Client Portfolio Manager
Chicago Full-time Manager Investment & Corporate Development
At a glance
Manager-level Investment & Corporate Development role at Advyzon. Chicago · full-time · $125,000 base.
SalaryStated by Advyzon
$125,000
Base salary for this role, in USD per year, as published in the posting.
This role, from AdvyzonOur estimate for the market: $91,250–$172,500Median $126,150
Below the market median of $126,150 for mid-level investment & corporate development roles in Chicago.
Worked out from 34 postings that stated pay, median $126,150. Last updated Oct 19, 2026.
RoleInvestment & Corporate Development
SeniorityManager
LocationChicago
EmploymentFull-time
Base pay$125,000
PostedAug 21, 2026 · 2mo ago
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Help advisory firms move client accounts onto AIM and map existing books to suitable investment options
- Work with advisors on individual account allocations, investment manager choices and client proposals
- Guide advisors through tax-aware account implementation and ongoing portfolio changes
- Explain AIM’s investment strategies and third-party options to advisors, colleagues and other stakeholders
- Share strategist knowledge with the team and help improve AIM tools and advisor-facing materials
What you bring
- A bachelor’s degree and at least seven years of investment experience
- Experience communicating with financial advisors and knowledge of markets, asset allocation, manager selection and portfolio construction
- Strong written and verbal communication, analytical skills, and comfort explaining quantitative concepts
- Proficiency with Excel and PowerPoint
Who this fits
This manager-level role suits someone who can guide advisors through portfolio transitions and explain investment choices clearly. You’ll work across investment, business development, operations and development teams, reporting to the Head of Client Portfolio Management. CFA or CFP credentials are preferred.
From the employer
The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.
The Role: AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.
Responsibilities
Requirements
$125k, 30% bonus
The Role: AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.
Responsibilities
- Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
- Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
- Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
- Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
- Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
- Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
- Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
- Assist advisors in tax-optimization during account implementation and beyond
- Communicate effectively with investment team, business development team, operations team, and development team
- Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
- Report to Head of Client Portfolio Management
- Take additional direction from Senior Client Portfolio Managers
Requirements
- Bachelor’s degree
- 7+ years of investment experience
- CFA or CFP certifications preferred
- Prior experience communicating with financial advisors
- Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
- Comfort learning and communicating quantitative concepts
- Excellent communication skills, both written and verbal
- Proficient in Excel and PowerPoint
- A focused, dedicated, and entrepreneurial personality
- Strong analytical and relationship-building skills
- Ability to work under pressure
- Robust time management and organization skills
- Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
$125k, 30% bonus