TIAA is seeking a Portfolio Manager for their Private Asset Management division to manage high-net-worth client investment portfolios. The role requires extensive client interaction, market knowledge, and the ability to implement effective asset allocation strategies
Job Summary
The role serves as a central point of contact for HNW clients to oversee investment portfolios and deliver personalized advice.
Candidates must determine acceptable risk levels based on time frames, preferences, and return expectations while ensuring regulatory compliance.
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 their Private Asset Management division to manage high-net-worth client investment portfolios. The role requires extensive client interaction, market knowledge, and the ability to implement effective asset allocation strategies.
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
Portfolio oversight and asset allocation
Securities transaction execution
Regulatory compliance and risk analysis
Nice-to-have
Strong market knowledge and economic trends
Client relationship building and retention
Input into investment models and frameworks
Business development initiatives support
Key Requirements
5+ years direct wealth management client experience