Required Qualifications:** + 5 years complex, direct portfolio management experience with individual clients **Preferred Qualifications:** + 7 - 10 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 \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End Date:** 2026-06-01 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC **PLEASE NOTE: TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management).