Portfolio Manager
Cerity Partners LLC, Indianapolis, IN, United States
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* Bachelor’s degree* Series 65* Completion of CFP(R) 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:** Health, dental, and vision insurance – day 1! Financial assistance for advanced education and professional designationsCommuter benefits Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
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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* Bachelor’s degree* Series 65* Completion of CFP(R) 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:** Health, dental, and vision insurance – day 1! Financial assistance for advanced education and professional designationsCommuter benefits Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
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