2,866 Funding Management jobs in the United States
Asset Management Portfolio Manager
32806 Orlando, Florida
Regions Bank
Posted 2 days ago
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.
View Now
0
Portfolio Manager - Private Asset Management
06514 Hamden, Connecticut
TIAA
Posted 2 days ago
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.
**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 (
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.
**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
1
Portfolio Manager - Private Asset Management
06912 Stamford, Connecticut
TIAA
Posted 2 days ago
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.
**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 (
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.
**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
2
Portfolio Manager - Private Asset Management
91495 Sherman Oaks, California
TIAA
Posted 2 days ago
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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5 Years Required; 7 Years Preferred
**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.
**Additional Responsibilities**
+ All licenses must be obtained with 120 days from start date.
**FINRA Registrations**
+ SRC Indicator: Series 65
**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.
**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 (
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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5 Years Required; 7 Years Preferred
**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.
**Additional Responsibilities**
+ All licenses must be obtained with 120 days from start date.
**FINRA Registrations**
+ SRC Indicator: Series 65
**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.
**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
3
Portfolio Manager - Private Asset Management
91116 Pasadena, California
TIAA
Posted 2 days ago
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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5 Years Required; 7 Years Preferred
**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.
**Additional Responsibilities**
+ All licenses must be obtained with 120 days from start date.
**FINRA Registrations**
+ SRC Indicator: Series 65
**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.
**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 (
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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5 Years Required; 7 Years Preferred
**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.
**Additional Responsibilities**
+ All licenses must be obtained with 120 days from start date.
**FINRA Registrations**
+ SRC Indicator: Series 65
**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.
**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
4
Portfolio Manager - Private Asset Management
98005 Bellevue, Washington
TIAA
Posted 3 days ago
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 (
View Now
5
Portfolio Manager - Private Asset Management
98194 Seattle, Washington
TIAA
Posted 3 days ago
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 (
View Now
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6
Portfolio Manager - Private Asset Management
05405 Burlington, Georgia
TIAA
Posted 16 days ago
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.
**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 (
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.
**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
7
Asset Management & Investment Associate
91708 Chino, California
Shin Yen Retail Property Management
Posted today
Job Viewed
Job Description
Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)
About Us:
Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.
Position Overview:
The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.
Key Responsibilities:
Investment & Financial Analysis
- Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
- Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
- Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
- Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
- Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.
Asset & Portfolio Management
- Assist in developing and executing strategic asset management plans to optimize property value and returns.
- Collaborate with property management on budgeting, financial reviews, and operational oversight.
- Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
- Provide recommendations for enhancing asset profitability and long-term performance.
- Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.
Capital Markets & Debt Financing
- Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
- Maintain relationships with banks, insurance companies, and other capital providers.
- Prepare loan packages, financial reports, and support lender due diligence processes.
- Track interest rate shifts, refinancing impacts, and capital deployment scenarios.
Leasing & Occupancy
- Support lease negotiations, renewals, and tenant credit assessments.
- Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
- Analyze market trends to improve occupancy rates and drive long-term value creation.
Reporting & Risk Management
- Generate regular performance reports, portfolio analyses, and property assessments for management.
- Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
- Assist with crisis management planning and ensure risk mitigation strategies are in place.
Systems & Process Optimization
- Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
- Enhance internal workflows, reporting tools, and compliance processes.
- Ensure accuracy and integrity of financial and operational data.
Qualifications:
- Bachelor’s degree in Finance, Real Estate, Economics, or related field ( MBA preferred ).
- 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
- Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
- Deep understanding of commercial real estate lending, underwriting, and asset management practices.
- Excellent communication, negotiation, and presentation skills.
- Ability to manage multiple projects and priorities in a fast-paced environment.
- Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.
