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

• SRC Indicator:
  Series 65

• Physical Requirements:
  
  Sedentary Work

• 5+ years working directly with wealth management clients

• 7+ years working directly with wealth management clients
• CFA, CFP Certification

PLEASE NOTE:

TIAA's Senior Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of individual client-facing experience prior to application.

Location:

This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. Target location for this opportunity is Atlanta, GA.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.