Portfolio Manager - Private Asset Management

TIAA•Frisco, TX

1d•Onsite

About The Position

The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is 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.

Requirements

5+ years working directly with wealth management clients
FINRA Registrations SRC Indicator: Series 65
University Degree

Nice To Haves

7+ years working directly with wealth management clients
CFA, CFP Certification

Responsibilities

Builds successful investment portfolios informed by market conditions and economic trends.
Maintains accurate records and documentation for audits and client reporting.
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.
Provides input into investment models and allocation frameworks.
Supports business development and client retention initiatives.
All licenses must be obtained within 120 days from start date.