Sr Portfolio Manager - Private Asset Management
Sr Portfolio Manager - Private Asset Management
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Salary Not Disclosed
1 Vacancy
Job Description
The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships bringing a deep understanding of financial markets and a tailored approach to investment this role strategic thinking and trust-building with clients are central along with mentoring junior talent and shaping broader investment approaches. The position blends relationship leadership portfolio oversight and firm-wide collaboration.
Key Responsibilities and Duties
Lead investment management for high-value client relationships with sophisticated needs.
Create and adjust asset allocation strategies to align with evolving client goals.
Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
Mentor Associate and Portfolio Managers to elevate team capabilities.
Contribute to team investment philosophy and tactical allocation decisions.
Collaborate with legal tax and planning experts to deliver holistic solutions.
Serve as a subject matter expert in client meetings and internal strategy sessions.
Identify risks and opportunities across portfolios and macroeconomic trends.
Support growth of the Private Asset Management business through referrals and insights.
Ensure operational accuracy compliance and high-touch client servicing.
Additional Responsibilities
- All licenses must be obtained within 120 days from start date.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5 Years Required; 7 Years Preferred
FINRA Registrations
- SRC Indicator: Series 65
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9IC
PLEASE NOTE: TIAAs Sr Portfolio Manager - Private Asset Management is an individual client-facing investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
Required Qualifications:
5 years complex direct portfolio management experience with individual clients
Preferred Qualifications:
7 10 years complex direct portfolio management experience with individual clients
Bachelors degree
CFA or CFP certification
Previous experience with various trading platforms
Previous experience with investment research platforms
Deep understanding of investment acumen
Strong proficiency and deep demonstrated background in client relationship building skill set
#LI-KD2
Related SkillsChange Management Client Financial Planning Client Relationship Management Communication Data Analysis Due Diligence Executive Presence Financial Acumen Investment Reporting Oversight Portfolio Management Resourcefulness TaxAnticipated Posting End Date:
Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Manager
Employment Type
Full-Time
