Client Portfolio Manager
Insight Global
Required Skills & Experience
· Bachelor’s degree in finance, accounting, economics, business, or related field preferred.\n· 3–7 years of investment management experience\n · Passed at least CFA Level II (or is a CFA charterholder)\n· Strong understanding of portfolio construction, asset allocation, and investment markets Nice to Have Skills & Experience Experience supporting separately managed accounts, ETF strategies, model portfolios, or OCIO relationships Job Description Salary: Starting at 90k based on experience. Salary range depends on years of experience\n\nInsight Global is seeking a CPM to work closely with our portfolio management team and will be expected to confidently represent the team in client meetings and prospective client presentations.\n\n- Manage portfolio construction\n- Asset allocation\n- Investment markets\n- Comfortable discussing our investment philosophy, portfolio positioning, and performance with financial advisers and their clients.Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio Manager in Boca Raton, FL vacancy
- ...The Data Management Product Owner serves as the primary liaison between business stakeholders and the Data Management organization, ensuring that data initiatives deliver measurable business value and align with organizational priorities. Acting as the voice of the customer...SuggestedFull time
Insight Global
Deerfield Beach, FL6 hours ago - JM Family Enterprises is seeking a Portfolio Manager who will provide strategic oversight of portfolios while serving as a key partner in portfolio management, budgeting, forecasting and executive reporting. This role is responsible for ensuring alignment between project...SuggestedFull timeContract workWork experience placementLocal area
JM Family Enterprises
Deerfield Beach, FL3 days ago - ...Associa is currently looking for a Community Association Manager (LCAM) to join our team in the south West Palm Beach County and Broward... ...Community Association Manager, you will work closely with our clients and vendors and partner with other Associa departments. To be...SuggestedFull timeWork at office
associacareers
Boca Raton, FL5 days ago $100k - $125k
...local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since... ...support to the Private Client team in training, relationship management and problem solving. Critical Job Functions: Become a trusted...SuggestedHourly payPrivate practiceLocal areaEpic-Insurance-Brokers-
Boca Raton, FL2 days ago- 340B Client Success Manager The 340B Client Success Manager is responsible for developing key client relationships. This role will serve as a trusted advisor to our clients, ensuring they derive maximum value from our software solutions while aligning our services with...SuggestedFlexible hours
Pillr Health
Boca Raton, FL5 days ago $80k - $100k
...Client Success Manager (2 Openings) Full-Time | Remote | Boca Raton, FL Base Salary: $80,000–$100,000 (based on experience) Brand North... ...healthcare organizations. We are hiring for two portfolio structures: Enterprise Account CSM: Own one large behavioral...Agency workFull timeRemote workLinkedIn
Boca Raton, FL2 days ago- ...Wealth Management Banking Strategy ManagerMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Work at officeWork from homeHome officeShift workDay shift
Bank of America
Boca Raton, FL5 days ago - ...Junior Associate Client Success Manager Massive Bio is an AI-powered precision medicine platform transforming how cancer patients discover and access clinical trials by eliminating the barriers of geography, financial constraints, and information asymmetry that have...Contract workRemote workWorldwide
Massive Bio
Boca Raton, FL1 day ago - ...A reputable Aerospace Private Equity Firm is looking to build their growing team with a Fund Accountant. This position will help manage all fund accounting operations. This company has an amazing reputation and is rapidly growing. They also provide equal employment opportunities...Full timeRelocation
Metric Geo
Boca Raton, FL4 days ago - ...A reputable Aerospace Private Equity Firm is looking to build their growing team with a Fund Accountant. This position will help manage all fund accounting operations. This company has an amazing reputation and is rapidly growing. They also provide equal employment opportunities...Relocation
Metric Geo
Boca Raton, FL4 days ago - ...Client Success Manager Massive Bio is an AI-powered precision medicine platform transforming how cancer patients discover and access clinical... ...Manager, you will be the primary point of contact for a portfolio of biopharma sponsors who partner with Massive Bio to enroll...Contract workWorldwide
- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
Globe Life: Moore Organizations
Boca Raton, FL12 hours ago - ...insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track...Full time
Globe Life: Moore Organizations
Boca Raton, FL1 day ago - ...A reputable Aerospace Private Equity Firm is looking to build their growing team with a Fund Accountant. This position will help manage all fund accounting operations. This company has an amazing reputation and is rapidly growing. They also provide equal employment opportunities...Relocation
Metric Geo
