TIAA

Portfolio Manager - Private Asset Management

TIAA

4 months ago
United States
Onsite
Full Time
Senior
0 applicants
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TIAA
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About this role

A Portfolio Manager at TIAA Private Asset Management is the primary client-facing investment professional responsible for managing investment portfolios for high-net-worth clients. The role emphasizes delivering personalized investment advice and aligning portfolios with clients' complex financial objectives while staying current on market and economic trends. It supports client retention and business development within TIAA's wealth management practice.

Skills

Qualifications

University DegreeSeries 65CFACFP
TIAA

About TIAA

tiaa.org

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

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

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