3,149 Funding Management jobs in the United States

Associate Director of Funding Management

49006 Westwood, Ohio United Way of South Central Michigan

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Title:

Associate Director of Funding Management

Group/Team:

Community Impact and Development

Reports To:

Executive Impact and Equity Officer

Status:

Full Time

FLSA Classification:

Salaried, Exempt

Minimum Salary:

$64,320

POSITION SUMMARY

The Associate Director of Funding Management is essential for overseeing the complete lifecycle of federal, state, local, and private grants. This role is crucial in ensuring that United Way of South Central Michigan (UWSCMI) actively seeks out and secures funding opportunities that align with its mission, develops competitive grant applications, and ensures compliance with all reporting requirements and deliverables.

This position serves as a vital connector among departments—Finance and Accounting, Community Impact, Development, and the Executive Office—to guarantee seamless coordination and alignment throughout the grant process.

This role is hybrid with a minimum of three days in the office each week at any UWSCMI office (Kalamazoo, Battle Creek, Jackson, Lansing). Occasional regional travel is required.

KEY RESPONSIBILITIES

  • Grant Prospecting and Writing
    • Develop and maintain relationships, conduct online research, and utilize prospecting tools (e.g., Foundation Search) to discover grant opportunities that align with UWSCMI's mission and strategic goals.
    • Collaborate with internal stakeholders to construct high-quality grant applications, overseeing timelines, accuracy, and submission processes.
    • Establish and maintain a centralized content repository for organizational information, narratives, and data to streamline grant proposals.
  • Grant Compliance & Reporting
    • Manage approved funding contracts/grant agreements to ensure documentation and reporting requirements are fulfilled prior to due dates.
    • Prepare reports and information for both internal and external stakeholders.
    • Work collaboratively across departments to create and lead the implementation of policies, procedures, and systems that meet community needs, funder requirements, and organizational objectives.
  • Cross-Functional Collaboration
    • Participate actively in team, committee, and workgroup meetings, serving as a facilitator when needed.
    • Partner with UWSCMI team members to maintain a centralized tracking system for grant renewal dates, reporting dates, and application deadlines.
    • Lead collaboration with Finance and Accounting to manage grant budgets and maintain records for audits and financial reporting purposes.
    • Act as a staff liaison for UWSCMI Fiscal Sponsorships as assigned.
    • Assist the Community Impact team in managing UWSCMI grant processes as needed.

Perform other duties as assigned.

JOB REQUIREMENTS

  • Commitment to equity, diversity, and inclusion, applying anti-oppressive and anti-racist principles in the workplace.
  • Experience in grant writing, management, or project management, with strong collaboration skills. A bachelor's degree is preferred, but relevant experience (e.g., four years in a related field or a mix of education and experience) is acceptable.
  • Excellent interpersonal and communication skills to engage diverse populations including ALICE households.
  • Strong written communication skills to convey complex information effectively to donors and grant funders.
  • Technical proficiency in grant management software; prior experience is preferred.
  • Experience in developing or managing program budgets.
  • Proven ability to handle multiple projects simultaneously while adapting to dynamic workloads.
  • High level of independent judgment and reasoning abilities.
  • Exceptional organizational skills with attention to detail.
  • Proficiency in Microsoft Office applications.

SALARY: The annual salary for this position is $64,320/year.

ABOUT UWSCMI

United Way of South Central Michigan (UWSCMI) combines the efforts of three legacy organizations to mobilize financial and volunteer resources, aiming for equitable and lasting change for vulnerable communities. Our vision is for strong, caring communities where every individual is valued and connected for the common good.

Our path involves addressing racial and economic disparities, focusing on ALICE (Asset-Limited, Income Constrained, Employed) households, and creating opportunities for everyone to realize their full potential.

EQUITY, DIVERSITY, AND INCLUSION

UWSCMI is dedicated to dismantling systemic inequities affecting marginalized communities. We encourage applications from individuals within these identities. We are committed to building accountability into our policies and practices.

