TIAA

Full-stack Engineer

• Design, develop, and deploy production-grade AI solutions, including generative AI and agentic AI systems
• Partner with business stakeholders to translate pain points and requirements into technical solutions
• Bridge non-technical partners and engineering teams
• Rapidly prototype and iterate on AI proof-of-concepts
• Gather stakeholder feedback and refine solutions before production
• Architect and implement AI systems using cloud AI platforms, agentic frameworks, RAG architectures, vector databases, and LLM orchestration tools
• Navigate legacy systems, data silos, security constraints, and cross-functional dependencies
• Apply software engineering, AIOps, and production deployment practices
• Ensure AI systems are reliable, scalable, and maintainable
• Lead and mentor technical team members
• Stay current on emerging AI/ML advancements and evolve organizational AI capabilities

Generative AI Technical Lead

Product Manager

• Manage product strategy and the end-to-end product lifecycle
• Support TIAA’s forms modernization effort, transitioning from a paper-based platform to a digital-first solution
• Help customers find the right form instantly, with real-time validation and straight-through processing
• Coordinate with enterprise partners to deliver product strategy and cohesive operations, promotion, and delivery
• Research product trends, positioning strategies, consumer behavior, form-completion patterns, and market conditions
• Produce reports on performance, error reduction, and cost impact
• Establish and maintain control over the forms inventory
• Determine which forms should be simplified, digitized, or eliminated within each delivery cycle
• Monitor metrics and market dynamics and measure performance against business expectations
• Coordinate strategic processes and align partners on product lifecycle decisions
• Identify, establish controls for, test, and mitigate product risks with legal, risk, and compliance teams
• Act as subject matter expert on product features and services

Machine Learning Engineer

• Design and implement enterprise-grade generative AI solutions and comprehensive pipelines
• Build end-to-end systems integrating structured and unstructured data stores, graph databases, indexing strategies, reinforcement learning strategies, embedding models, and LLMs
• Build and optimize production-grade AI agents using low-code and high-code implementations
• Design, train, and deploy machine learning pipelines covering data ingestion, feature engineering, model selection, hyperparameter tuning, and validation
• Apply statistical modeling and exploratory data analysis to complex datasets
• Design feature stores and data preprocessing and transformation workflows
• Implement model monitoring for concept drift, data quality degradation, and performance regression
• Architect and develop large-scale cloud-native AWS Python applications for high performance, low latency, and horizontal scalability
• Implement Terraform Infrastructure as Code and comprehensive unit, integration, end-to-end, performance, and AI-specific testing
• Apply security controls including IAM, least privilege, RBAC, MFA, encryption, key management, and data masking/tokenization
• Design and manage Docker containers with Kubernetes/EKS or ECS orchestration and auto-scaling
• Establish CI/CD practices using GitHub Actions, Jenkins, GitLab CI, or AWS CodePipeline
• Maintain documentation of architectures, data flows, security controls, and operational procedures
• Contribute throughout the full SDLC from requirements gathering and architecture design through deployment and optimization

Senior AI/ML Engineer

• Develop and execute product vision and strategy for generative AI use cases across finance, fraud, legal, and other business departments
• Collaborate with customers, engineers, designers, and data scientists to define product requirements and priorities
• Conduct market research and competitor analysis to identify trends and opportunities in generative AI
• Create and present product roadmaps, business plans, and financial projections to senior leadership and stakeholders
• Align product strategy and decisions with company goals, values, and brand identity
• Participate in the emerging technology program and design and develop innovative solutions using AI, machine learning, and other emerging technologies
• Apply product development, rapid prototyping, and user experience design expertise to support a Hybrid/Augmented AI Workforce
• Interface with internal and external TIAA stakeholders to understand technology impacts and build functional prototypes
• Recommend IT architectural patterns and solutions based on project goals and needs

Lead Product Manager – AI

Associate

• Value and review selected public and private fixed income and/or equity holdings
• Develop valuation models for private and public investment portfolio holdings
• Monitor and challenge third-party or General Partner valuations using supporting data
• Conduct and review variance analysis to identify mass-priced holdings, assess variance risks, and develop mitigation plans
• Prepare and deliver valuations and pricing solutions to internal clients, auditors, and regulators
• Communicate frequently with internal and external auditors to mitigate organizational risk
• Research current and future macro and micro market conditions and market fundamentals affecting pricing and valuations
• Develop and update processes and procedures that strengthen controls and reduce risk
• Deliver supported valuations and credit losses for respective accounts
• Estimate fair market pricing when third-party pricing is unavailable or unreasonable
• Monitor third-party providers and pricing and maintain current market knowledge

