Sr Portfolio Manager - Private Asset Management
TIAA•Seattle, WA
•Onsite
About The Position
The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches. TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management).
Requirements
- 5 years complex, direct portfolio management experience with individual clients
- FINRA Registrations SRC Indicator: Series 65
- University (Degree) Preferred
- 5+ Years Required Work Experience
- Candidates should possess this level of experience for further consideration.
Nice To Haves
- 7+ Years Preferred Work Experience
- 7 – 10 years complex, direct portfolio management experience with individual clients
- Bachelors degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investment acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
Responsibilities
- Lead investment management for high-value client relationships with sophisticated needs.
- Ensure operational accuracy, compliance, and high-touch client servicing.
- Create and adjust asset allocation strategies to align with evolving client goals.
- Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
- Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
- Contribute to team investment philosophy and tactical allocation decisions.
- Collaborate with legal, tax, and planning experts to deliver holistic solutions.
- Serve as a subject matter expert in client meetings and internal strategy sessions.
- Identify risks and opportunities across portfolios and macroeconomic trends.
- Support growth of the Private Asset Management business through referrals and insights.
- All licenses must be obtained within 120 days from start date.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
Associate degree