NOTE

All duties are subject to modifications to accommodate individuals with disabilities and requirements listed are the minimum levels of knowledge and skills necessary. No employment contract or guaranteed relationship is created by this document.

BACKGROUND CHECK DISCLOSURE

Background checks are required for specific roles and will only be communicated if they impact employment. Past arrests are not considered; only convictions directly related to job roles may affect hiring. We recognize the inequities in the criminal legal system and implement this process judiciously.

TOTAL REWARDS PACKAGE

UWSCMI offers a competitive total rewards package, including an annual salary, substantial employer contributions to medical coverage, dental and vision benefits, life insurance, disability coverage, a 10% employer contribution to retirement plans, and generous paid time off.

View Now

Associate Director of Funding Management

49014 Battle Creek, Michigan United Way of South Central Michigan

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Title:

Associate Director of Funding Management

Group/Team:

Community Impact and Development

Reports To:

Executive Impact and Equity Officer

Status:

Full Time

FLSA Classification:

Salaried, Exempt

Minimum Salary:

$64,320

POSITION SUMMARY

The Associate Director of Funding Management is essential for overseeing the complete lifecycle of federal, state, local, and private grants. This role is crucial in ensuring that United Way of South Central Michigan (UWSCMI) actively seeks out and secures funding opportunities that align with its mission, develops competitive grant applications, and ensures compliance with all reporting requirements and deliverables.

This position serves as a vital connector among departments—Finance and Accounting, Community Impact, Development, and the Executive Office—to guarantee seamless coordination and alignment throughout the grant process.

This role is hybrid with a minimum of three days in the office each week at any UWSCMI office (Kalamazoo, Battle Creek, Jackson, Lansing). Occasional regional travel is required.

KEY RESPONSIBILITIES

  • Grant Prospecting and Writing
    • Develop and maintain relationships, conduct online research, and utilize prospecting tools (e.g., Foundation Search) to discover grant opportunities that align with UWSCMI's mission and strategic goals.
    • Collaborate with internal stakeholders to construct high-quality grant applications, overseeing timelines, accuracy, and submission processes.
    • Establish and maintain a centralized content repository for organizational information, narratives, and data to streamline grant proposals.
  • Grant Compliance & Reporting
    • Manage approved funding contracts/grant agreements to ensure documentation and reporting requirements are fulfilled prior to due dates.
    • Prepare reports and information for both internal and external stakeholders.
    • Work collaboratively across departments to create and lead the implementation of policies, procedures, and systems that meet community needs, funder requirements, and organizational objectives.
  • Cross-Functional Collaboration
    • Participate actively in team, committee, and workgroup meetings, serving as a facilitator when needed.
    • Partner with UWSCMI team members to maintain a centralized tracking system for grant renewal dates, reporting dates, and application deadlines.
    • Lead collaboration with Finance and Accounting to manage grant budgets and maintain records for audits and financial reporting purposes.
    • Act as a staff liaison for UWSCMI Fiscal Sponsorships as assigned.
    • Assist the Community Impact team in managing UWSCMI grant processes as needed.

Perform other duties as assigned.

JOB REQUIREMENTS

  • Commitment to equity, diversity, and inclusion, applying anti-oppressive and anti-racist principles in the workplace.
  • Experience in grant writing, management, or project management, with strong collaboration skills. A bachelor's degree is preferred, but relevant experience (e.g., four years in a related field or a mix of education and experience) is acceptable.
  • Excellent interpersonal and communication skills to engage diverse populations including ALICE households.
  • Strong written communication skills to convey complex information effectively to donors and grant funders.
  • Technical proficiency in grant management software; prior experience is preferred.
  • Experience in developing or managing program budgets.
  • Proven ability to handle multiple projects simultaneously while adapting to dynamic workloads.
  • High level of independent judgment and reasoning abilities.
  • Exceptional organizational skills with attention to detail.
  • Proficiency in Microsoft Office applications.

