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HomeJobsLocationsUnited States

Client Portfolio Manager Jobs in United States

7 open positions
7 jobs
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Showing 7 of 7 jobs
BklnBkln·United StatesUnited States·Hybrid

Senior Client Portfolio Manager

$175k–$225k/year
37
Lowest

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

OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull-TimeSenior
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7 0 0 12mo ago
Bkln
Bkln·United StatesUnited States·Hybrid

Senior Client Portfolio Manager

OtherProject & Program ManagementPortfolio ManagerClient Portfolio ManagerFull-TimeSenior
$175k–$225k
/year
37
Lowest
12mo ago
7 views0 saves 0 applied

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

See 4 similar
Quick Apply
Details
7 views0 saves0 applied
12mo ago
S
Supporting Strategies·United StatesUnited States·On-site

Controller

$120k–$120k/year
34
Lowest

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 purpose is t

Finance & AccountingOtherControllerClient Portfolio ManagerMid
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3 0 0 2mo ago
S
Supporting Strategies·United StatesUnited States

Controller

Finance & AccountingOtherControllerClient Portfolio ManagerMid
$120k–$120k
/year
34
Lowest
2mo ago
3 views0 saves 0 applied

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 purpose is t

See 4 similar
Quick Apply
Details
3 views0 saves0 applied
2mo ago
godirectgodirect·United StatesUnited States·On-site

SVP, Client Portfolio Manager - Fixed Income

56
Med

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe

OtherClient Portfolio ManagerMid
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0 0 0 4d ago
godirect
godirect·United StatesUnited States

SVP, Client Portfolio Manager - Fixed Income

OtherClient Portfolio ManagerMid
56
Med
4d ago
0 views0 saves 0 applied

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe

See 2 similar
Quick Apply
Details
0 views0 saves0 applied
4d ago
invescoinvesco·United StatesUnited States·On-site

Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

56
Med

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to

OtherClient Portfolio ManagerMid
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2 0 0 ~3d ago
invesco
invesco·United StatesUnited States

Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

OtherClient Portfolio ManagerMid
56
Med
~3d ago
2 views0 saves 0 applied

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to

See 2 similar
Quick Apply
Details
2 views0 saves0 applied
~3d ago
atheneathene·United StatesUnited States·On-site

Client Portfolio Manager - Real Estate

19
Lowest

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

OtherClient Portfolio ManagerMid
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3 0 0 ~2mo ago
athene
athene·United StatesUnited States

Client Portfolio Manager - Real Estate

OtherClient Portfolio ManagerMid
19
Lowest
~2mo ago
3 views0 saves 0 applied

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

See 2 similar
Quick Apply
Details
3 views0 saves0 applied
~2mo ago
Retail Region 2 AdministrationRetail Region 2 Administration·United StatesUnited States·On-site

Sr. Client Portfolio Manager

$140k–$229k/year
30
Lowest

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

OtherClient Portfolio ManagerHybridSenior
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5 0 0 2mo ago
Retail Region 2 Administration
Retail Region 2 Administration·United StatesUnited States

Sr. Client Portfolio Manager

OtherClient Portfolio ManagerHybridSenior
$140k–$229k
/year
30
Lowest
2mo ago
5 views0 saves 0 applied

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

See 2 similar
Quick Apply
Details
5 views0 saves0 applied
2mo ago
invescoinvesco·United StatesUnited States·On-site

Client Portfolio Manager - Fixed Income

19
Lowest

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to

OtherClient Portfolio ManagerMid
See 2 similar>
Quick Apply
0 0 0 28d ago
invesco
invesco·United StatesUnited States

Client Portfolio Manager - Fixed Income

OtherClient Portfolio ManagerMid
19
Lowest
28d ago
0 views0 saves 0 applied

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to

See 2 similar
Quick Apply
Details
0 views0 saves0 applied
28d ago
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