{"id":989346,"url":"https://alion.io/job/cerity-partners-client-portfolio-manager","title":"Investment Manager","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":3,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":39,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Management","role_family":"Management","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Irvine, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":170000,"currency":"USD","period":"year","gross":null,"usd_annual":170000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-07-30T00:00:00Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-22T05:41:42Z","board_verified":true,"closed_at":null,"days_open":84,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":84},"description":"The Investment / Client 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.\nThe Investment / Client 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\nPrimary Responsibilities:\nPortfolio construction and implementation tailored to individual client goals and risk profiles\nOngoing monitoring, rebalancing, and tax-loss harvesting\nInvestment research and due diligence across asset classes\nDeveloping and maintaining Investment Policy Statements (IPS)\nPerformance reporting and client communication on portfolio results\nPerform other duties as deemed necessary or as directed.\nCompliance with fiduciary standards and firm policies\nServe as a secondary advisor for selected clients as needed.\nOnboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.\nActively participate in prospect presentations and guide new clients through the onboarding process.\nIdentify cross-department solutions for client needs and able to speak generally of other service offerings.\nInvolvement in company committees and/or firm-wide initiatives.\nPerform other duties as deemed necessary or as directed.\nCompliance with fiduciary standards and firm policies\nRequired Credentials:\nBachelor’s degree\nSeries 65\nCompletion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree\n7-10+ years of industry experience\nSkills & Competencies:\nWorking knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.\nStrong 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.\nExperience with portfolio construction, asset allocation, and investment analysis\nStrong understanding of capital markets and portfolio risk management\nMust accept and thrive in a fast-paced, changing environment.\nTenacious about doing what is right for the client - always.\nPhysical Requirements:\nProlonged periods sitting at a desk and working on a computer. \nCompensation Range:\n$120,000 - $170,000\nWhy Cerity Partners:\nOur 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:\nHealth, dental, and vision insurance - day 1! \n401(k) savings and investment plan options with 4% match \nFlexible PTO policy \nParental Leave \nFinancial assistance for advanced education and professional designations \nOpportunity to give back time to local communities \nCommuter benefits \nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":4505,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Artificial Intelligence","Health Care","Wealth Management & Financial Advisors","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-09-17T01:26:19Z"}],"visa":[],"liveness":{"score":18,"band":"cold","label":"Long shot","p_open":1,"p_active":0.65,"p_room":0.28,"age_days":84,"expected_fill_days":39,"reasons":["conf:0","velocity","win:tail","crowd:"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":170000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-client-portfolio-manager","json_url":"https://alion.io/job/cerity-partners-client-portfolio-manager.json","meta":{"generated_at":"2026-10-22T19:23:22Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2644,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-client-portfolio-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-client-portfolio-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-client-portfolio-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-client-portfolio-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-client-portfolio-manager"}]}