TIAA

Financial Planning and Analysis

• Provides in person and virtual counseling for all participants
• Counsels participants on their pension plans, tax deferred annuities and other investment options
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Communicates internally with cross-business partnerships to implement TIAA products and services
• Develops and maintains strong relationship with Institutional Plan Sponsors

Financial Consultant

Manager

• Reviews customer needs to determine best course of action
• Thoroughly researches customer needs presented
• Collaborates with various departments to determine the best course of action
• Ensures proper documentation in accordance with enterprise policy
• Proactively reviews reporting for any transaction errors
• Identifies and recommends process improvements to management
• Manages complex customer needs and risks
• Coaches junior-level staff

Senior Customer Resolution Manager

Full-stack Engineer

• Oversees the development, implementation, and production support of end-to-end communication systems.
• Defines and drives a platform modernization strategy that anticipates and incorporates emerging agentic AI capabilities to enhance scalability, resilience, and long-term performance
• Consults with executive leadership and business stakeholders to develop and align strategic IT application plans and ensure effective integration with broader organizational objectives.
• Leads process improvements, cost reduction efforts, tool development to improve the software development and support process in a way that reduces complexity, improves service, and reduces cost
• Leads and directs applications development teams, providing coaching, goal setting, and performance management, including managers, technical leads, and developers.
• Ensures compliance with IT quality standards through regular assurance activities, audits, and adherence to regulatory and corporate guidelines.
• Partners with enterprise architects, information security, risk management, and compliance teams to ensure resiliency, data security, and regulatory compliance in all delivered solutions.
• Analyzes emerging technology trends, advising senior leadership and adapting strategies to maintain a competitive edge in Communications Technology.
• Cultivates a culture of innovation, accountability, and continuous improvement within the applications development organization.

Senior Technical Lead – PL

• Ensure investment accounting policies and procedures are correctly applied
• Work directly with third-party property management and asset management teams
• Prepare timely and accurate GAAP work papers and financial statements
• Reconcile fund level cash accounts and input wires into the online banking system

Senior Investment Accountant

• Provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives
• Counsels participants on their pension plans, tax deferred annuities and other available investment options
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service

Risk

• Directs the establishment of short to mid-term risk and compliance strategies
• Advises on potential areas of compliance vulnerability and risk
• Develops and implements strategies relating to response to alleged violations
• Manages performance of teams through regular feedback and the formal review process
• Supports the development and execution of enterprise risk management initiatives
• Partners with Legal, Compliance, and other corporate functions to provide integrated risk advisory services
• Assists in assessing regulatory developments and their implications
• Prepares comprehensive presentations for senior management and the Board of Directors

Managing Director, Senior Risk Officer

Marketing

• Perform a variety of moderately complex business planning, support, and project-related duties.
• Import and integrate data files into the Seismic platform, ensuring consistency and accuracy of data uploads.
• Communicate frequently with internal clients to clarify requirements, answer questions, and troubleshoot issues as they arise.
• Identify optimal solutions for various use cases and partnering with business stakeholders to implement them.
• Design and build Seismic dashboard reports for business leaders, creating visual representations of key metrics and trends.

Seismic Marketing Manager

• Serves as the central point of contact for high net worth clients
• Oversees investment portfolios and delivers personalized advice
• Engages with clients and implements asset allocation strategies

Portfolio Manager – Private Asset Management

Analyst

• Assist with sourcing new real estate acquisition opportunities
• Underwrite opportunities that support the company’s real estate investment and financial objectives
• Assist with the coordination and compliance of all requirements for the due diligence and closing of real estate acquisitions, dispositions and development transactions
• Support in the development of external relationships with key market participants, investment sales, leasing brokers, and lenders
• Help conduct market research of potential real estate investment opportunities that support the company’s real estate investment and financial objectives
• Contribute to identifying increased efficiencies in the budgeting and operations of real estate and property assets

Housing Acquisitions Analyst

Account Manager

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.

Wealth Management Client Relationship Manager

• Monitor daily P&L across L/S SMAs
• Decompose returns by signal, factor, sector, and idiosyncratic components
• Diagnose drawdowns and performance divergence across accounts
• Run factor and risk decompositions (systematic vs. idiosyncratic)
• Identify unintended exposures and style drift
• Evaluate turnover, capacity, and realized transaction costs
• Work directly with alpha researchers and traders to evaluate live signal performance
• Detect signal decay, instability, and crowding risks
• Provide data-driven insights to improve portfolio construction and implementation efficiency
• Build and refine performance monitoring tools and dashboards
• Improve automation of attribution and reporting
• Strengthen portfolio construction framework for scalability and robustness

Quant Portfolio Manager – Direct Indexing

Data Analyst

• Analyze data, develop reports and dashboards using SQL, Python, Tableau, and Alteryx
• Perform data analysis and generate insights to support business decisions
• Develop and maintain reports and dashboards using Tableau for stakeholders
• Write SQL queries to extract, transform, and analyze data from multiple sources
• Use Python and Alteryx for data manipulation, analysis, and automation tasks
• Work with Snowflake platform to access and analyze large datasets
• Conduct data quality assessments and validation to ensure accuracy
• Support data governance initiatives and maintain data documentation
• Use GIT for version control of analytical scripts and code
• Collaborate with business users to understand reporting requirements
• Support ad-hoc analysis requests and exploration data projects

Associate – Data Analytics

• Approves mathematical, statistical, and economic techniques that determine market conditions
• Analyzes and reviews trends found from modelling to inform product development and marketing decisions
• Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments
• Develops and presents detailed reports and conclusions for business, finance, and investment management
• Partners with other areas of the business to model outcomes of implementing potential business strategies
• Manages large, complex projects or processes with limited oversight

Associate II – Data Analytics

Call Center Representative

• Offers customers troubleshooting and support through the organization's digital platforms (e.g. website, mobile app, etc.)
• Provides outstanding customer service to ensure contact center service levels are achieved and exceeded
• Responds to customer inquiries based on broad knowledge of operational procedures and tools obtained through extensive work experience
• Refers customers to published materials, secondary sources or more senior staff
• Handles escalated and unresolved questions from less experienced contact center specialists
• Documents customer feedback and complaints

Senior Web Contact Center Specialist

Customer Success Manager

• Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn’s platform
• Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience
• Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues
• Triage and prioritize client requests across multiple stakeholders in a fast-paced environment
• Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success
• Regularly interact with clients through meetings and communications to reinforce trust and platform adoption
• Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery
• Act as a liaison between clients and internal teams, ensuring alignment and clear communication
• Identify opportunities to enhance client service workflows, including automation and process optimization
• Gather and synthesize client feedback, serving as the “voice of the client” across the organization
• Provide actionable insights to inform product development and strategic decision-making

Financial Consultant

Senior Customer Resolution Manager

Senior Technical Lead – PL

Senior Investment Accountant

Financial Consultant

Managing Director, Senior Risk Officer

Seismic Marketing Manager

Portfolio Manager – Private Asset Management

Housing Acquisitions Analyst

Wealth Management Client Relationship Manager

Quant Portfolio Manager – Direct Indexing

Associate – Data Analytics

Associate II – Data Analytics

Senior Web Contact Center Specialist

Client Success Manager