Director, Muni Client Portfolio Manager

The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance. Key Responsibilities and Duties Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed. Assists with the preparation and completion of RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner. Supports performance attribution efforts across municipal strategies, including the ability to clearly articulate attribution results to investment team members, sales, and outside clients in a meaningful and digestible way. Maintains and supports relationships with client portfolio managers, sales teams, and internal business partners by providing account-level information regarding portfolio holdings, performance metrics, and relevant analytics as needed. Responds to questions from external clients and internal stakeholders regarding municipal fund offerings, working cross-functionally with portfolio management, research, and operations to address specific inquiries. Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Qualifications: 2+ years of Municipal Fixed Income experience Preferred Qualifications: 3+ years of municipal performance attribution experience RFP experience Working knowledge of Bloomberg & InvestorTools Strong communication skills Familiarity with fixed income markets Related Skills Business Development, Capital Markets, Collaboration, Consultative Communication, Detail-Oriented, Executive Presence, Fixed Income Investments, Influence, Innovation, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Marketing, Product Mix/Distribution Model, Product Value Proposition, Relationship Management, Research Synthesization, Story Telling, Technical Writing Anticipated Posting End Date: 2026-05-15 Base Pay Range: $92,200/yr - $129,000/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, 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 Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us. Our Culture of Impact At 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