SALARY: The annual salary for this position is $64,320/year.

ABOUT UWSCMI

United Way of South Central Michigan (UWSCMI) combines the efforts of three legacy organizations to mobilize financial and volunteer resources, aiming for equitable and lasting change for vulnerable communities. Our vision is for strong, caring communities where every individual is valued and connected for the common good.

Our path involves addressing racial and economic disparities, focusing on ALICE (Asset-Limited, Income Constrained, Employed) households, and creating opportunities for everyone to realize their full potential.

EQUITY, DIVERSITY, AND INCLUSION

UWSCMI is dedicated to dismantling systemic inequities affecting marginalized communities. We encourage applications from individuals within these identities. We are committed to building accountability into our policies and practices.

NOTE

All duties are subject to modifications to accommodate individuals with disabilities and requirements listed are the minimum levels of knowledge and skills necessary. No employment contract or guaranteed relationship is created by this document.

BACKGROUND CHECK DISCLOSURE

Background checks are required for specific roles and will only be communicated if they impact employment. Past arrests are not considered; only convictions directly related to job roles may affect hiring. We recognize the inequities in the criminal legal system and implement this process judiciously.

TOTAL REWARDS PACKAGE

UWSCMI offers a competitive total rewards package, including an annual salary, substantial employer contributions to medical coverage, dental and vision benefits, life insurance, disability coverage, a 10% employer contribution to retirement plans, and generous paid time off.

View Now

Treasury-Liquidity & Funding Management AVP/Associate

10261 New York, New York Bank of China

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Treasury-Liquidity & Funding Management AVP/Associate

Join to apply for the Treasury-Liquidity & Funding Management AVP/Associate role at Bank of China USA

Treasury-Liquidity & Funding Management AVP/Associate

Join to apply for the Treasury-Liquidity & Funding Management AVP/Associate role at Bank of China USA

Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.

Overview

This positions responsibilities include manage liquidity and funding positions within Treasury Function. In particular, the AVP will closely monitor market condition and coordinate USD and FX liquidity and funding activities, including intraday liquidity monitoring, Contingent Funding Plan (CFP), cash flow projections, and related regulatory and management requirements.

Responsibilities

Include but are not limited to:

Liquidity Monitoring and Oversight

  • Monitor the Intraday Liquidity Management and coordinate with related departments
  • Oversee the day to day management operation on USD accounts and conduct Fed balance projection
  • Manage the short-term and long-term cash flow projection operation
  • Support FX and Nostro accounts monitoring based on business needs and management requirements

Funding Planning and Coordination

  • Coordinate the Funding Plan and optimize funding portfolio for liquidity and cost efficiency
  • Maintain and enhance the Contingency Funding Plan and coordinate the CFP testing
  • Monitor the EWI Suite based on market condition including funding countermeasures and escalation preparation
  • Optimize High Quality Liquid Asset (HQLA) portfolio and collateral usage
  • Coordinate funding initiatives such as Bond Issuance and provide related supports

Regulatory/Audit Exams, Reports and Backup

  • Address the requests from the regulator/auditor/independent risk management
  • Support backup coverage across Treasury functions
  • Other related requests from ALCO, Executive Management and Head Office

Qualifications

  • Bachelor's Degree is required, Master's Degree is preferred
  • Minimum of 4 years of banking/corporate finance related experience for AVP; Minimum of 1 year of banking/corporate finance related experience for Associate
  • Solid understanding of Treasury operations, liquidity risk, and funding strategies
  • Strong IT and analytical skills, with proficiency in office and financial systems
  • Proven team player with excellent communication and collaboration abilities

Pay Range

Actual salary is commensurate with candidates relevant years of experience, skillset, education and other qualifications.

