TIAA

Strategy

• Deliver strategic planning workstreams that align with Nuveen’s strengths and vision, including industry and competitive analysis
• Support post-merger integration workstreams to help maximize opportunities related to corporate development initiatives
• Build collaborative relationships with subject matter experts across Product Management, Portfolio Management, Product Marketing, and Information Technology teams

Senior Associate, Business Strategy – Transformation

Software Engineer

• design and development of solutions supporting Middle Office Technology functions
• collaborate with IT Leadership and Business Unit Leaders to develop strategic roadmaps
• coordinate responses when critical issues arise that affect the business
• oversee the full life cycle of the delivery of solutions
• liaise closely with Leveraged Finance Business and Application Analysts to generate Technical Design
• maintain and work closely with business/operation team related to Portal Applications day to day activities
• act as a Technical SME and business point of escalation for design issues

Senior Lead Application Developer

Advisor

• partners with affluent clients to identify their financial goals
• analyze their financial landscape
• develop recommendations that help them work towards well defined financial objectives
• Communicates complex financial solutions to clients
• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions

Wealth Management Advisor

Director

• Supervises professional level employees and partners with clients to identify their financial goals
• Analyzes financial landscape and develops recommendations to work towards defined financial objectives
• Builds relationships and trust with clients to contribute advice and recommend products/services
• Develops and implements strategic and tactical plans addressing client challenges
• Tailors investment strategies, reviews client information, and solidifies client relationships
• Grows book of business through identifying value-added products and services

Director – Wealth Client Relationship Management

Support Engineer

• Provides day-to-day technical support to employees
• Responds to problems through discussion with users
• Provides a high level of customer service while working in a dynamic environment
• Provides end user training and knowledge documentation
• Deploys, procures, and collects desktop equipment from end users
• Provides second level end-user PC support for staffed locations and remote offices
• Performs configuration/installation and troubleshooting of PC hardware
• Installs, configures, and troubleshoots Windows operating systems, MacOS, Microsoft Office Suite and other applications
• Provides incident & problem summaries, status reports, and project status as required
• Coordinates with 2nd and 3rd tier teams to ensure timely resolution of technology issues

Technical User Support Analyst I

Chief Marketing Officer

• Support and help execute the overall marketing strategy for Wealth Marketing
• Coordinate across marketing functional areas
• Contribute to the development of the audience strategy
• Collaborate with marketing and business partners to define client journeys
• Partner with marketing leaders to define departmental KPIs and measurement frameworks

Director, Marketing Strategy

Administrative Assistant

• Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.
• Implements policies and procedures in support of the business area strategy.
• Implements process improvements in the assigned business area.
• Analyzes and reports on area data (financial, headcount, etc.) and performance metrics.
• Supports business management projects by documenting risks, issues and action items.
• Drives meeting planning in support of business projects and objectives.

Manager, Business Management – TIAA Wealth and Advice

Account Manager

• Drives traditional & alternative product conversations, placements, discretionary allocations, and servicing discussions across a broad client segment of professional buyers
• 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 Account Manager, Investment Specialist

Vice President

• Manage a defined territory, performing external sales functions.
• Drive sales across all products offered by Nuveen.
• Partner closely with team members including Market Leaders, Advisor Consultants, and Specialists.
• Develop consultative relationships with financial advisors to grow market share.
• Incorporate data analytics into territory to identify best opportunities for success.
• Conduct discovery work to review the opportunities within clients' asset allocation.

VP, Advisor Consultant

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

Director, Wealth Management Coach

Marketing

• Drafts market, investment and retirement content for various audiences
• Collaborates with professionals in different functions
• Produces and edits written documentation
• Maintains clarity and accuracy in messaging

Client Marketing

Analyst

• Monitors and evaluates the quality of call response times, customer hang-ups and agent contacts
• Implements strategies and initiatives to maintain the highest service standards
• Documents and presents quality issues and performance measures for management review
• Distributes customer satisfaction surveys and conducts customer focus groups
• Makes recommendations regarding tools, techniques or processes that will enhance service quality
• Evaluates customer information management systems and processes

Senior Quality Analyst

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients
• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients

• Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills
• Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions
• All licenses must be obtained within 120 days from start date

Financial Planning and Analysis

• Provides in person and virtual counseling for participants and beneficiaries
• Counsels participants on pension plans and investment options
• Educates and facilitates new product purchases and provides authoritative information
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice

Senior Associate, Business Strategy – Transformation

Senior Lead Application Developer

Wealth Management Advisor

Director – Wealth Client Relationship Management

Technical User Support Analyst I

Director, Marketing Strategy

Manager, Business Management – TIAA Wealth and Advice

Senior Account Manager, Investment Specialist

VP, Advisor Consultant

Director, Wealth Management Coach

Client Marketing

Senior Quality Analyst

Wealth Management Advisor

Wealth Management Advisor

Financial Consultant