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Urgent! Portfolio Manager - Private Asset Management Job Opening In Pasadena – Now Hiring TIAA

Portfolio Manager Private Asset Management



Job description

Portfolio Manager

The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, 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.

It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals.



Key Responsibilities and Duties

  • Builds successful investment portfolios informed by market conditions and economic trends.

  • 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.

  • Provide input into investment models and allocation frameworks.

  • Support business development and client retention initiatives.

  • Maintain accurate records and documentation for audits and client reporting.

  • Educational Requirements

  • University (Degree) Preferred
  • Work Experience

  • 5 Years Required; 7 Years Preferred
  • Physical Requirements

  • Physical Requirements: Sedentary Work

  • Career Level
    8IC

    PLEASE NOTE:  TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management).

    Candidates should possess this level of experience for further consideration.

    Additional Responsibilities

  • All licenses must be obtained with 120 days from start date.
  • FINRA Registrations

  • SRC Indicator: Series 65
  • Required Qualifications:

  • 5+ years working directly with wealth management clients
  • Preferred Qualifications:

  • 7+ years working directly with wealth management clients
  • CFA, CFP Certification
  • University Degree
  • #LI-KD2

    Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

    Anticipated Posting End Date:

    2025-10-27Base Pay Range: $124,000/yr - $155,000/yr

    Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

    In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

    _____________________________________________________________________________________________________

    Company Overview

    Every worker deserves a secure retirement.

    For more than 100 years, TIAA has delivered it for millions of people.

    Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management.

    But weʼre not just another legacy financial services firm.

    Weʼre fighting harder than ever before for our clients and the many Americans who need us.

    Benefits and Total Rewards

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

    That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

    Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

    To learn more about your benefits, please review our Benefits Summary.

    Equal Opportunity

    We are an Equal Opportunity Employer.

    TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

    Read more about your rights and view government notices here.


    Required Skill Profession

    Operations Specialties Managers



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      Unlock Your Portfolio Manager Potential: Insight & Career Growth Guide


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