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Wealth Management Portfolio Manager Jobs (NOW HIRING)

NACBA

Portfolio Manager

Atlanta, GA · On-site

... wealth management firm founded in 1996. We serve high-net-worth individuals and families through ... As a Portfolio Manager you will work closely with our senior partners to construct, monitor, and ...

NACBA

... wealth management firm founded in 1996. We serve high-net-worth individuals and families through ... As a Portfolio Manager you will work closely with our senior partners to construct, monitor, and ...

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure ...

AssetMark

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure ...

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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.

Client Portfolio Manager

Detroit, MI • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

Other

Posted 19 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.

In this role you will:
  1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
  2. Manage the activities and execution of the investment functions for a variety of clients.
  3. Develop portfolio allocation recommendations and oversee delivery of those recommendations.
  4. Develop and monitor custom portfolio strategies.
  5. Communicate with clients (ex.emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
  6. Provide top-level investment concierge services to existing clients.
  7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
  8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.
Experience/Education Requirements:
  1. Bachelor’s Degree in finance or related field required.
  2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
  3. Four (4) years of experience in the UHNW space preferred.
  4. CFA charterholder, CFP® professional, CAIA, or another approved advanced credential required.
  5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
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