TIAA

Chief of Staff

• Manage Teams covering aspects of Business Management, Corporate Functions of Facilities/Transport/Real Estate and Corporate Security, Business Continuity, Chief of Staff Office to TIAA GC Head, Business Risk and Controls, IT Asset Management Support
• Help TIAA GC Head on Strategic aspects of running TIAA GC including but not limited to Organization Strategy
• Build and maintain external relationships e.g. with NASSCOM, Zinnov, AMCHAM etc.
• Build and Maintain relationships with Key Stakeholders
• Be part of Senior Leadership Team in India and collaborate at all levels to take TIAA GC to next stage
• Reporting directly to the Head of TIAA GC, leading critical corporate services to support the organization’s growth, and enhance the workplace environment.
• Ensure that all administrative functions operate cohesively and in alignment with the company’s broader strategic objectives, driving continuous improvement and fostering a culture of excellence.

Managing Director – Chief Administrative Officer, Chief of Staff

Data Analyst

• Perform end-to-end setup, enrichment, and maintenance of securities and reference data in Eagle and related data management platforms.
• Validate and reconcile data between Bloomberg, CRD, GoldenSource, Eagle, and internal systems to ensure accuracy and completeness.
• Execute and monitor daily data feeds, ensuring timely updates and resolving exceptions or breaks.
• Collaborate with Front Office, Portfolio Management, Compliance, and Operations teams to resolve data discrepancies and support trade enablement.
• Support data quality initiatives, including automation, process improvements, and data standardization efforts.

Data Analyst II

Account Manager

• Advises existing client on a wide variety of gift planning, gift investment, and program management issues
• Responsible for the delivery of high quality, comprehensive services to an assigned book of clients
• Develops plans to increase client engagement and provide early warning of possible client dissatisfaction
• Creates and presents high quality client educational content
• Collaborates extensively and provides leadership to internal functional team members

Relationship Manager – II

Administrative Assistant

• provides administrative support and coordinates activities for specific individuals or teams
• maintains office inventory, facilitates supply orders and completes other general office duties
• supports employees with various tasks related to onboarding, appointment setting and travel arrangements
• provides meeting assistance through scheduling, presentation preparation and diligent note taking
• handles various office tasks related to communication and organization

Research Analyst

• Obtain, organize, and analyze market-related equity information
• Work closely with the firm's portfolio managers
• Prepare and lead due diligence discussions and model-building

Equities Research Associate – Small Cap

Data Engineer

• Owns the end-to-end data architecture of the Snowflake platform, including conceptual, logical, and physical data models that represent asset management sales and marketing operations across intermediary and institutional channels, product hierarchies, territory and coverage structures, AUM and flows, and client/prospect engagement.
• Designs, builds, and curates reusable data products within Snowflake that serve as authoritative sources for downstream systems including Salesforce, Sitecore, and Tableau, ensuring contracts, SLAs, and consumption patterns are well defined.
• Establishes and enforces data governance standards on the Snowflake platform, including data domain ownership, naming conventions, metadata, lineage, access controls, masking and row-level security, and compliance with regulatory requirements relevant to asset management (e.g., SEC, FINRA, GDPR, CCPA).
• Collaborates with business stakeholders in sales, marketing, distribution strategy, and product to gather requirements and translate them into scalable data models and data products that support both intermediary channel analytics (sales activity, redemptions, gross/net flows by firm and advisor) and institutional analytics (consultant influence, mandate pipeline, RFP activity, relationship coverage).
• Partners with data engineering teams on ingestion patterns, transformation frameworks (e.g., dbt), orchestration, and CI/CD practices to ensure efficient, well-tested, and observable data pipelines feeding Snowflake.
• Develops and maintains dimensional models, star and snowflake schemas, data vault structures, and semantic layers that power business intelligence in Tableau, personalization in Sitecore, and operational use cases in Salesforce Sales and Marketing Clouds.
• Supports integration of data from multiple structured and unstructured sources, including third-party intermediary data providers (e.g., Broadridge, Salesforce Asset Management Cloud feeds, DST, SS&C), institutional data sources, market and benchmark data, CRM, marketing automation, and digital engagement platforms.
• Conducts data profiling and quality analysis to identify gaps, redundancies, and integrity issues, and drives remediation through model and pipeline improvements.
• Monitors and tunes Snowflake for performance, scalability, and cost efficiency, applying best practices around warehouse sizing, clustering, materialized views, caching, and workload isolation.
• Communicates data architecture designs, trade-offs, and roadmaps to technical and non-technical audiences, including senior leadership and cross-functional business partners.
• Provides guidance and mentorship to data modelers, engineers, and analysts on cloud data architecture, modeling techniques, and asset management domain concepts.

