Portfolio Manager - Private Asset Management

@ TIAA

Portfolio Manager - Private Asset Management at TIAA

The Portfolio Manager serves as a central point of contact for high net worth clients. The role focuses on portfolio oversight and personalized advice, ensuring tailored asset allocation and risk management strategies.

Key Responsibilities

• Build and adjust investment portfolios based on market trends.
• Maintain accurate records for audits and client reporting.
• Recommend portfolio adjustments and manage securities transactions.
• Determine risk levels in coordination with client preferences.
• Ensure compliance with regulatory requirements and audit standards.
• Maintain and foster client relationships through regular updates.
• Support business development and client retention initiatives.
• Contribute to investment models and allocation frameworks.

Additional Responsibilities & Requirements

Obtain all required licenses within 120 days from start date. A minimum of 5+ years experience working directly with wealth management clients is required, with a preference for 7+ years. FINRA Series 65 is required, and professional certifications like CFA or CFP are preferred.

Company Overview & Culture

TIAA is a market-leading retirement company with over 100 years of experience. They emphasize a collaborative in-office environment, continuous learning, and a mission to secure a financial future for their clients. TIAA offers a comprehensive total rewards package and supports equal opportunity employment.

Key skills/competency

Investment Management, Portfolio Oversight, Wealth Management, Client Engagement, Risk Analysis, Compliance, Asset Allocation, Market Trends, Financial Reporting, Business Development