TIAA

Events

• Serves as the primary point of contact to business leadership
• Manages end-to-end planning and execution of high-profile internal events
• Advises business leaders on event strategy and format
• Collaborates with cross-functional partners, vendors, and internal stakeholders
• Leads venue sourcing and contract negotiations
• Partners with Internal Communications to ensure events are aligned with broader organizational messaging
• Owns post-event assessment, including attendee feedback and budget reconciliation reporting
• Helps establish and continuously elevate standards of excellence for event design

Director, Events Management

Account Manager

• Drive public and private product conversations and secure placements across a broad client segment of professional buyers
• Seek out co-product build opportunities working with sponsor firm and Nuveen Product Management
• Primary points of engagement with manager research and firm discretionary teams focusing on building relationships
• Identification of near-term opportunities related to sponsor’s investment options
• Responsible for team continuity and engagement while advocating broader firm priorities

Senior Account Manager, Investment Specialist

Financial Planning and Analysis

• Provides virtual counseling for financial products
• Educates clients on investment options
• Develops relationships with clients and institutional plan sponsors

Financial Consultant

• Leads the internal integrated client team with responsibility to grow, retain and deepen relationships
• Establishes the strategic approach to growing business and executes to drive profitable results
• 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
• Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans
• Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position

Relationship Manager

Director

• Own day-to-day management and delivery of key B2C workstreams
• Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
• Develop workplan to test/evaluate strategies and insights which could span strategy, process or participant experience change
• Provides advanced expertise to business partners in leading the identification, understanding and framing of complex business problems and needs
• Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations
• Advise and influence senior leaders on key decisions and major change initiatives
• Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership
• Develop deep trust-based relationships with key stakeholders and ensure stakeholders is satisfied throughout engagement
• Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult stakeholder meetings
• Lead one or more B2C workstreams, develop hypotheses, conduct analysis and develop roadmaps for solutions
• Serve as a thought leader on the team, providing feedback to junior team members to improve deliverables

Senior Director, B2C Strategy – Experience Lead

Machine Learning Engineer

• Lead a high-performing engineering team responsible for building distributed applications
• Develop and deploy machine learning and deep learning models for business use cases
• Architect large-scale Python applications optimized for low latency
• Design and manage cloud-native solutions leveraging AWS services
• Drive the full software development lifecycle including CI/CD automation and monitoring

Associate Director – AI/ML Engineering Lead

• Assist in the coordination of client transitions activity (i.e. onboarding, off boarding)
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, escalate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires

Investments Solutions Associate

Marketing

• Develops written and multimedia investment content
• Collaborates with client service, finance, strategy, and investment teams
• Proofreads articles and submits drafts for review
• Upholds the firm’s brand in communications

Client Marketing

Business Development Rep

• Partner with senior business development and relationship managers to support capital raising and client retention initiatives
• Create and contribute to development of intellectual capital and analytics for engagement with U.S. insurance companies
• Assist with maintaining territory business plans and analyzing opportunities for engagement with insurance companies
• Coordinate the production of marketing and meeting materials
• Utilize applications such as Salesforce and S&P Capital IQ for meeting preparation, activity & pipeline capture, and to run competitive analysis of products
• Monitor industry trends and opportunities by reviewing industry publications
• Work with resources across Nuveen to deliver the firm’s expertise and capabilities to insurance companies

Insurance Business Development Associate

• Supervises professional level employees and partners with clients to identify financial goals
• Analyzes their financial landscape and develops recommendations
• Builds strong relationships and trust with clients
• Contributes advice to clients and recommends value-added products and services
• Sets goals and objectives for team members
• Provides oversight and feedback to ensure high quality service

Director, Wealth Client Relationship Manager

Communications

• Play a key role in the Executive Communications team’s development and execution of the communications program for TIAA's CEO
• Support communication activities for other Executive Committee leaders
• Provide strategic communication counsel, key messages, talking points and background briefings for CEO appearances and meetings
• Create and edit talking points, background briefings, scripts and key messaging as needed for CEO and Executive Committee member engagements and appearances
• Create internal and external correspondence on behalf of the CEO
• Staff CEO and Executive Committee members at internal and external appearances, including evenings, weekends and overnight travel
• Ensure all aspects of CEO and Executive Committee member communications are strategically aligned with the firm’s goals
• Play key role in CEO social media strategy and campaign content review
• Provide strategic communications counsel and recommendations
• Evaluate and vet internal and proprietary AI tools and agents for suitability, risk, and fit within the team's workflows

Senior Director – Executive Communications

Content Marketing Manager

• Responsible for the oversight and upkeep of assigned assets within the content management platform, ensuring availability for client-facing teams
• Oversees and directs the compliance approval process, ensuring all content meets requirements and is approved prior to distribution
• Engages cross-functional partners to develop and maintain content across web and print channels
• Develops written and multimedia investment content (including white papers and product support pieces) that is clear and engaging for all target audiences
• Collaborates with professionals in different functions, including client service, finance, strategy and investment teams to ensure correctness of content and establish key objectives and themes
• Proofreads investment articles and submits final drafts and layouts to production department for review
• Possesses knowledge of the organization’s investment activities as well as broader industry trends to draft well-informed communications
• Recognizes and upholds the firm’s brand in all written investment communications
• Builds relationships with investment and communications counterparts as well as key internal stakeholders to ensure successful strategy alignment and distribution of content

Content Strategy – Operations

Administrative Assistant

• Provide support to upper management
• Manage meeting arrangements, travel, and expenses
• Coordinate overall office functioning and paperwork processing
• Act as a liaison between upper management and internal departments
• Maintain upper management calendars and contact lists

Senior Administrative Assistant

• 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, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems
• Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
• Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
• Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
• Ensures the delivery of high quality charitable gift plan consulting services to clients

Relationship Manager II

• Manages the Wealth Channel’s Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT)
• Strategic and tactical allocations, acquisitions and asset management of investments
• Guides implementation of the investment strategy to ensure consistency with established investment guidelines
• Drives investor communications, developing management and financial reports and organizing regular Board and investor meetings
• Evaluates extensive proprietary financial models to monitor and analyze the financial performance of the natural capital portfolio
• Maintains and grows relationships with industry experts, strategic partners, investors and fiduciaries
• Guides development of annual budgets and long-term management plans for investment portfolios