Client Portfolio Manager

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. Primary Responsibilities Lead asset allocation decisions, manager selection, and security oversight across client portfolios. Partner closely with financial advisors, client service teams, and senior leadership to support client acquisition, retention, and customized investment solutions. Drive investment process improvements for the team and contribute to firm‑wide initiatives, including research, model development, and thought leadership. 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. Develop and maintain Investment Policy Statements (IPS). Performance reporting and client communication on portfolio results. Perform other duties as deemed necessary or as directed. Ensure 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 be familiar with other service offerings. Participate in company committees and/or firm‑wide initiatives. Required Credentials Bachelor’s degree. Series 65 license. 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. 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. Ability to thrive in a fast‑paced, changing environment. Commitment to 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. Benefits 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 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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. #J-18808-Ljbffr