Director, Investment Management

1 month ago

Boston, Massachusetts, United States TIAA Full time

The Director of Investment Management is responsible for client relationships as the investment team representative, providing superior investment consulting and client service. This job actively participates in portfolio management decisions (portfolio construction, asset class weights, manager selection and oversight) and leads complex investment projects that address capital markets, investment managers, portfolio exposures, and performance. As a master in investment management, this job interacts directly with clients and donors, drawing on a deep understanding of the portfolios and markets to explain the organization's strategy and performance. The Director sits on the Investment Committee.

Key Responsibilities and Duties
  • Works directly with client staff and boards of trustees, and their donors, representing the investment function, applying in-depth knowledge of planned giving and endowment management.
  • Helps market to prospective clients.
  • Designs and prepares investment and planned giving-related materials (exhibits, thought leadership) and presents in client meetings, conferences, and webinars.
  • Leads complex investment research projects that directly impact portfolio design and performance.
  • Serves as the investment team representative on client teams, supporting planned giving and endowment relationships.
  • Understands all aspects of planned gifts including trust accounting and taxes and how they interact with investment solutions.
  • Leads project teams and team committees, e.g., manager review committee, tactical committee.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
9IC

Required Experience

  • 5 years of Investment management and/or consulting experience.

Preferred Experience

  • 7+ years of Investment management and/or consulting experience
  • Knowledge in planned giving, charitable trust, and endowments.
  • Portfolio design and asset allocation experience
  • Bachelor's degree
  • Strong client relationship management skills
  • Attention to Detail; Strong organizational skills and ability to prioritize tasks
  • Excellent oral and written skills.

#LI-AB1

Related SkillsAccountability, Analytical Skills, Asset/Investment Modeling, Communication, Critical Thinking, Detail-Oriented, Endowments, Investment Management, Investment Reporting Oversight, Investment Research/Analysis, Investment Strategy Acumen, Portfolio Management

Anticipated Posting End Date:

Base Pay Range: $147,800/yr. - $251,500/yr.

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).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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