What Jobs are available for Asset in the United States?
Showing 5000+ Asset jobs in the United States
ServiceNow Software Asset Manager
87501 Santa Fe, New Mexico
CVS Health
Posted 12 days ago
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**POSITION SUMMARY**
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Currently, we are seeking a ServiceNow Software Asset Manager who will be responsible for the creation and maintenance of accurate software asset records, including Software Models, Discovery Models, and Entitlements. This role ensures effective tracking, management, and optimization of CVS software assets, covering both client and server-based products, with a focus on license compliance, cost efficiency, and lifecycle governance.
This individual will also collaborate with teams across CVS Health, including Finance, Procurement, Governance, Security, Vendor Management, IT Renewals and Purchasing Operations, IT Services, and Software Product Stakeholders to reconcile software deployments with license and maintenance entitlements. This partnership ensures that all accounting, regulatory, corporate, and legal requirements related to IT software assets are consistently met and adhered to.
**_This incumbent will execute the activities below:_**
+ Create and maintain software asset information, including Software Models, Software Discovery Models, Software Entitlements & Software Catalog Items using ServiceNow SAM Pro.
+ Build and manage strong working relationships across the organization, including with ServiceNow Platform stakeholders, IT Services, Business Application Owners, Governance, and Procurement teams
+ Resolve unmatched or partially normalized Software Discovery Models to ensure data integrity
+ Execute reconciliation by comparing entitlements with discovered software installations to determine effective license positions for each in-scope publisher
+ Analyze reconciliation reports to determine required actions to address non-compliant software installations
+ Analyze software usage reports and establishing removal rules for infrequently used software
+ Ensure contractual compliance with license counts and permitted deployment/use to mitigate risks associated with external vendor audits
+ Lead complex internal and external audits related to IT Asset Management and delivery resolutions aligned with audit plans
+ Research vendor licensing models, product use rights, licensing metrics, and entitlements for software assets
+ Collaborate with internal teams to maintain and enhance the Colleague Zone AppStore, including opportunities for streamlining and automation
+ Identify and pursue opportunities for cost savings, cost avoidance, software reuse, and consolidation
+ Validate software installation inventory and license compliance reports
+ Provide requirements, use cases, user stories to support new or improved SAM functionality
**_What We Expect of You_**
**ServiceNow Technical Expertise**
+ Hands-on experience with ServiceNow SAM Pro (Yokohama or later), including entitlement configuration, discovery model normalization, software model configuration, lifecycle management, and publisher pack administration
+ Strong understanding of the relationship between software models, catalog items, client software delivery processes and associated workflows within ServiceNow
+ Deep knowledge of licensing metrics and contract terms for Tier 1 publishers (Microsoft, IBM, Oracle, VMware, Broadcom), with practical experience configuring these within ServiceNow SAM Pro
**ServiceNow Asset Management Expertise**
+ Proficient in managing the full software asset lifecycle, from request and procurement through discovery, allocation, reclamation, and retirement
+ Skilled in maintaining contractual compliance and leading internal and external audits to ensure alignment with regulatory and corporate standards
**Analytical & Problem-Solving Skills**
+ Strong quantitative and analytical capabilities to interpret reconciliation and usage reports, identify non-compliance, and recommend corrective actions
+ Demonstrate exceptional attention to detail in managing complex software asset data, ensuring accuracy in software models, entitlements, discovery normalization, and reconciliation processes
+ Maintain precision when interpreting licensing terms, configuring SAM Pro settings, and validating compliance reports
+ Proactively identifies discrepancies and inconsistencies in software usage, licensing, and inventory, and takes corrective action to ensure data integrity and audit readiness
+ Apply a meticulous approach to documentation, reporting, and communication across cross-functional teams and stakeholders
**Collaboration & Communication**
+ Experience partnering with cross-functional teams including Finance, Procurement, Governance, Security, IT Services, and Software Product Stakeholders
+ Excellent written and verbal communication skills across platforms (e.g., SharePoint, Teams, email), with the ability to present to both technical teams and senior leadership
