Tiaa
Portfolio Manager - Private Asset Management
Princeton, NJ, USA
Sponsorship not specifiedDetected 16 days ago
Data AnalysisAccessibilityBusiness DevelopmentResearchCommunicationCFA
About the role
- This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.
- Candidates should possess this level of experience for further consideration.
Responsibilities
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
- 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.
- Supports business development and client retention initiatives.
- accessibility.support@tiaa.org
- TIAA maintains a drug-free and smoke/free workplace.
- 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 are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
Requirements
- 5+ years working directly with wealth management clients
- For more than 100 years, TIAA has delivered it for millions of people.
Nice to have
- 7+ years working directly with wealth management clients
- CFA, CFP Certification
- University Degree
- Anticipated Posting End Date:
- Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
- Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
- Provides input into investment models and allocation frameworks.
- All licenses must be obtained within 120 days from start date.
Compensation
- $131,000/yr - $160,000/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).
Benefits
- That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- To learn more about your benefits, please review our Benefits Summary.
- Every worker deserves a secure retirement.
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- 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
Company info
- 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.
- The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
- Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
- Phone: (800) 842-2755
This listing is sourced directly from Tiaa's careers page and normalized into a canonical job model.