Sr Portfolio Manager - Private Asset Management

Private Asset Management Senior Portfolio Manager

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 management. In 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

Educational Requirements

Work Experience

FINRA Registrations

Physical Requirements

Career Level

Required Qualifications :

Preferred Qualifications :