+ Strong interpersonal skills with the ability to collaborate across departments and influence stakeholders on the value and impact of SAM practices
**REQUIRED QUALIFICATIONS**
+ **5+ years of hands-on experience in Software Asset Management (SAM) operations using ServiceNow SAM Pro (Yokohama or later)** , including:
+ End-to-end management of software asset data within ServiceNow SAM Pro
+ Uploading and configuring entitlements (e.g., software suites, inference percentages, downgrade rights)
+ Reviewing and normalizing software discovery models
+ Creating and managing discovery maps and software model configurations
+ Administering publisher packs for both server and client software
+ Managing software lifecycle processes and reclamation rules
+ **5+ years of experience in enterprise software asset management** , with expertise in:
+ Licensing requirements and metrics for Tier 1 software publishers (Microsoft, IBM, Oracle, VMware, Broadcom)
+ Software contract terms and conditions, including end-user license agreements
+ Cost savings and risk mitigation strategies within IT asset management
+ Software normalization, entitlements, discovery, and license true ups
+ Full software lifecycle processes: request, procurement, discovery, management, reclamation, and retirement
**PREFERRED QUALIFICATIONS**
+ Proven ability to identify and drive cost savings and risk reduction opportunities
+ Strong ability to work independently and collaboratively within cross-functional teams
+ Skilled in developing and delivering presentations and materials for diverse audiences, including senior leadership
+ Excellent communication skills across multiple formats (written, verbal, email, collaboration platforms such as SharePoint and Teams)
+ Strong analytical and problem-solving capabilities, with the ability to organize and interpret large volumes of data
+ Exceptional interpersonal skills, with the ability to engage and collaborate effectively across all organizational levels
**EDUCATION**
Bachelor's degree from accredited university or equivalent work experience (HS diploma + 4 years relevant experience).
**BUSINESS OVERVIEW**
Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$83,430.00 - $222,480.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/30/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**POSITION SUMMARY**
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Currently, we are seeking a ServiceNow Software Asset Manager who will be responsible for the creation and maintenance of accurate software asset records, including Software Models, Discovery Models, and Entitlements. This role ensures effective tracking, management, and optimization of CVS software assets, covering both client and server-based products, with a focus on license compliance, cost efficiency, and lifecycle governance.
This individual will also collaborate with teams across CVS Health, including Finance, Procurement, Governance, Security, Vendor Management, IT Renewals and Purchasing Operations, IT Services, and Software Product Stakeholders to reconcile software deployments with license and maintenance entitlements. This partnership ensures that all accounting, regulatory, corporate, and legal requirements related to IT software assets are consistently met and adhered to.
**_This incumbent will execute the activities below:_**
+ Create and maintain software asset information, including Software Models, Software Discovery Models, Software Entitlements & Software Catalog Items using ServiceNow SAM Pro.
+ Build and manage strong working relationships across the organization, including with ServiceNow Platform stakeholders, IT Services, Business Application Owners, Governance, and Procurement teams
+ Resolve unmatched or partially normalized Software Discovery Models to ensure data integrity
+ Execute reconciliation by comparing entitlements with discovered software installations to determine effective license positions for each in-scope publisher
+ Analyze reconciliation reports to determine required actions to address non-compliant software installations
+ Analyze software usage reports and establishing removal rules for infrequently used software
+ Ensure contractual compliance with license counts and permitted deployment/use to mitigate risks associated with external vendor audits
+ Lead complex internal and external audits related to IT Asset Management and delivery resolutions aligned with audit plans
+ Research vendor licensing models, product use rights, licensing metrics, and entitlements for software assets
+ Collaborate with internal teams to maintain and enhance the Colleague Zone AppStore, including opportunities for streamlining and automation
+ Identify and pursue opportunities for cost savings, cost avoidance, software reuse, and consolidation
+ Validate software installation inventory and license compliance reports
