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Portfolio Director Jobs in Riverside, CA (NOW HIRING)

Client Portfolio Manager

Irvine, CA ยท On-site

$120K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Perform other duties as deemed necessary or as directed. * Compliance with fiduciary standards and ...

Director, Portfolio Program Management (Device)

Irvine, CA ยท On-site

$160K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Director, Portfolio Program Management (PPM) will lead complex, high-impact programs within Aesthetics Medicine and serve as a key partner to the Asset Strategy Leader (ASL), asset strategy ...

Director, Portfolio Delivery & PMO

Irvine, CA ยท On-site

$227K/yr

The Director, Portfolio Delivery & PMO is responsible for the governance, operating model, and portfolio coordination required to scale Byte's revenue-impacting initiatives globally from approval ...

The Director, Portfolio Delivery & PMO is responsible for the governance, operating model, and portfolio coordination required to scale Byte's revenue-impacting initiatives globally from approval ...

Posted today

Showing results 21-40

Portfolio Director information

See Riverside, CA salary details

$54.8K

$152.4K

$257.7K

How much do portfolio director jobs pay per year?

As of Aug 17, 2026, the average yearly pay for portfolio director in Riverside, CA is $152,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $103,800.00 and $203,400.00 per year, depending on experience, location, and employer.

What is a portfolio director?

A Portfolio Director is a senior management professional responsible for overseeing a group of related projects or programs within an organization. Their main role is to ensure that these projects align with the company's strategic goals, optimize resource allocation, and deliver maximum value. Portfolio Directors often coordinate with project managers, stakeholders, and executives to prioritize initiatives, manage risks, and track overall performance. They play a key role in decision-making to balance competing demands and achieve business objectives across the portfolio.

How does a portfolio director typically collaborate with cross-functional teams to achieve project goals?

A Portfolio Director works closely with project managers, department heads, and executive leadership to align projects with organizational strategy. They facilitate communication between teams, prioritize initiatives based on business value, and resolve resource conflicts. Regular portfolio review meetings and status updates are common practices, ensuring that all stakeholders are informed and that projects progress smoothly toward shared objectives. This collaborative approach is key to managing risks and adapting to changing organizational needs.

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

To succeed as a Portfolio Director, you need strong strategic planning, financial analysis, and project management skills, usually supported by a relevant degree and experience managing multiple projects or investments. Familiarity with portfolio management software, financial modeling tools, and certifications like PMP or CFA can be highly beneficial. Leadership, negotiation, and effective communication are essential soft skills for guiding teams and stakeholders. These competencies ensure the successful alignment, execution, and optimization of projects or investments within organizational goals.

What is the difference between Portfolio Director vs Project Manager?

AspectPortfolio DirectorProject Manager
ResponsibilitiesOversees multiple projects and programs aligning with strategic goalsManages individual projects, ensuring timely delivery and scope management
CredentialsOften requires advanced degrees and certifications like PMP or PgMPTypically holds PMP or similar project management certifications
Work EnvironmentStrategic, executive-level, often in corporate or agency settingsOperational, team-focused, working directly on project execution
FocusPortfolio oversight, strategic alignment, resource allocationProject planning, execution, and delivery

The main difference between a Portfolio Director and a Project Manager lies in scope and focus. The Portfolio Director oversees multiple projects and aligns them with strategic business goals, while the Project Manager concentrates on managing individual projects to ensure successful completion. Both roles often require similar certifications, but their responsibilities and work environments differ significantly.

How do you become a portfolio director?

To become a portfolio director, candidates typically need extensive experience in project or program management, strong leadership skills, and a deep understanding of the industry or organization. Earning relevant certifications such as PMP or PgMP can enhance qualifications, and developing expertise in strategic planning and stakeholder management is essential. Progressing through roles like project manager or senior manager often leads to this executive position.

How much do portfolio directors make?

Portfolio directors typically earn between $100,000 and $200,000 annually, depending on experience, industry, and location. They often oversee multiple projects or investments and require strong leadership and strategic planning skills.

What are the most commonly searched types of Portfolio jobs in Riverside, CA?

The most popular types of Portfolio jobs in Riverside, CA are:

What are popular job titles related to Portfolio Director jobs in Riverside, CA?

For Portfolio Director jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Portfolio Director jobs in Riverside, CA look for?

The top searched job categories for Portfolio Director jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Portfolio Director jobs?

Cities near Riverside, CA with the most Portfolio Director job openings:

Infographic showing various Portfolio Director job openings in Riverside, CA as of August 2026, with employment types broken down into 2% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $152,436 per year, or $73.3 per hour.

Client Portfolio Manager

Cerity Partners

Irvine, CA โ€ข On-site

$120K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 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 CFPยฎ 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.