USD $2,000.00 - USD 150,000.00 /Yr. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Administrative
  • Industries Banking

Referrals increase your chances of interviewing at Bank of China USA by 2x

Sign in to set job alerts for Managerial Assistant roles. SPECIAL ASSISTANT TO THE CHIEF OF HOMELESS PREVENT. Temporary Sales Assistant - Fifth Avenue Mansion EXECUTIVE DIRECTOR, APS SUPPORT SERVICES DIRECTOR, RAP APARTMENTS & COMMUNITY UNITS

New York City Metropolitan Area 55,000.00- 65,000.00 1 day ago

New York, NY 85,000.00- 95,000.00 4 weeks ago

Bronx, NY 66,000.00- 72,000.00 3 weeks ago

Managerial Position: Litigation Training

New York, NY 154,000.00- 189,000.00 5 days ago

Assistant Manager, School & Library Sales

New York, NY 55,000.00- 60,000.00 2 days ago

New York, NY 80,531.73- 92,036.27 6 days ago

New York, NY 50,000.00- 55,000.00 22 hours ago

Assistant or Associate Professor - Management (Sustainability)

New York, NY 150,000.00- 203,000.00 8 months ago

AVP, Workplace Strategy and Facility Management

Bronx, NY 66,000.00- 72,000.00 3 weeks ago

New York, NY 47,000.00- 57,000.00 3 weeks ago

CUNY Office Assistant Level 1 (Provisional) - Hospitality Management Assistant Controller, Management Company Accounting

New York, NY 50,000.00- 55,000.00 1 month ago

New York, NY 50,000.00- 55,000.00 2 weeks ago

EXECUTIVE DIRECTOR, CAPACITY PLANNING AND DEVELOPMENT

New York City Metropolitan Area 21.00- 23.00 1 hour ago

New York, NY 60,000.00- 70,000.00 1 week ago

Short Hills, NJ 65,640.00- 109,200.00 4 days ago

Assistant Planner, Global Pricing & Inventory Management Assistant Director of Public Health & Medicine (Assistant Director (Hospitals) - Level III)

Brooklyn, NY 77,317.00- 88,915.00 1 week ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
View Now

Digital Portfolio & Asset Management Lead?

18977 Washington Crossing, Pennsylvania J&J Family of Companies

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Innovative Medicine Supply Chain Digital Portfolio & Asset Management Leader

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity.

We are searching for the best talent for a hybrid Innovative Medicine Supply Chain (IMSC) Digital Portfolio & Asset Management Leader (Senior Manager) to be located in an IMSC hub location including Titusville, NJ; Horsham, PA; Zug, CH; Schaffhausen, CH; Cork, IE; Latina, IT; Beerse, BE.

Please note that this role is available across multiple countries and may be posted under different requisition numbers to comply with local requirements. While you are welcome to apply to any or all of the postings, we recommend focusing on the specific country(s) that align with your preferred location(s):

Titusville, NJ; Horsham, PA - Requisition Number: R-020813

Zug, CH; Schaffhausen, CH- Requisition Number: R-021065

Cork, IE; Latina, IT; Beerse, BE - Requisition Number: R-021098

Remember, whether you apply to one or all of these requisition numbers, your applications will be considered as a single submission.

#Li-Hybrid

Purpose:

We are actively searching for a Digital Portfolio & Asset Management Leader to join the Strategic Operations team within our Innovative Medicine Supply Chain (IM SC). In this role you will orchestrate the execution of portfolio management processes in support of the Digital Value chain team and Strategic Operations LT. Your leadership will be key in deploying a digitally enabled supply chain that aligns seamlessly with the overarching IM SC strategy!

As the Digital Portfolio & Asset Management Leader, you will define and deploy digital portfolio and asset management processes in collaboration with IM SC functions. You will lead the Digital portfolio execution, coordinate financial decisions and trade-offs to optimize the value of digital investments. Your strategic oversight will ensure flawless business planning cycles and effective project execution of digital program portfolio. You will design, in collaboration with key stakeholders, the digital asset management processes that will be the basis for E2E trade-off decisions for the digital investment portfolio and spearhead the development and management of the digital product catalogue.

