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The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.
Key Responsibilities and Duties
- 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.
Additional Responsibilities
- All licenses must be obtained within 120 days from start date.
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
Additional Information For Posting
Required Qualifications:
- 5+ years working directly with wealth management clients
Preferred Qualifications:
- 7+ years working directly with wealth management clients
- CFA, CFP Certification
Source: Nuveen’s Career Page
