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Allied Universal
Allied Universal

120 Allied Universal Client Portfolio Manager Jobs Hiring Near You

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 ...

Allied Universal

Assistant Portfolio Manager

Chicago, IL · On-site

$70K/yr

This Assistant Portfolio Manager will serve as an internal security operations expert and will ... Facilitating and provide in-depth client specific training to new on-site Allied Universal Managers

New

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking an Associate Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective ...

Allied Universal

Assistant Portfolio Manager

Chicago, IL · On-site

$70K/yr

This Assistant Portfolio Manager will serve as an internal security operations expert and will ... Facilitating and provide in-depth client specific training to new on-site Allied Universal Managers

New

Allied Universal

Assistant Portfolio Manager

Chicago, IL · On-site

$70K/yr

This Assistant Portfolio Manager will serve as an internal security operations expert and will ... Facilitating and provide in-depth client specific training to new on-site Allied Universal Managers

New

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking an Associate Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective ...

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 ...

Jobtailor

Client Portfolio Manager

Boston, MA · On-site

$120 - $160/hr

... a client-facing technical role such as marketing or product specialist (ideally) * Strong ... Ability to build and maintain positive relationships with portfolio management, research, and ...

Posted today

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Allied Universal Jobs Information

What is it like to work at Allied Universal?

Allied Universal is a security services company that values a culture of teamwork, integrity, and customer satisfaction, striving to create a positive and inclusive work environment for its employees.

The company operates with a decentralized structure, allowing regional offices to make decisions and adapt to local needs, while also providing opportunities for professional growth and development through training programs and career advancement opportunities.

Working at Allied Universal may appeal to individuals who value a dynamic and fast-paced work environment, opportunities for advancement, and the chance to make a positive impact in their communities through providing security services to a wide range of clients.

What makes Allied Universal an attractive place to work?

Allied Universal is a leading security and facility services company that provides a wide range of solutions to clients across various industries. The company offers a dynamic work environment that values innovation, collaboration, and teamwork, with opportunities for employees to grow professionally and develop new skills. By joining Allied Universal, individuals can contribute to the company's mission of providing exceptional security and facility services, while also advancing their careers and making a meaningful impact in their communities.

Do workers at Allied Universal get paid breaks?

Yes. Most people get paid breaks.
81% of people say they get paid breaks.
Based on data from 202 people who took the Breakroom Quiz between March 2026 and September 2026.

Does Allied Universal pay people when they’re sick?

No. Most people don’t get paid when they’re sick.
76% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 299 people who took the Breakroom Quiz between March 2026 and September 2026.

At Allied Universal, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
55% of people say they have to use vacation days when they’re out sick.
Based on data from 163 people who took the Breakroom Quiz between March 2026 and September 2026.

Are part-time workers able to get health insurance from Allied Universal?

Only some people who work part-time can get health insurance.
60% of people who work fewer than 30 hours a week say they can’t get health insurance
Based on data from 20 people who took the Breakroom Quiz between December 2024 and February 2025.

Do part-time workers get paid time off at Allied Universal?

Only some people who work part-time get paid time off.
54% of people who work part-time say they don’t get paid time off
Based on data from 65 people who took the Breakroom Quiz between August 2025 and August 2026.

Is the health insurance from Allied Universal affordable enough for their workers?

Most people say the health insurance costs are okay.
72% of people say the health insurance costs are okay
Based on data from 148 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people get paid time off at Allied Universal?

Some people get paid time off from work.
39% of people say they don’t get paid time off.
Based on data from 302 people who took the Breakroom Quiz between March 2026 and September 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 64% of people with changing schedules find out their shifts one week or less ahead of time.
  • 22% of people with changing schedules find out their shifts two weeks ahead of time.
  • 5% of people with changing schedules find out their shifts three weeks ahead of time.
  • 9% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 74 people who took the Breakroom Quiz between February 2026 and August 2026.