+ Provide requirements, use cases, user stories to support new or improved SAM functionality
**_What We Expect of You_**
**ServiceNow Technical Expertise**
+ Hands-on experience with ServiceNow SAM Pro (Yokohama or later), including entitlement configuration, discovery model normalization, software model configuration, lifecycle management, and publisher pack administration
+ Strong understanding of the relationship between software models, catalog items, client software delivery processes and associated workflows within ServiceNow
+ Deep knowledge of licensing metrics and contract terms for Tier 1 publishers (Microsoft, IBM, Oracle, VMware, Broadcom), with practical experience configuring these within ServiceNow SAM Pro
**ServiceNow Asset Management Expertise**
+ Proficient in managing the full software asset lifecycle, from request and procurement through discovery, allocation, reclamation, and retirement
+ Skilled in maintaining contractual compliance and leading internal and external audits to ensure alignment with regulatory and corporate standards
**Analytical & Problem-Solving Skills**
+ Strong quantitative and analytical capabilities to interpret reconciliation and usage reports, identify non-compliance, and recommend corrective actions
+ Demonstrate exceptional attention to detail in managing complex software asset data, ensuring accuracy in software models, entitlements, discovery normalization, and reconciliation processes
+ Maintain precision when interpreting licensing terms, configuring SAM Pro settings, and validating compliance reports
+ Proactively identifies discrepancies and inconsistencies in software usage, licensing, and inventory, and takes corrective action to ensure data integrity and audit readiness
+ Apply a meticulous approach to documentation, reporting, and communication across cross-functional teams and stakeholders
**Collaboration & Communication**
+ Experience partnering with cross-functional teams including Finance, Procurement, Governance, Security, IT Services, and Software Product Stakeholders
+ Excellent written and verbal communication skills across platforms (e.g., SharePoint, Teams, email), with the ability to present to both technical teams and senior leadership
+ Strong interpersonal skills with the ability to collaborate across departments and influence stakeholders on the value and impact of SAM practices
**REQUIRED QUALIFICATIONS**
+ **5+ years of hands-on experience in Software Asset Management (SAM) operations using ServiceNow SAM Pro (Yokohama or later)** , including:
+ End-to-end management of software asset data within ServiceNow SAM Pro
+ Uploading and configuring entitlements (e.g., software suites, inference percentages, downgrade rights)
+ Reviewing and normalizing software discovery models
+ Creating and managing discovery maps and software model configurations
+ Administering publisher packs for both server and client software
+ Managing software lifecycle processes and reclamation rules
+ **5+ years of experience in enterprise software asset management** , with expertise in:
+ Licensing requirements and metrics for Tier 1 software publishers (Microsoft, IBM, Oracle, VMware, Broadcom)
+ Software contract terms and conditions, including end-user license agreements
+ Cost savings and risk mitigation strategies within IT asset management
+ Software normalization, entitlements, discovery, and license true ups
+ Full software lifecycle processes: request, procurement, discovery, management, reclamation, and retirement
**PREFERRED QUALIFICATIONS**
+ Proven ability to identify and drive cost savings and risk reduction opportunities
+ Strong ability to work independently and collaboratively within cross-functional teams
+ Skilled in developing and delivering presentations and materials for diverse audiences, including senior leadership
+ Excellent communication skills across multiple formats (written, verbal, email, collaboration platforms such as SharePoint and Teams)
+ Strong analytical and problem-solving capabilities, with the ability to organize and interpret large volumes of data
+ Exceptional interpersonal skills, with the ability to engage and collaborate effectively across all organizational levels
**EDUCATION**
Bachelor's degree from accredited university or equivalent work experience (HS diploma + 4 years relevant experience).
**BUSINESS OVERVIEW**
Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$83,430.00 - $222,480.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/30/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Is this job a match or a miss?
View Now
0
Asset & Wealth Management - Portfolio Management Manager
43081 Westerville, Ohio
JPMorgan Chase Bank, N.A.
Posted 21 days ago
Job Viewed
Job Description
Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us!
Required qualifications, capabilities, and skills :
Preferred qualifications, capabilities, and skills :
Job Summary
As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork.