Boca Raton, FL15 days ago $25 - $27 per hour
...7 per hour, based on experience Cadet Property & Association Management is a growing South Florida community association management company seeking a reliable, organized, and hands-on Portfolio Property Manager to join our team. This is a full-time position...Hourly payFull timeWork at officeCADET PROPERTY & ASSOCIATION MANAGE
Pompano Beach, FL4 days ago- MFO Healthcare Partners is seeking a Senior Private Equity Fund Accountant to lead NAV calculations, LP reporting, capital calls, and audit-ready controls for Fund I. The role blends fund accounting with strategic finance support for deal teams and IC discussions across...Remote job
- ...Senior Portfolio Manager The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing... ...Relationship Managers to: Meet with current and prospective clients to understand the specific customer requirements and needs....Work at office
$50k - $65k
...across the country. Who We Are: 626 is a nationwide provider of diagnostic imaging equipment service, maintenance, asset management, and lifecycle solutions. Our team partners with healthcare organizations across the country to deliver responsive service, technical...Full timeTemporary workWork at officeRemote workShift workDay shift626
Boca Raton, FL4 days ago$50k
...Technologies (NGT) has launched a new generation of customer contact management solutions, services, and technologies. NGT provides a new... ...communication (email, calls, support tickets) from our BPO clients and Virtual Office subscriptions, and provide a solution to set...Work at officeRemote workNexGen Cloud
Boca Raton, FL2 days ago- ...arranging reservations for hotel stays, ground transportation or rental cars, catering, and customs appointments as requested. Manage guest, crew, and/or visitor inquiries, resolve requests, handle billing disputes, and address concerns in an efficient and effective...Part timeWorldwideNight shift
Signature Aviation
Boca Raton, FL3 days ago - ...Portfolio Support Manager Delray Beach, Florida, United States Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead...Work at officeLocal areaFlexible hours
- ...Client Services Intake Coordinator The Client Services Coordinator takes the wheel every day and drives our company forward into... ...functions. This role may assist with related special projects and perform other related duties as assigned by management. Butterfly EffectsWork at officeLocal areaRelocation package
- INFUSE is seeking a Client Success Expert on the Commercial Team to deliver exceptional client experiences in a remote role. You will build relationships, ensure timely delivery of solutions, and collaborate with Sales to grow opportunities across diverse industries. Ideal...Remote job
- NexGen Technologies is seeking a Customer Success Manager to directly engage with assigned customers, managing all support-related functions... ....The CSM will handle inbound communications from BPO clients and Virtual Office subscriptions, provide solutions, and coordinate...Remote jobWork at office
- Maman, the French bakery and café, is hiring a Counter Server in Boca Raton. You will be the first point of contact, maintain a welcoming counter and pastry display, operate the POS, and ensure accurate orders while delivering warm hospitality. The ideal candidate has customer...Weekend work
- Dimension Hospitality is seeking a Guest Service Representative to support front desk operations and ensure an exceptional guest experience. You will assist with check-ins, check-outs, reservations, and daily service needs, delivering friendly, professional service. This...Shift work
- B. F. Saul Company Hospitality Group in Boca Raton is hiring a Guest Service Associate to warmly welcome guests, process check-ins/outs, and handle reservations with accuracy and courtesy. You will work as part of a team, uphold the highest standards of service, and contribute...
- ...Job Description Job Description Client: ~ THE most reputable Water/Wastewater Infrastructure and Treatment Civil Consulting firm... ..., designing, and optimizing multi-benefit urban stormwater management projects. ~ Familiarity with standard stormwater analysis tools...Contract workWork at officeLocal areaRelocation package
HireOTS
Coral Springs, FL21 days ago - ...more than 100 employees nationwide and has emerged as one of the fastest-growing third-party company in the healthcare technology management market. Position: Customer Success Manager Summary/Objectives: A Customer Success Manager at 626 manages assigned...Full timeNight shift
626
Boca Raton, FL10 days ago $120k
...corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via... ...the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high...Full timeLocal areaCitigroup
Boca Raton, FL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio Manager. Be the first to apply!
Related searches
- engagement director Boca Raton, FL
- client relationship manager Boca Raton, FL
- client experience manager Boca Raton, FL
- client services supervisor Boca Raton, FL
- client executive Boca Raton, FL
- client services coordinator Boca Raton, FL
- client engagement manager Boca Raton, FL
- client service manager Boca Raton, FL
- client manager Boca Raton, FL
- engagement manager Boca Raton, FL