Client Portfolio Manager
Jobtailor
Communicate Insight’s history and value proposition as an asset management firm Communicate the firm’s product offerings, including Mutual Funds, CITs, and ETFs, investment philosophy, processes, and resources Strategically position the firm against industry competitors to drive new business Champion the business and collaborate with distribution and investment teams on strategy positioning Represent the firm and its products with internal and external sales teams and end clients Maintain consultative, solutions-based discussions with existing and prospective investors Contribute to marketing materials, including fund commentaries and investment reports Support development of additional mutual funds, ETFs, CITs, and SMA platform offerings Contribute market intelligence to monitoring of the competitive landscape Requirements 8–10 years’ experience in a client-facing technical role such as marketing or product specialist (ideally) Strong investment and analytical acumen CFA and/or advanced degree preferred Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas Ability to build and maintain positive relationships with portfolio management, research, and distribution professionals Independent work style and high self-motivation Understanding of AI-enabled tools, technologies, and practical applications, with ability to apply them within the role Core Competencies Demonstrates strong investment and analytical acumen, with the ability to effectively communicate complex ideas and contribute to marketing materials. Proven experience in client-facing roles, collaborating with distribution and investment teams to drive business growth and maintain positive relationships. Highest-signal resume keywords Investment Acumen Client-Facing Experience CFA Certification Strong Communication Skills AI-Enabled Tools Understanding ATS Optimization Keywords Soft Skills Relationship Building Independent Work Style Self-Motivation Certifications & Qualifications CFA Advanced Degree Industry Keywords Asset Management Mutual Funds ETFs CITs SMA Platforms Investment Philosophy Market Intelligence Competitive Landscape Consultative Discussions Sales Strategy #J-18808-Ljbffr
- ...Client Portfolio Manager Custom Client Portfolio Management Team Full-Time Boston, MA or Springfield, MA The Opportunity We’re looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization! Your work will be fast-paced...SuggestedFull timeTemporary work
$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...SuggestedFull timeWork at officeLocal area$125k - $130k
...600 team members, The Peabody Companies manages more than 14,650 units of residential housing... ...as sales and brokerage services. Our portfolio includes conventional and multi-family... ...: FISCAL responsibility to our clients; INTEGRITY in all aspects of our business...SuggestedFull timeWork at office$71.22k - $102.47k
...Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer Pay Grade: 10 Salary Range: $71,216 - $102,474 Salary range updated... ...cash flow, collateral, and customer character with Relationship Manager (RM). Recommend alternative credit structures or products where...SuggestedWork at office- ...Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy... ...-level financial planning, forecasting, and ongoing financial management. Translate financial data into actionable insights for senior...SuggestedShift work
$115k - $160k
...Partners is a leading independent wealth management firm headquartered in the Boston area,... ...offices in Florida and New Hampshire and clients worldwide. Our client families rely on us... ...Partners is looking for an enthusiastic Portfolio Manager to join our growing Investments...Temporary workWorldwideVisa sponsorshipWork visaFlexible hours$96.8k - $159.03k
...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 financials on existing relationships and preparing...Interim role$140k - $200k
...participation We Search People is partnering with a well-established real estate investment and development firm to find a Portfolio Manager suitable to join their Boston-based team. This is a high-impact role for a real estate professional who enjoys balancing strategy...Full timeWork at office$143.3k - $238.9k
...Commercial Credit Lead plays a vital role in assessing and managing credit risk for commercial clients at M&T Bank. This individual contributor client facing... ...to facilitate sound credit decisions and maintain portfolio quality. Primary Responsibilities: Facilitate...Work experience placementInterim roleWork at office$168k - $272k
...agencies and the National Labs to international science‑funding bodies — will play a defining role in advancing this mission. As a Portfolio Manager within Government Partnerships, you will own one of Lila's public sector portfolios end‑to‑end, serving as the connective...Full timeWork at officeLocal areaFlexible hours$120.96k - $181.44k
...range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Senior Program Manager The Senior Program Manager serves as a senior execution leader within the Transformation Program Operations team, accountable for...Full timeWork at officeRemote workFlexible hours- ...in scope, register today onIREMJobs.org , an online career resource for real estate management professionals and employers. Schochet is now accepting resumes for an experienced Portfolio Manager.We are an expanding property management company that offers excellent...Local area
- Greentown Labs in Somerville, MA is seeking a Portfolio Development Manager to bridge startup intake with fellowship programs and to ensure a strong applicant pipeline for the incubator. You will lead startup recruitment, manage Salesforce data, coordinate mentors and fellows...
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture... ..., Portfolio Manager will also be involved in fundraising, client service, and ensuring compliance with regulatory requirements...
$135.6k - $300k
...driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every... ...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio...Full timeWork experience placementWork at officeFlexible hoursShift workDay shift- ...firm is seeking an experienced private client professional to join its Boston-based team... ...both sides of private wealth management: delivering a high level of service to sophisticated... ...the operational details behind their portfolios are handled correctly. What You’ll Do Oversee...Work at office
$92.48k - $160.29k
...an experienced and forward‑thinking leader to oversee a team of Client Service Representatives and Quality Assurance professionals... ...an exceptional client experience while maintaining strong risk management and supervisory oversight.Position Responsibilities: Leadership...Full timeTemporary workLocal areaFlexible hours- ...Client Service Manager Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial...Work at officeImmediate startRemote workFlexible hours
$60k - $80k
...empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them... ...& HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously...Contract workTemporary workWork experience placement$95k - $120.65k
...Client Manager The Client Manager will serve as the primary point of contact for Zelis clients for their assigned book of business. The Client Manager will be responsible for achieving annual revenue targets, ensuring client retention, fostering growth with additional...Full timeContract workWork at officeLocal areaVisa sponsorshipFlexible hours$83k - $104k
...Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished... ...coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (...Local areaFlexible hours$85k - $100k
...Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... ..., and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and...Work at officeRemote workFlexible hours2 days per week3 days per week- ...Job Description Job Description The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team... ...their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include the Resident...Work at officeLocal areaFlexible hours
$70k - $78k
Portfolio Development Manager Greentown Labs Somerville, Massachusetts, United States About this position About Greentown Labs Greentown Labs is... ...accelerator programs, partnership coordination, or customer/client operations. Project & Process Management: proven ability...Contract workCasual workWork at officeLocal areaAfternoon shift$83k - $90k
A family-owned property management firm in the greater Boston area is seeking a Condominium Portfolio Manager. The role involves managing condominium communities, providing excellent customer service, and requires 2-5+ years of experience in property management. The position...Relocation package$80k - $85k
...across the full lifecycle of sponsored and research-related activity at HGSE. Reporting to the Director of Research Management, the Research Portfolio Manager manages a portfolio of assigned HGSE Principal Investigators (PIs) and areas, departments, and centers. The Research...Work at officeRemote workShift work- ...Summary: This position is primarily responsible for post-award management for a portfolio of faculty sponsored and non-sponsored research funding.... ...and complete assignments. May deliver training to clients and staff. Job-Specific Responsibilities: Collaborate with...Work experience placementInterim roleWork at office3 days per week1 day per week
- IP PORTFOLIO MANAGER , Technology Licensing Office, to provide timely, subject matter expert patent advice, guidance and insights to the Associate Directors, Licensing and Licensing Managers (Licensing Team) on patent management matters; and assume a wide range of responsibilities...Work at office
$78k - $140k
...investment banking, securities, wealth management and investment management services. With... ...1 countries, the Firm’s employees serve clients worldwide including corporations, governments... ...institutions, and consultants to build portfolios focused on what’s important to them and...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$85k - $95k
...Enterprise Client Success Manager Are you ready to trade your job for a journey? Become a FlyMate! Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we're on a mission to deliver the world's most important and...Full timeTemporary workLocal areaImmediate start
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