Portfolio Management, Private Asset Management; Nashville, TN or Birmingham, AL

Portfolio Manager, Private Asset Management

The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• 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 reach 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-money laundering 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 make informed decisions and implement best practices.
• Provides input into investment models and allocation frameworks.
• Supports business development and client retention initiatives.

• All licenses must be obtained within 120 days from start date.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• SRC Indicator:
  Series 65

• Physical Requirements:
  
  Sedentary Work

8IC

PLEASE NOTE:

TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess individual client-facing level of experience for further consideration.

• Change Management
• Client Financial Planning
• Client Relationship Management
• Communication
• Data Analysis
• Due Diligence
• Executive Presence
• Financial Acumen
• Investment Reporting Oversight Portfolio Management
• Resourcefulness
• Tax

Base Pay Range: $124,000/yr - $155,000/yr. Actual base salary may vary based upon 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 a participation in an incentive program linked to performance.

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.

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:  Email: accessibility.support.

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), . For Applicants of TIAA, Nuveen and Affiliates residing in California, . For Applicants of TIAA Global Capabilities, . For Applicants of Nuveen residing in Europe and APAC, .