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Portfolio Manager

Lexington, KY

Portfolio Manager
The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.

Key Responsibilities and Duties

  • Builds successful investment portfolios informed by market conditions and economic trends.

  • Recommends portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis.

  • Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective.

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  • Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

  • Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

  • Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.

  • Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
  • Qualifications
    • 5 Years Required; 7 Years Preferred
    • University (Degree), Preferred
    Physical Requirements
    • Physical Requirements: Sedentary Work
    Preferred Education
    • University (Degree)

    Career Level

    • Responsible for managing personal investment portfolios (moderate to complex) designed to achieve the financial objectives of individual clients.
    • Established track record of success with addressing challenges and working within unique parameters to design portfolios that consistently deliver agreed upon financial results.
    • Demonstrated effectiveness in communication and delivery of advice to clients that may be local or located in the region of the PAM office; understands the nuances of managing relationships based on complexity, distance and accessibility.
    • Proactively establishes appropriate communication avenues and processes to regularly share information and updates with others.
    • Serves as primary point of contact to develop and enhance client relationships through frequent contact with all interested parties

    Potential Salary: $125,000.00 USD

    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.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 


    Company Overview

    As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country. 

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    Benefits and Total Rewards

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

    Equal Opportunity

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law here.

    Accessibility Support

    TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

    If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

    Phone: (800) 842-2755


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Job ID: 63a05ad3f34d246023ec214f8a6c45c8fc6f7172d8ea0d5b8b2a87ae402d54e3
    Employment Type: Other