Portfolio Manager
$140k - $160kKBW Financial Staffing & Recruiting
Back Portfolio Manager Portfolio Manager Canton , Massachusetts Perm 145000 Jul 7, 2026 $145000.00 - $155000.00 Portfolio Manager Greater Boston – 2 days onsite $140K-160K + 20% Bonus Responsibilities Client Development Identify and pursue new business opportunities through networking, referrals, and strategic outreach. Qualify prospective clients and guide them through the onboarding process. Collaborate with marketing and operations to support lead generation campaigns. Track and report on business development metrics (e.g., close rate, pipeline growth). Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners. Stay informed on industry trends and competitor offerings to position the firm effectively. Portfolio Manager Serve as the primary advisor for new clients and any assigned clients, delivering comprehensive financial planning and investment advice. Conduct discovery meetings to understand client goals, values, and financial considerations. Develop and present customized financial models and investment strategies. Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances. Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice. Mentor associate advisors and contribute to their technical and professional development. Qualifications 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans. CFA or CFP® designation Must have worked with High Net worth Clients and a strong background in Business Development experience #J-18808-Ljbffr KBW Financial Staffing & Recruiting
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Canton, MA vacancy
$135.6k - $300k
...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...SuggestedFull timeWork at officeFlexible hoursDay shift$10k
...institutions who rely on us to help them build more secure and prosperous futures. THE ROLEUsing discretion and judgment serve as lead portfolio management representative for the quantitative solutions team to internal and external clients. Act as a true quantitative investment...SuggestedFull timeLocal areaRemote workFlexible hours$55.59k - $102.47k
...Trust Department: Commercial Lending Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer Pay Grade: 10... ...cash flow, collateral, and customer character with Relationship Manager (RM). Recommend alternative credit structures or products where...SuggestedWork at officeBerkshire Bank
Boston, MA2 days ago- ...A leading investment management firm in Boston seeks a full-time Client Portfolio Manager to enhance client relationships and manage investment portfolios. The ideal candidate will have 15+ years of experience, extensive knowledge in portfolio construction, and strong...SuggestedFull time
SCS Financial
Boston, MA3 days ago - ...Portfolio Manager Schochet is now accepting resumes for an experienced Portfolio Manager. We are an expanding property management company that offers excellent career advancement and an exciting chance to be part of a diverse team! The Portfolio Manager will oversee...Suggested
SCHOCHET ASSOCIATES
Braintree, MA5 hours ago - ...Portfolio Manager III Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Work experience placementWork at officeFlexible hoursShift workDay shift
Bank of America
Boston, MA3 days ago $176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate, and volatility risk management, leading the strategic construction and evolution...Full timeTemporary work$86k - $128k
...create moments that matter both for our audiences and our employees and aim to leave a positive mark on culture. Overview As a Portfolio Manager within the Production Platform Integration Team, you0Bll help proceed workflow and integration solutions from discovery...Full time$200k - $250k
...built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their... ...to develop customized investment solutions and diversified portfolios. The team combines strategic asset allocation, portfolio construction...Full timeLocal area$125k - $170k
...tomorrow—because at LivaNova, we don’t just treat conditions — we aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated value story of LivaNova’s cardiopulmonary portfolio in North...Full timeRemote workWorldwideShift work$96.8k - $159.03k
...benefits included with this job posting for additional information.Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients Analyzing...Interim role$175k - $200k
...potential of both the individual and the firm.HarbourVest is an equal opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent, full-time basis. Guided by a clear and ambitious mission, the Evergreen...Permanent employmentFull timeLocal area$125k - $140k
...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related project finance credit, in collaboration...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visaAmalgamated Bank of NY
Boston, MA4 days ago$155k - $185k
JOB SUMMARYWe are seeking a Senior Product Marketing Manager, Portfolio to own the cross-portfolio marketing infrastructure that connects Omnicell's Hospital Solutions, Outpatient Services, and Enterprise Intelligence into a commercially effective story. Reporting to the...WorldwideShift work$78k - $140k
...providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than... ...partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$125k - $250k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 trillion... ...driven investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage &...Temporary work$185k - $225k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered... ...work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston...Casual workWork at officeWorldwideFlexible hours3 days per week$115k - $140k
...client-first culture.Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a... ...proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment objectives...Full timeTemporary workH1bWork at officeLocal areaWorldwide- ...making, and community impact.With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the... ...long‑term careers.Rockland Trust is seeking an experienced CBUD Portfolio Manager to join the Business Banking Portfolio Management team...Local area
$115k - $130k
Position Summary: The Fund Manager is a key member of the Investment Management team at Boston Financial and is responsible for managing a portfolio of investment funds to achieve targeted investment objectives while delivering exceptional service to investors. This role...Full timeWork at officeFlexible hours$225k - $325k
...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...Full timeLocal areaSCS Financial
Boston, MA4 days ago$176.1k - $238.2k
...growth, and any level of funding. This is why more startups, and over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for developing and managing strategic relationships across multiple domains - from...WorldwideFlexible hours$120.96k - $181.44k
...of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation Program Operations team, accountable for ensuring that ADUSA\'s most...Full timeWork at officeRemote workFlexible hours$90k - $157.5k
State Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State... ...offers the opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (ISG). The Portfolio Manager...Full timeTemporary workFlexible hours- ...clients;Demonstrate ability to prioritize tasks, work on multiple assignments, and complete work with little direction;Exhibit time-management skills by developing and executing specific goals in an agreed upon timeframe;Handle daily case activities and notices on...Work at office
- ...US:Independent and possessing more than fifteen years’ experience in its field, Alter Domus has become a leader in corporate and management services for private equity & infrastructure and real estate funds as well as listed and unlisted companies. Our staff of over 2,...Work at office
- .... Alter Domus specializes in servicing alternative investment portfolios, including real estate, private equity, and hedge funds. As a... ...opportunity to report directly to a Senior Associate/Account Manager. Our positions offer an excellent opportunity to be introduced...Flexible hours
- ...with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have... ...business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a TeamServes as Trusted...
- Alter Domus is currently seeking a Fund Manager to join our Credit Fund Administration team at our Carmel, IN office.JOB DESCRIPTION:Act as ultimate “lead” in audit process;Hold ultimate responsibility for all client reporting;Serve as lead contact for client requests;Monitor...Work at office
$146.35k - $232.7k
...work and grow your career. Let’s see what we can achieve. Together.SummaryThe Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm’s strategic initiatives, ss a member of the Business Development’s Pursuit...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