Job Responsibilities:
- Lead a team of 4 analysts with scope to increase
- Identify skill gaps and help grow the team as needed
- Provide oversight of several key functions
- Review portfolio exceptions of JPMorgan Wealth Management SBL clients
- Resolve margin calls with JPMorgan Wealth Management Advisors
- Work with the estates team to manage pipeline and ensure timely resolution
- Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions
- Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action
- Identify operational gaps and ensure resolution
Required qualifications, capabilities, and skills :
- Proven ability to lead and mentor with the ability to foster collaboration and growth
- General understanding of credit products/commercial lending concepts
- Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
- Strong analytical and problem-solving skills
- Excellent communication, presentation, and personal skills
- Ability to think critically and multi-task
- Perform tasks with limited supervision
Preferred qualifications, capabilities, and skills :
- Proven ability to present to senior leadership
- Preferred Bachelor's degree in a business-related field
- Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience
- General understanding of financial markets and securities industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Is this job a match or a miss?
Apply Now
1
Asset Management Portfolio Manager
32806 Orlando, Florida
Regions Bank
Posted today
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.
**Primary Responsibilities**
+ Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
+ Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
+ Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
+ Leverage resources to maintain and increase efficiency to focus on clients at an effective level
+ Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
+ Execute the Regions Client Experience at an advanced level
+ Initiates and monitors required actions related to modeling and trading of client accounts
+ Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
+ Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
+ Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
+ Participates in and may lead group projects as assigned by management
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's Degree or International Equivalent
+ Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
**Preferences**
+ Bachelor's degree in Business Administration, Finance or Economics
+ Technical Training in financial and economic markets
+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
**Skills and Competencies**
+ Analytical, organization and presentation skills
+ Knowledgeable about sales techniques and possess sales aptitude
+ Skilled in applicable computer software programs
+ Verbal and written communication skills
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$103,710.20 USD
**_Median:_**
$137,640.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Orlando Main 111 North Orange Avenue
**Location:**
Orlando, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.
**Primary Responsibilities**
+ Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
+ Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
+ Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
+ Leverage resources to maintain and increase efficiency to focus on clients at an effective level
+ Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
+ Execute the Regions Client Experience at an advanced level
+ Initiates and monitors required actions related to modeling and trading of client accounts
+ Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
+ Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
+ Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
+ Participates in and may lead group projects as assigned by management
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's Degree or International Equivalent
+ Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
**Preferences**
+ Bachelor's degree in Business Administration, Finance or Economics
+ Technical Training in financial and economic markets
+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
**Skills and Competencies**
+ Analytical, organization and presentation skills
+ Knowledgeable about sales techniques and possess sales aptitude
+ Skilled in applicable computer software programs
+ Verbal and written communication skills
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$103,710.20 USD
**_Median:_**
$137,640.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Orlando Main 111 North Orange Avenue
**Location:**
Orlando, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Is this job a match or a miss?
View Now
2
Asset-Based Finance (ABF) Portfolio Management - Director
90006 Los Angeles, California
MUFG
Posted today
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
**Asset Based Finance Group (ABF)**
**MUFG Bank's Asset-Based Financing (ABF)** is one of the essential go-to-market products for MUFG in North America, and is housed within MUFG's Global Corporate and Investment Banking division.
The ABF group delivers full services-based capabilities to MUFG's clients including origination, underwriting, and portfolio management, as well as syndicating and agenting ABL revolvers. The ABF team is active across a range of client business sectors throughout the U.S.
This is a hybrid position. The selected colleague will work at an MUFG office or client sites four days per week and work remotely the remaining day.
**Overall Purpose of Job:**
The Portfolio Management function within MUFG's ABF group is responsible for the oversight of a portfolio of asset-based lending clients situated throughout the US, evaluating the creditworthiness of the clients on an ongoing basis, monitoring the collateral that supports all credit exposure, and initiating or supporting revenue growth efforts.
The client base spans multiple industries, and customers range from large, public companies active in the capital markets to sponsor-owned middle market companies with complex capital structures.
**Job Summary / Core Responsibilities:**
+ Conduct analyses of a customer's historical and projected financial performance, conduct applicable due diligence, and monitor borrower financial performance on an ongoing basis.
+ Evaluate collateral performance at the borrowing base component level and insure that adequate collateral is available to cover outstanding obligations.
