TIAA

Artificial Intelligence

• Lead enterprise-wide adoption of AI agents and define vendor partner ecosystem strategies
• Develop and execute a comprehensive Agentic AI strategy aligned with business objectives
• Drive full lifecycle of AI products from research to production deployment and build scalable infrastructure and deployment pipelines
• Partner with product, engineering, and business teams to identify high-impact AI opportunities and integrate agents into workflows and customer channels
• Establish best practices for model development, evaluation, monitoring, governance, and operational readiness
• Build assessment frameworks for agent adoption including utility, ROI, and risk evaluation
• Manage vendor relationships and ensure partner solutions align with enterprise architecture, technology, and compliance standards
• Drive change leadership, awareness, education, playbooks, and enterprise adoption of agentic AI solutions

Managing Director – Agentic AI Adoption and Integration

Director

• Enable client-facing Wealth Management associates to provide objective, comprehensive advice aligned with clients' long-term interests
• Engage in planning, one-on-one and group coaching with advisors and collaborative interaction with clients
• Build and maintain close relationships with client-facing Wealth Management associates
• Coach and motivate associates to meet clients' comprehensive goals and identify productivity enhancements/best practices
• Collaborate with client-facing leaders to develop coaching plans that support client-centric, comprehensive sales practices
• Educate and coach associates on TIAA’s solutions and tools within TIAA’s Client Engagement Model
• Participate as keynote speaker at client seminars and join client meetings to coach/show-coach associates
• Act as subject matter expert in financial planning and demonstrate advanced proficiency in client lifecycle management to support associates
• Support wealth market leaders to drive results through comprehensive planning, financial solutions, coaching, skill development, and practice management

Director – Wealth Management Coach

Financial Planning and Analysis

The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.
All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors.

Financial Consultant

• Lead organizational tax reporting, tax planning, and compliance function
• Manage experienced professionals responsible for tax liabilities calculation and tax form preparation
• Lead junior employees in tax research, compliance, analysis, and communications with agencies
• Implement organization's tax strategy to optimize tax payments and ensure compliance with tax laws
• Ensure completion of accurate tax returns and oversee tax accounting and transaction recording
• Review, monitor, and advise on federal, state, and local tax regulations
• Communicate and influence stakeholders regarding accounting policies and procedures
• Manage team performance, provide feedback, and foster engagement and development

Director, Life Taxation

Content Manager

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results. This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting. The anticipated term of this engagement will be 3 months. This term could be extended based on company business needs.
The UX Lead role collaborates and coordinates with technology partners, product, development and marketing teams to reach TIAA's business goals while advocating for the overall user experience.
The Content Strategist Lead role is responsible for helping to shape and craft simple, approachable, and straightforward language, hierarchy, and voice & tone for our digital experiences for our clients and participants.
Lead and collaborate with design, product, development, and marketing teams to develop clear and concise content to reach business goals and TIAA’s internal and external audiences.
Conduct content audits and content gap analyses to ensure that user experiences consistent and in line with industry best practices and enterprise needs.
Lead and collaborate with UX design and Product teams to build consistency and clarity across experiences.
Apply audience research analysis through a content strategy lens to understand audience needs, preferences, and how they consume content to plan for retirement.
Strategize, plan, write and present content for emerging web and mobile experiences.
Identify and help solve problems in new user experiences to ensure ease of use in a complex, fast-paced, deadline-driven financial environment.
Create consistent, on-brand messaging that clearly articulates the benefits of TIAA products and services, while streamlining operational tasks for internal and external audiences.
Establish trusted advisory stakeholder relationships and acting as SME for TIAA related products and services in specific verticals.
Understand and work toward business objectives and KPIs.
Start Date: 29-Sep-2025
End Date: 31-Dec-2025
Travel Required: No
Anticipated Posting End Date: 2025-08-29
Base Pay Range: $53.03/hr - $90.53/hr

Senior Content Strategist

• Support development and implementation of TIAA's conversational AI experiences, creating intuitive frameworks that enhance client and participant engagement
• Develop frameworks and dialogue flows that enhance engagement and shape AI-powered conversational interfaces
• Contribute to AI conversation design guidelines and best practices
• Collaborate with development teams on AI assistant capabilities and limitations
• Conduct content audits and content gap analyses to ensure consistency and alignment with industry best practices and enterprise needs
• Research and analyze audience needs, preferences, objectives, and consumption methods
• Plan, write and present content for mobile and web experiences
• Identify and solve problems in new and existing user experiences in a complex financial environment
• Create consistent, on-brand messaging that articulates benefits of TIAA products while streamlining operational tasks

Account Manager

• Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal resources necessary to solve client problems
• Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
• Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
• Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
• Ensures the delivery of high quality charitable gift plan consulting services to clients

Relationship Manager II

• The Investments Product Research job conducts market research and expedites idea generation through team collaborations and the streamlining of research processes.
• Under moderate supervision, this job prioritizes product development concepts and identifies key market insights.
• Participates in the due diligence research process of investment products and disseminates communications on company performance.
• Engages business stakeholders and shares research insights that create client-centric investment product solutions.
• Builds a comprehensive repository of market specific information that identifies thematic insights and best practices in product development.
• Develops investment research deliverables based on client, corporate, and stakeholder inputs.
• Assists with day-to-day product operations and researches trends in product development, brand positioning, and customer satisfaction.
• Synthesizes market data and product information from multiple sources and makes recommendations for investment strategy.
• Gathers data on investment products and generates reports that illustrate market performance.

