Client Portfolio Manager Jobs
Client portfolio manager jobs are open across wealth management, banking, insurance, and investment advisory, from associate to director level, with specializations in relationship management, portfolio analysis, and institutional client services. Find a role that fits below and apply directly.
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Client Portfolio Manager - Healthcare Facilities
Overview
Company Overview:
Job Description
Allied Universal® is hiring a Client Portfolio Manager. The Client Portfolio Manager collaborates with the Branch/General Manager to oversee employees and operational activities at all locations associated with their assigned client portfolio. As a leader, you will drive profitable business growth by providing world class service to your customer. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
- Medical/Dental/Vision coverage
- Free employee life insurance
- Paid employee training and development
- 401K
- Employee assistance programs
- Paid holidays and flexible PTO (Paid Time Off)
- Great company culture and work/life balance
- Lead and mentor a team of Account Managers by providing coaching, support, and recognition, while fostering accountability. Encourage a collaborative and inclusive work environment to promote teamwork, open communication, and professional development
- Build, maintain and grow relationships with clients by understanding their security needs and ensuring satisfaction
- Deliver high-quality service to our clients by strategically overseeing Account Managers, while maintaining industry standards, company policies, and regulatory requirements
- Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity
- Identify and mitigate security risks; develop and implement security protocols, training and response plans
- Work with branch leadership to strengthen financial performance within your assigned portfolio by managing budget allocation, driving revenue growth, reducing non-billable overtime, improving cash collections, and controlling expenses
- Collaborate with sales to drive organic business growth within existing client operations
-
Must possess one or more of the following:
- Bachelor's degree in criminal justice, business or a related field
- Associate’s degree in Criminal Justice, Business or a related field with thee (3) years of management experience in a high-volume workforce environment or service industry
- High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry
- Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
- Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen
- Minimum of two (2) years of experience in successfully building and developing teams
- Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
- Ability to collaborate across multiple business units and regions to creatively support client's growth and satisfaction
- Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
- Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
- Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events
- Law enforcement, military and/or contract or proprietary security services experience
- Experience managing a dispersed workforce in a multi-location operation
- Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
- Eight paid holidays annually, five sick days, and four personal days
- Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
Requisition ID
2026-1746758
Client Portfolio Manager - Healthcare Facilities
Overview
Company Overview:
Job Description
Allied Universal® is hiring a Client Portfolio Manager. The Client Portfolio Manager collaborates with the Branch/General Manager to oversee employees and operational activities at all locations associated with their assigned client portfolio. As a leader, you will drive profitable business growth by providing world class service to your customer. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
- Medical/Dental/Vision coverage
- Free employee life insurance
- Paid employee training and development
- 401K
- Employee assistance programs
- Paid holidays and flexible PTO (Paid Time Off)
- Great company culture and work/life balance
- Lead and mentor a team of Account Managers by providing coaching, support, and recognition, while fostering accountability. Encourage a collaborative and inclusive work environment to promote teamwork, open communication, and professional development
- Build, maintain and grow relationships with clients by understanding their security needs and ensuring satisfaction
- Deliver high-quality service to our clients by strategically overseeing Account Managers, while maintaining industry standards, company policies, and regulatory requirements
- Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity
- Identify and mitigate security risks; develop and implement security protocols, training and response plans
- Work with branch leadership to strengthen financial performance within your assigned portfolio by managing budget allocation, driving revenue growth, reducing non-billable overtime, improving cash collections, and controlling expenses
- Collaborate with sales to drive organic business growth within existing client operations
-
Must possess one or more of the following:
- Bachelor's degree in criminal justice, business or a related field
- Associate’s degree in Criminal Justice, Business or a related field with thee (3) years of management experience in a high-volume workforce environment or service industry
- High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry
- Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
- Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen
- Minimum of two (2) years of experience in successfully building and developing teams
- Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results
- Ability to collaborate across multiple business units and regions to creatively support client's growth and satisfaction
- Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business
- Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
- Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events
- Law enforcement, military and/or contract or proprietary security services experience
- Experience managing a dispersed workforce in a multi-location operation
- Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
- Eight paid holidays annually, five sick days, and four personal days
- Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
Requisition ID
2026-1746758
Client Portfolio Manager Jobs by Experience Level
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Find Client Portfolio Manager JobsClient Portfolio Manager Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
What Employers Look For
The qualifications that appear most often in client portfolio manager jobs.
- Three to seven years of client-facing experience in portfolio management or wealth advisory
- Demonstrated ability to manage and grow a book of institutional or high-net-worth clients
- CFA designation or active candidacy strongly preferred by most employers
- Proficiency in portfolio management and CRM platforms used in investment management
- Bachelor's degree in finance, economics, or a related field required
- Series 65 or Series 7 license depending on the firm's regulatory structure
Tips for Your Client Portfolio Manager Job Search
Quantify retention and growth outcomes
Hiring managers want to see the size of the book you managed and what happened to it. Replace vague claims with specific retention rates, net new assets added, or revenue generated per client segment to make your resume stand out.
Tailor your resume to asset class
A client portfolio manager role at a fixed-income shop reads differently than one at an equity or alternatives firm. Align your resume language to the asset class in each posting, mirroring their terminology signals you understand their product, not just the title.
Apply early to roles that fit
Migrate Mate lists client portfolio manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario walkthrough
Interviewers frequently ask you to walk through how you handled a client threatening to leave or requesting an allocation change outside your model. Rehearse two or three real examples with clear context, action, and outcome before any first-round call.
Highlight CFA or CAIA progress strategically
If you're a Level II or Level III CFA candidate, say so explicitly on your resume and in your cover letter. Many firms prioritize candidates actively progressing through a charter over those who list it only as a vague intention.
Negotiate with total compensation framing
Client portfolio manager offers often include discretionary bonuses tied to AUM growth or retention metrics. Before negotiating, clarify how those metrics are calculated and what a realistic first-year total looks like, not just the base figure.
Client Portfolio Manager Jobs: Frequently Asked Questions
Which companies are hiring the most client portfolio managers?
The companies hiring the most client portfolio managers right now include Allied Universal, Eurofins, and U.S. Bank, with the largest share of openings in Illinois, California, and North Carolina, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at wealth management firms, regional banks, and insurance companies expanding their advisory divisions.
How many client portfolio manager jobs are remote?
About 77% of client portfolio manager openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Sub-areas focused on institutional clients or model portfolio oversight tend to offer the most remote flexibility, while roles centered on high-net-worth individual clients typically require more in-person presence.
How do you become a client portfolio manager?
Start by building experience in a client-facing financial services role, such as financial analyst, relationship manager, or investment associate. Pursue a CFA designation or relevant licensure to signal technical depth. Develop a track of managing client relationships, handling allocations, and communicating investment strategy clearly before targeting dedicated client portfolio manager roles.
Can you get a client portfolio manager job with little experience?
Yes, but you'll likely need to position yourself for associate-level or junior client portfolio manager roles rather than senior ones. Emphasize internships, any client contact in prior roles, and progress toward the CFA or a related certification. Firms at regional banks or smaller advisory practices are more open to developing candidates than large asset managers.
What does the client portfolio manager interview process look like?
The process typically runs three to four rounds. The first is a recruiter or HR screen focused on background and fit. The second involves a hiring manager conversation that covers your client management philosophy and past book experience. Later rounds often include a panel with portfolio or investment team members and may feature a case study on client retention or reallocation scenarios.
Where can I find and apply to client portfolio manager jobs?
You can find and apply to client portfolio manager jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and experience level, then apply directly to each one that fits.
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