Sr. Director, Client Portfolio Manager - Municipals

TIAA•Chicago, IL

1d•$95,100 - $150,000•Onsite

About The Position

The Client Portfolio Manager (CPM), Municipal is responsible for supporting municipal investment products and client portfolio management across Nuveen's municipal fixed income platform, serving a diverse client base that primarily includes high-net-worth, retail investors. The CPM serves as both the product expert and subject matter expert as it concerns Nuveen’s full suite of municipal solutions and the broader asset class. This role serves as a key point of contact for client and prospective client inquiries related to the municipal asset class and the various municipal strategies Nuveen offers. The CPM will collaborate regularly with the investment and distribution teams.

Requirements

University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
Series 7 and Series 63 licenses, or ability to obtain within 180 days of start date
Minimum of 3+ years of experience in capital markets
Physical Requirements: Sedentary Work

Nice To Haves

5+ years of experience in capital markets
Experience with fixed income products
Experience with municipal securities or strategies
Strong communication skills, including experience presenting to clients both in person and virtually

Responsibilities

Supports existing and prospective clients by responding to inbound account-level inquiries concerning portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment.
Creates, analyzes, and reviews prospective client portfolios and communicates the various aspects of portfolio implementation, drawing on deep expertise in municipal fixed income strategies.
Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams, reviewing account-level information regarding portfolio details such as holdings, performance, and performance attribution.
Supports partnerships with Marketing by reviewing and assisting with content creation, ensuring accuracy and relevance as it pertains to the municipal complex.
Participates in client and prospective client calls and presentations, serving as a subject matter expert in the municipal fixed income space and product expert as it concerns educating clients on Nuveen's full suite of municipal products.
Works alongside the sales team to support asset-raising efforts, addressing inbound account and product inquiries and commenting on performance and attribution as needed.