TIAA

Portfolio Manager (Private Asset Management)

TIAA

2 months ago
United States
Hybrid
Full Time
Manager
0 applicants
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TIAA
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About this role

A Portfolio Manager, Private Asset Management is a client-facing investment professional who oversees and advises high-net-worth clients on their investment portfolios. The role centers on delivering personalized financial guidance, shaping asset allocation strategies, and ensuring alignment with regulatory and fiduciary standards. This position supports wealth management objectives within a retirement and asset-management firm.

Skills

Qualifications

University DegreeSeries 65
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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