TIAA

Director

• Enable client facing Wealth Management client facing associates to provide objective advice
• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing associates to meet comprehensive client goals
• Educate and coach 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

Business Analyst

• Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights.
• Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools.
• Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation.
• Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight.
• Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training.
• Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data.
• Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture.
• Maintain and enhance documentation for systems, data flows, and business processes.
• Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions.
• Coaches, reviews and delegates work to lower level professionals.

Senior Lead Business Analyst, Private Markets

Account Manager

• Leader of State servicing team, project leader/manager engaging Education Savings and all business partners in the service of the State client
• Provides strategic leadership and partnership that is recognized by the client and internal business partners
• Ensures that the State program being managed remains on the leading edge of Education Savings’ total service offer as measured by-product features and industry positioning
• Responsible for State program profit and loss (P/L) statement and revenue results
• Serves as Education Savings’ lead on respective State-based business initiatives in collaboration with State Government Relations
• Identifies, develops, and grows relationships with key personnel constituencies important to program growth
• Utilizes and maintains strong relationships across the TIAA business complex
• Demonstrates understanding and development of financial product sales cycle and regulatory constraints and requirements
• Demonstrates skilled RFP writing skills along with presentation creation and delivery skills

Director, Tuition Financing Relationship Manager

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

Analyst

• Assists with managing a portfolio of real estate assets.
• Helps to analyze & compare proposals for potential property management, leasing and construction contracts.
• Assists with researching and analyzing investment strategies within a significant portfolio of real estate investments.
• Prepares financial analysis/modeling to assess current and projected performance of property investments.
• Researches current issues impacting the real estate management business.

Analyst, Healthcare Asset Management

• partnering with Wealth Management Advisors on deepening client relationships
• operationally leads Wealth Management advisory teams to help high-net worth clients
• managing a book of assigned clients
• supporting the implementation of financial plan recommendations
• building meaningful and long-lasting relationships

Wealth Client Relationship Manager

• Build and maintain close relationships with client facing Wealth Management associates.
• Coach and motivate client-facing Wealth Management associates.
• Collaborate with client facing leaders to develop coaching plans.
• Educate and coach client-facing associates on TIAA’s solutions and tools.
• Participate as a keynote speaker at client seminars and client meetings.

Product Manager

• Lead development and execution of AI/ML product strategy and roadmap
• Work with senior product leadership and business stakeholders to understand the roadmap, product strategy, and business goals
• Own and prioritize product backlog based on business value, capacity, and ROI
• Partner with engineering and data science teams in Agile environments
• Define and track KPIs for model performance, business impact, and user adoption
• Communicate product progress, risks, and trade-offs to executive leadership
• Collaborate with AI governance team to ensure compliance and production readiness
• Conduct market research and competitive analysis to inform decisions

AI Product Owner

Underwriter

• Preparing term sheets for early-stage deals and assisting with presentation materials when needed.
• Managing deal structuring negotiations, leading borrowers and senior lenders through how PACE can be a value-add in development project capital stacks.
• Leveraging third-party market research, such as CoStar, to support underwriting assumptions.
• Identifying transaction risks and tracking exceptions to Nuveen Green Capital’s underwriting criteria.
• Drafting and presenting credit memos to obtain credit approval, interfacing with Nuveen Green Capital’s credit team to troubleshoot underwriting concerns.
• Completing loan files accurately and thoroughly.
• Leading a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline.
• Communicating internally with originations, credit, legal, and asset management teams and externally with clients and partners to keep the deal team on track for key milestones and closing.
• Working with mortgage holders (where applicable) to gain consent for C-PACE financing.
• Supporting relationships with developers, brokers, mortgage lenders and other industry stakeholders.
• Preparing for client meetings, including development of background material and presentations.
• Increasing market awareness of Nuveen Green Capital.
• Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital’s mission to be the Lender of Choice for our clients and partners.
• Coaching and reviewing the work of lower level professionals to ensure high-quality and timely completion of projects.

Associate Director, CPACE Underwriting Transaction Management

• 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.
• Manages the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Wealth Management Client Relationship Manager

• Structures and executes derivatives strategies for hedging and yield enhancement across asset classes
• Supports the head of the Derivatives Desk across all aspects of the business
• Partners closely with the Nuveen Global Fixed Income investment team as well as Private Placements, Real Estate, Real Assets, and the TIAA General Account
• Develops a clear understanding of all hedging-related activity across Nuveen's business

Director, Wealth Management Coach

Senior Lead Business Analyst, Private Markets

Director, Tuition Financing Relationship Manager

Administrative Assistant

Analyst, Healthcare Asset Management

Wealth Client Relationship Manager

Director, Wealth Management Coach

AI Product Owner

Associate Director, CPACE Underwriting Transaction Management

Wealth Management Client Relationship Manager

Senior Director, Derivatives Strategies & Trading