Client Portfolio Manager Jobs in United States

About Us We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're

As a Client Portfolio Manager, you will lead a compact team to deliver financial operations solutions to your client portfolio. In this role, you will drive client relationships, ensure quality delivery across your portfolio, and continuously improve how your team operates. Your primary purpos

Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec

Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional

Position Overview PRIMARY RESPONSIBILITIES: Represent Apollo’s real estate solutions for the Global Wealth Management Solutions (GWMS) platform with the aim of driving strategic AUM growth for relevant strategies. Inform and deliver content and messaging tailored to the GWMS investor base. Understan

Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec