Portfolio Manager - Private Asset Management

TIAA Jobs

Base: $124,000pyr - $155,000pyr; bonus: pyrticipyt...
Direct wealth management client experience
Portfolio oversight and asset allocation
Securities transaction execution
The role serves as a central point of contact for high net worth clients to oversee investment portfolios and deliver personalized advice

Job Summary

  • The role serves as a central point of contact for high net worth clients to oversee investment portfolios and deliver personalized advice.
  • Candidates must maintain accurate records, execute securities transactions, and ensure compliance with regulatory organizations including anti-money laundering requirements.
  • 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 advice.

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
  • Portfolio oversight and asset allocation
  • Securities transaction execution
  • Regulatory compliance and risk analysis

Nice-to-have

  • Business development and client retention
  • Input into investment models and frameworks
  • Collaborative in-office environment
  • Future-focused skills with AI tools

Key Requirements

  • 5+ years working directly with wealth management clients
  • University Degree required
  • Obtain FINRA Series 65 license within 120 days
  • CFA or CFP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter