Sr. Director, Client Portfolio Manager - Municipals
TIAA / Nuveen · Chicago, United States · 1d ago
The Client Portfolio Manager (CPM), Municipal is responsible for supporting municipal investment products and client portfolio management across Nuveen's municipal fixed income platform, serving a diverse client base that primarily includes high-net-worth, retail investors. The CPM serves as both the product expert and subject matter expert as it concerns Nuveen’s full suite of municipal solutions and the broader asset class. This role serves as a key point of contact for client and prospective client inquiries related to the municipal asset class and the various municipal strategies Nuveen offers. The CPM will collaborate regularly with the investment and distribution teams.
Key Responsibilities and Duties
- Supports existing and prospective clients by responding to inbound account-level inquiries concerning portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment.
- Creates, analyzes, and reviews prospective client portfolios and communicates the various aspects of portfolio implementation, drawing on deep expertise in municipal fixed income strategies.
- Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams, reviewing account-level information regarding portfolio details such as holdings, performance, and performance attribution.
- Supports partnerships with Marketing by reviewing and assisting with content creation, ensuring accuracy and relevance as it pertains to the municipal complex.
- Participates in client and prospective client calls and presentations, serving as a subject matter expert in the municipal fixed income space and product expert as it concerns educating clients on Nuveen's full suite of municipal products.
- Works alongside the sales team to support asset-raising efforts, addressing inbound account and product inquiries and commenting on performance and attribution as needed.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Qualifications
- 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
Preferred Qualifications
- 5+ years of experience in capital markets
- Experience with fixed income products
- Experience with municipal securities or strategies
- Strong communication skills, including experience presenting to clients both in person and virtually
Anticipated Posting End Date:
2026-10-31Base Pay Range: $95,100/yr - $150,000/yrActual 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
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
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
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Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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