Gerente de Delivery de Tecnologia na Digio lidera entrega de soluções digitais com equipes multidisciplinares. Foco em modernização tecnológica e cumprimento de requisitos regulatórios.
About the role
- Senior Portfolio Manager leading investment strategies for complex client relationships at TIAA. Managing high-value investments, mentoring team members and driving client-focused outcomes.
Responsibilities
- Lead investment management for high-value client relationships with sophisticated needs.
- Ensure operational accuracy, compliance, and high-touch client servicing.
- Create and adjust asset allocation strategies to align with evolving client goals.
- Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
- Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
- Contribute to team investment philosophy and tactical allocation decisions.
- Collaborate with legal, tax, and planning experts to deliver holistic solutions.
- Serve as a subject matter expert in client meetings and internal strategy sessions.
- Identify risks and opportunities across portfolios and macroeconomic trends.
- Support growth of the Private Asset Management business through referrals and insights.
Requirements
- 5+ years complex, direct portfolio management experience with individual clients
- Bachelors degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investment acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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