TIAA

Financial Planning and Analysis

• Provides retirement education and advice to the organization's clients and prospects
• Helps individuals navigate and, where appropriate, provides advice related to qualified and non-qualified product and investment needs
• Takes inbound calls from both internal partners and clients to help identify product and investment needs
• Determines where client has a need and creates or manages associated opportunity to a won or lost sale
• Meets or exceeds several goals that have a direct impact on client acquisition and retention

Financial Consultant, Multi-lingual – Spanish

Product Manager

• Own and advance how TIAA's institutional clients access and act on reporting capabilities
• Define and implement solutions that strengthen TIAA's reporting experience
• Gather requirements across multiple product development teams
• Maintain and prioritize the product backlog
• Develop product roadmaps for the reporting experience
• Identify client needs and create experience maps
• Collaborate with Experience Product teams, Technology teams, and non-technology partners

Director

• Serves as strategic partner for leader(s) they support
• Provides executive decision support through synthesis of complex business issues
• Manages key stakeholder relationships across all organizational levels
• Analyzes and reports to senior management on business performance data
• Oversees business management projects by monitoring and tracking risks
• Drives and oversees meeting planning in support of business projects and objectives
• Leads cross-functional initiatives and programs, as needed

Director, Business Management – Wealth Management & Advice Solutions

Call Center Representative

• Manages teams of professionals and managers in support of contact center operations
• Guides the work of the function and/or assigned sites
• Responsible for implementing standards and targets to ensure high contact center performance
• Directs design and development of systems, standards, and feedback mechanisms
• Ensures performance standards are met
• Coaches customer service teams to achieve performance goals and objectives
• Communicates with stakeholders regarding product or service quality issues
• Monitors budget matters and effectiveness of activities

Director, National Contact Center

• Daily proactive management of loan acquisition process, liaising with clients and coordinating with key internal partners
• Evaluating analytics supporting pricing activity and best-ex analysis
• Completing pricing analyses and coordinating all steps needed for efficient closing of each deal
• Evaluate and underwrite new originator opportunities and manage onboarding process
• Perform detailed collateral analysis on all residential mortgages
• Assist with the underwriting development process and identify potential underwriting issues
• Reporting and tracking whole loan pipeline management and trading
• Promote a culture of innovation by seeking out process improvement initiatives

Taxable Fixed Income Research Associate, RMBS, Residential Whole Loan

Consultant

• servicing Third Party Advisors through inbound call center
• support the processing of advisor agreements and transactions
• participate in special projects or initiatives

Wealth Consultant

Risk

• Stand up and lead a centralized Data Operations & Stewardship CoE in India, including team structure, hiring/skill development, capacity management, and standard operating procedures for stewardship execution.
• Establish a clear CoE engagement model and service catalog for Investment, Operations, and Client stakeholders (intake, prioritization, execution, and reporting). Implement and operationalize stewardship role in partnership with Nuveen Data Office to implement Data Governance frameworks, policies, and control structures across Investment, Client, and Operations domains.
• Ensure alignment with enterprise Data 360 strategy and Nuveen Data Office priorities.
• Lead a team of data stewards responsible for business metadata, critical data elements, lineage documentation, data quality rules, and business glossaries.
• Drive issue identification, triage, and remediation across operational and investment data flows.
• Maintain consistent definitions, taxonomies, and stewardship models in Collibra.
• Serve as the functional owner of Collibra, managing workflows, governance models, and integrations.
• Partner with Data Engineering and Technology teams to enhance lineage, metadata ingestion, and automation capabilities.
• Oversee data quality dashboards, scorecards, and exception management tools.
• Partner with Investment Team, Product, Operations, Client Management, Risk, and Compliance teams to understand data requirements and business challenges.
• Collaborate with the Chief Data Office and engineering teams to align governance initiatives with platform and pipeline roadmaps.
• Represent the Data Stewardship function in forums, councils, and architecture discussions.
• Engage with Investment, Technology, and Client Management stakeholders across Institutional and SMA business lines to navigate varying product and system flows, applying tailored governance and stewardship approaches that reflect the distinct applications, data attributes, and stakeholder needs of each business line.
• Partner with the Data Management and Controls (DMAC) team to support product understanding, CDE monitoring, and data quality oversight across systems such as Eagle and CRD. Leverage Collibra for root cause analysis on data breaks and coordinate on new or evolving product releases to ensure uninterrupted trade processing and sustained data integrity.
• Strengthen controls around data quality, privacy, market data usage, and client data stewardship.
• Ensure audit readiness and regulatory compliance across global data touchpoints.
• Lead root-cause analysis and long-term remediation for recurring data issues.

