TIAA is seeking a Portfolio Manager for its Private Asset Management division, responsible for managing high-net-worth client portfolios and providing personalized investment advice. The ideal candidate should possess over five years of experience in wealth management, strong market knowledge, and client relationship skills
Job Summary
The role serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice.
Candidates must build successful investment portfolios informed by market conditions and recommend adjustments to grow client net worth.
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 its Private Asset Management division, responsible for managing high-net-worth client portfolios and providing personalized investment advice. The ideal candidate should possess over five years of experience in wealth management, strong market knowledge, and client relationship skills.
Salary
Base: $124,000/yr - $155,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive Total Rewards including retirement, health, and wellness offerings
Skills & Requirements
Must-have
Direct wealth management client experience
Portfolio construction and asset allocation
Securities transaction execution
Risk assessment and compliance oversight
Client relationship maintenance
Nice-to-have
Strong market knowledge and economic trends
Business development and client retention
Input into investment models and frameworks
Collaborative team environment participation
Future-focused skills and AI tool usage
Key Requirements
5+ years working directly with wealth management clients