Associate Client Portfolio Specialist

Associate Client Portfolio Specialist
The Associate Client Portfolio Specialist supports the Corporate Retirement Solutions team, Client Portfolio Managers, Product Managers, and firm-wide distribution teams under regular guidance from senior staff. This early career role provides foundational exposure to financial, investment, and annuity product concepts related to existing lifetime income products. The focus is on developing basic acumen in areas such as Defined Contribution plans, insurance product features, investment theory, and actuarial assumptions. The associate completes assigned tasks under the direction of more senior client-facing, product management, and investment-oriented associates.

Key Responsibilities and Duties

Assists Client Portfolio Managers and other team members in preparing for and performing their roles in respect of new business development efforts, sales enablement, and ongoing client support.
Participates in new product development and new client opportunity initiatives for lifetime income and related offerings by developing a growing understanding of investment methodology, asset allocation strategies, actuarial assumptions, and insurance product features.
Provides primarily behind-the-scenes support to Client Portfolio Managers, Product Managers, and distribution personnel.
Performs research and quantitative and qualitative analysis to help report product performance to internal constituents. Builds internal presentation and analysis materials.
Maintains data and statistics necessary for marketing documents and other demonstrations of value. Handles routine recurring tasks and coordinates organization of relevant artifacts.
Helps develop, review, and edit marketing documents (e.g. pitch decks), maintains Request for Proposal responses, responds to industry surveys.
Compiles key performance metrics and operational data for review by management, following established reporting formats and processes.
Addresses, or provides support to more senior associates to address, general inquiries from internal partners, clients, prospects, and intermediaries.
Educational Requirements

University (Degree) Preferred
Work Experience

No Experience Required
Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Career Level
5IC

1- 2 years of related experience and/or relevant coursework or internship experience preferred
Related Skills
Adaptability, Analytical Skills, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Data-Based Decision Making, Go-To-Market, Influence, Innovation, Market/Industry Dynamics, Problem Solving, Product Design, Product Development, Product Management, Product Requirements, Relationship Management, TIAA Products/Services Acumen