TIAA

Advisor

• partners with affluent clients to identify their financial goals
• analyze their financial landscape
• develop recommendations that help them work towards well defined financial objectives
• Communicates complex financial solutions to clients
• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions

Wealth Management Advisor

Director

• Supervises professional level employees and partners with clients to identify their financial goals
• Analyzes financial landscape and develops recommendations to work towards defined financial objectives
• Builds relationships and trust with clients to contribute advice and recommend products/services
• Develops and implements strategic and tactical plans addressing client challenges
• Tailors investment strategies, reviews client information, and solidifies client relationships
• Grows book of business through identifying value-added products and services

Director – Wealth Client Relationship Management

Support Engineer

• Provides day-to-day technical support to employees
• Responds to problems through discussion with users
• Provides a high level of customer service while working in a dynamic environment
• Provides end user training and knowledge documentation
• Deploys, procures, and collects desktop equipment from end users
• Provides second level end-user PC support for staffed locations and remote offices
• Performs configuration/installation and troubleshooting of PC hardware
• Installs, configures, and troubleshoots Windows operating systems, MacOS, Microsoft Office Suite and other applications
• Provides incident & problem summaries, status reports, and project status as required
• Coordinates with 2nd and 3rd tier teams to ensure timely resolution of technology issues

Technical User Support Analyst I

Chief Marketing Officer

• Support and help execute the overall marketing strategy for Wealth Marketing
• Coordinate across marketing functional areas
• Contribute to the development of the audience strategy
• Collaborate with marketing and business partners to define client journeys
• Partner with marketing leaders to define departmental KPIs and measurement frameworks

Director, Marketing Strategy

Administrative Assistant

• Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.
• Implements policies and procedures in support of the business area strategy.
• Implements process improvements in the assigned business area.
• Analyzes and reports on area data (financial, headcount, etc.) and performance metrics.
• Supports business management projects by documenting risks, issues and action items.
• Drives meeting planning in support of business projects and objectives.

Manager, Business Management – TIAA Wealth and Advice

Account Manager

• Drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers
• Expected to drive public and private product conversations and secure placements across a broad client segment of professional buyers
• Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives
• Encourages team continuity and engagement while advocating broader firm priorities
• Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships
• Identification of near-term opportunities related to sponsor’s lineup of investment options
• Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management
• Coordinates with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
• Potential for personnel management responsibilities over time

Senior Account Manager, Investment Specialist

Vice President

• Manage a defined territory, performing external sales functions.
• Drive sales across all products offered by Nuveen.
• Partner closely with team members including Market Leaders, Advisor Consultants, and Specialists.
• Develop consultative relationships with financial advisors to grow market share.
• Incorporate data analytics into territory to identify best opportunities for success.
• Conduct discovery work to review the opportunities within clients' asset allocation.

VP, Advisor Consultant

• 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.
• Collaborate with client facing leaders to develop coaching plans.
• Educate and coach client-facing Wealth Management associates on TIAA’s solutions.
• Participate as a keynote speaker at client seminars, as needed.

Director, Wealth Management Coach

Marketing

• Drafts market, investment and retirement content for various audiences
• Collaborates with professionals in different functions
• Produces and edits written documentation
• Maintains clarity and accuracy in messaging

Client Marketing

Analyst

• Monitors and evaluates the quality of call response times, customer hang-ups and agent contacts
• Implements strategies and initiatives to maintain the highest service standards
• Documents and presents quality issues and performance measures for management review
• Distributes customer satisfaction surveys and conducts customer focus groups
• Makes recommendations regarding tools, techniques or processes that will enhance service quality
• Evaluates customer information management systems and processes

Senior Quality Analyst

Financial Planning and Analysis

• Will develop, structure, position, and implement alternative investment strategies intended to serve TIAA's Defined Contribution client base.
• Will be responsible for the launch of dedicated alternative products for the DC channel, including proprietary products and third-party partnerships.
• This leader will assess and maintain the competitiveness of established and emerging product offerings from both an investment and business performance perspective.
• Leads the end-to-end development and launch of alternative investment products designed specifically for the DC channel, including both proprietary strategies and partnership-based solutions.
• Creates strategic product plans that evaluate and refine alternative investment vehicles, including Collective Investment Trusts (CITs) and other relevant structures, based on financial, regulatory, operational, and market considerations.

Product Manager, Alternative Investments

• 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, always acting as a fiduciary and in their best interests
• 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

• Provide retirement education and advice to clients and prospects
• Take inbound calls to identify product and investment needs
• Manage sales opportunities until completion
• Meet goals impacting client acquisition and retention

Financial Consultant

• Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills
• Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions
• All licenses must be obtained within 120 days from start date

• Provides in person and virtual counseling for participants and beneficiaries
• Counsels participants on 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