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

TIAA

Fairfax, VA, US
Base: $124,000pyr - $155,000pyr; bonus/equity: not...
Hybrid
Client relationship management
Investment portfolio oversight
Risk analysis and management
The Portfolio Manager serves as a central point of contact for high net worth clients

Job Summary

  • The Portfolio Manager serves as a central point of contact for high net worth clients.
  • This role involves overseeing investment portfolios and delivering personalized advice.
  • TIAA is committed to the well-being of its associates and offers a comprehensive Total Rewards package.

Matching Summary

The Portfolio Manager serves as a central point of contact for high net worth clients.

Salary

Base: $124,000/yr - $155,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment portfolio oversight
  • Risk analysis and management

Nice-to-have

  • Change management skills
  • Strong communication abilities
  • Team collaboration experience

Key Requirements

  • 5+ years of relevant experience
  • FINRA Series 65 registration required
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter