TIAA

Product Designer

• Design and deliver end-user experiences across end-to-end journeys
• Bring together brand expression and systems thinking through strong design craft
• Apply universal and inclusive design principles
• Collaborate with UX, product, technology, and cross-functional partners to understand customer journeys, gaps, and opportunities
• Create and champion engaging, usable, pixel-perfect detailed designs
• Balance business, user, and technology considerations when determining experience plans
• Simplify complex tasks into clear, trusted experiences
• Present coherent design rationales compellingly to design teams and cross-functional partners
• Facilitate Design Thinking to drive results aligned with strategic objectives
• Share design best practices and trends
• Champion Design Thinking throughout the business
• Inspire and motivate colleagues while contributing to team culture

UX Designer

Learning and Development

• Support associate development to improve speed to productivity
• Lead associates in consistently delivering an end-to-end client engagement process using financial planning-based advice, deep discovery, and solution implementation
• Design and develop growth plans with management to improve productivity and effectiveness
• Identify needs, understand priorities, and create improvement plans
• Provide collaborative training to associates
• Conduct quantitative and qualitative needs analyses to prioritize learning efforts
• Measure key metrics and evaluate development program success
• Develop practice management, solutions, and business-building techniques
• Conduct development sessions on value propositions, client discovery, presentation skills, solution delivery, objection resolution, and asking for introductions
• Help associates achieve activity goals and manage pipelines
• Assist with pre-meeting planning and post-meeting debriefs
• Identify opportunities for behavior change and performance improvement
• Develop and execute programs and routines for practice analysis, target setting, business development, client feedback, client experience, introductions, and consultative selling
• Share stories, methods, best practices, and wins with associates and leaders
• Execute blended learning methods to maximize retention and scalability

Learning & Development Manager

Business Intelligence Analyst

• Complete three 8-month rotational assignments over two years
• Gain exposure to Corporate Strategy, Business Management, Responsible Investing, Private and Public Product teams, and Client Experience
• Conduct market and competitive research
• Support strategic planning efforts
• Contribute to product and business initiatives
• Identify opportunities to enhance processes and client outcomes
• Partner with business leaders and cross-functional teams
• Develop analytical, communication, project management, and leadership skills
• Build understanding of the investment management industry

Early Talent Rotational Program, Business Intelligence

Communications

• Gain exposure to multiple teams within Marketing & Communications through 8-month rotations
• Execute meaningful projects across Client Marketing, Growth Marketing, Brand, Communications, and related functions
• Develop skills and experience for a successful career at TIAA
• Execute project activities by understanding objectives, meeting timelines, and communicating results
• Assist in preparing information and research materials, including PowerPoint presentations
• Research and gather documentation as directed by colleagues
• Attend required trainings and meetings
• Shadow multiple marketing career paths and train in function-related tasks
• Apply academic knowledge, skills, and experience to solve real business challenges
• Receive ongoing coaching and feedback from an assigned mentor

Early Talent Rotational Program – Marketing & Communications

Operations

• Assist with routine administrative, oversight, transactional, and operational processes within middle office operations
• Support requirements gathering and documentation, oversight and controls, business performance measurement, process management, and data analysis
• Complete three 8-month rotations over two years
• Verify transaction details, reconcile information, and resolve basic discrepancies
• Input data into systems and validate data accuracy against source information
• Compile and distribute reporting
• Document and maintain standard operating processes and procedures
• Research operational issues and assist with recovery and resolution
• Support operations analysts and managers with routine processes
• Build and manage relationships with internal stakeholders
• Partner with the team to provide high client service and solutions
• Contribute to ad hoc and strategic projects within the functional operations area

Early Talent Rotational Program – Nuveen Operations

Financial Planning and Analysis

• Complete two 12-month rotational assignments across the Chief Investment Office organization
• Support investment research, client portfolio management, business strategy, and portfolio solutions
• Analyze markets and evaluate investment opportunities
• Support portfolio and research initiatives
• Contribute to strategic projects and business initiatives
• Gain exposure to multiple asset classes and investment disciplines
• Participate in formal development opportunities, mentorship, senior leader engagement, and financial modeling training

