TIAA
Portfolio Manager – Private Asset Management (Hanover, NH)
Role Overview The TIAA Private Asset Management Portfolio Manager is a senior client‑facing investment professional responsible for overseeing high‑net‑worth (HNW) client portfolios, delivering personalized advice, and ensuring compliant, high‑performance asset allocation.
Key Responsibilities
Build and manage investment portfolios based on market conditions, economic trends, and client objectives.
Recommend portfolio adjustments to grow clients’ net worth, using market and risk analysis.
Execute securities transactions and maintain investment strategies aligned with client goals.
Determine acceptable risk levels with clients considering time horizon, risk preferences, and market conditions.
Evaluate portfolio performance and ensure compliance with regulatory standards, including disclosure requirements, privacy laws, AML and anti‑fraud measures.
Maintain & update client relationships; provide market updates, research insights, and discuss portfolio performance.
Collaborate with the team on capital market knowledge, best practices, and investment models.
Support business development, client retention initiatives, and accurate audit & reporting records.
Additional Responsibilities
Obtain required licenses within 120 days of start date.
Qualifications Required
5+ years working directly with wealth‑management clients.
University degree (preferred).
Proficiency in portfolio management, client engagement, and compliance.
Preferred
7+ years of wealth‑management client experience.
CFA or CFP certification.
Additional market expertise and advanced investment analysis skills.
Licensing and Regulatory
FINRA Series 65 required.
Physical Requirements
Sedentary work environment.
Compensation Base salary range: $124,000 – $155,000 per year, plus incentive, benefits, and additional compensation per TIAA policy.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate 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 applicants disabilities, including phone (800) 842-2755 and email accessibility.support@tiaa.org.
EEO Statement The full EEO & Non‑Discrimination statement can be found on our careers home page.
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Role Overview The TIAA Private Asset Management Portfolio Manager is a senior client‑facing investment professional responsible for overseeing high‑net‑worth (HNW) client portfolios, delivering personalized advice, and ensuring compliant, high‑performance asset allocation.
Key Responsibilities
Build and manage investment portfolios based on market conditions, economic trends, and client objectives.
Recommend portfolio adjustments to grow clients’ net worth, using market and risk analysis.
Execute securities transactions and maintain investment strategies aligned with client goals.
Determine acceptable risk levels with clients considering time horizon, risk preferences, and market conditions.
Evaluate portfolio performance and ensure compliance with regulatory standards, including disclosure requirements, privacy laws, AML and anti‑fraud measures.
Maintain & update client relationships; provide market updates, research insights, and discuss portfolio performance.
Collaborate with the team on capital market knowledge, best practices, and investment models.
Support business development, client retention initiatives, and accurate audit & reporting records.
Additional Responsibilities
Obtain required licenses within 120 days of start date.
Qualifications Required
5+ years working directly with wealth‑management clients.
University degree (preferred).
Proficiency in portfolio management, client engagement, and compliance.
Preferred
7+ years of wealth‑management client experience.
CFA or CFP certification.
Additional market expertise and advanced investment analysis skills.
Licensing and Regulatory
FINRA Series 65 required.
Physical Requirements
Sedentary work environment.
Compensation Base salary range: $124,000 – $155,000 per year, plus incentive, benefits, and additional compensation per TIAA policy.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate 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 applicants disabilities, including phone (800) 842-2755 and email accessibility.support@tiaa.org.
EEO Statement The full EEO & Non‑Discrimination statement can be found on our careers home page.
#J-18808-Ljbffr