+ Assess liquidity and excess availability levels, both historical and projected.
+ Determine effectiveness of financing terms and conditions and all other appropriate underwriting guidelines.
+ Prepare detailed written credit analyses and required credit applications, including evaluation of loan purpose and structure, liquidity, asset protection, repayment sources, corporate, regulatory and industry risk, historical and projected operating performance, and capital structure.
+ Recommend and implement the appropriate course of action when borrower financial performance or collateral adequacy becomes an issue.
+ Contribute to the bank's revenue and return growth goals by working closely with coverage RMs, product partners, and ABF origination staff to enhance MUFG's importance to the borrower either through cross sell efforts or pitch to lead presentations.
+ Provide timely responses to requests for additional credit.
+ Ensure that the bank's collateral is regularly appraised, field exams are conducted to evaluate the quality of the collateral and underlying collateral controls, and that adjustments are made if any issues arise from those appraisals or exams.
+ Ensure that the internal and regulatory risk ratings for borrowers remain accurate, and recommend adjustments when a material change in the credit profile becomes evident.
+ Closely monitor troubled credits, participate in internal meetings to review performance and exposure strategy, and address issues related to bankruptcy and collateral liquidation when it arises.
+ Manage bank group as agent, including addressing client needs and structuring an appropriate solution, negotiating terms that would be satisfactory to MUFG and the broader bank group, and manage bank group communication.
+ Conduct periodic discussions with Agents (when a participant) to get borrower updates, and address amend & extend requests and amendments.
+ Coordinate loan proposals and loan underwriting, including complex scenarios with high profile clients.
+ Assist with the preparation for various internal and external examinations and audits and all compliance and operational aspects of the business.
**Requirements:**
+ A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus.
+ A minimum of 10 years of relevant corporate banking experience; with specific experience in asset-based lending a plus.
+ Experience managing a bank group as agent bank.
+ Ability to manage problem loan and restructuring activities with expertise drawn from experience with bankruptcies and liquidations.
+ Ability to negotiate loan documentation independently and extensive working knowledge of secured lending issues, and lien laws.
+ Secured lending expertise inclusive of analyzing projections for purposes of determining working capital fluctuations and liquidity, applicable federal banking regulations, collateral analysis, foreign collateral issues, intercreditor issues, banking services to implement cash dominion, and other bank product details as it relates to overall ABL credit exposure.
+ High level legal and negotiation skills.
+ Excellent verbal and written communication skills.
+ Ability to work effectively and collaboratively with coverage teams, credit officers, sponsor coverage, product partners, legal, etc.
+ Financial modeling and analytical skills using MS Word, Excel, and PowerPoint
+ Excellent organizational and administrative skills.
+ Proactive, organized, self-directed.
The typical base pay range for this role is between $180-230k and depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary ( will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
**Asset Based Finance Group (ABF)**
**MUFG Bank's Asset-Based Financing (ABF)** is one of the essential go-to-market products for MUFG in North America, and is housed within MUFG's Global Corporate and Investment Banking division.
The ABF group delivers full services-based capabilities to MUFG's clients including origination, underwriting, and portfolio management, as well as syndicating and agenting ABL revolvers. The ABF team is active across a range of client business sectors throughout the U.S.
This is a hybrid position. The selected colleague will work at an MUFG office or client sites four days per week and work remotely the remaining day.
**Overall Purpose of Job:**
The Portfolio Management function within MUFG's ABF group is responsible for the oversight of a portfolio of asset-based lending clients situated throughout the US, evaluating the creditworthiness of the clients on an ongoing basis, monitoring the collateral that supports all credit exposure, and initiating or supporting revenue growth efforts.
The client base spans multiple industries, and customers range from large, public companies active in the capital markets to sponsor-owned middle market companies with complex capital structures.
**Job Summary / Core Responsibilities:**
+ Conduct analyses of a customer's historical and projected financial performance, conduct applicable due diligence, and monitor borrower financial performance on an ongoing basis.
