Jobs at TIAA

The Client Services Manager II drives client satisfaction by managing relationships, optimizing processes, and delivering data-driven insights on retirement benefit programs.

Lead portfolio governance, financial planning, forecasting, and executive reporting for technology investments. Integrate Agile and financial processes, provide capacity and spend insights, oversee variable staffing, drive automation and efficiency, and produce executive narratives to inform senior leadership decisions.

Assess design and operating effectiveness of IT controls during audit planning, fieldwork, and reporting. Evaluate IT risks, document findings, communicate with audit and client stakeholders, support remediation testing, and grow IT audit skills including analytics and AI awareness.

Design, implement, and maintain AWS cloud storage and backup solutions; build data pipelines and ETL/ELT processes using Python or Java; provision infrastructure as code with Terraform and configure CI/CD with CloudBees; monitor systems with CloudWatch; support security/compliance, troubleshooting, documentation, training, and contribute to MCP/Agentic AI solutions.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing their financial goals and implementing investment solutions.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

Provide virtual and in-person financial counseling on TIAA products, recommend and facilitate product purchases, execute transactions, advise on tax and investment strategies, and build relationships with plan sponsors and clients to support long-term financial goals.

Lead product marketing content and strategy for Nuveen's public products (especially fixed income). Create collateral, position products, support launches and campaigns, partner with product/investment/compliance teams, assess market trends, and manage multi-channel distribution to drive capital-raising and client engagement.

Lead data analyst responsible for analyzing complex datasets, designing ETL and data integration solutions, ensuring data quality and governance, documenting data lineage, collaborating with stakeholders and IT teams, supporting testing and production support, and communicating insights to technical and non-technical audiences.

Lead and oversee continuous improvement projects from assessment through delivery; advise cross-functional teams, design and approve diagnostics, implement process enhancements, track and report metrics, mentor junior staff, and ensure smooth transitions to new programs.

Review, analyze, and assign production credit for financial advisors and wealth teams per firm policies. Research and resolve attribution discrepancies, partner with Compliance, Compensation, and Wealth Support, communicate outcomes to stakeholders, document cases, escalate systemic issues, and support quality reviews and process improvements in a high-volume, service-oriented environment.

Lead internal communications, culture programming, and event execution for the Marketing & Communications team. Design and run team engagement initiatives, own all-hands, town halls, and ELT offsites, manage logistics and run-of-show, and craft clear on-brand internal messaging to keep the team informed and aligned.

Lead development and execution of integrated marketing plans for state 529 programs. Manage multi-channel campaigns, client relationships, agency partners, and contractual marketing budgets. Drive digital consumer engagement, perform market research and KPI reporting, and optimize programs to retain and grow state clients across multiple projects and stakeholders.

Coordinate and lead data collection and platform transitions for institutional retirement plans. Ensure comprehensive, accurate data; resolve complex data issues; advise on solutions; guide teammates; and update tools and procedures to support successful plan implementations.

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

Partner with Wealth Management Advisors to deepen relationships with high-net-worth clients, manage an assigned book, implement financial plan recommendations, coordinate asset consolidation, and support advisor practice growth. Must obtain required licenses/registrations within 120 days and communicate effectively to deliver TIAA investment and planning solutions.

Lead multi-channel demand generation and digital acquisition for wealth marketing. Develop ABM-style B2C acquisition campaigns, own measurement and testing frameworks, partner with Analytics/CRM to build segmentation and propensity models, optimize media mix and funnel conversion, manage cross-functional stakeholders, and mentor marketing team members.

Provide sales support for retirement and consulting teams by managing pipelines, contacting participants to schedule meetings and money-movement activities, monitoring documentation quality, supporting on-campus events, and coordinating onboarding and logistical tasks.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, manage client relationships, implement financial plans, and enhance client engagement.

The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.