Senior Private Asset Portfolio Manager

Retirement Resource Center, LLC.; Glendale (CO); On-site; USD 145,000 - 175,000; Full time

Job summary

TIAA is seeking a Portfolio Manager in Private Asset Management to serve as a primary contact for high net worth clients, oversee investment portfolios and deliver tailored advice.

The role requires 5+ years in wealth management, CFA/ CFP certifications, Series 65, and a university degree; you will build portfolios, report performance, and maintain client relationships. Base pay ranges from $145,000 to $175,000 per year with potential incentives.

Qualifications

• Five+ years working directly with wealth management clients.
• CFA and/or CFP certification preferred.
• University degree required.

Responsibilities

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• Recommends portfolio adjustments to grow client's net worth based on market and risk analysis.
• Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
• Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
• Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
• Provides input into investment models and allocation frameworks.
• Supports business development and client retention initiatives.

Skills

Wealth management

Client relationship management

Market analysis

Regulatory compliance

Financial planning

Communication

Education

University Degree

CFA Certification

CFP Certification

Series 65

Job description

TIAA is seeking a Portfolio Manager in Private Asset Management to serve as a primary contact for high net worth clients, oversee investment portfolios and deliver tailored advice.

The role requires 5+ years in wealth management, CFA/ CFP certifications, Series 65, and a university degree; you will build portfolios, report performance, and maintain client relationships. Base pay ranges from $145,000 to $175,000 per year with potential incentives.