Investment Product Research

• Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes (book of business, client, and consultant). Establishes the strategic approach to growing business and executes to drive profitable results.
• Strategic partner and trusted advisor of the plan sponsors and consultants.
• Identifies, influences, and executes on a strategic vision of both the plan sponsor and TIAA.
• Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants.
• Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities.
• Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business.
• Leads integrated teams to successful collaboration, development, and execution of business strategy to maximize client outcomes and takes ownership of working with key stakeholders to drive resolution to complex issues and ensure overall client satisfaction.
• Partners with Consultant Relations, proactively identify, build and strengthen TIAA's position with consulting firms and individual consultants.
• Mentors relationship management staff within their market and region.
• Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes.
• Creates B2B and B2B2C business opportunities by promoting enterprise employer solutions and employee engagement with TIAA Consultants and Advisors.
• Reviews client financials and regularly meets with senior executives to understand their long-term strategies.
• Develops highly specialized product knowledge and financing expertise for covered sector to lead client discussions in product positioning and adoption, manage profitability and maintain competitive pricing.

Senior Director, Sr. Relationship Manager

Manager

• The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions.
• Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams.
• This job leads a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations.
• Commercial management of a portfolio of renewable assets (photovoltaic, onshore and offshore wind, batteries, hybrid projects, or any other technology that is suitable for investment within the fund’s investment scope), either under development, construction or operation, across the US.
• Management of Commercial and Technical Management Agreement providers.
• Oversight and enhancement of the asset’s performance.
• Coordination and oversight of different workstreams relating to the asset together with other AM departments (including the Fund Finance Team, the Head of Revenues, technical team, development unit), the Investment Team and the Divestment Teams.
• Financing of renewable assets, both from a debt as well as tax equity perspective
• Oversight and coordination of the preparation of the asset’s budget (alongside internal and external stakeholders) and ongoing actual versus budget appraisal process (monthly).
• Update of rolling cash forecasts to identify potential cost overrun or upside, and management of funding of projects in collaboration with the Fund Finance team.
• Implementing best in class and validating the monthly closures, invoicing, and payment supervision.
• In the short term, this will be a hands-on role.
• Management of the distributions to investors from the asset perspective and Management of the financing agreements and compliance with all the corresponding undertakings from the project side.
• Tax oversight across regional portfolio
• o Manage tax advisors
• o Oversight of asset tax compliance with the support of external contractors
• o Support delivery of asset transfer pricing exercises if applicable
• o Support Central team in London with the annual Tax assurance process
• Act as Asset Management Representative in new transactions as part of the Deal Team together with other members of the Asset Management Team and the Investment Team.

Asset Manager, Clean Energy

• Underwriting: Preparing term sheets for early-stage deals and assisting with presentation materials when needed
• Transaction Management: Leading a diverse pipeline of C-PACE projects, triaging and prioritizing next steps for the pipeline
• Market research: Leveraging CoStar and other data to support underwriting assumptions
• Risk management: Identifying transaction risks and addressing underwriting concerns with credit team
• Contract administration: Completing loan files accurately and thoroughly
• Client engagement: Preparing for client meetings and presenting background material

Associate Director, CPACE Transaction Management

Product Designer

• Creates, designs, and produces all materials, publications, and presentations in support of marketing, sales, and client support departments
• Manages and uses brand assets across publications and develops designs using brand standards
• Determines and applies design and compliance standards to materials from conception to delivery
• Reviews and edits promotional materials to adhere to style guidelines; develops and evolves guidelines
• Oversees updates and creation of quarterly reports including company overviews, market highlights, newsletters, and client-specific reports
• Establishes guidelines for presentations and provides internal consultation to relationship managers, investment team members, and management on graphic presentations
• Oversees preparation of meeting materials to enhance client relationships
• Participates in creative design for internal and external websites

Design Manager

• The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates.
• This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.
• Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
• Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
• Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
• Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism.
• Assists and supports wealth management advisory teams in their use of desktop planning tools.
• Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
• May lead small projects and make decisions that have moderate impact on the business.

Financial Planner, Central Advice Group

Analyst

• The Robotics Analyst documents business requirements for Robotic Process Automation (RPA) and Robotic Desktop Automation (RDA) related projects, assuring system specifications address the stated requirements and system testing occurs prior to project implementation.\n• Working under general supervision, this job also participates in the development and testing of robotic solutions and aids in administrating artificial intelligence workforce systems.\n• Key Responsibilities include documenting requirements, supporting testing, coordinating UAT, and creating clear reporting solutions for stakeholders.\n• Role involves project management tasks, data solutions, and collaboration with IT and business units.