Portfolio Manager Private Asset Management

Portfolio Manager

The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients 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. It requires strong market knowledge client-facing confidence and the ability to manage portfolios that align with complex financial goals.

Key Responsibilities and Duties

Builds successful investment portfolios informed by market conditions and economic trends.

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.

Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.

Maintain accurate records and documentation for audits and client reporting.

Additional Responsibilities

• All licenses must be obtained within 120 days from start date.

Educational Requirements

Work Experience

FINRA Registrations

Physical Requirements

Career Level

8IC

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.

Required Qualifications :

5 years working directly with wealth management clients

Preferred Qualifications :

7 years working directly with wealth management clients

CFA CFP Certification

University Degree

#LI-KD2

Related Skills

Change 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 / yr

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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values : Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can 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 :

Email :

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace.

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

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1