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TIAA

Senior Portfolio Manager – Private Asset Management

TIAA

Senior Portfolio Manager leading investment strategies for complex client relationships at TIAA. Managing high-value investments, mentoring team members and driving client-focused outcomes.

Posted 4/15/2026full-timeAustin • California, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 5+ 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

Benefits

Comp & perks
  • superior retirement program
  • highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
portfolio managementasset allocation strategiesinvestment researchtrading platformswealth planningrisk assessmentmacroeconomic analysisinvestment acumen
Soft Skills
client relationship buildingmentoringcollaborationcommunication
Certifications
CFACFP