TIAA
Sr Portfolio Manager - Private Asset Management
TIAA, Walnut Creek, California, United States, 94598
Overview
Join to apply for the
Sr Portfolio Manager - Private Asset Management
role at
TIAA . The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing 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. NOTE: This is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
Responsibilities and Duties
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.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Education
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: Series 65
Physical Requirements
Sedentary Work
Career Level
Mid-Senior level
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 demonstrated background in client relationship building
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 2025-10-27
Compensation Base Pay Range: $146,000/yr - $204,000/yr. Actual base salary may vary based on experience, time in role, internal peers’ base salaries, performance, and location. Eligible for incentive programs where applicable.
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We’re a market-leading retirement company fueled by world-class asset management and a commitment to clients and associates.
Benefits and Equal Opportunity The organization offers a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness and work-life offerings. We are an Equal Opportunity Employer and do not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Accessibility TIAA provides support for applicants needing assistance with the online process. For accommodations, contact Accessibility Support at (800) 842-2755 or accessibility.support@tiaa.org.
Legal Notice Please note: TIAA’s Sr Portfolio Manager - Private Asset Management is an individual client-facing role in wealth management. Candidates should possess this level of experience for consideration.
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Join to apply for the
Sr Portfolio Manager - Private Asset Management
role at
TIAA . The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing 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. NOTE: This is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
Responsibilities and Duties
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.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Education
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: Series 65
Physical Requirements
Sedentary Work
Career Level
Mid-Senior level
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 demonstrated background in client relationship building
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 2025-10-27
Compensation Base Pay Range: $146,000/yr - $204,000/yr. Actual base salary may vary based on experience, time in role, internal peers’ base salaries, performance, and location. Eligible for incentive programs where applicable.
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We’re a market-leading retirement company fueled by world-class asset management and a commitment to clients and associates.
Benefits and Equal Opportunity The organization offers a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness and work-life offerings. We are an Equal Opportunity Employer and do not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Accessibility TIAA provides support for applicants needing assistance with the online process. For accommodations, contact Accessibility Support at (800) 842-2755 or accessibility.support@tiaa.org.
Legal Notice Please note: TIAA’s Sr Portfolio Manager - Private Asset Management is an individual client-facing role in wealth management. Candidates should possess this level of experience for consideration.
#J-18808-Ljbffr