Data Architect – Sales & Marketing Technology

Financial Planning and Analysis

• Provides virtual counseling on TIAA products and services
• Educates and facilitates new product purchases
• Interacts with retirement plan participants to deliver exceptional service
• Develops relationships with Institutional Plan Sponsors

Financial Consultant

Director

• Educates and coaches client-facing Retirement Solutions associates on TIAA’s core products
• Prioritizes the distribution of comprehensive total solutions
• Owns assigned client-facing Retirement Solutions Associates team’s solutions forecast
• Coaches and motivates client-facing Retirement Solutions Associates to surpass integrated solutions goals
• Actively involved in case preparation, client meetings, proficiency calls, and education
• Ensures the emergence of suitable client solutions by driving adoption across various products
• Provides input and feedback for product development and distribution
• Drives results through strategic engagement by partnering with leadership and relevant stakeholders
• Builds and maintains close relationships with client-facing Retirement Solutions associates

Integrated Solutions Director

• Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes
• establishes the strategic approach to growing business and executes to drive profitable results.
• Strategic partner and trusted advisor of the plan sponsors and consultants.
• 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 and oversees integrated teams and discussions with the client and engages the appropriate internal business partners to support plan adoption and client needs.
• Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.

Relationship Manager

Consultant

• Partner with wealth management stakeholders to understand business objectives and translate them into effective Salesforce-based technology solutions
• Lead the design, implementation, and optimization of platforms that enhance advisor productivity, improve client experiences, and drive operational efficiency
• Serve as the subject matter expert on Salesforce capabilities within the wealth management context, staying current on platform innovations and industry best practices
• Apply rigorous analytical methodologies to evaluate business processes, identify improvement opportunities, and quantify the impact of technology initiatives
• Develop data-driven insights that inform strategic decisions and prioritize technology investments
• Create sophisticated models and frameworks to assess solution feasibility, ROI, and risk across complex, multi-stakeholder environments
• Lead end-to-end solution delivery from requirements gathering through implementation and adoption
• Design scalable architectures that integrate Salesforce with existing wealth management systems and workflows
• Collaborate with development teams, architects, and vendors to ensure solutions meet functional requirements while adhering to enterprise standards for security, compliance, and performance
• Build and maintain trusted relationships with senior business leaders, technology partners, and cross-functional teams
• Communicate complex technical concepts in accessible business language
• Facilitate workshops, present recommendations to leadership, and drive consensus across diverse stakeholder groups with competing priorities
• Mentor team members on Salesforce capabilities, analytical techniques, and consulting best practices
• Foster a culture of continuous learning and innovation
• Contribute to the development of team standards, methodologies, and reusable assets that accelerate future delivery

Lead Consultant, WM Technology Enablement

IT Support

• Refine and steward enterprise architecture vision
• Lead development of standards for software tooling
• Collaborate with architects to maintain enterprise blueprint
• Drive efficiency and cost savings
• Evaluate emerging technologies for architectural integration
• Own and drive the enterprise-wide technology debt strategy
• Ensure solutions are compliant with target-state architecture models

Senior Managing Director – Chief Enterprise Architect

• Oversight and management of an assigned group of Wealth Management Advisors.
• Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores.
• Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices.
• Establish relationships across all touch points (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs.
• Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts.
• Implements appropriate strategies to increase market share.
• Assists leaders in charting strategy and direction for the wealth management group.
• Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape.
• Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process.

Senior Director, Wealth Management

• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing Wealth Management client facing associates
• 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
• Act as a subject matter expert in financial planning concepts

Director, Wealth Management Coach

Brand Manager

• Execute comprehensive marketing/advertising strategies that align with business objectives, brand positioning, and customer acquisition goals
• Support the development of integrated brand campaigns from concept through execution, ensuring creative excellence and strategic alignment across all touchpoints
• Oversee the creative development process, collaborating with internal creative teams and external agency partners to produce compelling, authentic brand narratives
• Work closely with product marketing, media, content, social media, events/sponsorships, and lifecycle experience teams to ensure integrated brand experiences
• Provide guidance and feedback to help team members grow their skills and advance their careers

Senior Manager, Brand Marketing

Product Manager

• Define and maintain product roadmap for investment systems
• Own the product backlog and prioritize features
• Lead discovery and requirements-gathering
• Perform hands-on data analysis using SQL
• Serve as primary contact for business stakeholders
• Manage a team of analysts and business analysts
• Monitor system performance and gather user feedback