Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.
Key Responsibilities and Duties- Lead investment management for high-value client relationships with sophisticated needs.
- Ensure operational accuracy, compliance, and high-touch client servicing.
- Create and adjust asset allocation strategies to align with evolving client goals.
- Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
- Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
- Contribute to team investment philosophy and tactical allocation decisions.
- Collaborate with legal, tax, and planning experts to deliver holistic solutions.
- Serve as a subject matter expert in client meetings and internal strategy sessions.
- Identify risks and opportunities across portfolios and macroeconomic trends.
- Support growth of the Private Asset Management business through referrals and insights.
Additional Responsibilities- All licenses must be obtained within 120 days from start date.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
FINRA RegistrationsPhysical Requirements- Physical Requirements: Sedentary Work
Career Level 9IC
Additional Information For Posting Required Qualifications:- 5+ years working directly with wealth management clients
Preferred Qualifications:- 7+ years working directly with wealth management clients
- CFA, CFP Certification
PLEASE NOTE: TIAA's Senior Portfolio Manager - Private Asset Management is an
individual client-facing, investment manager opportunity (wealth management).
Candidates should possess this level of individual client-facing experience prior to application.
Location: This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. Target location for this opportunity is Atlanta, GA.
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
Anticipated Posting End Date:2026-01-20
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
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