Securities Valuation Senior Associate

• Value and review select public and private fixed income and/or equity holdings
• Develop valuation models for private and public investment portfolio holdings
• Monitor and challenge third-party or General Partner valuations using supporting data
• Conduct and review variance analysis to identify mass-priced holdings, assess variance risks, and address reporting impacts
• Prepare and deliver valuations and pricing solutions to internal clients, auditors, and regulators
• Communicate frequently with internal and external auditors to mitigate organizational risk
• Research current and future macro and micro market conditions and fundamentals affecting pricing and valuations
• Develop and update controlled processes and procedures to reduce risk
• Deliver supported valuations and credit losses for respective accounts
• Estimate fair market pricing when third-party pricing is unavailable or unreasonable
• Monitor third-party providers and pricing and maintain current market knowledge

Senior Securities Valuation Associate

Advisor

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand clients' goals and deliver tailored financial strategies as a fiduciary
• Serve as the primary financial contact for clients
• Navigate complex financial situations and guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

Wealth Management Advisor

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand client goals and deliver tailored financial strategies while acting as a fiduciary
• Serve as the primary financial contact for clients
• Guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

Compliance

• Provide day-to-day compliance support for an SEC-registered investment adviser covering alternative strategies, including real estate and real assets
• Support compliance inquiries from business partners at all levels
• Develop, review, and maintain compliance policies and procedures
• Execute compliance monitoring for investment guidelines, affiliation reviews, asset allocation reviews, KYC reviews related to Luxembourg products, and information barrier oversight
• Prepare and submit international regulatory filings
• Assist the Chief Compliance Officer with regulatory risk assessments and remediation action plans
• Collect data and prepare and file annual Form ADV and Form PF submissions
• Support investor due diligence meetings
• Oversee compliance-related content in RFP responses and periodic due diligence questionnaires
• Expand international regulatory oversight capabilities across the RIA's business lines

AVP, Compliance Advisor – RIA Compliance Senior Associate

• Advise business partners on regulatory requirements and internal policies and procedures
• Develop and maintain policies and procedures supporting regulatory compliance
• Assist the CCO with regulatory risk assessments to identify compliance issues, concerns, and deficiencies and implement remediation action plans
• Execute monitoring activities and forensic reviews, document results, and drive remediation
• Administer regulatory due diligence for broker-dealer and Canadian distribution arrangements, including product-related compliance matters
• Administer aspects of licensing and registration for the broker-dealer and Canadian entity
• Monitor regulatory developments and industry trends affecting compliance programs
• Support document production for audits, testing, and regulatory examinations
• Execute day-to-day compliance operations and advise the business on regulatory and compliance matters
• Support the Chief Compliance Officer in administering compliance programs for a registered broker-dealer and Canadian distribution entity

AVP, Compliance Advisor – Distribution Compliance, America

Growth Marketing

• Drive new retirement plan sales and market-share growth across the nonprofit marketplace
• Originate, develop, and close retirement plan opportunities across mission-driven and tax-exempt organizations
• Sell TIAA’s new retirement plan recordkeeping offering to small and mid-sized institutions
• Use TIAA’s core recordkeeping platform when plan complexity or other requirements make it a better fit
• Manage direct and intermediary distribution through consultants, RIAs, advisors, aggregators, and other centers of influence
• Develop and execute annual territory growth plans
• Build and maintain a significant pipeline of qualified opportunities
• Achieve asset production and sales goals
• Identify and prioritize nonprofit market segments
• Maintain pipeline health, RFP activity, finalist opportunities, close rates, assets sold, CRM information, and forecasts
• Conduct prospect discovery and identify sponsor priorities and retirement plan objectives
• Develop opportunity-specific sales strategies and present TIAA’s value proposition
• Coordinate pricing, proposal development, internal approvals, and business acceptance
• Lead sponsor and intermediary meetings, RFP processes, proposal processes, and finalist presentations
• Negotiate business terms and transition successful sales into implementation
• Build intermediary coverage plans and maintain relationships with priority partners
• Educate intermediaries on TIAA’s small-market capabilities and recordkeeping solution
• Generate referrals and RFP invitations through intermediary relationships
• Develop joint prospecting initiatives and support intermediary education and training
• Travel extensively within an assigned region to support business development and expand the opportunity base