Key Responsibilities:

Defines & deploys digital portfolio & asset management process:

  • Implement portfolio and project execution governance processes to identify, select, monitor and prioritize IMSC digital investments providing transparency & visibility.
  • Design & deploy E2E Digital program prioritization process to optimize portfolio performance across business planning cycles.
  • Designs the digital product Total Cost of Ownership (TCO) process enabling digital product asset management.

Leads digital portfolio management execution:

  • Leads the digital portfolio through effective use of the portfolio management tools (e.g. Planisware Power BI,.)
  • Ensures execution of digital business processes (BP/JU/LRFP) and overall business execution oversight
  • Provides leadership, guidance and oversight to facilitate the IMSC digital project portfolio decision making to lead continuous prioritization.
  • Develop and maintain a comprehensive digital portfolio performance dashboard and implement processes for continuous tracking and optimization.

Implements IM SC the digital asset management processes:

  • Execute IM SC Digital product Total Cost of ownership process enabling E2E decision making
  • Defines & manages the digital product catalogue supporting TCO and digital product Life Cycle management process
  • Develop and maintain TCO dashboard supporting continuous improvement process.

Collaborates across functions for portfolio optimization:

  • Partner with finance and technology teams to design, implement, and optimize digital product asset management practices that align with overall business objectives.
  • Work collaboratively with all IM SC functions to drive the deployment of digital portfolio management processes, with an emphasis on improving planning cycles and business planning execution oversight.
  • Engage with the Portfolio Management team to benchmark and analyze PPM performance for the digital portfolio.

Deliver requirements and identify efficiencies to the digital portfolio management processes. Other duties as assigned

Up to 15% travel required, domestic & international

Required Qualifications:

  • A minimum of a bachelor's degree is required, preferably in Business, Supply Chain, Engineering, or Finance
  • 10 years of experience including experience in Portfolio Management, Finance, Technology, Supply Chain, or Project Management
  • Extensive experience with influencing without direct authority
  • Business planning experience and financial acumen (e.g. development of business plans and long range financial plans, financial reporting, allocation management, resource management, etc.)
  • Excellent problem solving and decision-making skills with ability to effectively identify priorities and assess trade-off decisions
  • Self-starter, with strong demonstration of ownership and results
  • Able to adapt to change, and meet timelines in a fast-paced, dynamic environment.
  • Consistent track record driving outcomes without always having direct reporting authority
  • Excellent written and verbal communications, ability to translate complex concepts for various stakeholders and strong executive presentation skills

Preferred Qualifications:

  • A master's degree, preferably in Business, Supply Chain, Engineering, or Finance
  • Demonstrated understanding of digital transformation and experience with the use of digital products & IT systems in a supply chain environment
  • Knowledge / deep understanding of IMSC models and ways of working, systems and tools preferred; experience with portfolio/project management and portfolio decision making is preferred.
  • A demonstrated ability to synthesize large quantities of finance, process and technical information and present coherent recommendations is preferred.
  • Experience using Planisware and Power BI.
  • Pharmaceutical experience

Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.

Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, please contact us via or contact AskGS to be directed to your accommodation resource.

View Now

Digital Portfolio & Asset Management Lead?

