TIAA

Account Manager

• Leads the internal integrated client team to grow, retain and deepen client relationships
• Establishes the strategic approach to growing business and executes to drive profitable results
• Identifies and executes on a strategic vision of both the plan sponsor and TIAA
• Positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants
• Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans
• Partners with Consultant Relations to strengthen TIAA's position with consulting firms and individual consultants

Director, Relationship Manager II

• Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant)
• establishes the strategic approach to growing business and executes to drive profitable results.
• Strategic partner and trusted advisor of the plan sponsors and consultants.
• Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA.
• Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants.
• Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities.
• Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.
• Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.
• Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.
• Mentors relationship management staff within their market and region.
• Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes.
• Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
• Reviews client financials and regularly meets with senior executives to understand their long-term strategies.
• Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing.

Senior Director, Relationship Manager

Communications

• create and edit talking points, background briefings, scripts and key messaging
• create internal and external correspondence on behalf of the CEO
• staff CEO and Executive Committee members at internal and external appearances
• ensure all aspects of CEO and Executive Committee member communications are strategically aligned
• provide strategic communications counsel and recommendations
• evaluate and vet internal and proprietary AI tools and agents
• serve as the team’s central coordinator for AI tool usage

Senior Director, Executive Communications

Learning and Development

• Lead enterprise strategies in talent management, leadership development, and organizational design
• Design and execute TIAA's annual Executive Operating Committee Summit
• Facilitate executive dinners and quarterly meetings for leaders
• Develop enterprise strategies that support leadership development and workforce effectiveness
• Implement leadership development strategies and programming
• Champion TIAA's values in talent management and organizational effectiveness
• Utilize data analytics to track initiative progress

Senior Director, Talent Management and Executive Development

Director

• Lead and manage a team of accessibility professionals
• Define and execute accessibility strategies and frameworks
• Drive accessibility integration across various teams
• Conduct accessibility audits and compliance initiatives
• Establish KPIs and metrics to track accessibility progress
• Build training programs for accessibility knowledge sharing

Associate Director – Accessibility

• 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
• the coordination of asset consolidation
• communicates clearly and succinctly
• manages time and resources efficiently and effectively

Client Relationship Manager

• Reviews and assists in the preparation of individual and trust tax returns
• Prepares tax reporting in a timely fashion and in accordance to tax code and laws
• Reviews data from the trust accounting platform for errors and omissions
• Gathers tax documentation to assist in the preparation of tax returns
• Calculates and monitors estimated tax payments and foreign and state withholding

Tax Analyst

• Partnering with Wealth Management Advisors on client relationships
• Supporting high-net worth clients in achieving financial goals
• Managing assigned book of clients
• Implementing financial plan recommendations
• Building meaningful and long-lasting relationships
• Communicating clearly and effectively

Wealth Management Client Relationship Manager

Artificial Intelligence

• Provides strategic support for the assigned business area
• Acts as a day-to-day technical/functional expert in assigned area
• Maintains and supports implementation of policies and procedures
• Implements process improvements
• Analyzes and reports on area data (financial, headcount, etc.) and performance metrics
• Supports business management projects by monitoring and tracking risks, issues and action items
• Drives and oversees meeting planning in support of business projects and objectives
• Influences the development of new strategic initiatives through tracking budgets and milestones

Director – Business Manager, Retirement AI Strategy

• Provide strategic support for business area and leaders
• Execute strategic business management consulting by analyzing metrics
• Maintain and support implementation of policies and procedures
• Monitor and track risks, issues, and action items for business projects

Director – Business Manager, Retirement

• Manages team in assigned area and makes decisions on tactical issues that impact the business
• Oversees the implementation of policies and procedures in support of the business area strategy
• Drives process improvements in assigned business area
• Analyzes and reports to senior management on area data (financial, headcount, etc.) and performance metrics
• Oversees business management projects by monitoring and tracking risks, issues and action items
• Drives and oversees meeting planning in support of business projects and objectives
• Influences the development of new strategic initiatives through tracking budgets and milestones
• Manages performance of team through regular, timely feedback as well as the formal performance review process

Senior Director, Retirement CAO Portfolio Lead

Strategy

• Owns significant pieces of an entire B2C project workstream
• Partners with project team members to quickly synthesize and interpret data
• Works with others to identify major issues and actionable opportunities
• Monitors medium to long-term business trends/outlooks
• Builds trusted advisor relationships with key client stakeholders
• Makes high level recommendations to improve individual participant experience

Director, B2C Strategy – Experience

Manager

• design, build, test, and support mission-critical applications that directly serve portfolio managers, traders, and other investment professionals.
• lead the design, development, and delivery of full stack applications, with primary responsibility for backend Python services and RESTful APIs.
• own and maintain CI/CD pipelines using tools such as Jenkins or CloudBees.
• engage directly with senior investment professionals to clarify requirements.
• conduct code reviews, establishing development standards, and mentoring other developers.
• participate actively in Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
• create and maintain comprehensive technical documentation covering architecture decisions, API specifications, data models, and operational runbooks.

Lead Development Manager – Fixed Income Portfolio Management

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• Recommends portfolio adjustments to grow client’s net worth based on industry trends.
• Executes securities transactions in client portfolios.
• Determines acceptable risk levels with clients.
• Evaluates performance of investment portfolios and ensures compliance with standards.
• Maintains and informs team of updated knowledge of capital markets.
• Supports business development and client retention initiatives.

Portfolio Manager – Private Asset Management

Consultant

• Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
• Receives inbound call transfers from the NCC of clients that are at risk of leaving
• Performs outreach calls to identified retention clients while adhering to stated service level agreements.
• Refers clients to the most appropriate advised solution based on client complexity and need for engagement, advice and retention.
• Communicates and educates internal business partners on process updates and cross training.
• Participates in proactive outreach campaigns and/or pilot programs, as necessary.