TIAA

Compliance

• Implements broader planning for business unit compliance programs
• Manages large projects and processes to identify, investigate, and report compliance risks
• Develops and implements preventative measures and compliance processes
• Oversees compliance risk assessments
• Conducts complex investigations in response to complaints and/or potential violations of rules, regulations, policies and procedures.

Senior Manager, Compliance Officer

Director

• Responsible for space and occupancy analysis
• Create and implement space and occupancy strategies
• Collaborate with Design and Construction for project completion
• Advise on IWMS program regarding space data reports
• Develop project schedules and coordinate with service providers

Director, Occupancy Planning – Space Strategy

Financial Planning and Analysis

• Prepares financial plans for Wealth Management clients
• Assists teams within wealth management advisory services to identify the most critical client needs
• Responds to questions from wealth management advisors pertaining to specific plans

Financial Planner

Business Development Rep

• Executes a private banking style distribution model specific to U.S. Life Insurers, leveraging intellectual capital across multiple areas of Nuveen.
• Transcends product and delivers the firm holistically when engaging with insurance company stakeholders.
• Understands and communicates complex insurance investment structures and regulations.
• Collaborates effectively with portfolio managers and insurance distribution colleagues, both domestically and globally.
• Oversees the onboarding process for new clients.
• Exceeds client service expectations through proactive and ongoing engagement.

VP, Institutional Business Development

Accounts Payable

• Responsible for processing AP disbursements
• Ensure timely and accurate supplier payments
• Resolve invoice issues and communicate with suppliers
• Educate staff on policies and procedures
• Work on month-end accruals

Accounts Payable Analyst

Analyst

• Develop and maintain mainframe-based applications using COBOL, JCL, VSAM, and DB2 technologies
• Collaborate with cross-functional teams to gather requirements and translate them into robust technical solutions
• Own end-to-end design, development, testing, and successful deployment of application code from an Omni Dev perspective
• Participate in code reviews, unit testing, and quality assurance activities to uphold high standards of application quality
• Identify, triage, and resolve application defects and performance issues in a timely manner
• Contribute to technical documentation, knowledge sharing, and best practice development within the team
• Support continuous improvement initiatives aimed at modernizing and optimizing existing application landscapes

Analyst – Omni Development

• Leading the Research Team
• Set the research agenda for the firm and drive execution of the agenda as a player-coach
• Provide leadership in the development and oversight of the Research team
• Develop proprietary alpha strategies for use across all Brooklyn investment products
• Supervise and monitor implementation of alpha strategies in client portfolios
• Present at client meetings, industry conferences and other similar events on key research findings
• Publish short thought-leadership posts, white papers and contribute to overall development of client-facing materials for the firm

Managing Director, Head of Systematic Equity

• Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances.
• Completes forecasts and modeling and ensures that results are timely and accurate.
• Completes re-forecasting activities and updating/evolving forecast models.
• Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
• Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Drafts financial reports and presentations for management that inform business and financial decisions.
• Seeks guidance from senior management regarding challenges that require more advanced knowledge.

Financial Analyst II

Manager

• Optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk
• Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis
• Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective
• Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions
• Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations
• Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends

Senior Portfolio Manager, Private Asset Management

• Provides in person and virtual counseling for participants, beneficiaries, and their representatives
• Offers financial planning advice via in person, phone and video chat
• Counsels participants on their pension plans and investment options
• Educates and facilitates new product purchases and provides authoritative information
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Develops and maintains strong relationships with Institutional Plan Sponsors

Financial Consultant

Sales

• Oversee a team providing coaching to wealth client-facing associates on TIAA's client engagement model
• Collaborate with market wealth Senior Directors for consistent messaging
• Manage team performance through feedback and performance reviews

Senior Director, Wealth Sales and Solutions Coaching

Security Engineer

• Reviews the design and development of security models
• Establishes the procedures and guidelines for hardware, software and network security
• Leads the identification of portions of the organization's IT platform/infrastructure for cloud deployment
• Overseeing security awareness programs
• Crafts the organizational technology vision and information security principles
• Reviews and implements the design for security solutions

Lead Info Security Architect

Administration

• Directs actuarial work performed by EY related to capital adequacy/financial strength
• Oversees the work performed by EY with respect to the company's actuarial liabilities
• Approves asset and liability modeling and analyses of group annuity line of business
• Coordinates with EY on various ALM projects
• Approves valuations of actuarial reserves and liabilities prepared by EY
• Manages performance of the Group Annuity Plan Administration team

Plan Administration Manager

• Enable client facing Wealth Management client facing associates to provide objective advice
• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing associates to meet comprehensive client goals
• Educate and coach associates on TIAA’s solutions
• Participate as a keynote speaker at client seminars
• Act as a subject matter expert in financial planning concepts

Director, Wealth Management Coach

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.
• 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.