Client Portfolio Manager, Brooklyn Direct Indexing

About the Role The Brooklyn Investment team is building the next generation of direct indexing — a platform that fuses institutional‑grade quantitative research, scalable 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 of clients, quantitative research, and technology, translating complex analytical insights into actionable client outcomes. You partner closely with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale a platform redefining wealth management. Key Responsibilities Serve as a primary ambassador of the direct indexing platform by engaging directly with clients and advisors, building trust and delivering a high‑quality investment experience. Interpret and communicate portfolio data — including exposures, tax trades, drift, and risk — in a clear and actionable manner for a sophisticated client audience. Conduct quantitative analyses using Python, including pulling time‑series data, diagnosing factor exposures, validating tax trades, and building diagnostic dashboards. Collaborate with research and engineering teams to translate client needs and feedback into platform features and workflow improvements. Proactively monitor accounts to identify and act on opportunities related to tax‑loss harvesting, portfolio transitions, customization enhancements, and compliance with client‑specific investment restrictions. Qualifications Minimum 3years of direct indexing and Python coding experience; 5years preferred. Demonstrated expertise in equity markets, factor‑based risk frameworks, and tax‑aware investment strategies. Practical proficiency with Python, independently manipulating data, conducting analyses, and collaborating with quantitative researchers and software engineers. Exceptional communication skills with the ability to move fluidly between detailed technical discussions and clear, client‑ready narratives tailored to sophisticated audiences. Proven track record of building and sustaining trust with institutional clients, financial advisors, or other high‑caliber allocators. CFA preferred. Compensation and Benefits Posting End Date: 2026‑07‑04 Base Pay Range: $123,000/yr – $193,000/yr. Actual base salary may vary based on experience, time in role, comparable peers, prior performance, business sector, and geography. 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). The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness and work‑life offerings. 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. #J-18808-Ljbffr Nuveen