Do workers at Allied Universal worry about hours?

Some people worry about getting enough hours.
37% of people report they worry about getting enough hours.
Based on data from 76 people who took the Breakroom Quiz between March 2026 and August 2026.

Do Allied Universal workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
46% report that they don’t have enough control over which shifts they work.
Based on data from 68 people who took the Breakroom Quiz between March 2026 and August 2026.

How easy is it for Allied Universal workers to change shifts?

Some people find it hard to change shifts.
58% of people report that it’s hard to change shifts if they need to.
Based on data from 195 people who took the Breakroom Quiz between August 2025 and August 2026.

How easy is it to get time off at Allied Universal?

Some people find it hard to get time off.
46% of people report it’s hard to get time off.
Based on data from 248 people who took the Breakroom Quiz between March 2026 and September 2026.

Do Allied Universal managers change schedules at the last minute?

Some managers change people’s schedules at the last minute.
40% of people say their manager changes their shift schedule at the last minute.
Based on data from 72 people who took the Breakroom Quiz between March 2026 and August 2026.

Do jobs at Allied Universal spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
20% of people report that their job takes up time that they don’t get paid for.
Based on data from 70 people who took the Breakroom Quiz between March 2026 and August 2026.

How easy is it to take sick days at Allied Universal?

Some people find it hard to take sick days.
40% of people report that it’s hard to take time off if they are sick.
Based on data from 280 people who took the Breakroom Quiz between March 2026 and September 2026.

Is a Allied Universal job good for students?

Most students say this is a good place to work if you’re studying.
74% of students report this is a good place to work if you’re studying.
Based on data from 92 people who took the Breakroom Quiz between August 2025 and August 2026.

Is working at Allied Universal good if you’re a parent or caregiver?

Only some parents and caregivers say this is a good place to work.
49% of people who care for a child or other relative report this isn’t a good place to work.
Based on data from 78 people who took the Breakroom Quiz between March 2026 and August 2026.

Do people at Allied Universal feel treated with respect by their managers?

Most people feel treated with respect by their managers.
68% of people say they’re treated with respect by their managers.
Based on data from 289 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people at Allied Universal get to take their breaks without interruption?

Only some people get breaks without interruption.
45% of people report that their breaks get interrupted.
Based on data from 200 people who took the Breakroom Quiz between March 2026 and September 2026.

Is it stressful to work at Allied Universal?

Some people feel stressed here.
53% of people say they often feel stressed at work.
Based on data from 299 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people at Allied Universal enjoy their jobs?

Most people enjoy their job.
67% of people report they enjoy their job.
Based on data from 261 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people at Allied Universal recommend working with their team?

Only some people recommend working with their team.
58% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 125 people who took the Breakroom Quiz between June 2026 and September 2026.

Do people get enough training when they start at Allied Universal?

Some people didn’t get enough training when they started.
46% of people report they didn’t get enough training when they started working here.
Based on data from 306 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people get support to advance at Allied Universal?

Most people aren’t given support to advance their career here.
In the last year, 70% of people report not being given support to advance their career here.
Based on data from 280 people who took the Breakroom Quiz between March 2026 and September 2026.

Do people think Allied Universal’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
85% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 288 people who took the Breakroom Quiz between March 2026 and September 2026.

Do workers feel well informed about how Allied Universal is doing?

Most people don’t feel well informed about how the company is doing.
74% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 301 people who took the Breakroom Quiz between March 2026 and September 2026.

What other companies are hiring for Client Portfolio Manager jobs?

What are the most popular jobs at Allied Universal?

What are the most popular categories at Allied Universal?

Infographic showing various Client Portfolio Manager job openings at Allied Universal in the United States as of August 2026, with employment types broken down into 47% Full Time, 52% Part Time, and 1% Temporary. Highlights an 100% Physical job distribution.

Client Portfolio Manager

Cerity Partners

Irvine, CA • On-site

$120K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 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.

Apply