Portfolio Manager (private Asset Management)

TIAA

Fairfax, VA, US
Base: $124,000pyr - $155,000pyr; bonus: pyrticipyt...
Hybrid flex
Direct portfolio oversight and management
Client relationship management for high net worth
Securities transaction execution
TIAA is seeking a Portfolio Manager for their Private Asset Management division, responsible for overseeing investment portfolios and providing personalized advice to high net worth clients. The role requires strong client engagement, market analysis, and a commitment to compliance and reporting standards

Job Summary

  • The role serves as a central point of contact for high net worth clients, responsible for overseeing investment portfolios and delivering personalized advice.
  • Candidates must determine acceptable risk levels with clients based on time frames, preferences, and market conditions 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, responsible for overseeing investment portfolios and providing personalized advice to high net worth clients. The role requires strong client engagement, market analysis, and a commitment to compliance and reporting standards.

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 portfolio oversight and management
  • Client relationship management for high net worth
  • Securities transaction execution
  • Market and risk analysis expertise
  • Regulatory compliance and audit documentation

Nice-to-have

  • Business development and client retention
  • Input into investment models and frameworks
  • Collaborative in-office team environment
  • Knowledge of capital markets trends

Key Requirements

  • 5+ years required work experience (7+ preferred)
  • University degree required
  • FINRA Series 65 license within 120 days
  • Individual client-facing wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter