Senior Portfolio Manager, Private Asset Management (Atlanta, GA)
TIAA(1 month ago)
About this role
The Senior Portfolio Manager, Private Asset Management leads delivery of investment strategies and wealth management solutions for complex, high-value client relationships. The role focuses on tailoring investment approaches, building client trust, and shaping broader investment philosophy while representing the firm in client-facing meetings. It also involves mentoring junior portfolio managers and collaborating with cross-functional experts to deliver holistic solutions.
Required Skills
- Portfolio Management
- Client Servicing
- Asset Allocation
- Wealth Planning
- Investment Strategy
- Risk Management
- Compliance
- Mentoring
- Financial Analysis
- Communication
+2 more
Qualifications
- University Degree Preferred
- Series 65
- CFA (Preferred)
- CFP (Preferred)
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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