Senior Portfolio Manager, Private Asset Management; Atlanta, GA

Sr. Portfolio Manager, Private Asset Management The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust‑building with clients, mentoring talent, and shaping broader investment approaches.

• 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.

• All licenses must be obtained within 120 days from start date.

• University degree preferred.

• 5+ years required; 7+ years preferred.

• Series 65.

• Sedentary work.

9IC

Required Qualifications:

5+ years working directly with wealth management clients.

Preferred Qualifications:

7+ years working directly with wealth management clients; CFA or CFP certification.

PLEASE NOTE: TIAA's Senior Portfolio Manager – Private Asset Management is an individual client‑facing, investment manager opportunity. Candidates should possess this level of individual client‑facing experience prior to application.

Location: Hybrid Flex; target location is Atlanta, GA.

• Change Management
• Client Financial Planning
• Client Relationship Management
• Communication
• Data Analysis
• Due Diligence
• Executive Presence
• Financial Acumen
• Investment Reporting Oversight
• Portfolio Management
• Resourcefulness
• Tax

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management. We fight harder than ever for our clients and the many Americans who need us.

At TIAA, we’re on a mission to build on our 100+ year legacy while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We thrive in a collaborative in‑office environment where teams work across organizational boundaries.

We offer a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness, and work‑life offerings. To learn more about your benefits, please review our materials.

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our website, and you can read more about your rights and view…