Teachers Insurance and Annuity Association of America
Senior Portfolio Manager, Private Asset Management (Atlanta, GA)
Teachers Insurance and Annuity Association of America, Atlanta, Georgia, United States, 30383
Sr. Portfolio Manager, Private Asset Management
The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust‑building with clients, mentoring talent, and shaping broader investment approaches.
Key Responsibilities and Duties
Lead investment management for high‑value client relationships with sophisticated needs.
Ensure operational accuracy, compliance, and high‑touch client servicing.
Create and adjust asset allocation strategies to align with evolving client goals.
Conduct in‑depth portfolio reviews and guide long‑term wealth planning conversations.
Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
Contribute to team investment philosophy and tactical allocation decisions.
Collaborate with legal, tax, and planning experts to deliver holistic solutions.
Serve as a subject matter expert in client meetings and internal strategy sessions.
Identify risks and opportunities across portfolios and macroeconomic trends.
Support growth of the Private Asset Management business through referrals and insights.
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 9IC
Required Qualifications
5+ years working directly with wealth management clients
Preferred Qualifications
7+ years working directly with wealth management clients
CFA, CFP Certification
Location This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. Target location for this opportunity is Atlanta, GA.
Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
Salary and Compensation Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).
Company Overview 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. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and the generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.
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.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
#J-18808-Ljbffr
Key Responsibilities and Duties
Lead investment management for high‑value client relationships with sophisticated needs.
Ensure operational accuracy, compliance, and high‑touch client servicing.
Create and adjust asset allocation strategies to align with evolving client goals.
Conduct in‑depth portfolio reviews and guide long‑term wealth planning conversations.
Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
Contribute to team investment philosophy and tactical allocation decisions.
Collaborate with legal, tax, and planning experts to deliver holistic solutions.
Serve as a subject matter expert in client meetings and internal strategy sessions.
Identify risks and opportunities across portfolios and macroeconomic trends.
Support growth of the Private Asset Management business through referrals and insights.
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 9IC
Required Qualifications
5+ years working directly with wealth management clients
Preferred Qualifications
7+ years working directly with wealth management clients
CFA, CFP Certification
Location This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. Target location for this opportunity is Atlanta, GA.
Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
Salary and Compensation Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).
Company Overview 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. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and the generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.
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.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
#J-18808-Ljbffr