Sr Portfolio Manager - Private Asset Management

Sr. Portfolio Manager, Private Asset Management Key Responsibilities and Duties Lead investment management for high-value client relationships with sophisticated needs. Ensure operational accuracy, compliance, and high-touch client servicing. Create and adjust asset allocation strategies to align with evolving client goals. Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities. Contribute to team investment philosophy and tactical allocation decisions. Collaborate with legal, tax, and planning experts to deliver holistic solutions. Serve as a subject matter expert in client meetings and internal strategy sessions. Identify risks and opportunities across portfolios and macroeconomic trends. Support growth of the Private Asset Management business through referrals and insights. 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 Sedentary work environment. Required Qualifications 5 years complex, direct portfolio management experience with individual clients. Preferred Qualifications 7–10 years complex, direct portfolio management experience with individual clients. Bachelor’s degree. CFA or CFP certification. Previous experience with various trading platforms. Previous experience with investment research platforms. Deep understanding of investment acumen. Strong proficiency and deep demonstrated background in client relationship building skill set. Key Skills Change Management Client Financial Planning Client Relationship Management Communication Data Analysis Due Diligence Executive Presence Financial Acumen Investment Reporting Oversight Portfolio Management Resourcefulness Tax Compensation Actual base salary may vary based upon 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 (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Benefits and Total Rewards The organization offers a comprehensive Total Rewards package designed to support financial well‑being, including a superior retirement program and 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. 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 Retirement Resource Center, LLC.