TIAA
Sr Portfolio Manager - Private Asset Management
TIAA, San Francisco, California, United States, 94199
Overview
Sr Portfolio Manager - Private Asset Management
role at
TIAA
focuses on leading the delivery of investment strategies for complex client relationships, with a deep understanding of financial markets and a tailored approach to investment management. In this role, strategic thinking and trust-building with clients are central, along with mentoring junior talent and shaping broader investment approaches. The position blends relationship leadership, portfolio oversight, and firm-wide collaboration.
Base pay range $146,000.00/yr - $204,000.00/yr
Responsibilities
Lead investment management for high-value client relationships with sophisticated needs.
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 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.
Ensure operational accuracy, compliance, and high-touch client servicing.
Other 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
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
Bachelor’s 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
Anticipated Posting End Date 2025-09-06
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
Equal Opportunity and Accessibility 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. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755; Email: accessibility.support@tiaa.org
Privacy Notices: For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
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role at
TIAA
focuses on leading the delivery of investment strategies for complex client relationships, with a deep understanding of financial markets and a tailored approach to investment management. In this role, strategic thinking and trust-building with clients are central, along with mentoring junior talent and shaping broader investment approaches. The position blends relationship leadership, portfolio oversight, and firm-wide collaboration.
Base pay range $146,000.00/yr - $204,000.00/yr
Responsibilities
Lead investment management for high-value client relationships with sophisticated needs.
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 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.
Ensure operational accuracy, compliance, and high-touch client servicing.
Other 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
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
Bachelor’s 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
Anticipated Posting End Date 2025-09-06
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
Equal Opportunity and Accessibility 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. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755; Email: accessibility.support@tiaa.org
Privacy Notices: For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
#J-18808-Ljbffr