TIAA

Director

• Drive internal collaboration across critical transformation routines
• Build influential relationships across organizational boundaries
• Establish and maintain governance frameworks for transformation program
• Enforce structure and discipline in transformation execution
• Manage the work of external providers and 3rd party resources
• Oversee adherence to contractual provisions in transformation activities
• Serve as a trusted advisor to senior leadership on business planning and operational execution
• Facilitate enterprise-wide alignment across internal organizations and cross-functional stakeholders

Senior Director, Business Transformation

Financial Planning and Analysis

• Provides in person and virtual counseling for participants, beneficiaries, and financial representatives
• Counsels participants on pension plans, tax deferred annuities, and other investment options
• Educates and recommends product purchases
• Provides exceptional customer service and executes transaction requests

Financial Consultant

Content Marketing Manager

• Lead the development and execution of a comprehensive content marketing strategy
• Drive editorial direction across various channels including newsletters, web, and social
• Leverage audience insights and performance data to refine content strategies
• Expand content programs into emerging channels
• Translate complex financial topics into accessible narratives
• Partner with cross-functional teams to share content and align audiences
• Lead, mentor, and develop a team of two content professionals
• Oversee editorial planning and content calendars

Director, Content Strategy – Wealth

Account Manager

• Advises existing clients on gift planning, gift investment, and program management issues
• Develops plans to increase client engagement and solve client problems
• Creates and presents high quality client educational content
• Collaborates extensively with internal teams to provide service to assigned clients
• Ensures delivery of high quality charitable gift plan consulting services to clients

Relationship Manager II

Operations

• Supports monitoring of customer financial accounts against various fraud prevention strategies
• Addresses fraud concerns reported by clients and associates
• Escalates suspicious activity that may be risky to the financial institution and customers
• Places outbound calls to validate fraud detection alerts with clients
• Answers inbound calls from customers or associates calling to report potential fraudulent activity on their accounts
• Documents investigation actions and mitigation actions
• Researches customer claims and gathers evidence regarding potential fraud activity
• Provides control feedback to continually improve efficacy
• Works with customers to verify account activity

Fraud Operations Analyst

Security Engineer

• Develop Tines, Ansible or ServiceNow automation to provide customer facing forms for onboarding and maintenance
• Design, implementation and management of CyberArk IAM offerings
• Develop scripts using Python, PowerShell, Bash, etc to tie front end user facing forms to back end API services
• Develop scripts to support on-prem to SaaS migration of vaults
• Experience supporting on-premise, hybrid, and SaaS solutions to maintain availability

Lead Info Security Engineer

• 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.

Financial Analyst II

• Lead the design and development of strategy, architecture, and engineering of TIAA's CIAM platform.
• Provide hands-on solutions design and engineering for Identity Verification, Registration, Access Management, Integrations, and API Security.
• Ensure engineering designs conform to TIAA's cybersecurity and fraud management standards.
• Define patterns and build frameworks related to Agentic AI, Application, and API Security.
• Own Identity Security and Fraud prevention standards and act as the internal SME advisor for application teams.
• Drive operational excellence, automation, scalability, and observability for the CIAM platform.
• Lead cross-functional teams to triage and resolve complex production incidents.
• Bring an AI-first mindset and employ agentic development skills and tools to elevate engineering productivity, delivery velocity, feature documentation, and operational excellence.

Senior Identity Security & Fraud Engineer

Full-stack Engineer

• Design and implement a robust, enterprise-grade AIOps platform supporting production operations teams across the full incident lifecycle
• Integrate observability platforms such as Dynatrace, Moogsoft, and Splunk with AI/ML capabilities for anomaly detection and operational insights
• Build and maintain an agentic AI-powered virtual assistant for operational queries
• Design and maintain interactive dashboards providing real-time visibility into operational metrics
• Collaborate with the GAIT Center of Excellence to implement GenAI-based solutions that automate report generation
• Architect and implement AI/ML algorithms to boost IT operational efficiency and recommend preventive actions
• Lead, mentor, and develop a team of Site Reliability and AIOps engineers

Technical Lead – AI Ops

Product Manager

• Lead the full product management lifecycle for in-plan managed account digital solutions
• Business case development, product definition, launch, and ongoing lifecycle management
• Drive digital advice adoption and monitor KPIs to measure experience effectiveness
• Manage and develop a two-person team
• Collaborate across Technology, Design, Analytics, and investment product to align roadmaps
• Present strategy, performance, and roadmap priorities to senior and executive stakeholders
• Champion Voice of Customer activities and feature roadmap development

Senior Director, Accumulation Advice Product Management

Attorney

• Monitor, review, evaluate and manage ongoing legal tasks
• Serve as subject matter expert on litigation and enforcement activities
• Revise and review standard legal documents under attorney supervision
• Perform research, assist with investigations and resolve inquiries
• Oversee preparation of periodic and/or ad hoc reports

Legal Analyst

• partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
• builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions

Wealth Management Client Relationship Manager

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 and/or clients interested in learning more about and engaging with the organization's advisory services
• 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

Client Outreach Retention Consultant

• Lead the design, development, and ongoing maintenance of FastAPI-based backend services powering core platform capabilities including portfolio rebalancing, trade management, and advisor workflows
• Integrate with multiple data stores such as PostgreSQL and MongoDB/DocumentDB and build and optimize data pipelines connecting custodial data, security master databases, and real-time market data feeds
• Develop and maintain AWS infrastructure using CDK, encompassing ECS Fargate deployments and serverless components
• Collaborate with internal and client-side frontend engineers and business stakeholders to design and implement RESTful APIs consumed by the Vue/Nuxt advisor portal, with opportunities to contribute frontend code as needed
• Implement monitoring, alerting, and observability solutions using Datadog APM
• Write comprehensive unit and integration tests to ensure system reliability and resilience across the platform

Software Engineer – Models Business

Artificial Intelligence

• Own and drive TIAA’s enterprise-wide AI strategy, vision and multi-year roadmap
• Serve as a trusted strategic partner to senior business leaders across the enterprise
• Evangelizes use of AI services and other emerging technology within the company
• Lead on TIAA’s thinking on its AI products and services
• Expand product roadmaps for current tooling and envision new products and services for the enterprise
• Liaise with the broader enterprise and affiliates to ensure that innovation outcomes are efficiently leveraged
• Lead thought leadership, research and intellectual property initiatives in the technology and AI space
• Establish agile innovation processes which allow the company to easily adjust current technologies to changes in the market