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Wealth Management Portfolio Manager Jobs in Silver Spring, MD

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One Holdings, LLC

Portfolio Manager

Vienna, VA · On-site

$80 - $90/hr

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

System One

Portfolio Manager

Vienna, VA · Remote

Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives. * Ensure transparency of project portfolio status to facilitate ...

Cherokee Federal

Portfolio Manager

Silver Spring, MD · On-site

$90 - $150/hr

Provide support to senior staff through portfolio management, including: review of annual proposals and budgets, tracking progress towards milestones, supporting routine briefing updates and review ...

Cherokee Federal

Portfolio Manager

Silver Spring, MD · On-site

Provide support to senior staff through portfolio management, including: review of annual proposals and budgets, tracking progress towards milestones, supporting routine briefing updates and review ...

Red Gate Group

Portfolio Manager

Washington, DC · On-site

Minimum 8 years of experience in portfolio management, acquisition management, financial analysis, or a closely related field within the DoD or Intelligence Community, with at least a portion of that ...

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Wealth Management Portfolio Manager information

See Silver Spring, MD salary details

$38.3K

$103.9K

$193.8K

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

As of Sep 4, 2026, the average yearly pay for wealth management portfolio manager in Silver Spring, MD is $103,851.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $134,400.00 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 are popular job titles related to Wealth Management Portfolio Manager jobs in Silver Spring, MD?

For Wealth Management Portfolio Manager jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Wealth Management Portfolio Manager jobs in Silver Spring, MD look for?

The top searched job categories for Wealth Management Portfolio Manager jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Wealth Management Portfolio Manager jobs?

Cities near Silver Spring, MD 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 Silver Spring, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $103,851 per year, or $49.9 per hour.

Portfolio Manager

System One

Vienna, VA • Remote

Contractor

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

Job Title: Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation: N/A Work Model: Hybrid – onsite and remote Hours: 40.0

Responsibilities

  • Govern business portfolios by developing and implementing frameworks, methodologies, and measurements for proposing, approving, and reviewing projects, programs, and services.
  • Lead and facilitate cross-functional planning to support discussions among project owners, including resource allocation, dependencies, and sequencing across portfolios.
  • Coordinate and synchronize portfolios through regular planning sessions to provide a clear understanding of current work streams, backlogs, and outcomes.
  • Monitor processes, tasks, and metrics related to business portfolios, measuring performance against scope, budget, time, and resources.
  • Develop best practices and principles for governance to increase performance and reduce operating costs, ensuring process efficiencies.
  • Recommend and develop project and portfolio management processes to ensure on-time, within-budget delivery of critical initiatives.
  • Ensure transparency of project portfolio status to facilitate fact-based decision making by leadership.
  • Assess portfolio performance for compliance with policies, procedures, and service level agreements, ensuring consistent delivery of objectives.
  • Set standards, enforce accountability, and support transformation initiatives to achieve strategic goals.
  • Develop executive reporting and metrics focused on complex visual depictions of data.
  • Partner with internal and external stakeholders to support and enable change management initiatives.
Requirements
  • Significant responsible experience in Portfolio Management Office, Strategy Realization Office, or similar function within a large organization, preferably financial services.
  • Advanced knowledge of project lifecycles and management methodologies (e.g., Agile, SDLC, SAFe, Lean Portfolio Management).
  • Ability to work independently in a matrixed environment.
  • Expertise in Project Portfolio Management.
  • Strong influencing, negotiation, and persuasion skills to reach positive outcomes.
  • Proven ability to build effective relationships through rapport, trust, diplomacy, and tact.
  • Excellent judgment and initiative to make sound decisions.
  • Use of innovative thinking to solve problems and facilitate decision-making.
  • Proven ability to produce results, achieve objectives, and analyze business requirements for solutions.
  • Excellent presentation skills for conveying findings and analysis clearly and concisely.
  • Critical thinking, analytical, and problem-solving skills.
  • Ability to adapt to conflicting requests and changing requirements.
  • Verbal, interpersonal, and written communication skills at an expert level.
  • Proficiency in Microsoft Office Suite and Azure DevOps (ADO).
  • Experience with business intelligence tools such as Power BI or Tableau.
  • Bachelor’s degree in Computer Science, Engineering, Information Technology, or related field; Master’s degree preferred.

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

#M2 #LI-EL1

Ref: #851-Rockville-S1

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About System One

Sourced by ZipRecruiter

System One helps employers get work done more efficiently and economically without compromising quality. Over our 35+ year history, we've helped connect thousands of talented people with innovative companies. The excitement of a perfect fit motivates us every single day.

Industry

Business consulting services and recruiting and staffing services

Company size

5,001 - 10,000 Employees

Headquarters location

Pittsburgh, PA, US

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