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Transition Management Portfolio Manager Jobs (NOW HIRING)

This role combines investment management, portfolio construction, research, advisor engagement, and ... transitions, and strategic growth opportunities. * Monitor portfolio performance, risk ...

This role combines investment management, portfolio construction, research, advisor engagement, and ... transitions, and strategic growth opportunities. * Monitor portfolio performance, risk ...

$77K - $111K/yr

Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Annual Loan Review Report; Delinquency Report and Maturing Loan Report.

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust ...

Required : • Must have a CRM background (client uses MS Dynamics but any other CRM knowledge ... M Portfolio. • Engage with Functional and Technology leaders from the client and TCS side to ...

Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities * Manage and actively and cross-sell ...

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Portfolio Manager

Manhattan, NY · 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 ...

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Portfolio Manager

Manhattan, NY · 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 ...

Sentry Management is an industry leader in full-service community association management. Our ... The Portfolio Manager is responsible for the overall supervision of the associations they manage.

Portfolio Manager

Golden Valley, MN · On-site

$60K - $65K/yr

Sentry Management is an industry leader in full-service community association management. Our ... The Portfolio Manager is responsible for the overall supervision of the associations they manage.

Minimum Qualifications 4 years of experience in project management, portfolio management, program management, or a related analytical/operational role Experience building cross-functional ...

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Transition Management Portfolio Manager information

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$33.5K

$74.7K

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How much do transition management portfolio manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for transition management portfolio manager in the United States is $74,701.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $85,000.00 per year, depending on experience, location, and employer.

What cities are hiring for Transition Management Portfolio Manager jobs?

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Infographic showing various Transition Management Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $74,701 per year, or $35.9 per hour.

Wealth Management Portfolio Manager

Atlanta, GA

United Community Bank
Commercial Banking • 11 - 50 employees

Full-time

Re-posted 15 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 RangeUSD $0.00 - USD $0.00 /Yr.Employment Type: FULL_TIME