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Client Portfolio Manager Jobs in California (NOW HIRING)

Cerity Partners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

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 ...

Ceritypartners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

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 ...

Pacific Rim Capital

Portfolio Manager

Irvine, CA · On-site

$30 - $35/hr

Client Engagement: Serve as the primary point of contact post-lease commencement, with focused ... Portfolio Management: Proactively evaluate client portfolios to identify renewal opportunities ...

West Coast Community Bank

Loan Portfolio Manager

Salinas, CA · On-site

$75K - $125K/yr

Travel to client offices and other sites is required. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing ...

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Client Portfolio Manager information

See California salary details

$36K

$99.2K

$190.5K

How much do client portfolio manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client portfolio manager in California is $99,206.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $119,900.00 per year, depending on experience, location, and employer.

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

Are client portfolio managers paid well?

Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.

How much do client portfolio managers get paid?

Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
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What job categories do people searching Client Portfolio Manager jobs in California look for?

The top searched job categories for Client Portfolio Manager jobs in California are:

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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $99,206 per year, or $47.7 per hour.

Client Portfolio Manager

Cerity Partners

Irvine, CA • On-site

$120K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

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:
  • Prolonged periods sitting at a desk and working on a computer.

Compensation Range:
$120,000 - $170,000
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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