Sr Portfolio Manager - Private Asset Management

The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. In this role, strategic thinking and trust-building with clients are central, along with mentoring junior talent and shaping broader investment approaches. The position blends relationship leadership, portfolio oversight, and firm-wide collaboration.

Key Responsibilities and Duties

• Lead investment management for high-value client relationships with sophisticated needs.

• Create and adjust asset allocation strategies to align with evolving client goals.

• Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.

• Mentor Associate and Portfolio Managers to elevate team capabilities.

• Contribute to team investment philosophy and tactical allocation decisions.

• Collaborate with legal, tax, and planning experts to deliver holistic solutions.

• Serve as a subject matter expert in client meetings and internal strategy sessions.

• Identify risks and opportunities across portfolios and macroeconomic trends.

• Support growth of the Private Asset Management business through referrals and insights.

• Ensure operational accuracy, compliance, and high-touch client servicing.

Additional Responsibilities

• All licenses must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 65

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

9IC

Required Qualifications:

• 5 years complex, direct portfolio management experience with individual clients

Preferred Qualifications:

• 7 - 10 years complex, direct portfolio management experience with individual clients

• Bachelors degree

• CFA or CFP certification

• Previous experience with various trading platforms

• Previous experience with investment research platforms

• Deep understanding of investment acumen

• Strong proficiency and deep demonstrated background in client relationship building skill set

#LI-KD2

Related Skills

Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

Anticipated Posting End Date:

2025-09-08

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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