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
Related Skills
Business Development, Capital Markets, Collaboration, Consultative Communication, Detail-Oriented, Executive Presence, Fixed Income Investments, Influence, Innovation, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Marketing, Product Mix/Distribution Model, Product Value Proposition, Relationship Management, Research Synthesization, Story Telling, Technical Writing
Anticipated Posting End Date:2026-10-31
Base Pay Range: $95,100/yr - $150,000/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).
Benefits and Total RewardsThe 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.
