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Vice President Portfolio Manager Jobs (NOW HIRING)

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

Whittier Trust

SVP-Portfolio Manager

Menlo Park, CA

$200K - $300K/yr

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

Whittier Trust

SVP-Portfolio Manager

Menlo Park, CA · On-site

$200K - $300K/yr

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

POSITION SUMMARY The primary responsibility of the Senior Vice President, Portfolio Manager ("SVP PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets ...

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Vice President Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do vice president portfolio manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for vice president 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 vice president portfolio manager do?

A Vice President Portfolio Manager is responsible for overseeing investment portfolios, typically managing assets on behalf of clients or an organization. They develop and implement investment strategies, analyze financial data, and assess market trends to maximize returns while managing risk. In addition to managing portfolios, they often lead teams of analysts and junior managers, communicate investment performance to stakeholders, and ensure compliance with regulatory requirements. Their role requires strong analytical skills, leadership abilities, and in-depth knowledge of financial markets.

What are some common challenges vice president portfolio managers face when balancing client objectives with risk management?

Vice President Portfolio Managers often encounter the challenge of aligning clients' return expectations with prudent risk management strategies. Clients may have ambitious goals or changing financial priorities, requiring the portfolio manager to communicate effectively about potential risks and justify investment decisions. Additionally, market volatility and regulatory changes can complicate portfolio adjustments, making it crucial to stay informed and agile. Strong analytical skills, transparent client communication, and close collaboration with research and compliance teams are vital to overcoming these challenges.

What is the difference between Vice President Portfolio Manager vs Financial Advisor?

AspectVice President Portfolio ManagerFinancial Advisor
CredentialsCFP, CFA, Series 7/63/65CFP, Series 7/66
Work EnvironmentInstitutional or private wealth management firmsIndependent or bank-based financial planning
Employer & IndustryBanks, investment firms, private banksFinancial planning firms, banks, independent
Primary FocusManaging large portfolios, investment strategiesPersonal financial planning, client advice

The Vice President Portfolio Manager typically manages large investment portfolios within financial institutions, focusing on investment strategies and client wealth. In contrast, a Financial Advisor provides personalized financial planning and advice to individual clients. While both roles require similar certifications and work in related environments, their primary responsibilities and client focus differ significantly.

What are the key skills and qualifications needed to thrive as a vice president portfolio manager, and why are they important?

To thrive as a Vice President Portfolio Manager, you need a strong background in finance, investment analysis, and risk management, typically supported by a bachelor’s or master’s degree and often a CFA or similar certification. Expertise with financial modeling software, portfolio management systems, and advanced Excel is commonly required. Exceptional leadership, strategic thinking, and client relationship skills set top performers apart in this role. These abilities ensure sound investment decisions, effective team leadership, and strong client satisfaction, driving portfolio growth and organizational success.

What cities are hiring for Vice President Portfolio Manager jobs?

Cities with the most Vice President Portfolio Manager job openings:

What states have the most Vice President Portfolio Manager jobs?

States with the most job openings for Vice President Portfolio Manager jobs include:

What job categories do people searching Vice President Portfolio Manager jobs look for?

The top searched job categories for Vice President Portfolio Manager jobs are:

Vice President Portfolio Manager jobs near you
Infographic showing various Vice President Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Vice President, Portfolio Management

Western Alliance Bancorporation

Beverly Hills, CA • On-site

Full-time

Medical, Dental, Retirement

Posted 12 days ago

Job description

Job Title:
Vice President, Portfolio Management
Location:
Beverly Hills
What you'll do:
As Vice President, Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager III - Commercial you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
  • Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
  • Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
  • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
  • Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
  • Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

What you'll need:
  • 6+ years of related experience in Portfolio Management or similar field.
  • Bachelor's degree or equivalent experience required.
  • Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
  • Advanced speaking and writing communication skills.

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation

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