TIAA

Art Director

• own the visual direction and design execution for a broad portfolio of retirement solutions marketing and communications initiatives
• developing concepts and creative frameworks for multi-channel campaigns spanning print, web, video, and social media
• collaborate closely with copywriters, strategists, UX designers, and product teams to ensure cohesive storytelling and a consistent brand experience throughout the customer journey
• serve as a creative lead and mentor to junior designers, providing thoughtful feedback and elevating the overall quality of the team's output
• partner with external agencies and vendors, managing creative reviews and ensuring deliverables meet TIAA's brand, accessibility, and compliance standards
• contribute to the evolution of TIAA's visual identity within the retirement solutions space, identifying opportunities to modernize and differentiate creative executions while remaining aligned to enterprise brand guidelines
• present creative concepts to senior stakeholders, articulating the strategic rationale behind design decisions with clarity and confidence

Account Manager

• Educates advisors on distribution of comprehensive or total solutions within the client engagement model.
• Adopts an integrated approach through the client engagement model.
• Addresses advisor skill set depth and readiness to execute within an integrated advice model.
• Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests.
• Ensures consistent messaging of TIAA value prop and implementation of integrated solutions.
• Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors.
• Organizes and hosts client/firm events where appropriate.

Senior Director, Relationship Manager, Third-Party Wealth

Human Resources

• Design and execute TIAA's annual EOC Summit
• Facilitate executive dinners and quarterly meetings
• Develop and implement enterprise strategies that support leadership development

Senior Director, Talent Management – Executive Development

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 to ensure advocacy for client/participant needs
• Ensures client-facing advisors are utilizing TIAA’s broad range of resources
• Evaluates and assigns Advisors appropriate books of clients
• Implements appropriate strategies to increase market share
• Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape
• Manages the performance of team leaders

Senior Director, Wealth Management

Analyst

• Underwrite opportunities that support the company’s real estate investment and financial objectives
• Assists with the coordination and compliance of all requirements for the due diligence and closing of real estate acquisitions, dispositions and development transactions
• Supports in the development of external relationships with key market participants, investment sales, leasing brokers, and lenders
• Perform extensive financial underwriting and market research of potential acquisitions targets using Excel
• Maintain and source information for the team’s acquisitions pipeline for multifamily and student housing
• Assist in preparation of various presentations in PowerPoint
• Assist in the production of investment committee memorandums
• Work with internal research tools, existing portfolio metrics and third-party data sources to help underwrite opportunities
• Assist Transactions Officers by working collaboratively with internal stakeholders including Asset Management, Portfolio Management, Engineering, Legal, and Accounting, in addition to external third-party service providers including property managers, brokers, partners, consultants, lenders and developers

Housing Acquisitions Analyst

Content Marketing Manager

• Lead the development and execution of a comprehensive content marketing strategy for TIAA's Wealth Marketing team
• Drive editorial direction across a portfolio of channels, including newsletters, web, organic social, webinars, and client communications
• Leverage audience insights and performance data to refine content roadmap and channel strategies
• Expand the content program into emerging channels including webinars and personalized communications
• Translate complex financial topics into engaging narratives
• Partner closely with Retirement Solutions Content Marketing team
• Oversee editorial planning and content calendars for timely delivery of high-quality content
• Serve as content strategy subject matter expert for senior leaders across Marketing and Distribution
• Build strong cross-functional relationships and navigate competing priorities

Director, Content Strategy – Wealth

• Enable client facing Wealth Management associates to provide objective and comprehensive advice
• Engage in planning, one-on-one and group coaching with advisors
• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients

Director, Wealth Management Coach

• Manage strategic and tactical aspects of Premier Consultant Partner Firm(s)
• Provide industry knowledge and TIAA expertise
• Identify areas of growth and maintain relationships with partners
• Develop comprehensive strategic plans for each firm
• Lead outreach efforts and provide education for consultants
• Ensure compliance with policies and regulatory requirements
• Implement disciplined practice management and follow-up on meetings

