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Portfolio Onboarding Manager Jobs in Riverside, CA

Ceritypartners

Client Portfolio Manager

Irvine, CA

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Actively participate in prospect presentations and guide new clients through the onboarding process.

Cerity Partners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Actively participate in prospect presentations and guide new clients through the onboarding process.

Schindler Group

Territory Portfolio Manager

Irvine, CA · On-site

$142K - $178K/yr

This role facilitates Territory and Corporate portfolio growth initiatives and supports recruiting, onboarding, training, sales planning, campaigns, and performance management. This position also ...

Adecco

SCS Portfolio Accounting Analyst

Santa Ana, CA · On-site

$33.33/hr

Responsibilities include cash management, preparation of tickets, and timely investment of funds ... Dedicated Onboarding Specialist & Recruiter * Access to Adecco's Aspire Academy with thousands of ...

Adecco

SCS Portfolio Accounting Analyst

Santa Ana, CA

$33.33/hr

Responsibilities include cash management, preparation of tickets, and timely investment of funds ... Dedicated Onboarding Specialist & Recruiter * Access to Adecco's Aspire Academy with thousands of ...

C. H. Robinson

Associate Portfolio Executive

Orange, CA · On-site

$19.23 - $38.47/hr

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Supported by structured onboarding, coaching, and recognition for results, you will have a clear ...

C. H. Robinson

Associate Portfolio Executive

Orange, CA

$19.23 - $38.47/hr

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Supported by structured onboarding, coaching, and recognition for results, you will have a clear ...

Redwitz Inc

Human Resources Manager

Irvine, CA · Hybrid

$113K - $158K/yr

HR Administration & Implementation (25%) Manage and provide oversight to key HR daily functions within the portfolio, including recruiting/onboarding/offboarding, employee/labor relations, health ...

Redwitz Inc.

Human Resources Manager

Irvine, CA · On-site

$113K - $158K/yr

HR Administration & Implementation (25%) · Manage and provide oversight to key HR daily functions within the portfolio, including recruiting/onboarding/offboarding, employee/labor relations, health ...

Redwitz, Inc

Human Resources Manager

Irvine, CA · On-site

$113K - $158K/yr

HR Administration & Implementation (25%) • Manage and provide oversight to key HR daily functions within the portfolio, including recruiting/onboarding/offboarding, employee/labor relations, health ...

AllSTEM Connections

Marketing Analsyt/Manager

Chino, CA · On-site

$77K/yr

Marketing Analyst/Manager Location: Remote Duration: 08 months straight contract Payrate: $37/hr ... portfolio • Required onboarding period followed by rapid ramp to full ownership • High ...

Guardian Tax

Case Manager

Irvine, CA · On-site

$22 - $24/hr

Manage a portfolio of client cases from onboarding through completion * Provide consistent communication, updates, and high-quality client support * Partner with enrolled agents and compliance teams ...

Guardian Tax

Case Manager

Irvine, CA · On-site

$22 - $24/hr

Manage a portfolio of client cases from onboarding through completion * Provide consistent communication, updates, and high-quality client support * Partner with enrolled agents and compliance teams ...

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All JobsPortfolio Onboarding JobsPortfolio Onboarding Manager JobsPortfolio Onboarding Manager Jobs in Riverside, CA

Portfolio Onboarding Manager information

See Riverside, CA salary details

$38.6K

$104.8K

$195.6K

How much do portfolio onboarding manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for portfolio onboarding manager in Riverside, CA is $104,805.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $135,600.00 per year, depending on experience, location, and employer.

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

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

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Portfolio Onboarding Manager jobs near you
Infographic showing various Portfolio Onboarding Manager job openings in Riverside, CA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $104,805 per year, or $50.4 per hour.

Client Portfolio Manager

Ceritypartners

Irvine, CA

$120K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 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:

  • Prolongedperiodssitting at a desk and working on a computer.

Compensation Range:

$120,000 - $170,000


WhyCerityPartners:

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

  • Financialassistancefor 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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