Client Portfolio Manager

Maple Capital Management; Alpharetta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Health insurance with 100% company-covered premium

401(k)

Job summary

A reputable investment management firm is seeking an experienced Client Portfolio Manager to manage portfolios and enhance client relationships at their Alpharetta, Georgia office. The ideal candidate will have over 10 years of investment management experience and a bachelor’s degree. Key responsibilities include business development and creating client-focused strategies in a dynamic and collaborative environment. Competitive salary and benefits are offered for qualified professionals.

Qualifications

• 10+ years of investment management experience.
• Strong relationship management skills with clients and advisor partners.
• Proven business development capabilities to create actionable relationships.
• Frequent travel - monthly expectations specified.

Responsibilities

• Manage and develop advisor partner relationships.
• Create investment strategies to win business.
• Facilitate client service requests efficiently.
• Lead special projects and contribute as a collaborative team member.
• Manage competing priorities and ensure timely completion of tasks.

Skills

Business development

Portfolio management

Relationship management

Investment strategies

Team collaboration

Education

Bachelor's degree from an accredited college or university

CFA or CFP designation (preferred)

Job description

Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise with a personalized approach. We are committed to cultivating a high-performing cohesive team both from our corporate headquarters in Montpelier Vermont, and our regional office in Alpharetta, Georgia.

Why Join Maple Capital

Opportunity to grow

• Flat organizational structure that encourages cross-functional collaboration and offers hands-on exposure to all areas of the business.
• Culture rooted in wellness, teamwork, and excellence, fostering both personal and professional growth, enterprising spirit is encouraged.
• Enthusiastic, client-focused team committed to continuous improvement and high standards of service.
• Ideal for professionals seeking challenges, growth, and meaningful impact in a dynamic investment environment.

Position Description

As a Client Portfolio Manager, you will work closely with our Investment and Client Service teams focusing on managing advisor partner & client relationships, managing client portfolios, and generating new business via existing and new sales channels. This is not a remote position, and candidate is expected to work out of our Alpharetta, Georgia office.

Duties and Responsibilities:

The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties, including:

• Business development, specifically creating new, actionable advisor partner relationships
• Develop investment/planning strategies to win business
• Frequent travel; at least monthly
• Relationship management with both advisor partners and direct clients
• Facilitating client service requests
• Special projects as needed
• A collaborative team player with a great sense of humor
• A propensity to follow through and ensure that tasks have been completed in a timely manner
• The ability to handle competing priorities with grace and composure
• A proclivity to serve advisor partners and clients
• 10+ years of investment management experience
• A bachelor’s degree from an accredited college or university
• A CFA or CFP designation (preferred)

In this position you are NOT someone who:

• Prefers work to flow to you smoothly
• Does not enjoy traveling for work
• Struggles working with different or conflicting personalities
• Gets easily distracted
• Is uncomfortable sharing mistakes

What is in it for you:

• Competitive salary and benefits based on industry standards and professional experience
• Benefits include health insurance with 100% company-covered premium and 401(k)

If you are interested in the position, please send a resume, cover letter, and salary requirements.

Maple Capital Management, Inc. is an Equal Opportunity Employer.