Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio Manager - Direct Indexing & Tax-Aware in New York, NY vacancy
  • $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

    Nuveen

    New York, NY
    2 days ago
  • $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

    Teachers Insurance and Annuity Association of America

    New York, NY
    1 day ago
  • 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

    TIAA

    New York, NY
    14 hours ago
  • $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... 
    Tax
    Remote work
    Visa sponsorship

    Franklin Templeton Investments

    New York, NY
    4 days ago
  • $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,... 
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    1 day ago
  •  ...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.... 
    Tax
    Work experience placement
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $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

    Brooklyn Investment Group

    New York, NY
    14 hours ago
  •  ...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

    Brooklyn Investment Group

    New York, NY
    more than 2 months ago
  • $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,... 
    Tax
    Casual work
    Work at office
    Afternoon shift

    Vise

    New York, NY
    more than 2 months ago
  • $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... 
    Tax
    Full time
    Work at office
    Flexible hours

    1200 Invesco Advisers, Inc.

    New York, NY
    14 hours ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    17 days ago
  • $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... 
    Tax
    Work at office
    Flexible hours

    Fairygodboss

    New York, NY
    2 days ago
  • $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... 
    Tax
    Work at office

    Ethic

    New York, NY
    2 days ago
  • $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... 
    Tax
    Work experience placement

    Teachers Insurance and Annuity Association of America

    New York, NY
    1 day ago
  • 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... 
    Tax
    Flexible hours

    Public Practice Recruitment

    Brooklyn, NY
    3 days ago
  • 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... 

    InforCapital, partnership

    New York, NY
    14 hours ago
  • $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... 
    Tax
    Work at office
    3 days per week

    Ethic

    New York, NY
    14 hours ago
  • $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

    Nuveen, a TIAA company

    New York, NY
    2 days ago
  • $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

    Nomura

    New York, NY
    1 day ago
  • $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... 
    Tax
    Temporary work
    Internship
    Local area
    Flexible hours

    IMA Financial Group

    New York, NY
    14 hours ago
  • # 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

    InforCapital, partnership

    New York, NY
    14 hours ago
  • $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... 
    Tax
    Local area

    Neuberger Berman

    New York, NY
    4 days ago
  •  ...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... 
    Tax
    Local area

    EisnerAmper

    New York, NY
    14 hours ago
  •  .... 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... 
    Tax
    Temporary work
    Work at office
    Remote work
    Relocation

    Jobr

    New York, NY
    1 day ago
  • $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... 
    Tax
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Simulmedia

    New York, NY
    1 day ago
  • $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... 
    Tax
    Work at office

    JPMorgan Chase

    New York, NY
    2 days ago
  • 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

    Johnson Financial Group

    Brooklyn, NY
    3 days ago
  • 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... 
    Tax
    Remote job
    Full time

    Tax Brilliance Inc.

    New York, NY
    14 hours ago
  • 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

    CFA Institute

    New York, NY
    2 days ago
  •  ...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... 
    Tax
    Contract work
    Home office
    Flexible hours

    ComplyAdvantage

    New York, NY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Portfolio Manager - Direct Indexing & Tax-Aware. Be the first to apply!