Portfolio Manager – Private Asset Management

TIAA

Portfolio Manager overseeing investment portfolios and personalized advice for high net worth clients. Responsible for direct portfolio oversight and implementation of asset allocation strategies.

Posted 7/6/2026full-timePrinceton • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $131,000 - $160,000 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.
Determines acceptable risk levels with clients.
Evaluates performance of investment portfolios and ensures compliance with standards.
Maintains and informs team of updated knowledge of capital markets.
Supports business development and client retention initiatives.

Requirements

What you’ll need

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

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

Investment Portfolio ConstructionSecurities TransactionsPerformance EvaluationRisk AssessmentMarket Analysis

Soft Skills

Client CommunicationTeam CollaborationBusiness Development

Certifications

CFACFP