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:
Prolonged periods sitting at a desk and working on a computer.
Compensation Range:
$120,000 - $170,000
Why Cerity Partners:
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
Financial assistance for 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Cerity Partners Irvine, California, USA Office
18881 Von Karman Avenue, Suite 950, Irvine, United States, 92612
Cerity Partners Los Angeles, California, USA Office
10250 Constellation Blvd #2900, Los Angeles, United States, 90067
Cerity Partners Pasadena, California, USA Office
301 East Colorado Blvd., Suite 830, Pasadena, United States, 91101
Cerity Partners Santa Barbara, California, USA Office
1435 Anacapa Street, Santa Barbara, United States, 93101
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