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Wealth Management Portfolio Manager Jobs (NOW HIRING)

MassMutual

Portfolio Manager

Boston, MA

Portfolio ManagerModel Portfolios TeamFull-TimeSpringfield, MA or Boston ,MAThe Opportunity ... or wealth management investment platforms. * Knowledge of alternative investments, liquid ...

German American

Portfolio Manager

Louisville, KY Β· On-site

Portfolio Manager Overview As our Portfolio Manager in Evansville, you will manage investment ... Ability to: communicate effectively as an expert in the wealth management field (written and ...

Frost

Senior Wealth Portfolio Manager

Houston, TX Β· On-site

If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost ... Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to ...

New

Frost Bank

Senior Wealth Portfolio Manager

Postoak, TX Β· On-site

If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost ... Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to ...

Jobtailor

Portfolio Analyst

Stamford, CT Β· On-site

Update wealth management databases and client records * Conduct ad hoc research requested by ... Portfolio Management * Capital Markets Knowledge Hard Skills * Investment Analysis * Portfolio ...

Frost Bank

Senior Wealth Portfolio Manager

Houston, TX Β· On-site

If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost ... Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to ...

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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 Sep 15, 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 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.

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Wealth Management Portfolio Manager jobs near you
Infographic showing various Wealth Management Portfolio Manager job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Administrator

Bellevue, WA β€’ On-site

Coldstream Wealth Management
Investment Management and Consulting ServicesΒ β€’Β 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$70K - $80K/yr

Full-time

Re-posted 23 days ago

Job description

Are you looking for an opportunity to advance your career in wealth management and increase your investment knowledge? Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland.

In this position, you'll have the opportunity to work directly with the team's Portfolio Manager and Associate Portfolio Manager daily and participate in our firm-wide Investment Strategy Group (ISG), which makes investment decisions for Coldstream as a whole. The team has a hybrid environment with members working in office Tuesday through Thursday and allowing work from home Monday and Friday.

Responsibilities will include:

  • Generating and executing daily trade orders and model-based portfolio rebalancing
  • Providing research and analysis to support the portfolio management team in their investment-related decisions
  • Facilitating new client setup in (Tamarac)
  • Supporting Wealth Managers and the portfolio management team on ad hoc projects
  • Participating in ongoing monitoring and reporting regarding private investments
  • Assisting in ongoing due diligence for public markets managers
  • Create and maintain documentation regarding wealth manager investment practices
  • Answering team members' questions related to the rebalancer (Tamarac) and funds' custodian-specific attributes (minimums, fees, restrictions, etc.)
  • Monitoring cash and yield alternatives and communicating best thinking to team
  • Executing model portfolio audits and projects
  • Utilizing Salesforce CRM to communicate and execute requests

  • A Bachelor's degree in Economics, Finance, or a related field
  • FINRA Series 65 or willingness to obtain it within the first 12-18 months (Coldstream to cover the cost)
  • 1-2 years of experience as an analyst with an RIA, asset manager, or similar firm; knowledge of private investments is a plus
  • High proficiency with Excel
  • Strong organizational skills, detail orientation, and the ability to manage multiple priorities
  • The ability to communicate effectively with a wide range of people in a professional manner, using proper grammar, tact, courtesy, and good judgment
  • Experience with Bloomberg and/or Morningstar is preferred
  • Experience with CRM software is a plus as is experience with Tamarac or a similar trading platform
  • Intellectual curiosity and a passion for learning about investing and financial markets