Portfolio Manager

Cerity Partners•Indianapolis, IN

21h•Onsite

About The Position

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.

Requirements

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
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.

Nice To Haves

Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.

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.