Client Portfolio Manager - Direct Indexing & Tax-Aware
Nuveen
Nuveen is seeking a Client Portfolio Manager (CPM) to join the Brooklyn Investment team, focusing on direct indexing and personalized investment strategies. You will collaborate with various stakeholders to translate complex data into actionable insights for clients. The ideal candidate will have at least 3 years of direct indexing experience and proficiency in Python, demonstrating strong communication skills and expertise in equity markets. This position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr Nuveen
$123k - $193k
...building the next generation of direct indexing — a platform that fuses institutional... ...technology, and hands‑on client expertise. Our mission is to deliver hyper‑personalized, tax‑aware portfolios at scale. As a Client Portfolio Manager (CPM), you sit at the intersection...Tax$123k - $193k
...Insurance and Annuity Association of America is seeking a Client Portfolio Manager in New York City. In this high-visibility role, you will... ...Candidates should have at least 3 years of experience in direct indexing and excellent communication skills. The position offers a...Suggested- The Quantitative Portfolio Manager is responsible for overseeing the performance and risk management of Tax-Advantaged Long/Short (L/S) Separate Managed Accounts (SMAs). Core responsibilities... ...processes. The position requires direct equity L/S experience gained at a hedge...Tax
$195k - $225k
## Quantitative Portfolio Manager - Custom Indexing (L/S strategies)Applylocations: New... ...toward their goals. With clients in over 150 countries and... ...strategies, actively manage taxes, and apply ESG investing and... ...or research, with direct exposure to long-only, long...TaxRemote workVisa sponsorship$100k - $170k
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate location_on New York, NY, United... ...including customized direct indexing separate accounts, derivative income... ...individual client objectives such as tax advantaged investing, income,...TaxFull timeTemporary workPart timeWork experience placementWork at office- ...Portfolio Manager New York, New York;Chicago, Illinois; Charlotte, North... ...and delivering for our clients, teammates, communities and... ...Job Description: The Direct Indexing Portfolio Manager within GWIM... ...based equity risk models and tax aware mean-variance optimization....TaxWork experience placementWork at officeWork from homeShift workDay shift
$175k - $225k
...Senior Client Portfolio Manager (CPM) As a Senior Client Portfolio Manager (CPM... ...ll be trusted to: Engage directly with clients/advisors as an... ...Interpret portfolio data exposures, tax trades, drift, risk and... ..., factor risk, and tax-aware investing. ~ Hands-on Python...Tax- ...building the next generation of tax-advantaged separately managed accounts (SMAs) — a... ...technology, and hands-on client expertise. Our mission is... ...hyper-personalized, tax-aware portfolios at s cale. We're not... ...be trusted to: Engage directly with clients/advisors as...Tax
$180k - $200k
...Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team... ...small, collaborative team. You’ll report directly to our Co-CIO and play a key role in... ...modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing,...TaxCasual workWork at officeAfternoon shift$150k - $180k
...rethinking possibilities for our clients. By delivering the combined... ...our distinctive investment management capabilities, we provide a wide... ...with customizable and tax‑efficient exposure to equity... ...long‑only and long/short equity portfolios that allow, among other things...TaxFull timeWork at officeFlexible hours$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions, within Public Investing, manages more than... ...advisors, you will create tailored taxable and tax‑exempt solutions, deliver market insights, develop marketing...TaxFull timeTemporary workPart time$180k - $350k
...within J.P. Morgan Wealth Management Solutions, managing... ...and institutional portfolio management at leading... ...sophisticated Family Office clients. They will serve as... ...implement a customized tax‑aware investment strategy that... ...Office or through direct work with these clients...TaxWork at officeFlexible hours$110k - $120k
Client Relationship Manager, Institutional Partnerships Team | New York, NY (4 days/week in office; 5... ...understanding of public equity markets, direct indexing, and sustainable or mission‑aligned... ...deliver personalized, values‑aligned, and tax‑smart investing. Our technology...TaxWork at office$225k - $350k
...implementation of alpha strategies in client portfolios Oversee backtesting... ...a senior quant Portfolio Manager/Researcher to lead the alpha strategy research for our tax-advantaged long/short equity... ...leadership position reporting directly to the Brooklyn CIO. Qualifications...TaxWork experience placement- Client Manager Are you an experienced practice professional looking to take ownership of a client portfolio and play a key role in delivering high-quality, advisory... ...management accounts and tax returns Overseeing... ...building skills Be commercially aware and proactive in...TaxFlexible hours
- Harbor Group Management Company is seeking a VP, Asset Management, focused on multifamily direct equity investments based in New York City. This role requires a hands-on approach to portfolio management across the full lifecycle of value-add and core real estate assets...
