Portfolio Management, Private Asset Management (Nashville, TN or Birmingham, AL)

Portfolio Manager, Private Asset Management The Portfolio Manager, Private Asset Management serves as a central point of contact for high net‑worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset‑allocation strategies. Key Responsibilities and Duties Build successful investment portfolios informed by market conditions and economic trends. Maintain accurate records and documentation for audits and client reporting. Recommend portfolio adjustments to grow client net worth based on industry trends identified through market and risk analysis. Execute securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. Determine acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti‑money laundering requirements, and anti‑fraud measures. Maintain 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 portfolio performance and investment objectives. Maintain and inform the team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. Provide input into investment models and allocation frameworks. Support business development and client retention initiatives. 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 Registrations SRC Indicator: Series 65 Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Compensation Base Pay Range: $124,000/yr – $155,000/yr 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 participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Anticipated Posting End Date 2026-07-15 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. #J-18808-Ljbffr