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62 Tiaa Client Portfolio Manager Jobs Hiring Near You

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

$125 - $180/hr

Role AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

AssetMark

Client Portfolio Manager

Charlotte, NC · On-site

$140 - $155/hr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

AssetMark

NY · On-site

$140 - $155/hr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

AssetMark, Inc.

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

Cerity Partners Management LLC

NY · On-site

$120 - $170/hr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This ...

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

Meketa Investment Group

Client Portfolio Manager

Denver, CO · On-site

$150 - $210/hr

The Client Portfolio Manager sits on Meketa Capital's Client Portfolio Management Team and will serve as a trusted, client-facing investment voice for Meketa Capital's alternative investment platform ...

Allied Universal

Client Portfolio Manager

Jackson, MS · On-site

$68K/yr

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

Allied Universal

Client Portfolio Manager

Birmingham, AL · On-site

$89K - $95K/yr

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

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TIAA Jobs Information

Do workers at TIAA get paid breaks?

Yes. Most people get paid breaks.
91% of people say they get paid breaks.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and April 2026.

Does TIAA pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and April 2026.

At TIAA, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
67% of people say they have to use vacation days when they’re out sick.
Based on data from 18 people who took the Breakroom Quiz between May 2025 and April 2026.

Is the health insurance from TIAA affordable enough for their workers?

Most people say the health insurance costs are okay.
95% of people say the health insurance costs are okay
Based on data from 20 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people get paid time off at TIAA?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 18 people who took the Breakroom Quiz between May 2025 and April 2026.

Do workers at TIAA worry about hours?

Most people don’t worry about getting enough hours.
92% of people report they don’t worry about getting enough hours.
Based on data from 13 people who took the Breakroom Quiz between November 2024 and March 2026.

Do TIAA workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
50% report that they don’t have enough control over which shifts they work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it for TIAA workers to change shifts?

Some people find it hard to change shifts.
40% of people report that it’s hard to change shifts if they need to.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to get time off at TIAA?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 23 people who took the Breakroom Quiz between November 2024 and April 2026.

Do TIAA managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
92% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 13 people who took the Breakroom Quiz between November 2024 and March 2026.

Do jobs at TIAA spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
21% of people report that their job takes up time that they don’t get paid for.
Based on data from 14 people who took the Breakroom Quiz between November 2024 and March 2026.

How easy is it to take sick days at TIAA?

Most people find it easy to take sick days.
96% of people report that it’s easy to take time off if they are sick.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and April 2026.

Is working at TIAA good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at TIAA feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at TIAA get to take their breaks without interruption?

Most people get breaks without interruption.
87% of people report that they get to take their breaks without interruption.
Based on data from 23 people who took the Breakroom Quiz between November 2024 and April 2026.

Is it stressful to work at TIAA?

Most people feel stressed here.
73% of people say they often feel stressed at work.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people at TIAA enjoy their jobs?

Most people enjoy their job.
81% of people report they enjoy their job.
Based on data from 21 people who took the Breakroom Quiz between November 2024 and March 2026.

Do people at TIAA recommend working with their team?

Most people recommend working with their team.
73% of people report that they would recommend working with their immediate team to a friend.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people get enough training when they start at TIAA?

Most people got enough training when they started.
83% of people report they got enough training when they started working here.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people get support to advance at TIAA?

Most people are given support to advance their career here.
In the last year, 88% of people report being given support to advance their career here.
Based on data from 25 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people think TIAA’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 22 people who took the Breakroom Quiz between November 2024 and April 2026.

Do workers feel well informed about how TIAA is doing?

Most people feel well informed about how the company is doing.
71% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and March 2026.

What other companies are hiring for Client Portfolio Manager jobs?

What are the most popular jobs at Tiaa?

What are the most popular categories at Tiaa?

Infographic showing various Client Portfolio Manager job openings at Tiaa in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 89% Physical, 10% Hybrid, and 1% Remote job distribution.

Client Portfolio Manager

Advyzon

Lisle, IL • On-site

$125 - $180/hr

Other

Posted 15 days ago

Job description

Group

AdvYZon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.

Role

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.

Responsibilities
  • Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
  • Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
  • Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
  • Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
  • Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
  • Assist advisors in tax-optimization during account implementation and beyond
  • Communicate effectively with investment team, business development team, operations team, and development team
  • Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
  • Report to Head of Client Portfolio Management
  • Take additional direction from Senior Client Portfolio Managers
Requirements
  • Bachelor’s degree
  • 7+ years of investment experience
  • CFA or CFP certifications preferred
  • Prior experience communicating with financial advisors
  • Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
  • Comfort learning and communicating quantitative concepts
  • Excellent communication skills, both written and verbal
  • Proficient in Excel and PowerPoint
  • A focused, dedicated, and entrepreneurial personality
  • Strong analytical and relationship-building skills
  • Ability to work under pressure
  • Robust time management and organization skills
  • Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
Compensation

$125k, 30% bonus

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