+ Evaluate collateral performance at the borrowing base component level and insure that adequate collateral is available to cover outstanding obligations.
+ Assess liquidity and excess availability levels, both historical and projected.
+ Determine effectiveness of financing terms and conditions and all other appropriate underwriting guidelines.
+ Prepare detailed written credit analyses and required credit applications, including evaluation of loan purpose and structure, liquidity, asset protection, repayment sources, corporate, regulatory and industry risk, historical and projected operating performance, and capital structure.
+ Recommend and implement the appropriate course of action when borrower financial performance or collateral adequacy becomes an issue.
+ Contribute to the bank's revenue and return growth goals by working closely with coverage RMs, product partners, and ABF origination staff to enhance MUFG's importance to the borrower either through cross sell efforts or pitch to lead presentations.
+ Provide timely responses to requests for additional credit.
+ Ensure that the bank's collateral is regularly appraised, field exams are conducted to evaluate the quality of the collateral and underlying collateral controls, and that adjustments are made if any issues arise from those appraisals or exams.
+ Ensure that the internal and regulatory risk ratings for borrowers remain accurate, and recommend adjustments when a material change in the credit profile becomes evident.
+ Closely monitor troubled credits, participate in internal meetings to review performance and exposure strategy, and address issues related to bankruptcy and collateral liquidation when it arises.
+ Manage bank group as agent, including addressing client needs and structuring an appropriate solution, negotiating terms that would be satisfactory to MUFG and the broader bank group, and manage bank group communication.
+ Conduct periodic discussions with Agents (when a participant) to get borrower updates, and address amend & extend requests and amendments.
+ Coordinate loan proposals and loan underwriting, including complex scenarios with high profile clients.
+ Assist with the preparation for various internal and external examinations and audits and all compliance and operational aspects of the business.
**Requirements:**
+ A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus.
+ A minimum of 10 years of relevant corporate banking experience; with specific experience in asset-based lending a plus.
+ Experience managing a bank group as agent bank.
+ Ability to manage problem loan and restructuring activities with expertise drawn from experience with bankruptcies and liquidations.
+ Ability to negotiate loan documentation independently and extensive working knowledge of secured lending issues, and lien laws.
+ Secured lending expertise inclusive of analyzing projections for purposes of determining working capital fluctuations and liquidity, applicable federal banking regulations, collateral analysis, foreign collateral issues, intercreditor issues, banking services to implement cash dominion, and other bank product details as it relates to overall ABL credit exposure.
+ High level legal and negotiation skills.
+ Excellent verbal and written communication skills.
+ Ability to work effectively and collaboratively with coverage teams, credit officers, sponsor coverage, product partners, legal, etc.
+ Financial modeling and analytical skills using MS Word, Excel, and PowerPoint
+ Excellent organizational and administrative skills.
+ Proactive, organized, self-directed.
The typical base pay range for this role is between $180-230k and depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary ( will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Is this job a match or a miss?
View Now
3
Property & Asset/Principal Property & Asset Management Analyst
90006 Los Angeles, California
Northrop Grumman
Posted today
Job Viewed
Job Description
RELOCATION ASSISTANCE: No relocation assistance available
CLEARANCE TYPE: Secret
TRAVEL: Yes, 25% of the Time
**Description**
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Defense Systems Sector is seeking a **Property & Asset Management Analyst** / **Principal Property & Asset Management Analyst** to join our Advanced Weapons Business Unit located in Northridge, CA. **This position will be an onsite position and may follow a 9/80 work schedule.**
The ideal candidate will oversee, manage, and analyze activities associated with asset business systems to ensure company, customer, and US Government property located on site and at subcontractors are managed in accordance with applicable regulations and policies to achieve best value and operational excellence. Maintains property accountability records and determines condition and arranges disposal of surplus or obsolete material or equipment. Conduct internal and external property assessments and analyze results for financial and operational purposes; provide guidance on contracts and regulations pertaining to property life-cycle management; develop, recommend, and implement property management policy; and prepare periodic and special purpose reports relative to matters such as tases, leasing, insurance, facility usage, etc.
