TIAA
Portfolio Manager - Private Asset Management
TIAA, California, Missouri, United States, 65018
Portfolio Manager – Private Asset Management
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net worth 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.
Key Responsibilities
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.
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
Education & Experience
University degree preferred
Work experience: 5+ Years Required; 7+ Years Preferred
FINRA Registrations
Series 65
Physical Requirements
Sedentary Work
Career Level 8IC
Compensation Base Pay Range: $124,000/yr - $155,000/yr
Anticipated Posting End Date: 2026-01-26
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.
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Key Responsibilities
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.
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
Education & Experience
University degree preferred
Work experience: 5+ Years Required; 7+ Years Preferred
FINRA Registrations
Series 65
Physical Requirements
Sedentary Work
Career Level 8IC
Compensation Base Pay Range: $124,000/yr - $155,000/yr
Anticipated Posting End Date: 2026-01-26
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.
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