Institutional Sales Director – Growth Market

Financial Planning and Analysis

• Own the strategic direction and execution of a relationship management model within assigned business units
• Engage senior business stakeholders and execution partners to advance the enterprise Advice strategy and position
• Set and drive the advice and financial planning methodology strategic roadmap
• Advise and liaise with Advice Product Management, Governance, and Enablement teams on regulatory initiatives related to advice product development
• Align methodology execution across Advice Product, Advisory, and Oversight stakeholders
• Cultivate senior-level relationships with business stakeholders and execution partners
• Lead strategic discussions that guide stakeholder decisions and reinforce a unified Advice strategy
• Serve as subject-matter authority for Advice and Financial Planning methodologies
• Direct relationships with advice and financial planning vendors
• Monitor competitive dynamics and translate intelligence into the Advice methodology and product roadmap
• Direct and align UX, CX, Marketing, and IT Development teams to a consistent advice strategy

Senior Director, Advice & Financial Planning Methodology Lead

Communications

• Partner with institutional clients and advisors or internal stakeholders to deliver communications driving participant engagement during critical plan transitions
• Develop and deliver multichannel communications campaigns for assigned plan change projects
• Align communications with Corporate, Brand, client, and Institutional Relationships segment objectives
• Deploy communications using internal marketing automation platforms
• Track engagement metrics and adjust strategies based on performance data
• Create and disseminate communications for institutional news, plan updates, and general mailings
• Create, refine, and manage communication templates and resources
• Collaborate with Legal, Compliance, Marketing, and Client Services to ensure regulatory and business alignment

Communications Consultant

Account Manager

• Lead internal integrated client teams to grow, retain, and deepen relationships
• Establish strategic approaches to growing the business and execute for profitable results
• Serve as a strategic partner and trusted advisor to plan sponsors and consultants
• Identify, influence, and execute strategic visions for plan sponsors and TIAA
• Position the value of lifetime income to sell products and solutions
• Identify current and future client needs and plan to address opportunities
• Leverage analytics, investment knowledge, market knowledge, and financials to develop multi-year strategic plans
• Lead collaboration and execution of business strategy to maximize client outcomes
• Resolve complex issues and ensure overall client satisfaction
• Partner with Consultant Relations to strengthen TIAA’s position with consulting firms and consultants
• Mentor relationship management staff within the market and region
• Promote enterprise employer solutions and employee engagement with TIAA consultants and advisors
• Review client financials and meet with senior executives regarding long-term strategies
• Develop specialized product knowledge and financing expertise
• Lead client discussions on product positioning and adoption, manage profitability, and maintain competitive pricing

Senior Director, Relationship Manager

Accountant

• Ensure investment accounting policies and procedures are correctly applied to financial transactions
• Work directly with asset management, portfolio management, and acquisition/disposition teams
• Lead a team preparing month-end closing reports and subsidiary quarterly financial analytics
• Report to senior management and ensure accurate asset evaluations
• Prepare timely and accurate GAAP work papers and supporting schedules for internal and external audits
• Review joint venture financial information for compliance with investment accounting policies and procedures
• Incorporate ad hoc financial inquiries into monthly and quarterly reports
• Calculate unlevered and levered, gross and net portfolio performance returns and property internal rates of return
• Convert modified cash basis information from third-party management firms to accrual basis for fair value GAAP financial statements
• Guide junior Investment Accountants on advanced issues

Generative AI Technical Lead

Product Manager

Senior AI/ML Engineer

Lead Product Manager – AI

Securities Valuation Senior Associate

Senior Securities Valuation Associate

Wealth Management Advisor

Wealth Management Advisor

AVP, Compliance Advisor – RIA Compliance Senior Associate

AVP, Compliance Advisor – Distribution Compliance, America

Institutional Sales Director – Growth Market

Senior Director, Advice & Financial Planning Methodology Lead

Communications Consultant

Senior Director, Relationship Manager

Senior Real Estate Accountant