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Client Portfolio Manager (CPM), Municipal at TIAA - ApplyBlast

Client Portfolio Manager (CPM), Municipal

TIAA

14 days ago

3.6 on Glassdoor

Chicago, Illinois, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Client Portfolio Manager (CPM), Municipal supports municipal investment products and client portfolio management across Nuveen's municipal fixed income platform, serving high-net-worth and retail investors. This role acts as a product and subject matter expert, addressing client inquiries regarding portfolio holdings, performance, and the broader macro environment. The position involves collaborating with investment and distribution teams to support asset-raising efforts and educate clients on municipal strategies.

Responsibilities

Support municipal investment products and client portfolio management across the fixed income platform
Analyze prospective client portfolios and communicate portfolio implementation strategies
Serve as subject matter expert on municipal fixed income strategies and product suite

Skills

Qualifications

Series 7Series 63

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.