Portfolio Manager, Private Asset Management in Lansing, Clinton County, Michigan

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, visit our website.

KEY RESPONSIBILITIES AND DUTIES:

• 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

QUALIFICATIONS:

• Bachelor's degree
• At least 5 years of client relationship/service experience, preferably in financial planning or portfolio management for the developing proficiency

Desired Qualifications:

• 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
• Excellent communication, relationship building and analytical skills
• Experience working effectively within a team environment
• In-depth 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, is required. Additional designations also preferable and include: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC)
• Uses analytical skills to produce a range of solutions to complex problems
• Makes rational and timely judgments on the basis of available information

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

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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as 'protected characteristics').

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