Client Portfolio Management Jobs

Highmark Inc. is hiring an Associate Market Underwriter to provide underwriting analysis, risk insights, and quote ownership for a portfolio of smaller, less-complex health clients in support of sales.

Mercer Advisors seeks a detail-oriented Financial Planner II to produce comprehensive client financial plans and partner with advisor teams in a fully remote, client-focused RIA environment.

Midland States Bank seeks an Associate Wealth Advisor to manage and grow client relationships through financial planning, investment guidance, and proactive service.

KPB Wealth Services is hiring a Portfolio Analyst in Portland, ME to support portfolio construction, trading, compliance, and client reporting for the Wealth segment.

Senior leader responsible for growing and retaining large pharma accounts by driving account strategy, client relationships, and cross-functional execution at IQVIA.

Senior-level commercial lender needed to originate, manage and grow a diversified commercial loan portfolio while representing the bank in the Conroe community and ensuring regulatory compliance.

SS&C is hiring a Hybrid Business Development Specialist in Denver to build pipeline and support Managed Accounts sales within the RIA channel.

Senior relationship leader needed to grow and manage high-value government and institutional banking portfolios through strategic advisory, deal structuring, and cross-functional partnership at BMO in San Francisco.

BBH seeks a Family Office Analyst in Chicago to support Relationship Managers by managing client account operations, preparing meeting materials, coordinating investment execution, and delivering exemplary client service.

Lead the design, delivery, and client management of Harvard Business School's custom executive education programs, balancing faculty priorities, client objectives, and commercial sustainability.

JLL is hiring a Regional IPS Accounts Services SME to lead account growth, high-performing teams, and client delivery for an $8–15M regional portfolio based in McLean, VA.

A six-month hybrid sales-training role at M&T Bank that develops commercial underwriting, relationship management, and sales skills through classroom, virtual, and field experience with travel and mentorship.

Blackstone's BXMA seeks a Product Strategy Associate to drive new product launches, synthesize investment analytics, and support client-facing product strategy for Total Portfolio Management.

Experienced portfolio administration leader wanted to oversee client delivery, mentor teams, and drive business development for Cushman & Wakefield’s PA accounts in Saint Louis.

Lead creative direction and shape brand visual identity as a Senior Art Director for a fast-paced, remote-friendly organization, driving concept development, production, and team mentorship.

Experienced wealth professional needed to support private wealth advisors with financial planning, client servicing, reporting, and business development at BMO's Greenwood Village office.

MSCI is hiring a Regional Product Manager for Private Assets in New York to lead product strategy, commercialization, and client engagement across a fast-growing private assets product line.

Cushman & Wakefield is hiring an Executive Account Director to lead account strategy, client satisfaction and revenue growth for major occupier accounts in the St. Louis region.

Experienced real estate operations leader needed to manage and grow a remote portfolio administration team while ensuring exceptional client service and operational excellence.

CAPTRUST is hiring a Wealth Relationship Manager Associate to support senior advisors in delivering personalized wealth planning and portfolio implementation for clients in Greenville, SC.

InfoTrack is hiring a hybrid Account Manager in Chicago to deepen client relationships, grow adoption of our legal SaaS solutions, and consistently deliver revenue and satisfaction gains across a book of accounts.

Provide high-quality client support to CLA’s Wealth Advisory team in Brainerd by managing client communications, CRM updates, meeting preparation, and account service tasks.

Raymond James is seeking a detail-oriented Registered Client Service Associate in Glastonbury to support financial advisors with client onboarding, account maintenance, trade support, and high-quality client service.

Support and drive the private banking loan lifecycle—ensuring accurate applications, smooth closings, and high-touch client service across internal and external stakeholders.

Experienced lease administration professional needed to manage portfolio transitions, lead cross-functional teams, and ensure successful onboarding and setup of lease administration services for Cushman & Wakefield clients.

Experienced private-banking leader sought to manage a regional Private Bank team in Minnetonka, driving client relationships, business development, and performance.

A structured trainee role at Raymond James' AMP to develop into a licensed Financial Advisor through coursework, mentorship, prospecting and achieving production targets.

JLL is hiring a Vice President of Brokerage in Pittsburgh to lead commercial brokerage transactions, grow client relationships and drive revenue across the region.

A remote Account Manager working EST hours to manage and grow high-value client portfolios while partnering with internal teams on strategy, execution, and new business development.