Early Talent Rotational Program

Director

• Manage and monitor private fund and joint venture equity investments across transportation, power, digital, social infrastructure, conventional and renewable energy
• Represent Nuveen on portfolio company boards and LPACs
• Lead sourcing, underwriting, due diligence, and structuring for new direct equity joint ventures, fund investments, and co-investments
• Prepare for and attend sourcing, investment committee, and monitoring and surveillance meetings
• Support portfolio manager with client reporting and business-partner inquiries
• Perform quantitative and qualitative investment analysis for external clients and internal partners
• Participate in governance matters including budgets, business plans, financing, capital raising, staffing, compensation, legal, and compliance
• Conduct research and financial modeling throughout the investment life cycle
• Engage business partners to identify value creation and downside protection opportunities
• Maintain investment performance databases and files
• Direct junior associates and analysts on performance analysis, financial modeling, and transaction structuring
• Drive legal documentation, negotiation, and investment structuring
• Source transactions through industry contacts and assess portfolio fit and team capacity
• Lead underwriting and analysis for primary GP fund commitments and co-investments

Director – Private Infrastructure

Consultant

• Take inbound calls from clients and prospects
• Make prospecting and follow-up outreaches to clients and prospects
• Provide product and investment education and implement appropriate retirement income solutions
• Identify qualified referral opportunities for internal business partners
• Support clients through the lifetime income application process
• Assist clients with diversified retirement income solutions and immediate annuity application case management
• Provide applicable retirement plan investment advice
• Develop and maintain a pipeline of sales opportunities
• Resolve not-in-good-order cases and other barriers to establishing accounts
• Maintain records of customer interactions, inquiries, complaints, and actions taken
• Ensure timely communication with relevant business partners
• Perform administrative follow-up and closing activities for education and growth-related lifetime income annuity opportunities

Associate Retirement Income Consultant

• Take inbound calls from clients and prospects
• Conduct prospecting and follow-up outreach
• Provide product and investment education
• Implement appropriate retirement income solutions
• Identify qualified referral opportunities for internal business partners
• Support clients through the lifetime income application process
• Develop and maintain a sales-opportunity pipeline
• Resolve not-in-good-order cases and other account-opening barriers
• Maintain records of customer interactions, inquiries, complaints, and actions taken
• Communicate timely with relevant business partners
• Manage immediate annuity application cases and retirement plan investment advice activities
• Assist clients with diversified retirement income solutions and account funding

Risk

• Lead the build out and ongoing oversight of the enterprise risk management framework for a newly formed Bermuda reinsurance company
• Establish the company's risk framework, policies, and risk appetite
• Identify, measure, monitor, and manage risks across the organization
• Ensure compliance with Bermuda regulatory requirements
• Provide strategic risk guidance to senior management and the Seven30 Re Board of Directors
• Conduct independent second-line review and challenge of reinsurance transactions, sidecars, and related strategic opportunities
• Assess transaction structures, pricing assumptions, key risk exposures, capital implications, downside scenarios, and alignment with the risk appetite framework
• Oversee capital adequacy, liquidity, asset-liability management, investment activities, credit exposures, stress testing, and solvency management
• Develop, document, and file the CISSA and related regulatory submissions
• Provide independent assessment and challenge of solvency position, BSCR methodologies, and capital adequacy monitoring
• Serve as a primary risk contact for the BMA
• Establish risk identification, assessment, control, and monitoring mechanisms
• Lead operational and outsourcing risk measurement, monitoring, and mitigation initiatives
• Provide second-line oversight of operational, technology, cyber, and model risk
• Develop risk committee reporting packages and deliver regular reporting to senior management and the Board
• Partner with Actuarial, Investment, Finance & Accounting, Legal, and Operations while preserving risk-function independence
• Monitor regulatory changes, industry trends, and emerging risks affecting the reinsurance sector

Chief Risk Officer

Account Executive

• Contribute to the growth of TIAA Trust, N.A.'s trust administration business
• Interact directly with Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants
• Identify, manage, and move through acceptance TIAA clients who could benefit from TIAA Trust, N.A. serving as trustee or co-trustee
• Train internal partners on positioning TIAA Trust as trustee
• Review internal partners' books of business to identify prospects
• Conduct due diligence and prospect and internal partner interactions to gather required documents and move opportunities through acceptance
• Work directly with prospects' legal and tax advisors
• Maintain accurate sales and due diligence records
• Adhere to internal processes and procedures
• Serve as a key engagement point and subject matter expert for internal partners

