TIAA
Overview
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. Key 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. 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
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 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
2025-10-27 Base Pay Range
$146,000/yr - $204,000/yr Compensation Notes
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 compensation package may include 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 are a market-leading retirement company fueled by world-class asset management and a commitment to clients and associates. Benefits And Total Rewards
The organization offers a comprehensive Total Rewards package designed to support financial well-being, including retirement, health, wellness and work-life offerings. Review our Benefits Summary for details. Equal Opportunity
We are an Equal Opportunity Employer. We do not discriminate 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 US applicant requesting a reasonable accommodation, contact our Accessibility Support Team at the details provided in the posting. 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.
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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. Key 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. 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
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 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
2025-10-27 Base Pay Range
$146,000/yr - $204,000/yr Compensation Notes
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 compensation package may include 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 are a market-leading retirement company fueled by world-class asset management and a commitment to clients and associates. Benefits And Total Rewards
The organization offers a comprehensive Total Rewards package designed to support financial well-being, including retirement, health, wellness and work-life offerings. Review our Benefits Summary for details. Equal Opportunity
We are an Equal Opportunity Employer. We do not discriminate 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 US applicant requesting a reasonable accommodation, contact our Accessibility Support Team at the details provided in the posting. 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.
#J-18808-Ljbffr