Description

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 client’s 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

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

FINRA Registrations

SRC Indicator: Series 65

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
8IC

Additional Information For PostingAdditional Information For Posting

PLEASE NOTE:  TIAA's 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.

Requirements

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