Client Portfolio Manager

Portfolio ManagerThe 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 ResponsibilitiesPortfolio construction and implementation tailored to individual client goals and risk profilesOngoing monitoring, rebalancing, and tax-loss harvestingInvestment research and due diligence across asset classesDeveloping and maintaining Investment Policy Statements (IPS)Performance reporting and client communication on portfolio resultsPerform other duties as deemed necessary or as directed.Compliance with fiduciary standards and firm policiesServe 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 policiesRequired CredentialsBachelor's degreeSeries 65Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree7-10+ years of industry experienceSkills & CompetenciesWorking 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 analysisStrong understanding of capital markets and portfolio risk managementMust accept and thrive in a fast-paced, changing environment.Tenacious about doing what is right for the client – always.Physical RequirementsProlonged periods sitting at a desk and working on a computer.Compensation Range$120,000 - $170,000Why Cerity PartnersOur 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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 Applicants must be authorized to work for any employer in the U.S.