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Senior Private Asset Portfolio Manager for HNW Clients

Job in Waltham, Middlesex County, Massachusetts, 02254, USA
Listing for: TIAA
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Portfolio Manager to serve as a central point of contact for high-net-worth clients. The role involves overseeing investment portfolios and delivering personalized advice, with direct engagement with clients. Candidates should have a strong market knowledge and the ability to manage complex financial goals. Key responsibilities include building investment portfolios, executing securities transactions, and maintaining client relationships.

A university degree and relevant certifications are preferred.
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Position Requirements
10+ Years work experience
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