TIAA

Account Manager

• responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients
• delivering a distinctive and strategic client experience through leadership of integrated teams ensuring growth, retention and servicing of existing client relationship
• accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes
• 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
• 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

Senior Director, Senior Relationship Manager – Retirement Solutions

• 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
• 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 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 integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction
• Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants
• Mentors relationship management staff within their market and region
• Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes
• Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors
• Reviews client financials and regularly meets with senior executives to understand their long-term strategies
• Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing

Senior Director, Senior Relationship Manager – Institutional

Client Services Representative

• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Proactively brings data driven insights to integrated team and institutional clients.
• Works with business partners to implement business plans and structured communication processes and activities.

Client Services Manager

• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• Serves as the primary administrative point of contact and advocate for assigned institutions.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Proactively brings data driven insights to integrated team and institutional clients.
• Responds to customers' inquiries and manage issues that arise with specific products and services.
• Deepens relationships with plan sponsors, HR partners, and internal support teams.
• Works with business partners to implement business plans and structured communication process and activities that deliver on business goals.
• Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients.

Client Services Manager, IR

Director

• Executes Go-To-Market plan strategy, including developing campaigns and executing deliverables.
• Establishes and maintains strong working relationships and collaboration with sales organization and business partners.
• Contributes to journey mapping for their respective audience segmentation.
• Owns campaign planning, development and execution in partnership with Sales and functional marketing team members.
• Manages and helps develop departmental measurements and KPIs based on overall business goals.
• Provides tactical and custom marketing support aligned with Client marketing support model.

Director, Field Enablement

Financial Planning and Analysis

• Ensure that investment accounting policies and procedures are correctly applied to financial transactions
• Work with asset management, portfolio management and acquisition/disposition teams
• Assist with preparing month end closing reports and subsidiary quarterly financial analytics
• Prepare timely and accurate GAAP work papers and supporting schedules for audits
• Document frequent ad hoc financial inquiries for monthly and quarterly reports
• Interact with internal and external auditors and tax preparers
• Conduct daily cash book reconciliations and prepare wire transactions
• Handle monthly/quarterly accounting responsibilities including journal entries and investor distributions

Investment Accountant I – Real Estate

Software Engineer

• Design and develop Internal Audit’s Artificial Intelligence solution and other innovation tools
• Build AI workflows that can call tools/APIs
• Drive AI capability development and deployment

Lead Internal Audit Developer – Innovation Team

• Provide strategic support for the assigned business area
• Execute strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies
• Driving business management policies and routines
• Central point of contact for leaders in execution of business management tasks
• Day-to-day technical/functional expert in assigned area
• Make decisions on tactical issues that impact the business
• Maintain and support implementation of policies and procedures in support of the business area strategy
• Implement process improvements
• Analyze and report on area data (financial, headcount, etc.) and performance metrics
• Support business management projects by monitoring and tracking risks, issues and action items
• Drive and oversee meeting planning in support of business projects and objectives
• Influence the development of new strategic initiatives through tracking budgets and milestones

Director, Business Management – Chief Administrative Office

Product Manager

• Lead development and execution of AI/ML product strategy and roadmap from concept to deployment
• 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 environment to deliver well defined Epics, Features and User Stories
• 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
• Work with data teams on data sourcing, quality, and model lifecycle management
• Conduct market research and competitive analysis to inform decisions
• Mentor junior product owners and foster innovation culture

Senior Associate – Agentic AI Product Owner

• Attending meetings, delivering presentations, exploring business-specific tasks
• Performing clerical duties such as taking memos and organizing documents
• Assists in preparing information and research materials
• Shadows multiple office jobs and trains in a variety of tasks

OCFO Trainee

Machine Learning Engineer

• Design, develop, and optimize prompts for Large Language Models (LLMs)
• Collaborate with data scientists and play a role in defining, testing and optimizing prompts that guide our AI systems to generate accurate, informative and creative outputs
• Create and improve AI models and algorithms, as well as maintain prompt libraries to generate prompts for natural language processing (NLP) applications
• Stay abreast of most recent developments on large language models
• Develop, validate, and maintain supervised machine learning models including linear and logistic regression, decision trees, random forests, gradient boosting methods (XGBoost, LightGBM), and support vector machines
• Apply sound practices around feature engineering, hyperparameter tuning, cross-validation, and model selection to ensure robust, generalizable solutions
• Partner with data engineering teams to source, clean, and transform structured and semi-structured datasets
• Conduct thorough exploratory data analysis to surface patterns, anomalies, and opportunities that inform both modeling strategy and business decisions
• Apply appropriate evaluation metrics — such as RMSE, MAE, AUC-ROC, precision-recall, F1, R² and lift curves — to assess model performance in context
• Leverage model explainability techniques (e.g., SHAP values, partial dependence plots) to communicate findings clearly to both technical and non-technical audiences
• Collaborate with engineering and MLOps teams to package and deploy models into production environments
• Establish monitoring frameworks to track model drift, data quality issues, and performance degradation over time and lead remediation efforts when needed
• Translate complex analytical findings into clear, compelling narratives for business stakeholders
• Contribute to project scoping discussions, help define success metrics, and proactively surface risks or limitations in proposed analytical approaches
• Contribute to the team's collective growth by participating in code reviews, documenting your work thoroughly, and sharing learnings through internal presentations or knowledge repositories

Associate – AI, ML Engineer

Full-stack Engineer

• Lead the design and development of full-stack applications
• Architect scalable solutions while ensuring quality
• Mentor junior developers and conduct code reviews
• Collaborate with product owners to define technical solutions
• Champion CI/CD practices and work with DevOps teams

Associate Director – Full Stack Development

• Expected to drive public and private product conversations and secure placements across a broad client segment of professional buyers
• Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives
• Encourages team continuity and engagement while advocating broader firm priorities
• Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships
• Identification of near-term opportunities related to sponsor’s lineup of investment options
• Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management
• Coordinates with Head of Investment Specialists Team Head on needed affiliate level interactions/product focuses
• Potential for personnel management responsibilities over time

Senior Investment Specialist

• Establish financial practices and decision making on complex issues affecting recordkeeping for trusts, annuities, and pooled income funds
• Manage measurement and performance reporting needs for individual portfolios and groups
• Responsible for GIPS verification process and adherence with regulatory standards (i.e. SEC)
• Manage vendor and custodial relationships including cloud hosting support and application upgrades
• Document and establish business processes and controls for ongoing integration with the business
• Own the firm’s portfolio management (APX) software solution
• Implement and enhance operational and financial controls, policies, and procedures

Senior Director, Senior Relationship Manager – Retirement Solutions

Senior Director, Senior Relationship Manager – Institutional

Client Services Manager

Client Services Manager, IR

Client Services Manager

Director, Field Enablement

Investment Accountant I – Real Estate

Lead Internal Audit Developer – Innovation Team

Director, Business Management – Chief Administrative Office

Senior Associate – Agentic AI Product Owner

OCFO Trainee

Associate – AI, ML Engineer

Associate Director – Full Stack Development

Senior Investment Specialist

Portfolio & Investment Performance Operations