Institutional Trust Sales Consultant

Client Services Representative

• Work with business partners to implement business plans
• Structure interactions, communications, processes, and activities to deliver business goals and increase client satisfaction
• Increase consistency and quality of TIAA service through administrative efficiency, operational transactions, and products
• Maintain client relationships and improve plan efficiencies
• Drive growth in premium and transfers-in, new account acquisition, and asset retention
• Serve clients and improve client outcomes through customer service and operational excellence
• Act as the primary administrative point of contact and advocate for assigned institutions
• Develop holistic plan management routines to identify plan efficiency opportunities
• Bring data-driven insights to integrated teams and institutional clients
• Respond to customer inquiries and manage product and service issues
• Deepen relationships with plan sponsors, HR partners, and internal support teams
• Partner with CSM I in a pooled model to manage administrative and operational activities for institutional clients

Client Services Manager

Content Marketing Manager

• Shape and craft simple, approachable, and straightforward language, hierarchy, and voice and tone for digital experiences
• Partner with designers, product owners, and technologists to shape end-to-end experiences
• Develop clear and concise content for TIAA’s internal and external audiences
• Conduct content audits and content gap analyses
• Collaborate with UX design and writing teams to build consistency and clarity
• Research and analyze audience needs, preferences, objectives, and content-consumption methods
• Plan, write, and present content for mobile and web experiences
• Identify and help solve problems in new and existing user experiences
• Create consistent, on-brand messaging articulating TIAA product and service benefits
• Streamline operational tasks for internal and external audiences

Senior Content Specialist

Compliance

• Administer day-to-day activities of Nuveen’s Global Privacy Program
• Monitor and support regulatory examinations, testing, audits, and remediation activities
• Oversee and maintain the Privacy Leads & Privacy Partners program and related training
• Maintain global privacy governance documentation, personal information inventories, data maps, and related materials
• Prepare metrics and management reporting deliverables
• Coordinate DPIAs and privacy reviews for new initiatives, emerging technologies, and AI use cases
• Enhance privacy governance processes, documentation, reporting, and operational effectiveness
• Coordinate multiple privacy initiatives and exercise independent judgment on routine governance matters
• Administer assigned activities of Nuveen’s Global Records Management Program
• Coordinate enterprise records retention and destruction activities
• Partner with Global Records Controllers and business stakeholders to implement records management requirements
• Maintain the Enterprise Records Retention Schedule and coordinate records certifications, compliance activities, and remediation
• Develop records management reporting and metrics and support audits and regulatory examinations
• Support continuous improvement of records management processes and governance activities
• Collaborate with Legal, Compliance, Technology, Information Security, and business stakeholders

AVP – Privacy & Records Management Compliance

Business Analyst

• Serve as the primary U.S. time-zone point of contact for the Security Master/GoldenSource platform
• Represent the Reference Data product across NTO and business stakeholder forums
• Act as escalation point and decision-maker for time-sensitive data issues and requirements clarifications
• Translate business data needs into actionable Security Master platform requirements
• Build relationships with data consumers across trading, portfolio management, risk, and operations
• Own and maintain the Security Master product roadmap
• Drive feature, enhancement, and data onboarding delivery with India-based product and engineering teams
• Participate in PI Planning and represent U.S. stakeholder priorities
• Collaborate with India-based Product Managers for Private Assets and Public Assets
• Elicit, clarify, and document functional and technical requirements
• Translate capital markets and security data concepts into user stories, acceptance criteria, and backlog items
• Represent the platform in Steering Committee and program governance forums
• Prepare status updates on delivery, risks, dependencies, and roadmap progress for senior leadership
• Maintain working knowledge of GoldenSource architecture, data model, and workflows
• Provide functional guidance on data quality, data governance, and reference data best practices

UX Designer

Learning & Development Manager

Early Talent Rotational Program, Business Intelligence

Early Talent Rotational Program – Marketing & Communications

Early Talent Rotational Program – Nuveen Operations

Early Talent Rotational Program

Director – Private Infrastructure

Associate Retirement Income Consultant

Associate Retirement Income Consultant

Chief Risk Officer

Institutional Trust Sales Consultant

Client Services Manager

Senior Content Specialist

AVP – Privacy & Records Management Compliance

Product Business Analyst