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TIAA

Client Portfolio Manager, Content

Posted 24 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
129K-160K Annually
Mid level
Hybrid
Charlotte, NC, USA
129K-160K Annually
Mid level
The Client Portfolio Manager, Content writes and edits investment-related content, ensures editorial quality, and collaborates with stakeholders for effective communication and brand adherence.
The summary above was generated by AI

The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other investment-related content in support of Nuveen’s sales/distribution efforts and other business priorities. The role ensures editorial quality, consistency of messaging and maintenance of Nuveen brand guidelines in line with the highest professional standards.

Key Responsibilities and Duties

  • Write, edit and/or review the following content:
    • Weekly economic, market and/or asset class-specific pieces, including the CIO Weekly or others that may be created or assigned
    • Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS and/or Luxembourg funds
    • Monthly market or asset class updates to meet non-U.S. and/or institutional client-specific requests, such as global equities review/outlook for Japan
    • Quarterly performance commentaries for Nuveen mutual funds, closed-end funds, retail and/or institutional SMAs, CREF variable annuity accounts and other portfolios/strategies as assigned
    • Quarterly asset class reviews & outlooks, such as the Bond Market Review & Outlook, Equities Market Outlook or others that may be created or assigned
    • White papers, including evergreen subjects with annual updates (e.g., asset class primers), ad hoc economic, market, asset class and investment strategy themes, and other thematic thought leadership pieces as assigned
    • Internal-use materials, such as weekly market updates or talking points on current issues or topics relevant to client-facing business partners
  • As backup to the head of the CPM Content team for executive communications, provide direct editorial support to Nuveen CIO’s social media and Global Investment Committee (GIC) content as assigned
  • Liaise with Marketing and/or Compliance (via AdMaster submission review platform) as needed to ensure successful content outcomes
  • Perform editorial/logistical/project support (e.g., research, CPM self-produced layout) as assigned

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 3+ years in a writing and editing role at an asset manager or other investment/financial services firm
  • FINRA series 7 & 63 or ability to obtain within 6 months

Preferred Qualifications

  • 5+ years in a writing and editing role within an asset manager
  • Experience working in a fast-paced, deadline-driven environment
  • Demonstrated ability and comfort level to work with high-level investment professionals and senior executive management

Related Skills

Analytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming

Anticipated Posting End Date:

2026-06-22

Base Pay Range: $129,000/yr - $160,000/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

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

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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.

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: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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 TIAA Global Capabilities, click here.

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

TIAA Charlotte, North Carolina, USA Office

8500 Andrew Carnegie Blvd, Charlotte, NC, United States, 28262

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