Multi-Asset Portfolio Strategist

TIAA

. Serve as a trusted partner to wealth advisors on portfolio construction, asset allocation, and investment strategy .

Posted 10/8/2026full-timeUnited StatesMid-LevelSenior💰 $114,000 - $143,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio construction, asset allocation, and investment strategy, while effectively communicating complex investment concepts to clients and wealth advisors. Proven ability to engage in client-facing roles and contribute to investment research and market insights.

Highest-signal resume keywords

Portfolio ConstructionAsset AllocationInvestment StrategyClient-Facing ExperienceSeries 7 and Series 63 FINRA Registrations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ResearchFinancial Risk ManagementEconomic AnalysisForecastingAnalytical Skills

Soft Skills

Communication SkillsPresentation Skills

Tools & Technologies

Bloomberg Analytics

Certifications & Qualifications

CFASeries 7Series 63

Industry Keywords

Wealth ManagementAsset ManagementClient EngagementBusiness DevelopmentThought Leadership

About the role

Key responsibilities & impact

Serve as a trusted partner to wealth advisors on portfolio construction, asset allocation, and investment strategy
Participate in client meetings, advisor presentations, and portfolio review discussions
Present portfolio recommendations and market insights to wealth advisor audiences
Partner with distribution teams on client engagement and business development opportunities
Translate complex investment concepts into clear, actionable guidance
Represent the team through thought leadership, webinars, conferences, and other client-facing events
Contribute to investment research, market commentary, and portfolio strategy thought leadership
Partner across the organization to influence portfolio solutions, client outcomes, and strategic initiatives

Requirements

What you’ll need

3+ years of work experience required
University degree preferred
Series 7 and Series 63 FINRA registrations
CFA preferred or working towards completion
Client-facing experience with a US wealth manager
Bloomberg Analytics proficiency is a plus
Knowledge of portfolio construction, asset allocation, investment strategy, asset management, investment research, financial risk management, forecasting, and economic analysis
Analytical, communication, and programming skills
Sedentary work physical requirements

Benefits

Comp & perks

Incentive program linked to performance, depending on the role
Superior retirement program
Competitive health, wellness and work life offerings
Financial, physical, emotional, and financial well-being support
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Reasonable accommodation support for applicants with disabilities
Drug-free and smoke-free workplace