TIAA

Director

• Oversee process improvement and continuous improvement analysis to identify potential upgrades to ensure business unit goals achievement.
• Advises functional teams across the organization to determine needs for business improvements and develop possible business solutions.
• Approves business diagnostics designs that identify, quantify and prioritize value creation projects in congruence with team feedback and input.
• Provides expertise on potential process enhancements that would improve operating efficiencies and cost effectiveness within the organization’s new products and processes.
• Coordinates with all levels of the organization to ensure that the transition to new programs and implemented solutions is smooth and effective.
• Forecasts and presents metrics to management that demonstrate the impact implemented changes have had on the organization.
• Manages large processes in the continuous improvement space, along with guiding and mentoring lower level professionals.

Director – Lead Consultant

Associate

• Design and execute culture programming, team activities, and recognition moments
• Own the planning and execution of key M&C gatherings
• Support internal communications efforts that keep the M&C team informed and aligned

Senior Associate, M&C Engagement

Product Marketing

• Develop and execute high-quality, differentiated product marketing content across fixed income and other asset classes within public products
• Drive creation and implementation of marketing collateral, product positioning and thought leadership that is aligned with business strategy and objectives, across vehicles including separately managed accounts, institutional separate accounts, ETFs, mutual funds and UCITS
• Partner with key stakeholders across product, investment teams, portfolio strategists and global client group teams as well as marketing colleagues to ensure competitive differentiation of capabilities across collateral and campaigns
• Support new product launches, product actions and ongoing systematic campaigns including content goals, creation, production and distribution through marketing platforms
• Assess market trends, competitive positioning and client behaviors to inform and optimize messaging and content development
• Partner with marketing generalists and marketing services teams to manage updates of marketing collateral and web content including presentations, strategy profiles, product and market commentaries, web pages, paid search, social, display ads and other sales-support materials
• In close alignment with client marketing partners globally, serve as product subject matter expert on integrated thematic campaigns that leverage a full suite of paid, earned and owned marketing levers
• Work with compliance to ensure materials meet regulatory guidelines and support compliance process from initial submission to final approval

AVP, Product Marketing

Operations

• Processes account opening, initiates money movement requests, account transfers and/or processes account maintenance request.
• Deposits client funds into the correct account.
• Completes brokerage operation activities in a timely manner and at established productivity levels.
• Understands the regulatory requirements to open and maintain a brokerage/managed account.

Brokerage Operations Analyst

• Processes account opening, initiates money movement requests, account transfers and/or processes account maintenance request
• Deposits client funds into the correct account
• Performs various account maintenance processing/updates as directed by supervisor
• Communicates requirements to open, fund and maintain a TIAA brokerage/managed account
• Completes brokerage operation activities in a timely manner and at established productivity levels
• Understands the regulatory requirements to open and maintain a brokerage/managed account
• Must be flexible and work as a team to deliver exceptional service, manage high volume of tasks to ensure cases are processed both accurately and efficiently

Consultant

• Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
• Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
• Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
• Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
• Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
• Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.

Account Services Consultant

Advisor

• develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients
• Partner with clients to understand their goals and deliver tailored financial strategies
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients

Wealth Management Advisor

Business Analyst

• Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights.
• Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools.
• Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation.
• Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight.
• Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training.
• Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data (e.g., fund-level, deal-level, cash flows, valuations).
• Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture.
• Maintain and enhance documentation for systems, data flows, and business processes.
• Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions.
• Coaches, reviews and delegates work to lower level professionals.

Senior Lead Business Analyst – Private Markets

Insurance

• Leads IT team in analysis, programming, and configuration of applications and systems software
• Oversees execution of development and implementation of IT applications
• Consults and advises on IT application strategies
• Manages multiple IT teams and develops performance of the IT management team

Managing Director – Senior Applications Development Leader, Retirement & Insurance Solutions Technology

Data Scientist

• Implements complex projects for institutional retirement plans with high quality data outcomes
• Advises on data solutions regarding complex plan administration challenges
• Resolves risks and issues for complex retirement plan implementations in a timely manner
• Engages and leads appropriate resources in a highly-matrixed environment to resolve data issues
• Guides less experienced team members regarding retirement plan transition challenges that require more advanced knowledge
• Ensures internal tools and procedures are updated based on new learnings

Transitions Data Lead II

Program Manager

• Building relationships with vendors and third-party service providers
• Ensuring compliance with third-party risk management policies, procedures, and regulations
• Identifying and evaluating potential vendors and assessing their suitability
• Driving performance and oversight of vendor risk management lifecycle activities
• Overseeing vendor management program framework, training, tools, and systems
• Performing analysis for program reporting and metrics
• Assisting in vendor issue disposition and resolution
• Coordinating with stakeholders for vendor due diligence results

Senior Vendor Program Management

Accounts Payable

• Administers and ensures compliance with accounts payable/receivable processes
• Verifies accuracy of invoices and payment terms
• Conducts payment processes and application to customer balances
• Collaborates with collections team on overdue accounts

Accounts Payable & Receivable Analyst

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful relationships and implement appropriate financial solutions

• Partner with affluent clients to identify their financial goals
• Analyze clients' financial landscape and develop recommendations
• Communicate complex financial solutions utilizing interpersonal skills
• Build meaningful and long-lasting relationships with clients

• partners with affluent clients to identify their financial goals
• analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
• Communicates complex financial solutions to clients
• utilizes interpersonal communication and relationship building skills
• Builds meaningful and long-lasting relationships
• develops and implementing financial appropriate financial solutions
• All licenses must be obtained within 120 days from start date