TIAA

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
• Upholds organizational policy and procedures for office-wide coordination efforts among various teams and departments

Account Manager

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• Manages responsibilities for a book of assigned clients and supports implementation of financial plan recommendations
• Builds meaningful relationships while supporting advisors to implement TIAA advice and planning solutions

Wealth Management Client Relationship Manager

Financial Planning and Analysis

• Supervises professional level Financial Consultants
• Supports institutions aligned to regional structures
• Develops strategies and services for offering financial planning advice

Senior Financial Consulting Director – National Plan Level Events

Consultant

• Works with clients to resolve questions and educate on investment options
• Facilitates transfers and positions solutions when appropriate
• Participates in proactive outreach campaigns

Client Outreach Retention Consultant

Machine Learning Engineer

• Design and build scalable backend services and RESTful APIs using Python and modern frameworks, with FastAPI as the primary tool of choice
• Structure applications for maintainability and testability, implementing proper request validation, error handling, and API versioning
• Produce clear OpenAPI/Swagger documentation
• Write clean, well-tested, production code
• Create and manage AWS Lambda functions for event-driven processing;+ work with services such as S3, DynamoDB, SQS etc.
• Build and support components of AI-powered systems alongside senior AI engineers
• Contribute to the development of backend services that power Retrieval-Augmented Generation (RAG) pipelines
• Integrate with vector databases such as OpenSearch to support similarity search and document retrieval
• Build APIs that connect application layers to large language model (LLM) endpoints
• Participate in CI/CD workflows using tools such as Jenkins and ElectricFlow; contribute to code reviews

Associate – AI/ML Engineer

Manager

• Manage and prioritizing the product backlog that includes the epics, features, and user stories
• Advises developers on best methods of software development and code creation
• Working with the leadership team, this job provides project leadership for software development activities
• Acts as a liaison for the application development and information technology teams and determines the most effective solution and/or enhancement based on customer needs
• Monitors development work to make sure resulting software meets established goals
• Manages team performance through regular, timely feedback as well as the formal performance review process
• Oversees training of users on new or modified software
• Collaborates with cross-functional teams within the information technology department and clarifies customer requirements

Lead Development Manager

Recruitment

• Manage the full recruitment lifecycle for US roles
• Proactively source passive and active candidates
• Understand the nuances of financial hiring
• Follow defined recruitment processes
• Work closely with HR teams, Hiring Managers, and the Global Talent Acquisition team

Talent Acquisition Specialist

Security Engineer

• Provide operations and engineering support for critical security systems and services including servers, endpoint security, computer forensics, vulnerability/penetration assessment/mitigation, and security event management.
• Ensure that the security of all products is maintained throughout the product lifecycle.
• Integrate new security features, updates into existing products, and resolve integration and testing issues.
• Lead the cost/benefit evaluation of cloud solutions compared to virtual private networks, dedicated hosting, and in-house solutions.
• Review technical feasibility of adopting external cloud based IT platform and infrastructure services within the organization.
• Lead the identification of portions of the organization's IT platform/infrastructure with the highest potential return for cloud deployment.
• Facilitate implementation of the organization's global strategies and initiatives to enhance Information Technology plans, operations and procedures.
• Ensure the execution of vulnerability analysis and exploitation of applications, operating systems and networks.
• Report identified intrusion or incident paths and methods discovered through testing and evaluation procedures.
• Design, develop and implement countermeasures, systems integration and tools specific to cyber and information operations.
• Resolve and document complex malware and intrusion issues within the system as they occur.
• Communicate with cybersecurity risk and security operation teams to enhance the overall security posture of the enterprise.
• Function as an internal information security consultant on the standards, complex issues and best practices for the organization.
• Conduct testing and analysis of complex software systems to determine both the functionality and intent of the systems.

Product Security Specialist

Director

• Oversight and management of an assigned group of Wealth Management Advisors
• Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores
• Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices
• Establish relationships across all touch points (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs
• Ensures client facing advisors are utilizing TIAA’s broad range of resources, including estate planning, portfolio management, and insurance planning
• Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts
• Implements appropriate strategies to increase market share
• Assists leaders in charting strategy and direction for the wealth management group
• Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape
• Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process

Senior Director, Wealth Management

Vice President

• Create top-tier, differentiated content inclusive of educational brochures, thought leadership, sales presentations and digital assets that effectively explain complex alternative investment strategies and concepts in a clear and accessible manner
• Develop stories and well-told narratives that articulate Nuveen’s alternatives value prop and investment approach
• Partner with key stakeholders across product, investment teams, portfolio strategists and global client group teams as well as marketing colleagues to ensure competitive differentiation of capabilities across collateral and campaigns
• Assess market trends, competitive positioning and client behaviors to inform and optimize messaging and content development
• Partner to develop and execute integrated thematic campaigns leveraging full suite of paid, earned and owned marketing levers, including digital, social, email, webinar, advertising, event, sales enablement, etc., in close alignment with client marketing partners globally
• Continually leverage data and real-time learning to enhance materials to optimally support sales execution and ensure proper alignment of resources

VP, Global Wealth Alternatives

• Provide in-person and virtual counseling for clients on financial products and services
• Educate, recommend, and facilitate new product purchases
• Interact with retirement plan participants to execute transaction requests
• Develop and maintain strong relationships with Institutional Plan Sponsors

Financial Consultant II, Field

Operations

• Work directly with Third Party Advisors providing operational and practice management support for TIAA’s products and services
• Support Advisor Desk and Relationship Management team with expertise on our infrastructure and processes
• Develop, implement, manage, and maintain standard operating procedures for plan level consultants and participant level advisors
• Manage and monitor controls to minimize business risks for Third Party Advisors
• Support special initiatives and projects for the ongoing development of our Third Party Advisor platform

Manager, Third-Party Wealth Operations

Actuary

• Acquire and apply actuarial skills
• Conduct actuarial/risk analyses
• Perform experience studies and assumption development
• Engage in asset and liability modeling
• Undertake various ALM projects
• Conduct valuations of actuarial reserves

Actuarial Associate

• Manages process improvement and continuous improvement analyses to identify potential upgrades that would be ideal for business unit goals
• Advises functional teams across the organization to determine needs for business improvements and to strategize possible business solutions
• Approves business diagnostics designs that identify, quantify and prioritize value creation projects in congruence with team feedback and input
• Provides expertise on potential process enhancements that would improve operating efficiencies and cost effectiveness within the organization
• Liaises with all levels of the organization to ensure that the transition to new programs and implemented solutions is smooth and effective
• Presents metrics to management that demonstrate the impact implemented changes have had on the organization
• Manages large projects and processes in the continuous improvement space, along with coaching and mentoring lower level professionals

Director, Lead Consultant

• Guide acquisition and portfolio strategy across rental housing market
• Analyze trends to identify market opportunities
• Prepare presentations on market conditions
• Contribute to quantitative models
• Write thought pieces and white papers
• Source data sets to drive insights