Senior Portfolio Manager, Private Asset Management (Tampa or Sarasota, FL)

Portfolio ManagementThe Portfolio Manager optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job is a recognized master in Portfolio Management and utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.Key Responsibilities and DutiesOversees successful investment portfolios informed by market conditions and economic trends.Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis.Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective.Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results.Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.Educational RequirementsUniversity (Degree) PreferredWork Experience5 Years Required; 7 Years PreferredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level 9ICRequired Qualifications:5+ years complex, direct portfolio management experience with individual clientsPreferred Qualifications:7+ years complex, direct portfolio management experience with individual clientsBachelor’s degreeCFA or CFP certificationPrevious experience with various trading platformsPrevious experience with investment research platformsDeep understanding of investments with a high level of acumenStrong proficiency and deep demonstrated background in client relationship building skill setPLEASE 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.#LI-JF1Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, TaxAnticipated Posting End Date:2026-08-07Base Pay Range: $160,000/yr - $190,000/yrActual 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). _____________________________________________________________________________________________________Company OverviewEvery 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.Our Culture of ImpactAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755Email: View email address on click.appcast.io and Smoking PolicyTIAA maintains a drug-free and smoke/free workplace.Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.For Applicants of TIAA Global Capabilities, click here.For Applicants of Nuveen residing in Europe and APAC, please click here.SummaryLocation: Tampa, FL - 5411 SkyCenter Drive; Sarasota, FL - 6151 Lake Osprey Dr (ES)Type: Full time