Job description
**Portfolio Manager**
The Portfolio Manager is responsible for managing investment portfolios for affluent clients, providing tailored advice and establishing asset allocation strategies. Key duties include executing transactions in securities, nurturing client relationships, and ensuring adherence to regulatory requirements. Ideal candidates should possess a minimum of 5 years of experience in wealth management, with over 7 years being highly desirable. A university degree is advantageous, and the successful applicant must acquire a Series 65 license within 120 days of commencing employment.
TIAA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
