TIAA Portfolio Manager in Philadelphia, Pennsylvania
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.
Manages and monitors personal trust portfolios and transactions in private banking environment.
Key Responsibilities and Duties
Designing, developing and executing trust portfolios and transactions for high net worth clients to meet specific requirements.
Monitoring and analyzing market conditions and risks, and making adjustments to trust portfolios to obtain stable profit.
Developing and maintaining relationships with existing and potential clients to drive business development.
Interacting and responding to clients' inquires; preparing regular reports on the trust portfolio status for clients and management.
5 Years Required; 7 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
At least 5 years of portfolio management with client relationship/service experience
3 years of portfolio management with high net worth client
Occasional regional travel
Candidate will be client facing; remote work is not available for this role
• Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) strongly preferred.
Minimum Pay: $75,000.00
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.