Jobs at TIAA

The Client Portfolio Manager, Content writes and edits investment-related content, ensures editorial quality, and collaborates with stakeholders for effective communication and brand adherence.

The Wealth Management Client Relationship Manager partners with advisors to deliver client service and supports high-net worth clients in achieving financial goals while managing assigned clients and implementing financial solutions.

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

The Wealth Management Client Relationship Manager collaborates with advisors to deepen client relationships, manage a book of clients, and implement financial plans for high-net worth clients.

Handle inbound customer inquiries, analyze and resolve complex issues, document interactions and escalate to management, liaise with production/distribution, research adaptive responses, ensure service levels are met, and coach less experienced team members to deliver excellent customer service.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

The Retirement Transition Manager I coordinates retirement plan transitions, manages client relationships, oversees project delivery, and resolves implementation issues. Responsibilities include engaging with cross-functional teams and ensuring quality outcomes for clients.

Handle inbound and outbound client retention outreach to clients intending to transfer funds. Assess client needs, educate on products and advised solutions, facilitate transfers, refer to advisory services, meet service levels, and collaborate with internal partners to improve processes and retention outcomes.

The Financial Analyst II prepares detailed financial analysis and models, assists in forecasts, manages journal entries, and drafts financial reports for management use under moderate supervision.

The Senior Financial Consulting Director oversees Financial Consultants, manages plan-level events, ensures compliance, and drives client engagement strategies to meet financial goals.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

The Wealth Management Client Relationship Manager partners with advisors to manage high-net worth clients, implement financial plans, and build long-term relationships.

Support senior business development and relationship managers to raise institutional capital and retain insurance clients. Prepare marketing and meeting materials, run competitive and industry analysis using Salesforce and S&P Capital IQ, maintain territory business plans, and coordinate cross-functional resources to present Nuveen investment solutions to U.S. insurance companies.

Produce and edit investment, market, and retirement content for varied audiences. Collaborate with client service, finance, strategy, and investment teams to ensure accuracy and alignment with firm branding. Create multimedia pieces, white papers, and product support materials; proofread and submit final drafts for production. Provide messaging recommendations and build stakeholder relationships to support content distribution.

Lead full-cycle recruiting for a high-volume national contact center: source, screen, interview, and extend offers; manage job postings and candidate communications; build talent pipelines; advise hiring managers on strategies; mentor junior TA staff and implement cost-effective staffing plans.

The Wealth Management Client Relationship Manager fosters client relations, assists wealth management advisors, and supports high-net-worth clients in achieving financial goals, while managing a book of assigned clients and ensuring regulatory compliance.

Lead and perform mutual fund operations including dividend processing, trade settlement, pricing, corporate actions, fund setups, and fee collections. Supervise daily team functions, train staff, coordinate with auditors and vendors, manage operational risk, and support special projects and department leadership.

Manage end-to-end investment advice products, driving product strategy, profitability, governance, vendor and stakeholder coordination. Oversee product structuring, monitor governance with funds and internal committees, ensure client service quality, and apply internal AI/LLM tools to accelerate research, content generation, and product decision-making.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.

The Senior Analyst will prepare and analyze financial reports, ensuring compliance with regulations, collaborating with various departments, and maintaining documentation for audits.