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$120k–$170k/yr
Full-time
bachelor degree, professional certificate
Health insurance, Dental insurance, Vision insurance, 401(k) savings and investment plan, Flexible PTO policy, Parental leave
Posted 44d ago
~40 hrs/week
Responsibilities
The Portfolio Manager oversees investment strategy, portfolio construction, and performance management for a dedicated client segment. They lead asset allocation decisions, conduct investment research, and partner with financial advisors to deliver customized investment solutions.
Requirements
Candidates must hold a bachelor's degree and possess 7-10+ years of industry experience. Required credentials include the Series 65 license and a professional designation such as CFP or CFA.
Full 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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/.
Offices: 99 Park Ave, New York, NY 10022, US · 40701 Woodward Ave, Bloomfield Hills, MI 48304, US · 50 Public Sq, Suite 2700, Cleveland, OH 44113, US · 227 W Monroe St, Chicago, IL 60606, US · 18881 Von Karman Ave, Irvine, CA 92612, US
Based on 497 listings with disclosed salaries, most consulting jobs in Irvine, CA pay between $70k–$190k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Irvine, CA right now?
There are currently 612 open consulting positions in Irvine, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Irvine, CA?
Companies currently hiring include Directive, Langan Engineering & Environmental Services, RSM US LLP, Allergan, Ingram Micro, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Irvine, CA?
Yes — 294 of the 612 open consulting positions offer remote or hybrid work (75 remote, 219 hybrid).
How do I apply for Consulting jobs in Irvine, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.