Portfolio Manager - Private Asset Management

TIAA

Denver, CO, United States
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 HNW clients to oversee investment portfolios and deliver personalized financial advice

Job Summary

  • The role serves as a central point of contact for HNW clients to oversee investment portfolios and deliver personalized financial advice.
  • Candidates must execute securities transactions and determine acceptable risk levels based on client time frames and return expectations.
  • 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 HNW clients to oversee investment portfolios and deliver personalized financial advice.

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
  • Risk assessment and compliance standards

Nice-to-have

  • Strong market knowledge and economic trends
  • Business development and client retention
  • Input into investment models and frameworks
  • Collaborative in-office team environment

Key Requirements

  • 5+ years direct wealth management client experience
  • Series 65 license within 120 days
  • University degree required
  • CFA or CFP certification preferred

Work Rights

Not specified

Tailored Resume

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