Portfolio Manager - Private Asset Management

TIAA

Denver, CO, United States
Base: $124,000pyr - $155,000pyr; bonus: pyrticipyt...
Direct wealth management client experience
Investment portfolio oversight and execution
Market analysis and asset allocation strategy
The role serves as a central point of contact for high-net-worth clients to oversee investment portfolios and deliver personalized financial advice

Job Summary

  • The role serves as a central point of contact for high-net-worth clients to oversee investment portfolios and deliver personalized financial advice.
  • Candidates must demonstrate strong market knowledge to build successful portfolios aligned with complex financial goals and risk preferences.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role serves as a central point of contact for high-net-worth clients to oversee investment portfolios and deliver personalized financial advice.

Salary

Base: $124,000/yr - $155,000/yr; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Direct wealth management client experience
  • Investment portfolio oversight and execution
  • Market analysis and asset allocation strategy
  • Regulatory compliance and risk assessment

Nice-to-have

  • Strong executive presence and communication skills
  • Business development and client retention initiatives
  • Input into investment models and frameworks
  • Collaborative in-office team environment

Key Requirements

  • 5+ years direct wealth management client experience
  • University degree required
  • Obtain FINRA Series 65 license within 120 days
  • CFA or CFP certification preferred

Work Rights

Not specified

Tailored Resume

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