Sr Portfolio Manager - Private Asset Management
TIAA, Bellevue, WA, United States
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 PLEASE NOTE: TIAA's Sr 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. Required Qualifications
5 years complex, direct portfolio management experience with individual clients Preferred Qualifications
7 – 10 years complex, direct portfolio management experience with individual clients Bachelors degree CFA or CFP certification Previous experience with various trading platforms Previous experience with investment research platforms Deep understanding of investment acumen Strong proficiency and deep demonstrated background in client relationship building skill set 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 Anticipated Posting End Date: 2026-04-20 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). 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.
#J-18808-Ljbffr
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 PLEASE NOTE: TIAA's Sr 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. Required Qualifications
5 years complex, direct portfolio management experience with individual clients Preferred Qualifications
7 – 10 years complex, direct portfolio management experience with individual clients Bachelors degree CFA or CFP certification Previous experience with various trading platforms Previous experience with investment research platforms Deep understanding of investment acumen Strong proficiency and deep demonstrated background in client relationship building skill set 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 Anticipated Posting End Date: 2026-04-20 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). 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.
#J-18808-Ljbffr