08560 Titusville, New Jersey J&J Family of Companies

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at Function:**
Technology Enterprise Strategy & Security
**Job Sub** **Function:**
Product Strategy
**Job Category:**
People Leader
**All Job Posting Locations:**
Horsham, Pennsylvania, United States of America, Titusville, New Jersey, United States of America
**Job Description:**
About Innovative Medicine
Our expertise in Innovative Medicine is informed and inspired by patients, whose insights fuel our science-based advancements. Visionaries like you work on teams that save lives by developing the medicines of tomorrow.
Join us in developing treatments, finding cures, and pioneering the path from lab to life while championing patients every step of the way.
Learn more at are searching for the best talent for a hybrid Innovative Medicine Supply Chain (IMSC) Digital Portfolio & Asset Management Leader (Senior Manager) to be located in an IMSC hub location including Titusville, NJ; Horsham, PA; Zug, CH; Schaffhausen, CH; Cork, IE; Latina, IT; Beerse, BE.
Please note that this role is available across multiple countries and may be posted under different requisition numbers to comply with local requirements. While you are welcome to apply to any or all of the postings, we recommend focusing on the specific country(s) that align with your preferred location(s):
Titusville, NJ; Horsham, PA - Requisition Number: R-020813
Zug, CH; Schaffhausen, CH- Requisition Number: R-021065
Cork, IE; Latina, IT; Beerse, BE - Requisition Number: R-021098
Remember, whether you apply to one or all of these requisition numbers, your applications will be considered as a single submission.
#Li-Hybrid
Purpose:
We are actively searching for a Digital Portfolio & Asset Management Leader to join the Strategic Operations team within our Innovative Medicine Supply Chain (IM SC). In this role you will orchestrate the execution of portfolio management processes in support of the Digital Value chain team and Strategic Operations LT. Your leadership will be key in deploying a digitally enabled supply chain that aligns seamlessly with the overarching IM SC strategy!
As the Digital Portfolio & Asset Management Leader, you will define and deploy digital portfolio and asset management processes in collaboration with IM SC functions. You will lead the Digital portfolio execution, coordinate financial decisions and trade-offs to optimize the value of digital investments. Your strategic oversight will ensure flawless business planning cycles and effective project execution of digital program portfolio. You will design, in collaboration with key stakeholders, the digital asset management processes that will be the basis for E2E trade-off decisions for the digital investment portfolio and spearhead the development and management of the digital product catalogue.
Key Responsibilities:
Defines & deploys digital portfolio & asset management process
+ Implement portfolio and project execution governance processes to identify, select, monitor and prioritize IMSC digital investments providing transparency & visibility.
+ Design & deploy E2E Digital program prioritization process to optimize portfolio performance across business planning cycles.
+ Designs the digital product Total Cost of Ownership (TCO) process enabling digital product asset management.
Leads digital portfolio management execution
+ Leads the digital portfolio through effective use of the portfolio management tools (e.g. Planisware Power BI,.)
+ Ensures execution of digital business processes (BP/JU/LRFP) and overall business execution oversight
+ Provides leadership, guidance and oversight to facilitate the IMSC digital project portfolio decision making to lead continuous prioritization.
+ Develop and maintain a comprehensive digital portfolio performance dashboard and implement processes for continuous tracking and optimization.
Implements IM SC the digital asset management processes:
+ Execute IM SC Digital product Total Cost of ownership process enabling E2E decision making
+ Defines & manages the digital product catalogue supporting TCO and digital product Life Cycle management process
+ Develop and maintain TCO dashboard supporting continuous improvement process.
Collaborates across functions for portfolio optimization
+ Partner with finance and technology teams to design, implement, and optimize digital product asset management practices that align with overall business objectives.
+ Work collaboratively with all IM SC functions to drive the deployment of digital portfolio management processes, with an emphasis on improving planning cycles and business planning execution oversight.
+ Engage with the Portfolio Management team to benchmark and analyze PPM performance for the digital portfolio.
Deliver requirements and identify efficiencies to the digital portfolio management processes. Other duties as assigned
Up to 15% travel required, domestic & international
Required Qualifications:
+ A minimum of a bachelor's degree is required, preferably in Business, Supply Chain, Engineering, or Finance
+ 10 years of experience including experience in Portfolio Management, Finance, Technology, Supply Chain, or Project Management
+ Extensive experience with influencing without direct authority
+ Business planning experience and financial acumen (e.g. development of business plans and long range financial plans, financial reporting, allocation management, resource management, etc.)
+ Excellent problem solving and decision-making skills with ability to effectively identify priorities and assess trade-off decisions
+ Self-starter, with strong demonstration of ownership and results
+ Able to adapt to change, and meet timelines in a fast-paced, dynamic environment.
+ Consistent track record driving outcomes without always having direct reporting authority
+ Excellent written and verbal communications, ability to translate complex concepts for various stakeholders and strong executive presentation skills
Preferred Qualifications:
+ A master's degree, preferably in Business, Supply Chain, Engineering, or Finance
+ Demonstrated understanding of digital transformation and experience with the use of digital products & IT systems in a supply chain environment
+ Knowledge / deep understanding of IMSC models and ways of working, systems and tools preferred; experience with portfolio/project management and portfolio decision making is preferred.
+ A demonstrated ability to synthesize large quantities of finance, process and technical information and present coherent recommendations is preferred.
+ Experience using Planisware and Power BI.
+ Pharmaceutical experience
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, please contact us via or contact AskGS to be directed to your accommodation resource.
View Now

