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TIAA Senior Portfolio Manager, Private Asset Management-Houston, TX, Chicago, IL, New York, NY in CHICAGO, Illinois

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA,.

POSITION SUMMARY:

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KEY RESPONSIBILITIES AND DUTIES:

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QUALIFICATIONS:

Minimum Qualifications:

  • Bachelor’s degree

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

  • Regional travel as needed

DesiredQualifications:

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

  • Demonstrated ability to successfully manage multiple portfoliosindependently within established investment guidelines

  • Experiencecommunicating via verbal and written correspondence

  • Ability to work effectively within a team environment

  • Understanding of the various products and services offered within TIAA

  • Certified Financial Planner (CFP) for Core PMs and Chartered FinancialAnalyst (CFA) for Regional PMs

  • Additional designations also preferable and include: Chartered FinancialConsultant (ChFC), Personal Financial Specialist (PFS), or Chartered InvestmentCounselor (CIC), Certified Investment Management Analyst (CIMA)

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email, or call

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1728064

Company: TIAA Bank

Post Date: 4 days ago

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