Senior Director, Consultant Relations

Financial Planning and Analysis

• Responsible for compilation of financial statement footnotes for NAIC reporting and the audited statutory financial statements ensuring compliance with required disclosures.
• Maintain knowledge and familiarity with Statutory Accounting Principles to assist in analysis.
• Supports NYSDFS inquiries, Industry Rating Agency Surveys, NAIC Management’s Discussion and Analysis, and other key regulatory reports.
• Responsible for the completion of the TIAA quarterly fluctuation reports used by key stakeholders.
• Perform analytical procedures over quarterly reports including researching and resolving identified issues and documenting key drivers of financial results.
• Assist with the preparation and delivery of various other formal and ad hoc reporting requests.
• Maintain key business partner relationships to assist in research of key financial fluctuations.
• Maintain controls and documentation over the financial reporting processes and work with both internal and external audit teams.
• Support external auditor requests.
• Collaborate with and provide guidance to offshore team members to ensure timely and accurate completion of deliverables.

Senior Analyst – Financial Reporting

Manager

• Builds successful investment portfolios informed by market conditions and economic trends.
• Maintains accurate records and documentation for audits and client reporting.
• Recommends portfolio adjustments to grow client’s net worth based on industry trends.
• Executes securities transactions in client portfolios to maintain a specific investment strategy.
• Determines acceptable risk levels with clients based on time frames and risk preferences.
• Evaluates the performance of investment portfolios and ensures compliance with standards.
• Maintains and informs team of updated knowledge of capital markets.

Portfolio Manager – Private Asset Management

Product Designer

• Perform a variety of moderately complex business planning, support, and project-related duties.
• Collaborate with UX, product, and technology partners.
• Build and develop the UX team's knowledge and skill set.

UX Mobile Designer

• Provides in-person and virtual counseling for all participants
• Counsels participants on their pension plans and investment options
• Educates, recommends, and facilitates new product purchases
• Interacts with retirement plan participants to provide customer service
• Utilizes knowledge of tax and investment strategies for financial advice
• Communicates internally with cross-business partnerships

Financial Consultant

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

Administrative Assistant – Private Asset Management

• Lead and develop a high-performing operations team blending internal staff and managed services partners
• Lead a multi-year, front-to-back brokerage platform transformation
• Provide executive leadership for Wealth transformation program
• Identify execution risks, delivery bottlenecks, and integration gaps across programs
• Translate business transformation priorities into actionable technology initiatives
• Drive adoption and operationalization of Wealth platform, processes, and capabilities
• Ensure vendor and stakeholder alignment on scope, delivery commitments, and success criteria

Managing Director – Wealth Management Platform Technology

• leading deal team due diligence efforts in sourcing, approving and monitoring private fund and joint venture equity investments in transportation, power, digital, social infrastructure, conventional and renewable energy.
• supporting the asset management of existing portfolio holdings including representing Nuveen on the board of portfolio companies and on LPACs.
• preparing for and attending sourcing, investment committee presentations, and monitoring & surveillance meetings.
• acting as a deal lead on the due diligence process for new fund investments and co-investment opportunities.
• directing deal teams of junior associates and analysts on relevant performance analysis, financial modeling and transaction structuring for co-investment opportunities.
• driving legal documentation, negotiation and investment structuring.
• sourcing transactions through industry contacts and assessing them through the investment funnel to adequately assess portfolio fit and team resource capacity.
• performing quantitative and qualitative analysis for investments to share with external clients, internal business partners including portfolio managers, legal, and compliance.
• portfolio activities include firm representation at investor board meetings and portfolio management reviews with the portfolio manager and external clients.
• engaging in a variety of governance topics including annual budgets, business plans, financing and other capital raising discussions, company staffing needs including compensation, legal and compliance matters.
• working closely with senior staff in the research and analysis (including financial modeling through the investment life) on various infrastructure and energy related investments including macro and portfolio trends; These investments may include preferred equity and direct equity in energy transition assets (including power and transmission), transportation assets and digital infrastructure investments.
• leading the underwriting and analysis for primary GP fund commitments and co-investments.
• working with internal business partners to ensure all legal, compliance, and accounting requirements are being met.
• preparing internal memoranda and other materials used to support investment and portfolio recommendations and to communicate with internal constituents and external clients.
• closely monitoring and managing the performance of existing portfolio investments, including regular communication with management teams, investment partners, and financial sponsors.
• maintaining investment performance databases and files.
• engaging with internal and external business partners to stay on top of portfolio activities and drive value creation opportunities and downside protection for the portfolio.