Senior Director, Client Portfolio Manager – Municipals

TIAA

. Support existing and prospective clients with account-level inquiries concerning portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment .

Posted 10/13/2026full-timeChicago • Illinois • United StatesSenior💰 $95,100 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in municipal fixed income strategies and client portfolio management, with a strong focus on communication and relationship-building to support asset-raising efforts and client education.

Highest-signal resume keywords

Capital Markets ExperienceSeries 7 LicenseSeries 63 LicenseFixed Income Products KnowledgeMunicipal Securities Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio AnalysisPerformance AttributionClient Portfolio ManagementMunicipal Fixed Income StrategiesContent Creation

Soft Skills

Strong Communication SkillsClient Presentation Skills

Certifications & Qualifications

Series 7 LicenseSeries 63 License

Industry Keywords

Municipal SecuritiesFixed Income EnvironmentAsset-Raising EffortsClient InquiriesPortfolio Holdings

About the role

Key responsibilities & impact

Support existing and prospective clients with account-level inquiries concerning portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment
Create, analyze, and review prospective client portfolios
Communicate portfolio implementation and municipal fixed income strategies
Maintain relationships with Portfolio Managers, Research, and Trading teams
Review account-level holdings, performance, and performance attribution information
Support Marketing with municipal-related content creation and review
Participate in client and prospective client calls and presentations as a municipal fixed income subject matter expert
Educate clients on Nuveen's full suite of municipal products
Work alongside Sales to support asset-raising efforts and respond to account and product inquiries

Requirements

What you’ll need

Minimum of 3+ years of experience in capital markets
Series 7 and Series 63 licenses, or ability to obtain within 180 days of start date
Experience with fixed income products preferred
Experience with municipal securities or strategies preferred
Strong communication skills, including experience presenting to clients both in person and virtually
University degree preferred
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Financial, emotional, and physical well-being support
Meaningful learning experiences and development pathways
Flexible/hybrid work arrangement