TIAA is seeking a Portfolio Manager for Private Asset Management to oversee investment portfolios for high-net-worth clients, focusing on personalized advice and strategic asset allocation. The role requires strong client management skills and significant experience in wealth management
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
Match Score: 85
TIAA is seeking a Portfolio Manager for Private Asset Management to oversee investment portfolios for high-net-worth clients, focusing on personalized advice and strategic asset allocation. The role requires strong client management skills and significant experience in wealth management.
Salary
Base: $124,000/yr - $155,000/yr; Bonus: Participation in performance-linked incentive programs; 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 risk assessment skills
Client relationship management and retention
Regulatory compliance and audit documentation
Nice-to-have
Strong executive presence and communication
Input into investment models and frameworks
Support for business development initiatives
Collaborative in-office team environment
Future-focused AI tool utilization
Key Requirements
5+ years working directly with wealth management clients