Digital Portfolio & Asset Management Lead​

08560 Titusville, New Jersey Johnson and Johnson

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at no-style="text-align:left;">Job Function:

Technology Enterprise Strategy & Security

Job Sub Function:

Product Strategy

Job Category:

People Leader

All Job Posting Locations:

Horsham, Pennsylvania, United States of America, Titusville, New Jersey, United States of America

Job Description:

About Innovative Medicine

Our expertise in Innovative Medicine is informed and inspired by patients, whose insights fuel our science-based advancements. Visionaries like you work on teams that save lives by developing the medicines of tomorrow.

Join us in developing treatments, finding cures, and pioneering the path from lab to life while championing patients every step of the way.

Learn more at are searching for the best talent for a hybrid Innovative Medicine Supply Chain (IMSC) Digital Portfolio & Asset Management Leader (Senior Manager) to be located in an IMSC hub location including Titusville, NJ; Horsham, PA; Zug, CH; Schaffhausen, CH; Cork, IE; Latina, IT; Beerse, BE. 

Please note that this role is available across multiple countries and may be posted under different requisition numbers to comply with local requirements. While you are welcome to apply to any or all of the postings, we recommend focusing on the specific country(s) that align with your preferred location(s):

Titusville, NJ; Horsham, PA - Requisition Number: R-020813

Zug, CH; Schaffhausen, CH- Requisition Number: R-021065

Cork, IE; Latina, IT; Beerse, BE - Requisition Number: R-021098

Remember, whether you apply to one or all of these requisition numbers, your applications will be considered as a single submission.

#Li-Hybrid

Purpose:

We are actively searching for a Digital Portfolio & Asset Management Leader to join the Strategic Operations team within our Innovative Medicine Supply Chain (IM SC).  In this role you will orchestrate the execution of portfolio management processes in support of the Digital Value chain team and Strategic Operations LT. Your leadership will be key in deploying a digitally enabled supply chain that aligns seamlessly with the overarching IM SC strategy!

As the Digital Portfolio & Asset Management Leader, you will define and deploy digital portfolio and asset management processes in collaboration with IM SC functions. You will lead the Digital portfolio execution, coordinate financial decisions and trade-offs to optimize the value of digital investments. Your strategic oversight will ensure flawless business planning cycles and effective project execution of digital program portfolio. You will design, in collaboration with key stakeholders, the digital asset management processes that will be the basis for E2E trade-off decisions for the digital investment portfolio and spearhead the development and management of the digital product catalogue.

Key Responsibilities:

Defines & deploys digital portfolio & asset management process

  • Implement portfolio and project execution governance processes to identify, select, monitor and prioritize IMSC digital investments providing transparency & visibility.
  • Design & deploy E2E Digital program prioritization process to optimize portfolio performance across business planning cycles.
  • Designs the digital product Total Cost of Ownership (TCO) process enabling digital product asset management.

