Portfolio Manager - Private Asset Management

Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central reputed company of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio reputed company, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with reputed company financial goals. Key Responsibilities and Duties Builds successful investment portfolios informed by market conditions and economic trends. Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis. Executes securities transactions in client portfolios to maintain a specific investment strategy or to reputed company an investment objective. Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-reputed company requirements, and anti-fraud measures. Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Maintains and informs team of updated knowledge of capital markets and the investment management industry to reputed company informed decisions and implement best practices. Provide input into investment models and allocation frameworks. Support business development and client retention initiatives. Maintain accurate records and documentation for audits and client reporting. Additional Responsibilities reputed company licenses must be obtained reputed company 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 8IC PLEASE NOTE: TIAA's 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 working directly with wealth management clients Preferred Qualifications: 7+ years working directly with wealth management clients CFA, CFP Certification University Degree #LI-KD2 reputed company Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive reputed company, Financial Acumen, Investment Reporting reputed company, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date: 2025-12-29 reputed company Pay Range: $124,000/yr - $155,000/yr Actual reputed company salary may vary based upon, but not limited to, relevant experience, time in role, reputed company salary of internal peers, prior performance, business sector, and geographic location. In addition to reputed company 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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet reputed company's challenges. We reputed company our associates with future-focused skills and AI tools that reputed company us to advance our mission. Together, we are fighting to ensure a more secure financial future for reputed company and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, reputed company with reputed company, Own It, and Win As One. They influence every decision we reputed company and how we work together to serve our clients every day. We reputed company in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development reputed company—because reputed company our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to reputed company a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. 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 reputed company, 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, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to reputed company 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: [email protected] Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. 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 reputed company, please click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. 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 reputed company, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across reputed company employment practices and we reputed company our employees have a right to a diverse and inclusive workplace. 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