Portfolio Manager - Private Asset Management
TIAA
About this role
The Portfolio Manager — Private Asset Management at TIAA serves as the central point of contact for high-net-worth clients, overseeing customized investment portfolios and delivering personalized financial advice. The role focuses on aligning portfolios with clients' complex financial goals through market-informed strategies and direct client engagement. The position supports client retention and business development within a wealth management context.
Skills
Qualifications
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
Recent company news
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2 weeks ago
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2 weeks ago
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About TIAA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TIAA.
Salary
$124k – $155k
per year
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