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TIAA · 14 hours ago

Senior Portfolio Manager, Private Asset Management (Philadelphia, PA)

Philadelphia, PA

Full-time

Onsite

Senior Level

5+ years exp

TIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirement solutions. They are seeking a Senior Portfolio Manager for Private Asset Management to lead investment strategies for complex client relationships, ensuring operational accuracy and mentoring team members.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

Lead investment management for high-value client relationships with sophisticated needs

Ensure operational accuracy, compliance, and high-touch client servicing

Create and adjust asset allocation strategies to align with evolving client goals

Conduct in-depth portfolio reviews and guide long-term wealth planning conversations

Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities

Contribute to team investment philosophy and tactical allocation decisions

Collaborate with legal, tax, and planning experts to deliver holistic solutions

Serve as a subject matter expert in client meetings and internal strategy sessions

Identify risks and opportunities across portfolios and macroeconomic trends

Support growth of the Private Asset Management business through referrals and insights

Qualification

Portfolio ManagementClient Relationship ManagementFinancial AcumenData AnalysisDue DiligenceChange ManagementExecutive PresenceInvestment Reporting OversightResourcefulnessTaxCommunication