Sr. Director, Client Portfolio Manager - Municipals

TIAA • Chicago, IL

10d

About The Position

The Client Portfolio Manager (CPM), Municipal supports 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 and retail investors. The role is the product and subject-matter expert for Nuveen’s full suite of municipal solutions and the broader municipal asset class, and serves as a key point of contact for client and prospective-client inquiries. The CPM collaborates regularly with investment and distribution teams.

The CPM responds to account-level questions, prepares and reviews prospective client portfolios, and explains portfolio implementation and municipal strategies. The role also supports relationships with portfolio management, research, trading, and marketing teams; contributes to accurate, relevant marketing content; participates in client calls and presentations; and works with sales to support asset-raising efforts.

The position requires at least three years of capital-markets experience and Series 7 and Series 63 licenses, or the ability to obtain them within 180 days of the start date. Five or more years of capital-markets experience, fixed-income experience, municipal securities or strategies experience, and strong client presentation skills are preferred. The role is classified as sedentary work. The anticipated posting end date is October 31, 2026. Base pay range is $95,100 to $150,000 per year; actual base salary may vary. Depending on the role, compensation may also include participation in performance-linked incentive programs.

Requirements

• At least 3 years of experience in capital markets.
• Series 7 and Series 63 licenses, or the ability to obtain them within 180 days of the start date.

Nice To Haves

• At least 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 in person and virtually.
• Skills and capabilities listed include business development, collaboration, consultative communication, attention to detail, executive presence, fixed-income investments, influence, innovation, market and industry dynamics, Nuveen products and services acumen, product marketing, product mix and distribution model, product value proposition, relationship management, research synthesis, storytelling, and technical writing.

Responsibilities

• Respond to existing and prospective clients’ inbound account-level inquiries about portfolio holdings, performance, performance attribution, and the broader macroeconomic and fixed-income environment.
• Create, analyze, and review prospective client portfolios and communicate portfolio implementation, drawing on expertise in municipal fixed-income strategies.
• Maintain and support internal relationships with Portfolio Managers, Research, and Trading teams, reviewing account-level portfolio details such as holdings, performance, and performance attribution.
• Partner with Marketing to review and assist with content creation, ensuring accuracy and relevance for the municipal complex.
• Participate in client and prospective-client calls and presentations as a municipal fixed-income subject-matter expert and product expert, educating clients about Nuveen’s municipal products.
• Work with the sales team to support asset-raising efforts, respond to account and product inquiries, and comment on performance and attribution as needed.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Health, wellness, and work-life offerings.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

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