Senior Private Asset Portfolio Manager

TIAA; Chicago (IL); On-site; USD 145,000 - 175,000; Full time

Job summary

TIAA is seeking a Portfolio Manager for Private Asset Management to serve high net worth clients with personalized portfolio oversight and strategic asset allocation decisions.

You will engage clients directly, implement investment strategies, and monitor performance while maintaining regulatory compliance and strong client relationships. This role requires extensive wealth management experience and a CFA/CFP preferred background.

Qualifications

• 5+ years working directly with wealth management clients.
• Experience building and managing investment portfolios for high net worth individuals.
• Strong communication and presentation skills with a client-centric focus.

Responsibilities

• Build and oversee investment portfolios informed by market conditions.
• Engage with clients regularly to discuss performance and objectives.
• Recommend portfolio adjustments to grow net worth based on market trends.
• Execute securities transactions to align with investment strategy.
• Ensure compliance with regulatory standards and disclosures.

Skills

Wealth management

Portfolio management

Client relationship management

Financial analysis

Education

University degree

CFA

CFP Certification

Job description

TIAA is seeking a Portfolio Manager for Private Asset Management to serve high net worth clients with personalized portfolio oversight and strategic asset allocation decisions.

You will engage clients directly, implement investment strategies, and monitor performance while maintaining regulatory compliance and strong client relationships. This role requires extensive wealth management experience and a CFA/CFP preferred background.