Top 25 Portfolio manager Jobs in Cleveland, Oh

Relationship Manager, Portfolio Management
Glenmede Trust Co —Beachwood, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Portfolio Support Manager
Fairstead ESC LLC —Cleveland, OH
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
2d
Commercial Portfolio Manager 1
First Federal Lakewood —Lakewood, OH
- Full-time
- Mid-level
- Office
- Business development
Portfolio Manager II or III
Northwest Bank —Independence, OH
- $61,500 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Aesthetic Business Manager, Portfolio- Cleveland South, OH
Galderma —Cleveland, OH
- Full-time
- Mid-level
- Bachelor's degree
- 2 years
Workout Portfolio Manager
KeyBank National Association —Brooklyn, OH
- $63,000 - $96,000 a year
- Full-time
- Remote
- Writing skills
- Research
- Mid-level
10d
RTL Portfolio Manager
Builders Capital Exchange —Cleveland, OH
- Full-time
- Residential
- Analysis skills
- GAAP
- Health savings account
- Paid holidays
Quick Apply
Portfolio Manager
MAI WEALTH MANAGEMENT, INC. —Independence, OH
- Full-time
- Research
- Finance
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Portfolio Strategist
Sequoia Financial Group Llc —Cleveland, OH
- Full-time
- Writing skills
- 3 years
- Business development
Quick Apply
Senior Portfolio Advisor, WM
Northern Trust Corp. —Cleveland, OH
- $156,370 - $273,600 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Key Family Wealth Investment Consultant, Manager
KeyBank National Association —Cleveland, OH
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Driver's License
Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)
KeyBank National Association —Cleveland, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
1d
SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry
Accenture —Cleveland, OH
- $59,100 - $205,800 a year
- Full-time
- Travel
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
7d
ServiceNow Strategic Portfolio Management (SPM) Consultant
RSM —Cleveland, OH
- $85,100 - $161,700 a year
- Full-time
- Analysis skills
- Fair chance
- 1 year
Lead Service Officer (Commercial Construction Portfolio)
KeyBank National Association —Brooklyn, OH
- $57,000 - $87,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Data entry
5d
Portfolio Manager II or III - CRE
Northwest Bank —Independence, OH
- $61,500 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
7d
Wealth Investment & Portfolio Management Platforms Senior Manager
KeyBank National Association —Cleveland, OH
- $112,000 - $210,000 a year
- Full-time
- Remote
- 7 years
- Product management
- Contracts
Key Private Bank WS Sr. Portfolio Manager
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
Vice President, Portfolio Management (Agribusiness)
KeyBank National Association —Brooklyn, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
1d
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)
KeyBank National Association —Cleveland, OH
- $96,000 - $268,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
3d

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portfolio manager jobs near cleveland, oh

Relationship Manager, Portfolio Management

Glenmede Trust Co -
Beachwood, OH

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Job Details

Full-time

Benefits

Commuter assistance
Health savings account
Health insurance
Tuition reimbursement
Paid time off
Parental leave
401(k) matching

Qualifications

Bachelor's degree

Full Job Description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH).

OVERVIEW:

The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede’s private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines.

RESPONSIBILITIES:

Relationship Management and Client Service
- Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions.
- Adopt a ‘leader among peers’ management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate.
- Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan.
Portfolio Management and Investments
- Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede’s best thinking and practices.
- Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client’s wealth objectives.
- Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms.
- Become proficient with Glenmede’s investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies.
- Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking.
Business Development
- Participate in new business development process, attend Glenmede-sponsored events, cultivate COI’s, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives.
Firm Building
- Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
- Ability and willingness to contribute to the advancement of team, office and business capabilities.
Perform other duties as required by the position.

REQUIRED QUALIFICATIONS:

Bachelor’s degree required.
A minimum of ten years’ experience in Investment Management with a focus on Portfolio Management and a track record of investment success.

PREFERRED QUALIFICATIONS:

Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts.
Proven ability to work with private clients in a collaborative team-based environment.
Strong knowledge of and interest in Capital Markets.
Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan.
Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA).

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

Competitive health and welfare benefits, including company HSA contributions
Numerous voluntary benefit choices available
Superior 401k match
Tuition reimbursement
Company subsidized commuter benefits
Generous paid time off, including parental leave
Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-Hybrid

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Refine Your Search

portfolio manager jobs in cleveland, oh

Relationship Manager, Portfolio Management

Portfolio Support Manager

Commercial Portfolio Manager 1

Portfolio Manager II or III

Aesthetic Business Manager, Portfolio- Cleveland South, OH

Workout Portfolio Manager

RTL Portfolio Manager

Portfolio Manager

Portfolio Strategist

Senior Portfolio Advisor, WM

Key Family Wealth Investment Consultant, Manager

Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)

SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry

ServiceNow Strategic Portfolio Management (SPM) Consultant

Lead Service Officer (Commercial Construction Portfolio)

Portfolio Manager II or III - CRE

Wealth Investment & Portfolio Management Platforms Senior Manager

Key Private Bank WS Sr. Portfolio Manager

Vice President, Portfolio Management (Agribusiness)

Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)

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