Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
TIAA

Portfolio Manager – Private Asset Management

TIAA

Portfolio Manager overseeing investment portfolios and personalized advice for high net worth clients. Responsible for direct portfolio oversight and implementation of asset allocation strategies.

Posted 7/6/2026full-timePrinceton • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $131,000 - $160,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and managing investment portfolios, informed by market conditions and economic trends, while ensuring compliance and maintaining accurate documentation. Proven ability to recommend portfolio adjustments and support client retention initiatives in wealth management.

Highest-signal resume keywords
Wealth Management ExperienceCFA CertificationCFP CertificationPortfolio ManagementClient Relationship Management

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment Portfolio ConstructionSecurities TransactionsPerformance EvaluationRisk AssessmentMarket Analysis
Soft Skills
Client CommunicationTeam CollaborationBusiness Development
Certifications & Qualifications
CFACFP
Industry Keywords
Capital MarketsClient ReportingAudit ComplianceInvestment StrategiesEconomic Trends

About the role

Key responsibilities & impact
  • Builds successful investment portfolios informed by market conditions and economic trends.
  • Maintains accurate records and documentation for audits and client reporting.
  • Recommends portfolio adjustments to grow client’s net worth based on industry trends.
  • Executes securities transactions in client portfolios.
  • Determines acceptable risk levels with clients.
  • Evaluates performance of investment portfolios and ensures compliance with standards.
  • Maintains and informs team of updated knowledge of capital markets.
  • Supports business development and client retention initiatives.

Requirements

What you’ll need
  • 5+ years working directly with wealth management clients
  • 7+ years working directly with wealth management clients preferred
  • CFA, CFP Certification
  • University Degree

Benefits

Comp & perks
  • superior retirement program
  • highly competitive health, wellness and work life offerings