Senior Portfolio Manager, Private Asset Management (atlanta, Ga)

TIAA

Atlanta, GA, USA
Base salary varies based on experience; incentive ...
Hybrid flex
5+ years wealth management client experience
Strategic asset allocation planning
High-touch client relationship management
The Senior Portfolio Manager position at TIAA in Atlanta, GA, focuses on leading investment strategies for complex client relationships in private asset management. The role requires extensive experience in wealth management, strategic thinking, and a collaborative spirit, while offering a hybrid work model and a comprehensive benefits package

Job Summary

  • The Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships with a tailored approach to investment management.
  • Candidates must possess 5+ years of direct experience working with wealth management clients and are expected to obtain all required licenses within 120 days.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

The Senior Portfolio Manager position at TIAA in Atlanta, GA, focuses on leading investment strategies for complex client relationships in private asset management. The role requires extensive experience in wealth management, strategic thinking, and a collaborative spirit, while offering a hybrid work model and a comprehensive benefits package.

Salary

Base salary varies based on experience; Incentive programs linked to performance may be included; Comprehensive benefits package offered

Skills & Requirements

Must-have

  • 5+ years wealth management client experience
  • Strategic asset allocation planning
  • High-touch client relationship management
  • In-depth portfolio review capabilities
  • Risk identification across macro trends

Nice-to-have

  • Mentoring Associate Portfolio Managers
  • Collaboration with legal and tax experts
  • Subject matter expertise in strategy sessions
  • Driving business growth through referrals
  • Adapting to evolving client goals

Key Requirements

  • 5+ years working directly with wealth management clients
  • 7+ years preferred experience
  • Series 65 license (required within 120 days)
  • CFA or CFP certification preferred
  • University degree required

Work Rights

Not specified

Tailored Resume

Cover Letter