Portfolio Manager – Private Asset Management

About the Opportunity

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.

Responsibilities

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• Recommends portfolio adjustments based on industry trends identified through market and risk analysis.
• Executes securities transactions in client portfolios to maintain a specific investment strategy.
• Evaluates the performance of investment portfolios and ensures compliance with regulatory standards.
• Maintains and informs team of updated knowledge of capital markets and investment management industry.

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

Benefits

• Superior retirement program
• 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 we're a market-leading retirement company fueled by world-class asset management.

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.

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.