Sr Portfolio Manager - Private Asset Management

Requirements

• 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:
• 2026-06-22
• _____________________________________________________________________________________________________
• Company Overview
• Our Culture of Impact
• 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 a

Additional Information

Sr. Portfolio Manager, Private Asset Management The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches. Key Responsibilities and Duties Lead investment management for high-value client relationships with sophisticated needs. Ensure operational accuracy, compliance, and high-touch client servicing. 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 Portfolio Managers 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. 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 PLEASE NOTE: TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. Required Qualifications: 5 years complex, direct portfolio management experience with individual clients

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