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

Head of CPM, Brooklyn Direct Indexing

Build and scale the operational backbone supporting our client portfolio management and client service functions. This role owns the design, execution, and evolution of PM and CPM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Client Portfolio Managers, Engineers, and Client Service leadership. Lead high-visibility initiatives that improve accuracy, reduce risk, and enable the firm to scale efficiently as assets and client complexity grow. You will also oversee a team of client-facing professionals.

Key Responsibilities and Duties

• Own the end-to-end operational framework supporting client portfolio management and client servicing, including controls, exception management, and escalation protocols

• Define operating standards and service models aligned with investment processes and client expectations

• Establish controls, reporting, and governance to reduce operational risk and increase transparency

• Serve as the primary operational partner to Client Portfolio Managers on complex servicing and exception-related issues

• Oversee a team of Client Service professionals Cross-Functional Execution

• Project manage complex, cross-functional initiatives involving PMs, CPMs, Engineering, and Client Service

• Lead process design, documentation, and continuous improvement initiatives across PM, CPM, and Client Servicing workflows

• Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scope and deliver scalable solutions

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Career Level

• 5+ years of asset management, investment banking, consulting, or financial services operations, with a strong preference for 2+ years of experience in the separately managed accounts (SMA) space or a closely related space

• Direct exposure to portfolio management or investment-related workflows

• Proven track record leading process improvement and cross-functional initiatives

• Strong executive communication skills and comfort partnering with senior investment professionals

Preferred Experience

• Experience building and/or scaling operational teams

• Background working closely with engineering or product teams

• Familiarity with operational risk frameworks and controls in an investment context

Anticipated Posting End Date:

Base Pay Range: $152,000/yr - $225,000/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 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

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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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 ( .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law ( EEOC\ KnowYourRights-1688394514088.pdf)

Pay Transparency

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