**Responsibilities:**
+ Contributes to the development of new concepts, techniques, and standards.
+ Considered expert in field within the organization.
+ Demonstrates the skill and ability to perform complex tasks.
+ Able to communicate effectively and clearly present technical approaches and findings.
+ Develops solutions to complex problems which require the regular use of ingenuity and innovation.
+ Ensures solutions are consistent with organization objectives.
+ Most assignments are complex and performed independently without appreciable direction. Exercises considerable latitude in determining objectives and approaches to assignment.
+ Ability to support U.S. Government, customer, and NG internal audits.
+ Serves as consultant to management and special external spokesperson for the organization on major matters pertaining to its policies, plans, and objectives.
+ Acts as an advisor to senior management and customers.
**Basic Qualifications**
**Property & Asset Management Analyst (Level 2)**
+ Bachelor's Degree from an accredited institution with 2 years of relevant experience or Master's Degree with 0 years of relevant experience in property (U.S. Government/DoD/Commercial) administration. We will also consider 6 years of experience in lieu of a Bachelor's degree.
+ Thorough knowledge of the FAR/DFARS relative to property administration.
+ Excellent oral and written communication skills and ability to interface with all levels of employees and management.
+ Knowledge and proficiency using Microsoft Office Suite of Applications.
+ Ability to obtain/maintain Secret U.S. Government Security Clearance
+ Ability to travel 25% of the time.
**Principal Property & Asset Management Analyst (Level 3)**
+ Bachelor's Degree from an accredited institution with 5 years of relevant experience or Master's Degree with 3 years of relevant experience in property (U.S. Government/DoD/Commercial) administration. We will also consider 9 years of experience in lieu of a Bachelor's degree.
+ Thorough knowledge of the FAR/DFARS relative to property administration.
+ Excellent oral and written communication skills and ability to interface with all levels of employees and management.
+ Knowledge and proficiency using Microsoft Office Suite of Applications.
+ Ability to obtain/maintain Secret U.S. Government Security Clearance
+ Ability to travel 25% of the time.
**Preferred Qualifications:**
+ Knowledge of & ability to use CostPoint and AssetSmart .
+ NPMA membership
+ NPMA certifications
+ Secret U.S. Government Security Clearance
Primary Level Salary Range: $67,100.00 - $00,700.00
Secondary Level Salary Range: 82,900.00 - 124,300.00
The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.
Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.
The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.
Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
CLEARANCE TYPE: Secret
TRAVEL: Yes, 25% of the Time
**Description**
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Defense Systems Sector is seeking a **Property & Asset Management Analyst** / **Principal Property & Asset Management Analyst** to join our Advanced Weapons Business Unit located in Northridge, CA. **This position will be an onsite position and may follow a 9/80 work schedule.**
The ideal candidate will oversee, manage, and analyze activities associated with asset business systems to ensure company, customer, and US Government property located on site and at subcontractors are managed in accordance with applicable regulations and policies to achieve best value and operational excellence. Maintains property accountability records and determines condition and arranges disposal of surplus or obsolete material or equipment. Conduct internal and external property assessments and analyze results for financial and operational purposes; provide guidance on contracts and regulations pertaining to property life-cycle management; develop, recommend, and implement property management policy; and prepare periodic and special purpose reports relative to matters such as tases, leasing, insurance, facility usage, etc.
**Responsibilities:**
+ Contributes to the development of new concepts, techniques, and standards.
+ Considered expert in field within the organization.
+ Demonstrates the skill and ability to perform complex tasks.
+ Able to communicate effectively and clearly present technical approaches and findings.
+ Develops solutions to complex problems which require the regular use of ingenuity and innovation.
+ Ensures solutions are consistent with organization objectives.
+ Most assignments are complex and performed independently without appreciable direction. Exercises considerable latitude in determining objectives and approaches to assignment.
+ Ability to support U.S. Government, customer, and NG internal audits.
+ Serves as consultant to management and special external spokesperson for the organization on major matters pertaining to its policies, plans, and objectives.
+ Acts as an advisor to senior management and customers.
