Sr Portfolio Manager - Private Asset Management

TIAA

Base salary varies based on experience; incentive ...
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5+ years direct portfolio management experience
Complex individual client relationship management
Deep understanding of financial markets
** TIAA is seeking a Sr. Portfolio Manager for its Private Asset Management division to lead investment strategies for complex client relationships. The ideal candidate will have extensive experience in portfolio management and client relationship building, as well as a strong understanding of financial markets. **

Job Summary

  • The Sr. Portfolio Manager leads the delivery of investment strategies for complex client relationships with a tailored approach to investment management.
  • Candidates must possess at least 5 years of complex, direct portfolio management experience with individual clients to be considered.
  • 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 Sr. Portfolio Manager for its Private Asset Management division to lead investment strategies for complex client relationships. The ideal candidate will have extensive experience in portfolio management and client relationship building, as well as a strong understanding of financial markets. **

Salary

Base salary varies based on experience; Incentive programs linked to performance may be included; Comprehensive benefits package offered

Skills & Requirements

Must-have

  • 5+ years direct portfolio management experience
  • Complex individual client relationship management
  • Deep understanding of financial markets
  • Strategic asset allocation planning
  • High-touch client servicing and trust building

Nice-to-have

  • Mentoring Associate Portfolio Managers
  • Collaboration with legal and tax experts
  • Experience with various trading platforms
  • Strong proficiency in investment research platforms
  • Ability to identify macroeconomic trends

Key Requirements

  • Bachelor's degree required
  • Series 65 license within 120 days
  • 5-7 years of relevant experience
  • CFA or CFP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter