in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

What is a portfolio executive?

A Portfolio Executive is a professional responsible for managing and overseeing a portfolio of assets, projects, or investments within an organization. Their main duties include monitoring performance, assessing risks, and ensuring alignment with strategic business goals. Portfolio Executives often work in sectors like finance, real estate, or project management, coordinating with various stakeholders to optimize returns and value. They use analytical skills to evaluate opportunities and make informed decisions that benefit the overall portfolio.

What are the key skills and qualifications needed to thrive as a portfolio executive?

To thrive as a Portfolio Executive, you need strong analytical skills, financial acumen, and experience in investment management or real estate, often supported by a relevant degree or professional certification. Familiarity with portfolio management software, financial modeling tools, and risk assessment systems is typically required. Excellent communication, negotiation, and relationship-building abilities help you collaborate with stakeholders and clients. These skills are crucial for making informed decisions, maximizing portfolio performance, and maintaining client trust.

What are some common challenges faced by a portfolio executive, and how can they be addressed?

Portfolio Executives often manage multiple projects or investments simultaneously, which can make prioritization and time management challenging. Balancing the varying needs and expectations of stakeholders, ensuring consistent communication, and maintaining up-to-date knowledge of each portfolio component are key hurdles. To address these challenges, it's essential to develop strong organizational skills, leverage project management tools, and build collaborative relationships with team members and decision-makers. Regular portfolio reviews and clear reporting structures also help in identifying risks early and aligning strategies across diverse initiatives.

What is the difference between Portfolio Executive vs Project Manager?

AspectPortfolio ExecutiveProject Manager
Primary FocusOversees multiple projects and aligns them with organizational goalsManages individual projects from initiation to completion
ResponsibilitiesStrategic planning, resource allocation across projects, portfolio performanceProject planning, scheduling, team coordination, deliverables
CredentialsOften requires PMP or similar certifications, strategic experienceTypically PMP or Prince2 certification, project management experience
Work EnvironmentExecutive-level, cross-departmental, strategicOperational, team-focused, tactical

The main difference between a Portfolio Executive and a Project Manager lies in scope and focus. The Portfolio Executive oversees multiple projects, ensuring they align with strategic goals, while the Project Manager handles the day-to-day management of individual projects. Both roles often require project management certifications, but the Portfolio Executive operates at a higher strategic level, coordinating across projects to maximize organizational value.

What cities are hiring for Portfolio Executive jobs?

Cities with the most Portfolio Executive job openings:

What are the most commonly searched types of Portfolio jobs?

The most popular types of Portfolio jobs are:

What states have the most Portfolio Executive jobs?

States with the most job openings for Portfolio Executive jobs include:

Infographic showing various Portfolio Executive job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $93,552 per year, or $45 per hour.

Associate Portfolio Executive

C.H. Robinson

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago


C.H. Robinson rating

7.7

Company rating: 7.7 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

106th of 365 rated logistics


Job description

Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry.
As an Associate Portfolio Executive, you'll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships.
What makes this role unique?
Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability.
We prioritize your growth.
Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward.
Everyday life in this role is dynamic.
You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.
If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!
RESPONSIBILITIES:
Customer Experience:
  • Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversation rate
  • Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets
  • Respond promptly to customer inquiries and exceptions while managing conflict diplomatically
  • Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues
  • Reconnect with dormant customers, fostering relationships and stimulating demand
  • Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits
  • Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers

Service Delivery & Business Development
  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size
  • Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects
  • Identify growth potential within accounts, transitioning transactional engagements into committed partnerships
  • Stay updated on customer, industry, and market changes to pinpoint growth opportunities
  • Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations

Process Efficiency:
  • Adopt and apply new tools, technology, and processes to improve overall workflow
  • Utilize data and reporting to identify service improvement opportunities and expand wallet share
  • Partner with internal resources to ensure account processes and SOPs are complete and adhered to
  • Maintain a minimum portfolio size of existing customers by volume and revenue
  • Participate in daily or weekly team stand-ups to foster communication and alignment
  • Use technology to manage order statuses and initiates corrective measures during exceptions
  • Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption
  • Assist in the development of any SOPs required to manage customers' business effectively

Required Qualifications:
  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience internal or external
  • Ability to travel up to 10%

Preferred Qualifications:
  • Bachelor's Degree from an accredited college or university.
  • Attention to detail, accuracy, and problem-solving.
  • Demonstrated negotiation, collaboration, and influencing skills.
  • Proficient in Microsoft Office Suite of Programs.
  • Values a diverse and inclusive work environment.

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE/Disabled/Veteran
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
  • Three medical plans which include
    • Prescription drug coverage
    • Enhanced Fertility benefits
  • Flexible Spending Accounts
  • Health Savings Account (including employer contribution)
  • Dental and Vision
  • Basic and Supplemental Life Insurance
  • Short-Term and Long-Term Disability
  • Paid observed holidays
  • 2 paid floating holidays for U.S. hourly employees
  • Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
  • Paid parental leave
  • Paid time off to volunteer in your community
  • Charitable Giving Match Program
  • 401(k) with 6% company matching
  • Employee Stock Purchase Plan
  • Plus a broad range of career development, networking, and team-building opportunities

Learn more about our benefit offerings on our BENEFITS & WELLBEING page

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