TIAA

Client Services Representative

• Assist in the coordination of client transitions activity
• Support the coordination of account maintenance activities
• 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
• Help manage client communications
• Proactively anticipate client needs
• Update and maintain client and authorized third party contact information
• Support client meeting preparation
• Assist to ensure preparation of weekly, monthly and quarterly client reports
• Supports the completion of due diligence and client questionnaires

Associate, Wealth Client Services

• Coordinate client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
• Manage account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Ensure ongoing client contractual obligations are being met
• Fulfill ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and develop 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 and attending meetings to address servicing items
• Responsibility for identifying, communicating and resolving problems for any issues affecting the client experience
• Participating in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Help with the preparation of reports and other materials for client meetings and attend meetings as needed
• Provide quality control for client reports and requests to ensure accuracy and completeness
• Help investigate and address client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate a response

Senior Associate, Wealth Client Services

Director

• Leads client services programs while overseeing the development, implementation, and revision of policies and procedures
• Communicates results of client services initiatives of the organization to leadership team
• Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle
• Resolves the most challenging client inquiries facing the client service department
• Champions solutions, improvements and best practices to increase operational efficiency
• Manages performance of team through regular, timely feedback

Director – Wealth Management, Advice Solutions

• Responsible for interaction with onshore counterparts throughout the Public/Private client life cycle
• Partnering with various stakeholders to deliver a distinctive client experience
• Work with business partners to gather and personalize documents for client onboarding process
• Perform administrative/reporting support for servicing teams
• Complete requests with 100% accuracy and in a highly professional manner
• Identify and resolve issues timely and efficiently and work independently

Client Service Associate

Analyst

• Supports Request for Proposal (RFP) projects from initial receipt through RFP delivery.
• Drafts responses to RFPs in compliance with client requirements.
• Attends RFP meetings with subject matter experts to ensure sales positioning meets objectives.
• Builds relationships with key internal business partners and stakeholders.
• Assists management in updating database content with recent proposal responses.
• Contributes to creating information on improving processes in the proposal cycle.

Analyst, RFP Response

Systems Engineer

• Working with Global Security Technology team
• Design, installation and integration of security systems equipment
• Process and system improvement efforts

Associate – Security System Engineer

• Supports Request for Proposal (RFP) projects from initial receipt through RFP delivery.
• Drafts responses to RFPs in compliance with client requirements.
• Attends RFP meetings with subject matter experts internally to ensure the sales positioning meets the objective of the sales strategy aligned to each proposal.
• Builds relationships with key internal business partners and stakeholders.
• Assists management in updating database content with responses from recent proposals.
• Contributes to creating information on improving processes in the proposal cycle to RFP Response team members and related business partners.

• Lead a team of technologists supporting the data infrastructure across the business
• Provide technology leadership as well as domain and data expertise
• Lead the overall data vision and strategy ensuring alignment with enterprise data initiatives
• Own the data lifecycle from sourcing of data to data integrity and governance
• Perform analysis and evaluation of new data sources, products, and solutions
• Interact with other IT teams to leverage enterprise services and advocate for business needs
• Manage team performance through regular feedback and reviews

Senior Managing Director – Head of Enterprise Data

Financial Planning and Analysis

• Execute trading workflow, including pre and post trade checks, order generation/algo selection
• Supervise reconciliation processes and certify account status
• Act as a liaison and main point-of-contact with our operational partners and custodians
• Identify, investigate and remedy issues with trade execution, allocation and account positions
• Query trading and market data and create reports
• Monitor and analyze execution quality and identify opportunities for improvement
• Serve as a client-facing point of contact for portfolio management, trading, and reporting
• Coordinate with the portfolio construction team to ensure a seamless client experience
• Support integration efforts with execution providers and clients
• Analyze transaction and lot data for anomalies or errors
• Assist in implementation of feature enhancements to the trading and reconciliation systems.

Trading Operations Associate

• 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

Analyst, Global Client Services

• Lead, mentor, and develop associates supporting Corporate Technology functions
• Manage resource allocation, capacity planning, and talent development
• Partner with Corporate Technology leadership for strategic alignment
• Oversee delivery of technology solutions from India teams
• Facilitate effective global communication and drive operational excellence

Senior Director – App Dev Generalist

Strategy

• Partners with business leaders across TIAA's business units to address strategic challenges
• Leads consulting project workstreams end-to-end
• Structures and solves complex business problems
• Conducts rigorous analysis to support strategic recommendations
• Develops executive-ready materials synthesizing complex analyses

Corporate Strategy Associate

Chief Technology Officer

• Own availability, performance, and resilience targets across all Retirement & Insurance production systems.
• Deliver measurable improvements in MTTR (Mean Time to Resolution), change success rates, and proactive issue detection.
• Govern and optimize a complex managed services portfolio ensuring accountability, cost efficiency, and service level achievement.
• Transform vendor relationships from transactional to strategic partnerships.
• Build the roadmap and capabilities to evolve from reactive TechOps to proactive Site Reliability Engineering practices.
• Ensure disaster recovery readiness, incident response excellence, and crisis leadership that protects TIAA's reputation.

Managing Director – Head of Technology Operations, Resiliency Services, Retirement & Insurance Solutions Technology

Data Engineer

• own and maintain all custodial data pipelines and back/middle office integration
• build and scale a robust ingestion and reconciliation framework for multi-custodian data
• identify and resolve data inconsistencies, schema drift, and latency issues across custodial feeds
• collaborate with product, PM, and operations teams to ensure data accuracy for portfolio accounting, trading, and reporting
• define and enforce validation checks, SLAs, and monitoring standards across the data stack
• lead architectural improvements that enhance resilience and reduce technical debt
• partner with adjacent engineering teams to ensure system-wide data integrity

Associate, Wealth Client Services

Senior Associate, Wealth Client Services

Director – Wealth Management, Advice Solutions

Client Service Associate

Analyst, RFP Response

Associate – Security System Engineer

Analyst, RFP Response

Senior Managing Director – Head of Enterprise Data

Trading Operations Associate

Client Service Associate

Analyst, Global Client Services

Senior Director – App Dev Generalist

Corporate Strategy Associate

Managing Director – Head of Technology Operations, Resiliency Services, Retirement & Insurance Solutions Technology

Senior Brokerage Investment Custodial Data Engineer