Wealth Portfolio Manager: Client-Focused Asset Strategy

TIAA; Glendale (CA); On-site; USD 145,000 - 175,000; Full time

Job summary

TIAA is seeking a senior Portfolio Manager for Private Asset Management in California to oversee investment portfolios and deliver personalized advice to high net worth clients. This role requires direct client engagement, thoughtful asset allocation, and ongoing market analysis to inform investment decisions.

Key responsibilities include portfolio construction, client reporting, regulatory compliance, and collaboration with the team to drive business development and client satisfaction.

Qualifications

• 5+ years working directly with wealth management clients
• CFA and CFP certifications preferred
• University degree required

Responsibilities

• Builds investment portfolios informed by market conditions.
• Maintains client records and reporting.
• Recommends portfolio adjustments to grow client net worth.
• Executes securities transactions to meet objectives.
• Maintains and informs team on capital markets knowledge.
• Supports business development and client retention.

Skills

Wealth management

Portfolio management

Data analysis

Client relationship management

Communication

Education

University degree

CFA Certification

CFP Certification

Tools

CRM software

Job description

TIAA is seeking a senior Portfolio Manager for Private Asset Management in California to oversee investment portfolios and deliver personalized advice to high net worth clients. This role requires direct client engagement, thoughtful asset allocation, and ongoing market analysis to inform investment decisions.

Key responsibilities include portfolio construction, client reporting, regulatory compliance, and collaboration with the team to drive business development and client satisfaction.