Portfolio Manager - Private Asset Management

TIAA(1 month ago)

Stamford, CT, United StatesOnsiteFull TimeSenior$124,000 - $155,000Wealth Management

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.

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Required Skills

Portfolio Management
Client Relationship
Investment Analysis
Asset Allocation
Risk Analysis
Securities Trading
Compliance
Client Communication
Financial Modeling
Due Diligence

+2 more

Qualifications

University Degree
Series 65
CFA
CFP

About TIAA

tiaa.org

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

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