Private Asset Portfolio Manager for UHNW Clients

3 weeks ago


Burlington, Canada TIAA Full time

A leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and strong analytical and communication skills. Competitive compensation is offered in addition to performance incentives.
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  • Burlington, Canada TIAA Full time

    A leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and...

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    3 weeks ago


    Burlington, Canada TIAA Full time

    Portfolio Manager – TIAA Private Asset Management The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of...

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