Portfolio Construction & Management Support * Support the design, implementation, and ongoing management of multisector fixed income portfolios for life and P&C insurance clients, aligned with ...
Portfolio Construction & Management Support * Support the design, implementation, and ongoing management of multisector fixed income portfolios for life and P&C insurance clients, aligned with ...
Credit Delivery Portfolio Manager - Medical Specialty Team
Atlanta, GA · On-site
$90 - $120/hr
In addition, the Wealth Credit Portfolio Manager proactively manages an assigned portfolio of ... Management. * Experience with structured wealth lending underwriting or with large commercial ...
Credit Delivery Portfolio Manager - Medical Specialty Team
Atlanta, GA · On-site
$90 - $120/hr
In addition, the Wealth Credit Portfolio Manager proactively manages an assigned portfolio of ... Management. * Experience with structured wealth lending underwriting or with large commercial ...
Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio. * Utilizing loan structuring, risk identification, and risk ...
Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio. * Utilizing loan structuring, risk identification, and risk ...
Portfolio Manager
Atlanta, GA · On-site
$90 - $120/hr
Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure, and business strategy as well as commercial and ...
Portfolio Manager
Atlanta, GA · On-site
$90 - $120/hr
Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure, and business strategy as well as commercial and ...
Associate Portfolio Manager - Parametric
Alpharetta, GA · On-site
$78K - $140K/yr
... wealth management and investment management services. With offices in more than 41 countries, the ... Portfolio managers act as investment engineers - creating portfolios using optimization software to ...
Associate Portfolio Manager - Parametric
Alpharetta, GA · On-site
$78K - $140K/yr
... wealth management and investment management services. With offices in more than 41 countries, the ... Portfolio managers act as investment engineers - creating portfolios using optimization software to ...
Associate Portfolio Manager - Parametric
Alpharetta, GA · Hybrid
$78K - $140K/yr
... wealth management and investment management services. With offices in more than 41 countries, the ... Portfolio managers act as investment engineers - creating portfolios using optimization software to ...
Associate Portfolio Manager - Parametric
Alpharetta, GA · Hybrid
$78K - $140K/yr
... wealth management and investment management services. With offices in more than 41 countries, the ... Portfolio managers act as investment engineers - creating portfolios using optimization software to ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Key Responsibilities / Duties: • Play a key role in developing opportunities within the wealth ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Key Responsibilities / Duties: • Play a key role in developing opportunities within the wealth ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
The CPM interacts with the portfolio management team daily to understand historical and current ... Play a key role in developing opportunities within the wealth channel by working with Invesco ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Private Wealth Management, Wealth Management Professional, Senior Analyst, Atlanta
Atlanta, GA · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Portfolio Management * Referral Identification * Referral Management * Relationship Building
Portfolio Manager - Atlanta, GA
Atlanta, GA · On-site
$120 - $180/hr
Aid in centralizing the Portfolio Management team * Organize all investment team updates to the ... portfolio management team * Conceptualize and implement a formal process for constructive ...
Portfolio Manager - Atlanta, GA
Atlanta, GA · On-site
$120 - $180/hr
Aid in centralizing the Portfolio Management team * Organize all investment team updates to the ... portfolio management team * Conceptualize and implement a formal process for constructive ...
Commercial Portfolio Mgr II
Atlanta, GA · On-site +1
Conduct portfolio reviews with senior management * Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation ...
Commercial Portfolio Mgr II
Atlanta, GA · On-site +1
Conduct portfolio reviews with senior management * Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation ...
Private Wealth Relationship Manager
Atlanta, GA · On-site
$70 - $90/hr
Position Overview Relationship Manager - Private Wealth Management (Merrill Wealth Management ... Account Management, Business Acumen, Client Management, Client Solutions Advisory, Portfolio ...
Private Wealth Relationship Manager
Atlanta, GA · On-site
$70 - $90/hr
Position Overview Relationship Manager - Private Wealth Management (Merrill Wealth Management ... Account Management, Business Acumen, Client Management, Client Solutions Advisory, Portfolio ...
Wealth Management Portfolio Manager information
See Decatur, GA salary details
$36.1K - $49.5K
9% of jobs
$49.5K - $62.8K
15% of jobs
$64.3K is the 25th percentile. Wages below this are outliers.
$62.8K - $76.2K
15% of jobs
The median wage is $86.7K / yr.
$76.2K - $89.6K
15% of jobs
$89.6K - $102.9K
10% of jobs
$102.9K - $116.3K
9% of jobs
$120.9K is the 75th percentile. Wages above this are outliers.
