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Lead portfolio manager vs branch manager

The differences between lead portfolio managers and branch managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a lead portfolio manager and a branch manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $56,291 average annual salary of a branch manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for a branch manager are customer satisfaction, business development, and branch management.

Lead portfolio manager vs branch manager overview

Lead Portfolio ManagerBranch Manager
Yearly salary$131,603$56,291
Hourly rate$63.27$27.06
Growth rate17%17%
Number of jobs36,712333,883
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 65%
Average age4646
Years of experience88

What does a lead portfolio manager do?

A portfolio manager can be called a wealth manager responsible for developing and managing investment allocation for different clients. Their focus is on the critical aspect of investing money. Often, they work with individuals to assess and determine what strategy will be done for investment. They are the one who creates an investment package according to what the clients want. Also, this career provides security and protection for clients to ensure the return of investment.

What does a branch manager do?

Branch managers oversee the company's field office. This position is usually present in industries such as banking and food service. Branch managers are responsible for all aspects of the branch operations, including, but not limited to, finances, marketing, quality control, and human resources. They ensure that the goals of the branch are met in the most efficient way possible. They balance the needs of both the organization and the employees in the department. Branch managers are also expected to have a hand in training the employees to be useful members of the organization.

Lead portfolio manager vs branch manager salary

Lead portfolio managers and branch managers have different pay scales, as shown below.

Lead Portfolio ManagerBranch Manager
Average salary$131,603$56,291
Salary rangeBetween $83,000 And $207,000Between $39,000 And $80,000
Highest paying CitySan Francisco, CAOakland, CA
Highest paying stateAlaskaAlaska
Best paying companyDeutsche BankFNB
Best paying industryPharmaceuticalProfessional

Differences between lead portfolio manager and branch manager education

There are a few differences between a lead portfolio manager and a branch manager in terms of educational background:

Lead Portfolio ManagerBranch Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Lead portfolio manager vs branch manager demographics

Here are the differences between lead portfolio managers' and branch managers' demographics:

Lead Portfolio ManagerBranch Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 59.8% Female, 40.2%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.5% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%Black or African American, 8.0% Unknown, 4.1% Hispanic or Latino, 15.4% Asian, 7.8% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and branch manager duties and responsibilities

Lead portfolio manager example responsibilities.

  • Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
  • Push accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.
  • Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
  • Start a consistently profitable duration-neutral credit arbitrage portfolio invest in investment grade corporate bonds.

Branch manager example responsibilities.

  • Manage and coordinate a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations are met.
  • Warehouse operations plus office duties, A/P, A/R.
  • Support A/R, A/P, and provide data analyzation from 12 branches to assist with annual budgeting projections/forecasting.
  • Provide leadership for sales, customer service, operations, compliance, and ethics as branch manager of an in-store branch.
  • Educate staff in areas of bank secrecy, bank regulations, and internal audit policy.
  • Train agents and managers using office generate PowerPoint presentations, company flip charts and training videos.
  • Show more

Lead portfolio manager vs branch manager skills

Common lead portfolio manager skills
  • Project Management, 21%
  • Financial Models, 19%
  • Customer Satisfaction, 18%
  • ROI, 15%
  • Portfolio Management, 5%
  • Business Development, 3%
Common branch manager skills
  • Customer Satisfaction, 8%
  • Business Development, 7%
  • Branch Management, 5%
  • Human Resources, 5%
  • Financial Statements, 5%
  • Performance Management, 4%

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