Jobs at TIAA

Leads a global organization of 100+ employees and partners responsible for enterprise data platform strategy, architecture, engineering, modernization, reliability, governance, security, privacy, self-service adoption, and AI-enabled capabilities. Oversees platform roadmaps, cloud-native engineering, DevSecOps, production support, vendor partnerships, platform economics, talent development, and executive stakeholder engagement while ensuring regulatory compliance and 24/7 operational resilience.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

The Wealth Management Client Relationship Manager partners with Advisors to enhance client relationships, manage high-net worth clients, and implement financial plans with a focus on excellent customer service and relationship building.

Handle inbound and outbound client calls to prevent transfers, assess financial needs, educate on products, facilitate transfers, refer to advisory solutions, and participate in outreach campaigns and process improvements.

Handles inbound customer calls and resolves rollover, money movement, billing, product, and pricing inquiries. Guides clients through retirement account rollovers, coordinates with alternate carriers, documents interactions and complaints, follows scripts and response resources, escalates complex issues, and maintains strong customer relationships. The role requires financial-services product knowledge, FINRA registrations, a resident-state Life and Health Insurance License, and three years of experience.

Facilitates business continuous improvement projects from research and assessment through implementation and transition. Analyzes processes, identifies operational upgrades, implements complex enhancements, partners with cross-functional teams, and uses metrics to measure outcomes. Coaches lower-level professionals and supports business solutions that improve efficiency and cost effectiveness.

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.

Partners with Wealth Management Advisors to serve high-net-worth clients, manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client relationships through consultative communication and referrals. The role requires strong knowledge of investment and financial planning solutions, efficient resource management, and obtaining required securities registrations and a resident-state life and health insurance license within 120 days.

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.

Lead a multinational accounting team owning general ledger integrity, balance sheet reconciliations, financial close, and cash operations. Ensure GAAP compliance, partner with FP&A and Tax, manage auditors, and drive consistent reporting and controls across legal entities.

Provides sales and retirement-services support through pipeline assessment, participant outreach, appointment scheduling, money-movement follow-up, documentation monitoring, coaching insights, and event logistics. Supports on-campus counseling events and benefit fairs, prioritizes follow-up activities using reports and past performance, and coordinates new-hire onboarding into production. No prior experience is required, but Series 6 or 7 and Series 63 registrations and a multistate Life and Health Insurance License are required.

Participates in a rotational actuarial development program supporting life insurance and annuity analyses. Responsibilities include actuarial liability and capital analysis, experience studies, assumption development, financial modeling, asset-liability management, valuation, stress testing, product development, pricing, and risk management. The role includes Society of Actuaries exam support, mentoring, and development of communication and leadership skills.

Designs and analyzes moderately complex information systems, defining scope, developing solution models, documenting technical requirements, and collaborating with engineers and programmers. Designs Java and J2EE applications, enterprise integrations, workflow platforms, and cloud-based deployments. Troubleshoots application issues, improves system logic, supports testing and user training, and monitors operational effectiveness across multiple environments.

The role involves analyzing business needs, leading IT strategy for cloud deployment, transforming business processes, and guiding teams on technical solutions.

Manages regulatory compliance programs, controls, and supervisory processes across broker-dealer activities. Designs control testing, identifies policy and process gaps, reports compliance findings to management, and leads cross-functional implementation of regulatory programs. Supports Advisor Compensation and Scorecard design, execution, reporting, and controls across Distribution, HR, and Technology. Communicates policy changes and promotes risk mitigation and continuous improvement.

Lead design, build, and operate enterprise-grade AWS cloud platform foundations optimized for large-scale AI/ML. Architect multi-account environments, enforce governance and security, implement IaC (Terraform/OpenTofu/CloudFormation), apply AIOps and automation for observability and operations, drive migrations, mentor engineers, and evaluate emerging cloud and AI technologies to advance platform reliability and innovation.

Coach and enable client-facing retirement associates to deliver integrated financial solutions. Drive adoption of retirement products, own solutions forecasts, provide one-on-one coaching, participate in client meetings and training, and partner with leaders to meet territory scorecards and scale best practices.

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.

Owns enterprise data quality, governance, metadata, lineage, and master data management across operational and analytical domains. Ensures data meets business, policy, regulatory, and contractual requirements; drives consistent metric definitions; oversees data issue resolution, compliance reviews, and quality standards throughout the data supply chain. Partners with business stakeholders, IT, engineering, risk, and compliance teams, and provides training on appropriate data usage.

Manage preparation and review of quarterly and annual audited financial statements under U.S. GAAP. Act as primary business user of Oracle FCCS for consolidation, data inputs, mapping, and reporting. Partner with Technology for system enhancements and controls, coordinate with auditors and stakeholders, support FP&A/Investor Relations, and perform technical accounting research and policy documentation to ensure accurate external reporting.