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TIAA

Portfolio Manager – Private Asset Management

TIAA

Portfolio Manager overseeing investment portfolios for high net worth clients at TIAA. Responsible for delivering personalized advice and implementing asset allocation strategies.

Posted 5/5/2026full-timeNew York City • New York, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $124,000 - $155,000 per yearWebsite

About the role

Key responsibilities & impact
  • Serves as the central point of contact for high net worth clients
  • Oversees investment portfolios and delivers personalized advice
  • Engages with clients and implements asset allocation strategies

Requirements

What you’ll need
  • 5+ years working directly with wealth management clients
  • 7+ years preferred experience
  • CFA, CFP Certification

Benefits

Comp & perks
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
client engagementpersonalized advicecommunication
Certifications
CFACFP