TIAA

Advisor

• 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 enduring client relationships
• Develop and implement appropriate financial solutions
• Obtain all licenses within 120 days from start date

Wealth Management Advisor

• Partners with affluent clients to identify their financial goals
• Analyzes financial landscape and develops recommendations
• Communicates complex financial solutions to clients
• Builds meaningful and long-lasting relationships
• Develops and implements appropriate financial solutions

• partners with affluent clients to identify their financial goals
• analyze their financial landscape and develop recommendations
• communicates complex financial solutions to clients
• builds meaningful and long-lasting relationships
• developing and implementing financial appropriate financial solutions

• partners with affluent clients to identify their financial goals
• analyze their financial landscape and develop recommendations
• communicates complex financial solutions to clients
• builds meaningful and long-lasting relationships
• developing and implementing appropriate financial solutions

Consultant

• Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• Manage responsibilities for a book of assigned clients
• Support implementation of financial plan recommendations
• Build meaningful relationships while supporting advisors to implement TIAA advice and planning

Client Relationship Consultant

• partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• operationally leads Wealth Management advisory teams
• managing the responsibilities for a book of assigned clients
• supporting the implementation of financial plan recommendations
• coordinating asset consolidation
• communicates clearly and succinctly
• manages time and resources efficiently
• builds meaningful and long-lasting relationships

Wealth Management Client Relationship Consultant

Account Manager

• partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• manages the responsibilities for a book of assigned clients
• supports the implementation of financial plan recommendations and the coordination of asset consolidation
• communicates clearly and succinctly
• manages time and resources efficiently and effectively
• builds meaningful and long-lasting relationships

Wealth Management Client Relationship Manager

Product Manager

• Manage wealth managed accounts products
• Support Product Lifecycle Management
• Deliver Data and Insights
• Monitor Performance Metrics
• Develop Product Collateral
• Drive Value Proposition
• Maintain Governance Standards

Director, Managed Accounts, Product Manager

Director

• Manage the Wealth Channel’s first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT)
• Guide implementation of the investment strategy (acquisitions, operations, and dispositions)
• Ensure consistency with established investment guidelines
• Drive investor communications, develop management and financial reports, and organize regular Board and investor meetings
• Support fund raising and investor relations efforts including setting and executing capital raising strategy
• Maintain and grow relationships with natural capital management industry experts, strategic partners, investors, and fiduciaries
• Evaluate proprietary financial models to monitor and analyze financial performance
• Lead ongoing valuations and develop hold/sell analysis in partnership with assigned sector team
• Guide development of annual budgets and long-term management plans for investment portfolios
• Oversee annual appraisal processes at all stages
• Conduct advanced analyses for specific investment funds and develop quarterly and annual management reports

Director, Assistant Portfolio Manager

Coach

• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients
• Collaborate with client facing leaders to develop coaching plans to influence behaviors
• Educate and coach client-facing Wealth Management associates on TIAA’s solutions
• Participate as a keynote speaker at client seminars and join client meetings for coaching
• Act as a subject matter expert in financial planning concepts

Wealth Management Coach

Art Director

• Lead a journey design team that partners with research, legal and compliance, product management and engineering teams
• Develop and govern the architectural experience foundation for the advisor ecosystem
• Define and advocate for an ambitious Advisor experience design vision
• Collaborate and build relationships across diverse stakeholders
• Mentor and develop less-experienced team members
• Work with the Design System team, Product, and Engineering to establish scalable Information Architecture systems

Senior Director, Experience Design Architect

Designer

• Collaborate with design, product, development, and marketing teams to develop clear and concise conversational content to reach business goals and TIAA’s internal and external audiences.
• Conduct content audits and content gap analyses to ensure that user experiences are consistent and in line with industry’s best practices and enterprise needs.
• Collaborate with UX design and content strategy to build consistency and clarity across experiences.
• Work with research to analyze audience needs, preferences, objectives, and methods.
• Study and understand how participants and B2B audiences consume content to plan for retirement.
• Plan, write and present conversational flows, dialogue, and intent-level prompts for existing and emerging mobile and web experiences, including user intent mapping, happy paths, edge cases, and fallback strategies.
• Identify and help solve problems in new and existing user experiences to ensure ease of use in a complex, fast-paced, deadline-driven financial environment.
• Create consistent, on-brand messaging that clearly articulates the benefits of TIAA products and services, while streamlining operational tasks for internal and external audiences.
• Conduct SME interviews to identify and define user intents across conversational experiences.
• Test conversational interactions, monitor live performance, and iterate on intent recognition and response quality.

Senior Conversation Designer

Cloud Engineer

• developing and managing cloud storage solutions
• building data pipelines
• automating processes using Python and Flask
• provisioning infrastructure with Terraform and CloudBees
• contributing to AI and Agentic AI solution development using MCP Services
• designing and implementing cloud-based information systems on AWS infrastructure
• defining system scope, conducting research and feasibility studies
• creating technical documentation and flow charts
• implementing and maintaining cloud infrastructure as code using Terraform
• configuring CI/CD pipelines with CloudBees
• monitoring resource utilization, performance metrics, and supporting security and compliance initiatives
• developing and maintaining data engineering solutions including data pipelines, ETL/ELT processes, and analytics components using Python or Java
• designing and managing cloud storage architectures
• creating and maintaining comprehensive technical documentation
• investigating and troubleshooting routine system issues
• providing user support by developing training materials and gathering feedback

Lead Cloud Engineer

Product Marketing

• Provide product marketing support by leading and managing content creation and maintenance for TIAA Retirement Solutions investment products.
• Responsible for product messaging, positioning and execution of marketing strategic campaigns in partnership with Marketing and Distribution colleagues.
• Manage seamless product launches by executing go-to-market plans, including developing campaigns and creating content deliverables.
• Develop strong working relationships with Product, Distribution, Marketing, Law, Compliance, and Sales Enablement partners.

Data Scientist

• Implements projects for institutional retirement plans with high quality data outcomes
• Provides consultative data solutions for plan administration challenges
• Escalates risks and issues for retirement plan implementations in a timely manner
• Engages with appropriate resources in a highly-matrixed environment to resolve data issues
• Seeks guidance from senior analysts regarding retirement transition data challenges

Wealth Management Advisor

Wealth Management Advisor

Wealth Management Advisor

Wealth Management Advisor

Client Relationship Consultant

Wealth Management Client Relationship Consultant

Wealth Management Client Relationship Manager

Director, Managed Accounts, Product Manager

Director, Assistant Portfolio Manager

Wealth Management Coach

Senior Director, Experience Design Architect

Senior Conversation Designer

Lead Cloud Engineer

Product Marketing

Retirement Transitions Data Lead I