Sr Portfolio Manager

Sr. Portfolio Manager, Private Asset Management

The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.

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• Physical Requirements: Sedentary Work

Career Level

9IC

PLEASE NOTE: TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.

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

• Bachelors 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

Related 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

Anticipated Posting End Date:

2026-04-27

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).

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Company Overview

Every 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 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 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 d