Portfolio Manager – Private Asset Management

TIAA

Portfolio Manager managing investment portfolios for high net worth clients at TIAA. Engaging clients and implementing asset allocation strategies in a hybrid work environment.

Posted 5/6/2026full-timeFrisco • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $124,000 - $155,000 per yearWebsite

About the role

Key responsibilities & impact

Builds successful investment portfolios informed by market conditions and economic trends.
Maintains accurate records and documentation for audits and client reporting.
Recommends portfolio adjustments to grow client’s net worth based on industry trends.
Executes securities transactions in client portfolios to maintain a specific investment strategy.
Determines acceptable risk levels with clients based on time frames and risk preferences.
Evaluates the performance of investment portfolios and ensures compliance with standards.
Maintains and informs team of updated knowledge of capital markets.

Requirements

What you’ll need

5+ years working directly with wealth management clients
7+ years preferred
CFA, CFP Certification
University Degree

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

investment portfolio managementsecurities transactionsperformance evaluationrisk assessmentclient reportingportfolio adjustmentmarket analysiseconomic trend analysis

Soft Skills

client relationship managementcommunicationteam collaborationanalytical thinking

Certifications

CFACFP