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Portfolio Manager (Pittsburgh, PA) at TIAA - ApplyBlast

Portfolio Manager (Pittsburgh, PA)

TIAA

5 months ago

3.6 on Glassdoor

Pittsburgh, PA

Onsite

Full Time

Senior

0 applicants

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About this role

The Portfolio Manager serves as a central point of contact for high net worth clients, overseeing investment portfolios and delivering personalized financial advice. This role involves direct portfolio oversight, implementing asset allocation strategies, and maintaining accurate records for compliance and client reporting. The position requires extensive experience working directly with wealth management clients to drive business development and retention.

Responsibilities

Build successful investment portfolios informed by market conditions
Executes securities transactions to maintain specific investment strategies
Recommends portfolio adjustments to grow client net worth
Evaluates portfolio performance and ensures regulatory compliance
Maintains new and existing client relationships with wealthy individuals

Skills

Qualifications

Series 65CFACFP

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.