Portfolio Manager - Private Asset Management

Portfolio Manager

The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, 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. It requires strong market knowledge, client‑facing confidence, and the ability to manage portfolios that align with complex financial goals.

• Build successful investment portfolios informed by market conditions and economic trends.
• Recommend portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
• Execute securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
• Determine acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
• Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti‑money laundering requirements, and anti‑fraud measures.
• Maintain 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.
• Maintain and inform team of updated knowledge of capital markets and the investment management industry to make 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.

• 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.

• 5+ years working directly with wealth management clients.

• 7+ years working directly with wealth management clients.
• CFA, CFP certification.
• University degree.

• 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:

Base Pay Range: $124,000/yr - $155,000/yr. Actual base salary may vary based on 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 participation in incentive programs linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).

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 we’re a market‑leading retirement company fueled by world‑class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with…