Jobs at TIAA

Ten-week internship supporting TIAA’s Insurance Solutions and New Markets organization. Interns conduct market research and competitive analysis, prepare Excel, PowerPoint, and Tableau materials, support product strategy and business planning, coordinate meetings and project materials, and collaborate with cross-functional teams. The program provides exposure to retirement and annuity products, product development, business development, and financial services through training, mentorship, executive presentations, and networking opportunities.

Ten-week wealth management internship supporting strategic business initiatives, market research, competitive analysis, presentations, Excel deliverables, meeting coordination, and cross-functional projects. Interns receive training, mentorship, executive exposure, and opportunities to explore sales, portfolio management, business intelligence, and other financial services functions.

Develops, launches, and manages alternative investment products for defined contribution clients. Evaluates Collective Investment Trusts and other vehicles, leads product strategy and positioning, coordinates cross-functional implementation and governance, assesses competitive performance, engages plan sponsors and consultants, and ensures regulatory and risk-management compliance.

The Senior Accountant manages financial transaction recording, account reconciliations, general ledger accuracy, and accounting compliance. The role supports FAH accounting workflows, system integrations, configurations, testing, troubleshooting, reporting, audits, and process improvements. This position partners with IT and cross-functional teams to translate accounting requirements into technical solutions, applies accounting guidance, and leads accounting documentation and transition activities.

Supports financial-services compliance programs by assessing risks, investigating complaints and potential violations, coordinating audits, drafting compliance reports, maintaining documentation, and implementing corrective action plans and preventative measures. The role requires independent work under general supervision, collaboration with compliance teams, and adherence to applicable laws, regulations, policies, and FINRA requirements.

Investigates fraud and anomalous behavior involving account takeover, synthetic identities, fraudulent enrollment, and authentication bypasses. Uses digital forensics, behavioral biometrics, device fingerprinting, and identity signals to reconstruct incidents and preserve evidence. Conducts root cause and link analysis, monitors internal and external threat patterns, and develops fraud prevention controls, detection models, blocking rules, and alerts. Collaborates with technology, fraud operations, and product teams to implement secure, compliant controls.

Leads the design, development, testing, and delivery of enterprise software applications and platforms. Owns architecture, SDLC governance, API security standards, production support strategy, vulnerability remediation, and delivery quality. Coordinates coding, unit testing, code reviews, roadmap alignment, and process improvements. Manages project and operational commitments, communicates risks to senior leadership, and provides performance management and development for direct reports.

Supports institutional retirement plan sponsors and consultants through routine inbound and outbound service inquiries. Assists with plan design, compliance, audits, fiduciary responsibilities, reporting, online services, and plan amendments using established procedures and scripts. Documents interactions, provides basic informational guidance, troubleshoots online access, supports audits and outreach, and escalates complex legal, regulatory, or client matters to senior staff. The role requires no prior experience and operates under significant manager oversight.

Provides inbound and outbound call center support and consultative guidance to institutional retirement plan sponsors, advisors, vendors, auditors, and legal counsel. Advises on plan design, investment and Planfocus education, fiduciary responsibilities, compliance, audits, Form 5500 filings, nondiscrimination testing, and regulatory changes. Builds client relationships, supports product adoption, troubleshoots online administration access, delivers training, resolves complex service issues, and assists with retirement plan tax and compliance inquiries.

Supports wealth management product development, launches, enhancements, and business readiness. Analyzes market and consumer trends, forecasts demand, prepares reporting, improves development processes, and monitors risk, compliance, privacy, and regulatory requirements. Collaborates with product managers, legal, risk, compliance, and business partners; serves as a product subject matter expert and presents product strategy recommendations to executive leadership.

Leads technology support and onboarding for institutional retirement clients using recordkeeping and outsourced services. Serves as the primary contact for relationship managers, operations teams, and internal stakeholders; provides platform and product expertise, manages plan changes and onboarding activities, evaluates new feature impacts, addresses technical inquiries, develops solutions, documents procedures, tracks incidents, and identifies proactive controls.

Leads client marketing strategy for retirement products and services across B2B and B2C audiences. Develops journey-based campaigns, automation, audience web strategies, go-to-market plans, and KPI measurement. Partners with Product, Sales, Digital, Creative, and senior leadership to increase engagement and retention. Manages three professional marketers, establishes goals, develops talent, and drives cross-functional initiatives.

Provides technical leadership across software design, development, testing, and delivery. Designs scalable Java and J2EE solutions, coordinates coding, unit testing, code reviews, and implementation activities. Aligns initiatives with platform roadmaps, manages delivery timelines and quality metrics, communicates technical status to stakeholders, and mentors junior professionals. Requires extensive Oracle Insurance Policy Administration experience, system design expertise, and SQL proficiency.

Underwrite private equity and junior capital investment opportunities through quantitative and qualitative analysis, financial modeling, and due diligence. Prepare investment memoranda, monitor portfolio performance, communicate with sponsors and management teams, and develop relationships with private equity firms and intermediaries to generate deal flow. The role requires strong accounting, finance, analytical, communication, and presentation skills.

Designs, builds, and optimizes Oracle EPBCS planning models, integrations, data pipelines, and automated finance workflows. Configures Oracle EPM AI Agents for validation, variance analysis, reconciliation, narrative generation, anomaly detection, and close orchestration. Partners with Finance, ERP, data engineering, analytics, and Oracle teams to support close, forecasting, consolidation, governance, documentation, training, and broader finance transformation initiatives.

Participates in a 10-week finance internship supporting budgeting, planning, forecasting, management reporting, financial analysis, predictive modeling, variance commentary, and financial health metrics. Interns develop financial models, research market and competitive intelligence, prepare presentations, coordinate project materials, and provide decision support to business areas and executives. The program includes structured training, mentorship, executive exposure, and potential pathways to full-time rotational or finance roles.

Supervises broker-dealer representative activities for compliance with firm and regulatory expectations. Reviews client recommendations and communications, identifies and escalates issues, and collaborates with business partners and stakeholders. Requires FINRA Series 7 registration, with Series 24 preferred and obtainable within 120 days, plus a resident-state Life and Health Insurance License.

Handles inbound customer service calls, completes requests, and resolves routine lower-complexity issues involving products, pricing, billing, and money movement. Provides scripted guidance, refers complex matters to senior staff, documents feedback and complaints, and supports positive customer relationships. The role requires securities registrations and a resident-state life and health insurance license, with three years of experience required.

Leads portfolio management, monitoring, underwriting, due diligence, and sourcing for private infrastructure equity investments. Represents the firm on portfolio company boards and LPACs, supports client reporting, performs financial analysis and modeling, and drives investment structuring, negotiations, and legal documentation. Oversees junior deal team members and evaluates fund commitments, co-investments, joint ventures, and energy, transportation, power, digital, and social infrastructure opportunities.

Manages operational administration and compliance controls for education savings programs. Reviews transactions and account activity, maintains fraud, AML, privacy, and complaint tracking, tests processes, updates policies and disclosures, coordinates with legal and risk teams, and resolves vendor and customer issues.