Portfolio Manager – Private Asset Management

About the Opportunity

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Nuveen. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice.

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.

Responsibilities

• Build successful investment portfolios informed by market conditions and economic trends.
• Recommend portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
• Execute securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
• Determine acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
• Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations.
• Maintain and inform team of updated knowledge of capital markets and the investment management industry.
• Provide input into investment models and allocation frameworks.
• Support business development and client retention initiatives.

About You

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

Eligibility

University (Degree) Preferred

Work Experience: 5+ Years Required; 7+ Years Preferred

FINRA Registrations: SRC Indicator: Series 65

Physical Requirements: Sedentary Work

Career Level: 8IC

Benefits

• Base Pay Range: $124,000/yr - $155,000/yr
• Superior retirement program
• Highly competitive health, wellness, and work-life offerings

About Company

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. Weʼre fighting harder than ever before for our clients and the many Americans who need us.