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Wealth Management Portfolio Manager Jobs (NOW HIRING)

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

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

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

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

Lee Financial

Portfolio Manager

Dallas, TX · On-site

Description Portfolio Manager Lee Financial | Wealth Management |Dallas, TX Lee Financial is ... About Lee Financial Lee Financial is an independent wealth management firm dedicated to helping ...

Citizens Bank

Private Wealth Portfolio Manager

Westwood, MA · On-site

$98K - $124K/yr

The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio ...

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Wealth Management Portfolio Manager information

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$37K

$100.5K

$187.5K

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

As of Jun 12, 2026, the average yearly pay for wealth 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 is the difference between Wealth Management Portfolio Manager vs Financial Advisor?

AspectWealth Management Portfolio ManagerFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial firms, private banks, investment firmsIndependent, bank, or firm-based
Primary FocusManaging investment portfolios for high-net-worth clientsProviding financial planning and investment advice
Client InteractionHigh-touch, tailored portfolio managementHolistic financial planning and advice

While both roles involve investment expertise and client interaction, Wealth Management Portfolio Managers primarily focus on managing investment portfolios for high-net-worth clients, whereas Financial Advisors offer broader financial planning services. The roles often overlap, but the Portfolio Manager emphasizes investment strategy and portfolio performance.

What does a Wealth Management Portfolio Manager do?

A Wealth Management Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients, such as individuals, families, or institutions. They assess clients' financial goals, risk tolerance, and investment preferences to develop and implement tailored investment strategies. Portfolio managers monitor market trends, adjust asset allocations, and select appropriate securities to optimize returns while managing risk. Their role also involves regular communication with clients to review portfolio performance and adjust strategies as needed.

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

To thrive as a Wealth Management Portfolio Manager, you need strong analytical abilities, investment knowledge, and typically a bachelor’s degree in finance or a related field, often coupled with certifications like the CFA. Mastery of portfolio management software, financial modeling tools, and client relationship management (CRM) systems is essential. Excellent communication, interpersonal skills, and sound judgment set top performers apart in this role. These abilities ensure effective investment strategies, client trust, and long-term portfolio growth in a competitive financial market.

How does a Wealth Management Portfolio Manager typically collaborate with clients and internal teams to develop personalized investment strategies?

Wealth Management Portfolio Managers work closely with clients to understand their financial goals, risk tolerance, and time horizons, often hosting regular meetings to review portfolio performance and adjust strategies as needed. They also collaborate with internal teams such as financial advisors, analysts, and compliance officers to ensure investment recommendations are well-researched and adhere to regulatory standards. This teamwork ensures that the client's portfolio is both tailored to their needs and aligned with broader market insights, resulting in a comprehensive, client-focused investment plan.
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Wealth Management Portfolio Manager jobs near you
Wealth Management Portfolio Manager

Wealth Management Portfolio Manager

United Community Bank

Atlanta, GA • On-site

Full-time

Posted 9 days ago

Job description

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.


  • 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.



  • 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.

  • 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.


USD $0.00 - USD $0.00 /Yr.

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