Director – Data Stewardship, Data Governance

Accounts Receivable

• Raising Accounts Receivable (AR) invoices through the billing platform
• Interacting with the fund managers to finalize and approve AR billing invoices
• Posting journal entries in the accounting platform
• Ensuring debtors collection
• Performing the assigned management reporting task
• Coordinating with various teams for timely AR accruals billing
• Handling audit requests
• Updating desktop procedures as required
• Analyzing current AR billing processes for improvement
• Working on automation of activities and process improvements
• Performing month-end tasks related to assigned activities
• Ensuring accuracy in assigned work
• Performing controls in compliance with internal and external audits

Trainee – Accounts Receivable Billing

Compliance

• Evaluate defined contribution retirement plan documents for compliance issues
• Provide new plan setup and review suggestions
• Research and resolve complex operational and regulatory compliance issues
• Communicate findings regarding operational errors and offer alternative courses of action
• Analyze impact of new regulations and legislation on client plan needs
• Educate team members and clients on legislative and regulatory developments
• Serve as a subject matter expert on defined contribution retirement plan document compliance

Senior Lead, Document Compliance

• Lead channel strategy definition across web, email, IVR, mobile, and other touchpoints for institutional servicing capabilities
• Ensure cross-team backlog coordination and dependency management
• Design and implement key solutions in support of the institutional servicing product roadmap
• Develop 12- to 24-month product roadmaps that reflect competitive positioning, business strategy, and client need
• Act as a change agent for material improvements to the operating model that put the institutional client first

Director, Experience Product Management

Security Engineer

• Lead and collaborate with stakeholders on the strategic vision for the enterprise, leveraging security, managed solutions, and traditional capabilities.
• Provide security designs while leading innovative solutions and technologies in alignment with our enterprise architecture best practices.
• Define policies and standards in alignment with enterprise security and architecture requirements.
• Create and maintain roadmaps within the technology and architecture strategy.
• Lead the Designs and implementation of new, innovative secure solutions within the organization.
• Ensure design and architecture information is well-documented, up-to-date, and communicated to the relevant stakeholders.
• Lead the definition of systems solutions to fulfill the functional management of cloud platforms, conforming to established system architecture standards and practices.
• Provide leadership in threat analysis consultation across the organization, both within the operating business unit and to Information Technology management and staff.
• Maintain highly technical knowledge of security trends and emerging technologies to best inform secure design, architecture, and decision-making processes.

Senior Lead Info Security Architect

Operations

• Project manage workstreams across various departments
• Engage in relationship monitoring and management of key partners
• Assist with large-scale due diligence and reporting initiatives

Senior Operations Associate

• Provides in person and virtual counseling for all participants
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants
• Develops and maintains strong relationship with Institutional Plan Sponsors.

Financial Consultant

General Counsel

• Proactive identification and management of legal risk across all lines of business
• Work closely with senior leadership across business, technology, and operations to support growth initiatives and strategic transformations
• Function as a business enabler — offering forward-looking legal counsel that balances opportunity with prudent risk management
• Cultivate and maintain strong relationships with key internal stakeholders and external regulators
• Monitor regulatory developments, assess their business implications, and recommend timely and proportionate responses
• Provide counsel on a range of issues unique to technology-enabled financial services
• Provide direction, mentorship, and oversight to a team of attorneys and legal professionals supporting the wealth management and retail brokerage businesses

• Provides in person and virtual counseling for all participants
• Counsels participants on their pension plans, tax deferred annuities and other available investment options
• Educates, recommends and facilitates new product purchases