$110k - $120k
...Industry Focus Wealth Management | RIA | Fintech Travel... .... The role reports directly to the General Manager of the Advisor client channel. What You’ll... ...understanding of direct indexing, portfolio management, and financial... ..., values‑aligned, and tax‑smart investing. Our...TaxWork at office3 days per week$88.9k - $124k
...non-U.S. and/or institutional client-specific requests, such as... ...variable annuity accounts and other portfolios/strategies as assigned... ...executive communications, provide direct editorial support to Nuveen... ...and editing role at an asset manager or other investment/financial...Work experience placement$120k - $150k
...three business divisions: Wealth Management, Investment Management, and... ...entrepreneurship, serving clients with creative solutions and considered... ...and team‑oriented Client Portfolio Manager to be part of our... ...successful candidate will report directly to the Senior Portfolio...Relocation package$64.54k - $96.81k
...Client Manager Essential job responsibilities include but are not limited to: Supports... ...tasks and activities assigned through Epic directly linked to client-facing work products in... ...Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident...TaxTemporary workInternshipLocal areaFlexible hours- # VP, Asset Management, Multifamily Direct Equity - Portfolio ManagerHarbor Group Management CompanyVPReal EstateFull-timeLocationNew York, United StatesDate PostedMay 30, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Real Estate...Local area
$150k - $185k
Portfolio Manager and Trader - Fixed Income Separately Managed Account Team The Portfolio Manager and Trader... ...with the Municipal Bond team to manage tax‑aware strategies. Communicate strategies and investment views to client portfolio managers. Maintain strong counterparty...TaxLocal area- ...autonomy to reach your goals. The Client Intelligence & AI Product Manager runs the firm's two highest-... ...delivery milestone Own product direction sprint-to-sprint; define success from... ...is one of the largest accounting, tax, and business advisory firms, with...TaxLocal area
- .... The metrics that matter are client satisfaction, retention, and on... ...You'll run your own book, not manage one - but you'll also build... ...the key players in the space Direct experience with escheatment or... ...paid life insurance Monthly pre-tax commuter benefits available Learning...TaxTemporary workWork at officeRemote workRelocation
$65k - $105k
...advertising platform, TV+, allows clients to unlock new viewers across... ...outcomes. Our Client Success Manager is someone who has a passion... ...management and is seeking a role with direct impact on the short‑ and long‑... ...Guardian Vision by EyeMed Pre‑tax plans for medical flexible...TaxFull timeTemporary workWork at officeLocal areaFlexible hours$180k - $350k
...firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves developing tailored... ...experience, particularly in alternative investments and tax-aware strategies. This position offers a competitive...TaxWork at office- Overview The Wealth Portfolio Manager is responsible for delivering high-quality... ...for high-net-worth (HNW) client relationships, in close... ...findings into clear investment direction. Collaborate with the... ...performance, allocation drift, tax efficiency, liquidity needs,...Tax
- At Tax Brilliance Advisors , we’re more than a financial services... ...to deliver a white-glove client experience from start to finish... ...quickly and need a Client Services Manager who can own the details of... ...00% remote with flexibility. Direct impact on client experience in...TaxRemote jobFull time
- CFA Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to oversee tax-managed... ...involves daily portfolio management of tax-aware separately managed accounts, ensuring... ...met while maximizing tax benefits for clients. Ideal candidates will have 2-5 years...Tax
- ...partner with Sales and Account Management to expand contract value... ...Minimum of five (5) years of direct people management, including managing... ...(FSA) to allow you to use tax free dollars for healthcare or... ...backed by Balderton Capital, Index Ventures, Ontario Teachers' Pension...TaxContract workHome officeFlexible hours
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