Job Type: Full-time
Pay: $80,000-$86,000 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Work Location: In person
View Now
8
Asset Management Paralegal
91708 Chino, California
Shin Yen Retail Property Management
Posted today
Job Viewed
Job Description
Asset Management Paralegal - Commercial Real Estate - Job Description
(Exempt)
About Us:
Shin Yen Retail Property Management is a premier commercial real estate company with a diverse portfolio of shopping centers and retail properties. We are committed to excellence in property management, investment, and client service. As part of our continued growth, we are seeking a detail-oriented and proactive Asset Management Paralegal to join our team. This hybrid role combines asset management support with paralegal expertise to ensure smooth lease administration, legal compliance, and portfolio performance.
Position Overview:The Asset Management Paralegal will work closely with the Asset Management and Legal teams to oversee lease administration, contracts, compliance, and risk management for our commercial real estate portfolio. This role requires strong legal knowledge, excellent organizational skills, and the ability to manage both operational and legal responsibilities in a fast-paced environment.
Key Responsibilities:Lease Administration & Legal Support
- Review, draft, and prepare lease agreements, amendments, assignments, and license agreements.
- Prepare summaries and reports for management on lease status, upcoming obligations, escalations, and tenant compliance.
- Maintain accurate records of critical dates such as renewal, termination, and option periods.
- Maintain accurate and up-to-date lease files and abstract key provisions into databases.
- Coordinate with legal counsel on disputes, evictions, and compliance matters.
- Prepare estoppel certificates, SNDA agreements, and other tenant-related legal documents.
- Support dispute resolution between tenants and property management when necessary.
- Ensure compliance with lease terms and regulatory requirements.
Due Diligence
- Assist in acquisitions, dispositions, and refinancing by compiling and reviewing due diligence materials, including title reports, surveys, environmental assessments, zoning compliance, and property condition reports.
- Identify potential legal or operational risks associated with properties and flag issues to management.
- Coordinate document requests and organize due diligence checklists to ensure timely closings.
Asset & Portfolio Management
- Assist in developing and executing strategic asset management plans to maximize property value.
- Review with the asset management team on budgeting, CAM reconciliations, and financial analysis for shopping centers.
- Track lease expirations, renewals, and tenant performance, flagging key action items.
- Conduct research on market trends, comparable properties, and investment opportunities.
Vendor & Tenant Relations
- Coordinate and prepare legal documents relating to tenant and vendor contracts to ensure smooth operations.
- Respond to tenant inquiries about lease administration and legal items on lease obligations and compliance matters.
Corporate Governance
- Maintain corporate records for entities holding real estate assets, including organizational documents, entity filings, and annual reports.
- Ensure compliance with regulatory requirements, corporate bylaws, and internal policies.
- Assist with the preparation and filing of annual state and local reports.
- Track ownership interests and changes in corporate entities associated with the portfolio.
Transaction Support
- Serve as liaison between attorneys, brokers, property managers, lenders, and third-party vendors during property acquisitions, sales, or refinancing.
- Prepare and organize closing documents, including closing binders and post-closing follow-up materials.
- Coordinate signatures, notarizations, and recordation of key documents.
- Support management in negotiating minor contractual changes and documenting approvals.
Portfolio Management
- Maintain accurate and up-to-date databases for property records, contracts, and correspondence.
- Manage digital filing systems to ensure easy retrieval of legal and operational documents.
- Generate reports for management on property performance, compliance, and key dates.
Reporting & Documentation
- Provide support in litigation preparation, audits, and corporate governance as needed.
- Bachelor’s degree in Business, Real Estate, Legal Studies, or related field.
- Paralegal certification is strongly preferred.
- 3+ years of experience in commercial real estate, paralegal work, or asset management.
- Strong knowledge of commercial lease terms, real estate law, and property management practices.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook); Yardi or Argus a plus.
- Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
- Strong written and verbal communication skills with the ability to draft and review legal documents.
- Ability to work independently and collaboratively in a team environment.
Pay: $70,000-$80,000 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Work Location: In person
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