Muni Client Portfolio Manager

TIAA

Client Portfolio Manager role supporting institutional taxable municipal clients with a focus on fixed income. Engage with institutional clients and prepare portfolio presentations.

Posted 4/16/2026full-timeChicago • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $92,200 - $129,000 per yearWebsite

About the role

Key responsibilities & impact

Supports existing institutional clients by responding to inbound account-level inquiries
Creates, analyzes, and reviews prospective client portfolios
Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams
Prepares and assembles client presentation decks
Participates in both client and prospective client calls and presentations
Coordinates and completes month-end and quarter-end deliverables

Requirements

What you’ll need

Minimum 2+ years of fixed income experience
FINRA series 7 and series 63 or the ability to obtain within 180 days from start date
3+ years of municipal fixed income experience preferred
Genuine interest in and enthusiasm for the quantitative aspects of financial markets
Demonstrated ability to manage multiple priorities simultaneously

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

fixed income experiencemunicipal fixed income experienceportfolio analysisclient presentation preparation

Soft Skills

relationship managementcommunicationmultitaskingorganizational skillsenthusiasm for financial markets

Certifications

FINRA series 7FINRA series 63