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TIAA Portfolio Manager Private Asset Management-Seattle, WA, New York, NY, Chicago, IL/Indianoplis, IN in SEATTLE, Washington


As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


  • Manage investment portfolios (moderate to complex) designed to achieve the financial objectives of individual clients

  • Serves as primary point of contact to develop and enhance client relationships through frequent contact with all interested parties

  • Communicates advice to clients that may be local or located in the region of the PAM office; understands the nuances of managing relationships based on complexity, distance and accessibility

  • Can clearly articulate the role of the Portfolio Manager to prospective high net worth clients during sales calls with Wealth Management partners.

  • Work with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives. This would include defining the client’s investment goals and objectives, constructing a portfolio to meet those goals, and communicating necessary adjustments

  • Assess the client’s “big picture” goals, risk tolerance and investments to manage the portfolio in light of the other assets that may remain outside of TIAA’s management

  • Maintain and enhance relationships with existing clients. Promote investment product sales through regular client meetings and discussions cover investment strategy, asset allocation and the goals/objectives of the client

  • Work within a team environment to ensure that the client’s service expectations are being met

  • Positions Located in Seattle, WA, New York, NY, Chicago, IL/Indianapolis, IN

Minimum Qualifications:

  • Bachelor’s degree

  • 3 plus years of client relationship/service experience in financial planning or portfolio management

  • Regional travel as needed


· Ability to work independently or in a centralized team environment, providing portfolio analysis and asset allocation recommendations to clients with portfolios that have moderate to high levels of complexity

· Demonstrated ability to successfully manage multiple portfolios independently within established investment guidelines

· Experience communicating via verbal and written correspondence

· Ability to work effectively within a team environment

· Understanding of the various products and services offered within TIAA

· Investment Advisor Registration (IAR) is preferred and the Certified Financial Planner (CFP) for Core PMs and Chartered Financial Analyst (CFA) for Regional PMs

· Additional designations also preferable and include: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC)

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Additional Information

  • Requisition ID: 1728094

Company: TIAA Bank

Post Date: 6 days ago