TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
Portfolio Manager, Private Asset Management
🕒 3 days ago
🏢🏡 New York City – Hybrid
💵 $124k - $155k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
🦅 H1B Visa Sponsor
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TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
📋 Description
• Central point of contact for high net worth clients • Overseeing investment portfolios and delivering personalized advice • Executing securities transactions in client portfolios
🎯 Requirements
• 5+ years working directly with wealth management clients • 7+ years preferred • CFA, CFP Certification
🏖️ Benefits
• Comprehensive Total Rewards package • Superior retirement program • Highly competitive health, wellness, and work-life offerings
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