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Wealth Management Portfolio Manager Jobs in Decatur, GA

Huntington

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 ...

Huntington

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 in ...

Collyde

Portfolio Manager, Family Office

Alpharetta, GA · On-site

$175 - $225/hr

Approximately 10-15+ years in portfolio management, investment management, alternatives research, family office, endowment, foundation, OCIO, or institutional investing. * Deep knowledge of global ...

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Wealth Management Portfolio Manager information

See Decatur, GA salary details

$36.1K

$98.1K

$183.1K

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

As of Aug 22, 2026, the average yearly pay for wealth management portfolio manager in Decatur, GA is $98,081.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,900.00 per year, depending on experience, location, and employer.

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?

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.

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 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:

Wealth Management Portfolio Manager jobs near you
Infographic showing various Wealth Management Portfolio Manager job openings in Decatur, GA as of June 2026, with employment types broken down into 2% As Needed, 14% Full Time, 75% Part Time, and 9% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $98,081 per year, or $47.2 per hour.

Commercial Portfolio Mgr II

Huntington

Atlanta, GA • On-site, Remote

Full-time

Re-posted 25 days ago

Job description

Description

Summary:

The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions.

Duties & Responsibilities:

  • Manages a portfolio of commercial customers in partnership with the relationship manager.

  • Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account.

  • Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.

  • Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.

  • Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio.

  • Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio.

  • Will work directly with the Team Leader, Relationship Managers, Regional Commercial Management, and Regional Credit Officer.

  • Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee.

  • 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 in special projects is expected.

  • Mentor Credit Analysts to develop required competencies and experience.

  • Prioritize work to meet customer expectations.

  • Analysis of existing portfolio to identify trends and opportunities.

  • Maintain up-to-date knowledge of market/industry trends

  • Will serve as a mentor/coach to junior portfolio managers, credit analysts and relationship managers.

  • Will have the ability to successfully interact with senior leadership, clients and prospects on a professional consultative basis.

  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree

  • Minimum of 3+ years of relevant experience in Commercial Banking.

Preferred Qualifications:

  • Formal credit training.

  • Proven and in-depth knowledge of credit products, risk assessment and debt structuring.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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