Leads digital portfolio management execution

  • Leads the digital portfolio through effective use of the portfolio management tools (e.g. Planisware Power BI,.)
  • Ensures execution of digital business processes (BP/JU/LRFP) and overall business execution oversight
  • Provides leadership, guidance and oversight to facilitate the IMSC digital project portfolio decision making to lead continuous prioritization.
  • Develop and maintain a comprehensive digital portfolio performance dashboard and implement processes for continuous tracking and optimization.

Implements IM SC the digital asset management processes:

  • Execute IM SC Digital product Total Cost of ownership process enabling E2E decision making
  • Defines & manages the digital product catalogue supporting TCO and digital product Life Cycle management process
  • Develop and maintain TCO dashboard supporting continuous improvement process.

Collaborates across functions for portfolio optimization

  • Partner with finance and technology teams to design, implement, and optimize digital product asset management practices that align with overall business objectives.
  • Work collaboratively with all IM SC functions to drive the deployment of digital portfolio management processes, with an emphasis on improving planning cycles and business planning execution oversight.
  • Engage with the Portfolio Management team to benchmark and analyze PPM performance for the digital portfolio.

Deliver requirements and identify efficiencies to the digital portfolio management processes.  Other duties as assigned

Up to 15% travel required, domestic & international

Required Qualifications:

  • A minimum of a bachelor’s degree is required, preferably in Business, Supply Chain, Engineering, or Finance
  • 10 years of experience including experience in Portfolio Management, Finance, Technology, Supply Chain, or Project Management
  • Extensive experience with influencing without direct authority
  • Business planning experience and financial acumen (e.g. development of business plans and long range financial plans, financial reporting, allocation management, resource management, etc.)
  • Excellent problem solving and decision-making skills with ability to effectively identify priorities and assess trade-off decisions
  • Self-starter, with strong demonstration of ownership and results
  • Able to adapt to change, and meet timelines in a fast-paced, dynamic environment.
  • Consistent track record driving outcomes without always having direct reporting authority
  • Excellent written and verbal communications, ability to translate complex concepts for various stakeholders and strong executive presentation skills

Preferred Qualifications:

  • A master’s degree, preferably in Business, Supply Chain, Engineering, or Finance
  • Demonstrated understanding of digital transformation and experience with the use of digital products & IT systems in a supply chain environment
  • Knowledge / deep understanding of IMSC models and ways of working, systems and tools preferred; experience with portfolio/project management and portfolio decision making is preferred. 
  • A demonstrated ability to synthesize large quantities of finance, process and technical information and present coherent recommendations is preferred. 
  • Experience using Planisware and Power BI.
  • Pharmaceutical experience

Johnson & Johnson is an Equal Opportunity Employ er. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. 

Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants’ needs. If you are an individual with a disability and would like to request an accommodation, please contact us via or contact AskGS to be directed to your accommodation resource.

Apply Now

Portfolio Manager - Private Asset Management

60684 Chicago, Illinois TIAA

Posted today

Job Viewed

Tap Again To Close

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:**
2025-09-06
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.
**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.
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:
**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 (
View Now
Be The First To Know

About the latest Funding management Jobs in United States !

Portfolio Manager - Private Asset Management

60189 Wheaton, Illinois TIAA

Posted today

Job Viewed

Tap Again To Close

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:**
2025-09-06
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.
**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.
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:
**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 (
View Now

Portfolio Manager - Private Asset Management

60201 Evanston, Illinois TIAA

Posted today

Job Viewed

Tap Again To Close

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:**
2025-09-06
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.
**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.
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:
**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 (
View Now

Portfolio Manager - Private Asset Management

80238 Denver, Colorado TIAA

Posted today

Job Viewed

Tap Again To Close

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:**
2025-09-06
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.
**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.
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:
**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 (
View Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Funding Management Jobs