**Basic Qualifications**
**Property & Asset Management Analyst (Level 2)**
+ Bachelor's Degree from an accredited institution with 2 years of relevant experience or Master's Degree with 0 years of relevant experience in property (U.S. Government/DoD/Commercial) administration. We will also consider 6 years of experience in lieu of a Bachelor's degree.
+ Thorough knowledge of the FAR/DFARS relative to property administration.
+ Excellent oral and written communication skills and ability to interface with all levels of employees and management.
+ Knowledge and proficiency using Microsoft Office Suite of Applications.
+ Ability to obtain/maintain Secret U.S. Government Security Clearance
+ Ability to travel 25% of the time.
**Principal Property & Asset Management Analyst (Level 3)**
+ Bachelor's Degree from an accredited institution with 5 years of relevant experience or Master's Degree with 3 years of relevant experience in property (U.S. Government/DoD/Commercial) administration. We will also consider 9 years of experience in lieu of a Bachelor's degree.
+ Thorough knowledge of the FAR/DFARS relative to property administration.
+ Excellent oral and written communication skills and ability to interface with all levels of employees and management.
+ Knowledge and proficiency using Microsoft Office Suite of Applications.
+ Ability to obtain/maintain Secret U.S. Government Security Clearance
+ Ability to travel 25% of the time.
**Preferred Qualifications:**
+ Knowledge of & ability to use CostPoint and AssetSmart .
+ NPMA membership
+ NPMA certifications
+ Secret U.S. Government Security Clearance
Primary Level Salary Range: $67,100.00 - $00,700.00
Secondary Level Salary Range: 82,900.00 - 124,300.00
The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.
Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.
The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.
Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Is this job a match or a miss?
View Now
4
Asset Management - US Equity Portfolio Management Program Analyst
10001 New York, New York
JPMorgan Chase Bank, N.A.
Posted 11 days ago
Job Viewed
Job Description
At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
Preferred qualifications, capabilities and skills:
Role summary:
As a US Equities Portfolio Program Analyst you will primarily support senior portfolio managers on the analysis and execution of US Equity Investment strategies. This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the analyst/associate with exposure to JP Morgan Asset Management's products and investment professionals within US Equity.
Job responsibilities:
- Portfolio Implementation - Develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging, etc.
- Portfolio Monitoring - Keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews; etc.
- Ad-hoc projects - Working with various individuals and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.
Required qualifications, capabilities and skills:
- Undergraduate degree with a degree in Business, Finance or equivalent
- 1-2+ years of relevant experience
- Strong understanding of JP Morgan Asset Management's products and services
- Strong understanding of financial services industry
- Market data services knowledge
- Strong analytical skills, high aptitude for numbers
- Ability to identify trends though numerical analysis
Preferred qualifications, capabilities and skills:
- Familiarity with Bloomberg is helpful.
- Coding experience with VBA preferred.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $100,000.00 - $110,000.00 / year
Is this job a match or a miss?
Apply Now
5
Portfolio Manager - Private Asset Management
06912 Stamford, Connecticut
TIAA
Posted today
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Is this job a match or a miss?
View Now
Be The First To Know
About the latest Asset Jobs in United States !
6
Portfolio Manager - Private Asset Management
06514 Hamden, Connecticut
TIAA
Posted today
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Is this job a match or a miss?
View Now
7
Portfolio Manager - Private Asset Management
80238 Denver, Colorado
TIAA
Posted today
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**PLEASE NOTE:** TIAA's 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 working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**PLEASE NOTE:** TIAA's 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 working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Is this job a match or a miss?
View Now
8
Portfolio Manager - Private Asset Management
05405 Burlington, Georgia
TIAA
Posted today
Job Viewed
Job Description
Portfolio Manager
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through 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.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**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**
8IC
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
#LI-KD2
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:**
Base Pay Range: $124,000/yr - $155,000/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).
___
**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 difference in the lives of our associates and their loved ones. 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. To learn more about your benefits, please review our Benefits Summary ( .
**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 ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Is this job a match or a miss?
View Now
9