Head of Client Portfolio Management (CPM) Operations – Brooklyn Investment Group

Job Summary

Join TIAA in Grand Central, Manhattan as the Head of Client Portfolio Management (CPM) Operations for Brooklyn Investment Group. Lead the design and execution of operational workflows that support portfolio managers and client service teams.

Key Responsibilities

• Design, implement, and continuously improve the operational backbone for client portfolio management and client service functions.
• Partner with Portfolio Managers, Client Portfolio Managers, Engineering, and Client Service leadership to align processes with business goals.
• Lead high‑visibility initiatives that enhance accuracy, mitigate risk, and enable scalable growth as assets and client counts expand.
• Oversee end‑to‑end servicing workflows, ensuring seamless data flow, reporting, and compliance.
• Manage a team of operations specialists, providing mentorship, performance feedback, and career development.
• Develop metrics and dashboards to monitor operational performance and drive data‑driven improvements.

Qualifications

• 10+ years of experience in portfolio management operations, investment services, or related financial operations.
• Proven track record of leading large‑scale process improvement initiatives in a fast‑growing investment environment.
• Strong analytical skills with ability to translate complex data into actionable insights.
• Excellent communication and influencing skills to work effectively with senior stakeholders.
• Experience managing cross‑functional teams and collaborating with technology partners.
• Bachelor’s degree in Finance, Business, or related field; advanced degree or certifications (CFA, CPA) a plus.

Compensation

Annual salary: $138,731.38

Location

Grand Central, Manhattan, NY, United States

Frequently Asked Questions

What does the Head of CPM Operations role involve?

You will design and oversee operational workflows for client portfolio management, partner with portfolio and service leaders, and drive initiatives that improve accuracy, reduce risk, and support scalable growth.

What experience is required for this position?

At least 10 years in portfolio management operations or related financial services, with a proven record of leading process‑improvement projects and managing cross‑functional teams.

Where is the job located?

The role is based in Grand Central, Manhattan, New York, United States.