Portfolio Manager (Philadelphia, PA) Private Asset Management
Portfolio Manager (Philadelphia, PA) Private Asset Management
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1 Vacancy
Job Description
The Portfolio Manager Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight regular engagement with clients and thoughtful implementation of asset allocation strategies.
Key Responsibilities and Duties
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- Recommends portfolio adjustments to grow clients net worth based on industry trends identified through market and risk analysis.
- Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
- Determines acceptable risk levels with clients based on time frames risk preferences return expectations and market conditions.
- Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures privacy laws anti-money laundering requirements and anti-fraud measures.
- Maintains new and existing client relationships including informing clients of market conditions updating them on investment research and economic trends and meeting with them to discuss their portfolio performance and investment objectives.
- Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
- Provides input into investment models and allocation frameworks.
- Supports business development and client retention initiatives.
- All licenses must be obtained within 120 days from start date.
- University (Degree) Preferred
- 5 Years Required; 7 Years Preferred
- SRC Indicator: Series 65
- Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications:
- 5 years working directly with wealth management clients
Preferred Qualifications:
- 7 years working directly with wealth management clients
- CFA CFP Certification
PLEASE NOTE: TIAAs 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.
Related SkillsChange Management Client Financial Planning Client Relationship Management Communication Data Analysis Due Diligence Executive Presence Financial Acumen Investment Reporting Oversight Portfolio Management Resourcefulness Tax
Anticipated Posting End Date:
Base Pay Range: $124000/yr - $155000/yrActual 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
