Client Portfolio Manager

Cerity Partners; Irvine (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Portfolio Manager to lead investment strategy and team collaboration, delivering risk-adjusted returns aligned with client goals. You will manage asset allocation, oversight of managers, and security selection while partnering with advisors and leadership to drive client growth and retention.

The role emphasizes hands-on portfolio management, IPS development, ongoing governance, and clear communication of strategy and results to clients and internal stakeholders.

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• CFP® or CFA designation (CPA, JD, CHFC or other) preferred.
• 7-10+ years of industry experience required.
• Experience with portfolio construction and asset allocation.
• Strong communication and leadership skills.

Responsibilities

• Portfolio construction and implementation tailored to client goals and risk profiles.
• Ongoing monitoring, rebalancing, and tax-loss harvesting.
• Investment research and due diligence across asset classes.
• Developing and maintaining Investment Policy Statements (IPS).
• Performance reporting and client communication on portfolio results.
• Onboard new client relationships and support new business development.
• Ensure fiduciary compliance and contribute to firm governance.

Skills

Portfolio construction

Asset allocation

Investment analysis

Capital markets

Communication

Leadership

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Education

Bachelor’s degree

Series 65

CFP® or CFA designation (CPA, JD, CHFC or other)

7-10+ years of industry experience

Tools

EMoney

Portfolio software

Job description

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.

The Portfolio Manager will lead asset allocation decisions, manager selection, and security oversight across client portfolios, while ensuring adherence to regulatory requirements and internal governance standards. In addition, the role partners closely with financial advisors, client service teams, and senior leadership to support client acquisition, retention, and customized investment solutions. This individual is responsible for driving investment process improvements for the team, and contributing to firm-wide initiatives, including research, model development, and thought leadership. Success in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders

Primary Responsibilities:

• Portfolio construction and implementation tailored to individual client goals and risk profiles
• Ongoing monitoring, rebalancing, and tax-loss harvesting
• Investment research and due diligence across asset classes
• Developing and maintaining Investment Policy Statements (IPS)
• Performance reporting and client communication on portfolio results
• Perform other duties as deemed necessary or as directed.
• Compliance with fiduciary standards and firm policies
• Serve as a secondary advisor for selected clients as needed.
• Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
• Actively participate in prospect presentations and guide new clients through the onboarding process.
• Identify cross-department solutions for client needs and able to speak generally of other service offerings.
• Involvement in company committees and/or firm-wide initiatives.
• Perform other duties as deemed necessary or as directed.
• Compliance with fiduciary standards and firm policies

Required Credentials:

• Bachelor’s degree
• Series 65
• Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
• 7-10+ years of industry experience

Skills & Competencies:

• Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
• Experience with portfolio construction, asset allocation, and investment analysis
• Strong understanding of capital markets and portfolio risk management
• Must accept and thrive in a fast-paced, changing environment.
• Tenacious about doing what is right for the client – always.

Physical Requirements:

• Prolongedperiodssitting at a desk and working on a computer.

Compensation Range:

$120,000 - $170,000

WhyCerityPartners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financialassistancefor advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.