[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Citizens Financial Group jobs](https://jobs.opennash.com/companies/citizens-financial-group/) · [Search jobs](/search/) Citizens Financial Group · United States # Private Wealth Portfolio Manager United States Manager or lead $100,000.00 - $126,000.00 per year Finance & Accounting Listed on Citizens Financial Group’s official careers site. Posted October 5, 2026. Check that it is still open and apply there. [Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49515) [OpenNash Jobs](https://jobs.opennash.com/) / [Citizens Financial Group](https://jobs.opennash.com/companies/citizens-financial-group/) / Private Wealth Portfolio Manager ## Job description The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios are met. This is a middle office, nonclient facing position, responsible for managing the day/day strategies, objectives, risk/return and liquidity needs for the client. In addition to managing client portfolios, the role will have responsibility for assigning benchmarks, targets and composite recon for our client portfolios. Quarterly, semiannual, or annual rebalancing, annual regulatory account reviews and tracking errors to benchmarks and account performance to asset allocation grids will be key measures of portfolio manager performance. Primary responsibilities include Rebalance accounts according to the client’s investment policy statement, with guidance of the asset allocation strategy team. Work directly with Investment Managers and Bankers to invest client portfolios according to the Investment Policy Statement, and to meet client risk/return objective. Responsible for initial funding and investment of accounts, annual account reviews, Reg 9’s, initial account reviews, concentrated assets, divestiture plans. Deep understanding of client relationships to develop investment plans for accounts to align closer with firm strategy within client expectations. Review and resolve exception reporting related to asset allocation, nonapproved assets, and performance exceptions. Assigning and monitoring benchmarks, targets, and tracking error relative to asset allocation models. Assist with reporting for the team and assign client specific targets, benchmarks, and perform monthly composite recon. Qualifications, Education, Certifications and/or Other Professional Credentials 3-5+ years of experience in portfolio management, investment operations, or asset management within a Private Bank, Wealth Management, or Institutional investment environment. Demonstrated experience managing high‑net‑worth and/or institutional portfolios, including asset allocation implementation, rebalancing, and liquidity management. Strong working knowledge of Investment Policy Statements (IPS) and experience managing portfolios in accordance with defined risk/return objectives. Hands-on experience with account funding, rebalancing, benchmark assignment, performance monitoring, and composite reconciliation. Solid understanding of Reg 9 requirements, annual regulatory account reviews, and compliance standards applicable to fiduciary or PB Trust accounts. Ability to analyze and resolve exception reporting, including asset allocation variances, non‑approved assets, and performance deviations. Proven ability to collaborate effectively with Investment Managers, Bankers, and internal partners to execute portfolio strategies. High attention to detail with strong organizational skills to manage multiple portfolios, deadlines, and reporting requirements simultaneously. ### Tech Savvy Proficiency with portfolio management systems, performance reporting tools, and Microsoft Excel. Bachelors degree in Finance, Business Administration, or a related discipline. Professional designations such as CFA (or progress toward CFA), CAIA, or CFP (preferred) Strong Attention to detail - Excellent communication skills Strong quantitative and analytical skills with the ability to interpret portfolio performance and risk metrics. Demonstrated experience working on team-level reporting and operational process improvements. ### Hours & Work Schedule Hours per Week 40 Work Schedule: M-F 4 day in office requirement/WFH 1 day Pay Transparency The salary range for this position is $100,000.00 - $126,000.00 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit [https://jobs.citizensbank.com/benefits](https://jobs.citizensbank.com/benefits). ## At a glance - Posted by the employer: Oct 5, 2026 - First seen by OpenNash: Oct 10, 2026 - Last checked: Oct 18, 2026 - Listed for: 13 days - Location: United States - Pay: $100,000.00 - $126,000.00 per year[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49515) ## More jobs at Citizens Financial Group ### [Business Banking Relationship Manager I](https://jobs.opennash.com/companies/citizens-financial-group/jobs/08b42e29de067210013a/) United States ## Similar jobs at other companies ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/39c1325bd96e109ee8ab/) Goldman Sachs Group · United States ### [Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/5e72779d57b507516b62/) Goldman Sachs Group · United States ### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/fb157902cb4e21fd3231/) Huntington Bank · Columbus, OH ### [Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/5a9e636a87e192cde6ee/) JPMorganChase · New York, NY, United States ### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/8c3cad7761a1fb2dafd3/) Huntington Bank · Grand Rapids, MI OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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