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Portfolio Manager
TIAAPortfolio Manager overseeing investment portfolios and delivering personalized advice to high net worth clients. Required to maintain records, evaluate performance, and support client retention initiatives.
Posted 5/22/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $124,000 - $155,000 per yearWebsite
About the role
Key responsibilities & impact- Overseeing investment portfolios and delivering personalized advice to high net worth clients
- Maintaining accurate records and documentation for audits and client reporting
- Evaluating the performance of investment portfolios
- Supporting business development and client retention initiatives
Requirements
What you’ll need- 5+ years working directly with wealth management clients
- 7+ years preferred
- CFA, CFP Certification
- Change Management, Client Financial Planning, Client Relationship Management
Benefits
Comp & perks- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness, and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment portfolio managementperformance evaluationclient financial planningdocumentation management
Soft Skills
personalized advicebusiness developmentclient retentionrelationship management
Certifications
CFACFP