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.
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.
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