$116.3K - $129.6K
11% of jobs
$129.6K - $143K
10% of jobs
$143K - $156.3K
5% of jobs
$156.3K - $169.7K
2% of jobs
$169.7K - $183.1K
1% of jobs
$36.1K
$98.1K
$183.1K
How much do wealth management portfolio manager jobs pay per year?
What does a wealth management portfolio manager do?
What are the key skills and qualifications needed to thrive as a wealth management portfolio manager?
How does a wealth management portfolio manager typically collaborate with clients and internal teams to develop personalized investment strategies?
What is the difference between Wealth Management Portfolio Manager vs Financial Advisor?
| Aspect | Wealth Management Portfolio Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, Series 7/66 | CFP, Series 7/66 |
| Work Environment | Financial firms, private banks, investment firms | Independent, bank, or firm-based |
| Primary Focus | Managing investment portfolios for high-net-worth clients | Providing financial planning and investment advice |
| Client Interaction | High-touch, tailored portfolio management | Holistic 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 job categories do people searching Wealth Management Portfolio Manager jobs in Decatur, GA look for?
The top searched job categories for Wealth Management Portfolio Manager jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Wealth Management Portfolio Manager jobs?
Cities near Decatur, GA with the most Wealth Management Portfolio Manager job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 29 days ago
Job description
Together we fight for everyone's opportunity for a better financial future.
We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now
Get to Know the Opportunity:
The Assistant Vice President, Insurance Portfolio Manager is a core investment professional within the Insurance Portfolio Management (IPM) team, supporting the construction, oversight, and daytoday management of customized insurance company portfolios. The role is focused on translating insurance client objectives, balancesheet constraints, and regulatory considerations into portfolio construction decisions across public and private fixed income markets, under the guidance of senior portfolio managers.
This position is intended for a developing portfolio manager with a strong foundation in fixed income markets and a growing understanding of insurance investment frameworks. The role combines handson portfolio analytics and execution with increasing responsibility for client support, crosssector coordination, and independent judgment.
The Contributions You'll Make:Portfolio Construction & Management SupportSupport the design, implementation, and ongoing management of multisector fixed income portfolios for life and P&C insurance clients, aligned with liability profiles, capital objectives, liquidity needs, and risk tolerances.
Assist in translating investment guidelines, ALM targets, and regulatory constraints into portfolio construction inputs, including sector allocation recommendations, structure selection, and risk positioning.
Execute portfolio rebalancing, cash deployment, turnover management, and trade implementation in coordination with senior portfolio managers, trading desks, and sector teams.
Perform relative value analysis across public and private fixed income asset classes, incorporating spread, capital efficiency, liquidity, and downside risk considerations.
Apply working knowledge of insurance regulatory and accounting frameworks, including NAIC RBC, statutory accounting (SAP), and U.S. GAAP, to portfolio analysis and reporting.
Monitor portfolios for guideline compliance, concentration limits, capital usage, and performance attribution; escalate issues and recommendations to senior portfolio managers as appropriate.
Support portfolio surveillance, stress testing, and risk reporting processes used across insurance mandates.
Assist in maintaining and enhancing portfolio analytics, dashboards, and reporting tools.
Support senior portfolio managers in servicing insurance clients, including preparation of investment reviews, portfolio commentary, ad hoc analyses, and responses to client inquiries.
Participate in client meetings, investment committee discussions, and due diligence sessions, contributing analytical insights and portfolio detail.
Assist with RFP responses, pitch materials, and the development of proposed insurance investment solutions.
Coordinate investment activity across asset sector teams to support portfolio objectives and timely execution.
Work closely with risk, operations, accounting, compliance, and data teams to resolve portfolio, reporting, or data issues.
Mentor and collaborate with analysts, contributing to team knowledgesharing and analytical rigor.
Identify opportunities to improve portfolio construction workflows, analytics, and automation as experience and responsibility grow.
Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related quantitative discipline required.
Approximately 4-7 years of relevant experience in fixed income portfolio management, portfolio analytics, or related investment roles; insurance company general account experience preferred but not required.
Solid foundation in public and private fixed income markets, including corporate credit, securitized products, and structured investments.
Working knowledge of insurance investment considerations, including NAIC RBC, statutory and GAAP accounting, and assetliability management concepts.
Progress toward or completion of the CFA designation strongly preferred.
Strong analytical and quantitative skills, with the ability to evaluate risk, return, and capital tradeoffs.
Clear written and verbal communication skills, with the ability to present analyses to senior team members and clients.
Collaborative, detailoriented professional with a strong work ethic and desire to grow into a senior portfolio management role.
#LI-SS1
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$130,000 - $150,000 USDBe Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan - with generous company matching contributions (up to 6%)
- Voya Retirement Plan - employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time - 40 hours per calendar year
Learn more about Voya benefits (download PDF)
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes