Sr Portfolio Manager - Private Asset Management
TIAA, Pasadena, CA, United States
Overview
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
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
Notes 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 2026-04-27
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 (condensed) Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company fueled by world-class asset management.
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.
Our full EEO & Non-Discrimination statement is on our careers home page.
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. If you are a US applicant and desire a reasonable accommodation to complete a job application, please contact our Accessibility Support Team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
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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
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
Notes 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 2026-04-27
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 (condensed) Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company fueled by world-class asset management.
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.
Our full EEO & Non-Discrimination statement is on our careers home page.
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. If you are a US applicant and desire a reasonable accommodation to complete a job application, please contact our Accessibility Support Team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
#J-18808-Ljbffr