Portfolio Manager - Private Asset Management

Portfolio Manager – TIAA Private Asset Management

The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of asset‑allocation strategies. It requires strong market knowledge, client‑facing confidence, and the ability to manage portfolios that align with complex financial goals.

Key Responsibilities

• Build investment portfolios informed by market conditions and economic trends.
• Recommend portfolio adjustments to grow clients’ net worth based on identified market and risk analysis.
• Execute securities transactions to maintain or achieve investment strategy or objectives.
• Determine acceptable risk levels with clients based on time horizons, risk preferences, return expectations, and market conditions.
• Evaluate portfolio performance and ensure compliance with regulatory standards, investor disclosure, privacy, anti‑money laundering, and anti‑fraud requirements.
• Maintain and inform clients of market conditions, investment research, and economic trends, and meet with them to discuss portfolio performance and objectives.
• Keep the team updated on capital‑market knowledge and investment‑management best practices.
• Provide input into investment models and allocation frameworks.
• Support business development and client‑retention initiatives.
• Maintain accurate records and documentation for audits and client reporting.

Additional Responsibilities

Qualifications

Additional Requirements

Compensation

Base Pay Range : $124,000 – $155,000 per year.

Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and location. In addition to base salary, compensation may include a performance incentive program.

Posting Information

Anticipated posting end date : 2025‑10‑27.

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered retirement solutions for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management.

Benefits and Total Rewards

The organization offers a comprehensive Total Rewards package designed to support physical, emotional, and financial well‑being, including a superior retirement program and competitive health, wellness and work‑life offerings.

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.

Accessibility Support

TIAA offers support for individuals with disabilities. Contact the Accessibility Support Team at (800) 842-2755 or accessibility.support@tiaa.org for assistance with the online application process.

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