Head of Client Portfolio Management Operations - Brooklyn Investments

TIAA • New, KY

4d • $225,000 - $275,000

About The Position

The Head of Client Portfolio Management Operations will build and scale the operational backbone supporting the client portfolio management and client service functions of our Separately Managed Accounts (SMA) business. This role owns the design, execution, and evolution of PM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Engineering, and Client Service leadership. This new leader will lead high-visibility initiatives that improve accuracy, reduce risk, and enable the firm to scale efficiently as assets and client complexity grow.

Requirements

• 5+ years of experience in asset management, investment banking, consulting, or financial services operations
• Direct or adjacent exposure to portfolio management or investment-related workflows, preferably in SMAs; a solid understanding on how markets work and how various instruments are traded
• Proven track record leading process improvement and cross-functional initiatives
• Strong executive communication skills and comfort partnering with senior investment professionals

Nice To Haves

• Experience building or scaling client-facing portfolio management and operational teams
• Background working closely with engineering or product teams
• Familiarity with operational risk frameworks and controls in an investment context

Responsibilities

• Own the end-to-end operational framework supporting portfolio management and client servicing, including controls, exception management, and escalation protocols
• Define operating standards and service models aligned with investment processes and client expectations
• Establish controls, reporting, and governance to reduce operational risk and increase transparency
• Serve as the primary operational partner to Portfolio Managers on complex servicing and exception-related issues
• Project manage complex, cross-functional initiatives involving PMs, Engineering, Client Service, and Compliance
• Lead process design, documentation, and continuous improvement initiatives across PM servicing workflows
• Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scalable solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level