Portfolio Manager, Private Asset Management (washington, Dc Or Fairfax, Va)

TIAA

Washington, DC, US
Base: $124,000pyr - $155,000pyr; bonus: pyrticipyt...
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Direct portfolio oversight and management
Client relationship management for high net worth
Securities transaction execution
** TIAA is seeking a Portfolio Manager for Private Asset Management to manage high net worth client portfolios and provide personalized investment advice, primarily in a hybrid work environment. Candidates should possess 5-7 years of relevant experience, strong client engagement skills, and the ability to analyze market trends. The position offers a competitive salary and comprehensive benefits package. **

Job Summary

  • The role serves as a central point of contact for high net worth clients, responsible for overseeing investment portfolios and delivering personalized advice.
  • Candidates must evaluate portfolio performance, ensure regulatory compliance including anti-money laundering requirements, and maintain accurate records for audits.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** TIAA is seeking a Portfolio Manager for Private Asset Management to manage high net worth client portfolios and provide personalized investment advice, primarily in a hybrid work environment. Candidates should possess 5-7 years of relevant experience, strong client engagement skills, and the ability to analyze market trends. The position offers a competitive salary and comprehensive benefits package. **

Salary

Base: $124,000/yr - $155,000/yr; Bonus: Participation in discretionary incentive programs possible; Benefits: Comprehensive total rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Direct portfolio oversight and management
  • Client relationship management for high net worth
  • Securities transaction execution
  • Risk assessment and tolerance determination
  • Regulatory compliance and audit documentation

Nice-to-have

  • Business development and client retention
  • Input into investment models and frameworks
  • Knowledge of capital markets trends
  • Collaborative in-office team environment

Key Requirements

  • 5+ years required experience; 7+ years preferred
  • University degree required
  • FINRA Series 65 license within 120 days
  • Individual client-facing wealth management experience

Work Rights

Not specified

Tailored Resume

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