TIAA

Account Manager

• Partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals
• Deliver client service and support high-net-worth clients
• Operationally lead Wealth Management advisory teams under moderate supervision
• Manage responsibilities for an assigned book of clients
• Support implementation of financial plan recommendations
• Coordinate asset consolidation
• Communicate clearly and succinctly with clients and colleagues
• Build meaningful, long-lasting relationships
• Support advisors in implementing TIAA advice and planning solutions

Wealth Management Client Relationship Manager

Product Manager

• Develop and execute a comprehensive product vision and strategy for generative AI use cases across finance, fraud, legal, and other business departments
• Collaborate with customers, engineers, designers, data scientists, and other stakeholders to define product requirements and priorities
• Conduct market research and competitor analysis to identify emerging trends and opportunities in generative AI
• Create and present product roadmaps, business plans, and financial projections to senior leadership and stakeholders
• Ensure alignment with company goals, values, and brand identity through strategic planning and decision-making
• Support the emerging technology program and the design and ongoing development of innovative AI, Machine Learning, and emerging-technology solutions
• Leverage product development, rapid prototyping, and user experience design to support the Hybrid/Augmented AI Workforce transformation
• Interface with internal and external TIAA stakeholders to assess how emerging technologies can affect their work and build functional prototypes
• Recommend IT architectural patterns and solutions based on project goals and needs

Lead Product Manager

Security Analyst

• Provide services as a non-employee contingent worker for TIAA’s family of companies through TIAA’s preferred third-party supplier
• Draft, communicate, implement, enforce, and monitor organizational security controls
• Manage and monitor IT systems and networks to protect organizational information
• Ensure implementation of secure operating systems, networks, and databases
• Perform complex risk assessments and test data processing systems and security measures
• Draft plans to protect computer files from accidental or unauthorized modification, destruction, or disclosure
• Encrypt data transmissions and erect firewalls to protect confidential information
• Facilitate risk audits and assessments
• Provide application-design recommendations to ensure operating effectiveness
• Monitor analysis of system access logs and ensure only permitted individuals access company information
• Review security-procedure violations and discuss procedures with violators
• Train users and promote security awareness

Cyber Security Analyst III

Security Engineer

• Identify and investigate fraudulent activity and anomalous behavior affecting external clients, including account takeover, fraudulent new account creation, and fraudulent enrollment
• Analyze account activity, login patterns, transaction data, and customer behavior across digital, IVR, and call center channels
• Use digital forensic tools and techniques, including behavioral biometrics, device fingerprinting, and identity verification signals
• Detect fraud indicators, reconstruct fraud events, and preserve evidence for investigation
• Evaluate multi-factor authentication events, IVR/call center interactions, and deepfake detection tools
• Identify authentication bypass attempts, social engineering, caller impersonation, and synthetic media used to commit fraud
• Research source datasets and fraudulent activity to determine root cause, attack patterns, and control gaps
• Perform root cause analysis and develop, refine, and implement fraud prevention strategies, blocking rules, alerting logic, and detection models
• Collaborate with technology, fraud operations, and product teams to test and implement fraud detection and prevention controls
• Monitor internal fraud trends, the internal control environment, and the external threat landscape to protect customer accounts

Info Security Threat Hunting Specialist II

• Lead channel strategy across web, email, IVR, mobile, and other institutional servicing touchpoints
• Coordinate cross-team backlogs and dependencies, including B2B2C connections
• Design and implement solutions supporting the institutional servicing product roadmap, including AI and automation opportunities
• Partner with Technology, UX Design, CX Research, and Analytics to establish portfolio outcomes
• Develop 12- to 24-month product roadmaps
• Ensure cohesive end-to-end institutional client experiences across touchpoints
• Identify client needs, create experience maps, and define requirements
• Drive operating-model improvements from vision through execution
• Cultivate customer empathy through call listening, watch parties, Dynatrace reviews, and direct client engagement
• Build senior-level relationships across enterprise functions
• Resolve conflicts and build consensus without positional authority
• Collaborate with designers, content strategists, engineers, researchers, analytics professionals, operations leads, and control partners
• Own performance against CES, NPS, client retention, and plan consultant satisfaction indicators
• Establish success metrics and analytics frameworks
• Build business cases with ROI modeling, technology estimates, and experimentation strategy
• Make evidence-based recommendations on investment priorities and trade-offs
• Communicate institutional servicing launches and their client and business impact
• Develop and distribute launch artifacts with Marketing, NCC, Retirement Solutions, and readiness partners
• Monitor post-launch results
• Develop a point of view on AI transformation in institutional servicing
• Explore intelligent automation, NLP, machine learning predictions, conversational interfaces, and AI agents for institutional clients

Director, Experience Product Management

• Gather requirements across product development teams and stakeholders to determine development priorities
• Develop 12- to 18-month product roadmaps for TIAA's participant mobile app
• Design and implement solutions supporting the Experience Product roadmap
• Define and monitor mobile app success metrics, including Customer Effort Score, digital channel initiation, and client health and business metrics
• Identify customer touchpoints and ensure seamless integration across digital, operational, and service interactions
• Cultivate customer empathy through call listening sessions, watch parties, Dynatrace reviews, and direct participant engagement
• Collaborate with Experience Product, Technology, and non-technology partners
• Partner with designers, content strategists, engineers, researchers, analytics professionals, operations leads, legal, risk, compliance, and fraud teams
• Engage control partners early to assess business risk and balance client experience with compliance and controls
• Analyze KPIs including CES, NPS, digital engagement metrics, and other leading indicators
• Establish success metrics and analytics frameworks for experience performance reporting
• Use client research, behavioral data, and competitive intelligence to inform product decisions
• Continuously test, learn, and iterate using quantitative and qualitative feedback
• Make evidence-based recommendations to leadership on investment priorities and trade-offs
• Foster innovation and use emerging technologies, including AI, to advance TIAA's institutional client experience
• Develop a point of view on AI transformation of the mobile app while maintaining compliance and client trust
• Use AI tools and prompt development to improve work efficiency and partner collaboration

Manager, Experience Product Manager

Risk

• Define and own Nuveen's multi-year Collibra and data governance roadmap
• Translate enterprise policy into an executable strategy across all lines of business
• Represent data governance priorities to senior leadership and secure executive sponsorship
• Own the ROI and business case for continued platform investment
• Direct stakeholder engagement to gather and prioritize cataloging, glossary, and lineage requirements
• Enforce a consistent Collibra implementation standard across the organization
• Oversee implementation of Collibra functionality, including cataloging, glossary, lineage, and policy enforcement
• Review and approve technical designs for Collibra data governance and data quality rules
• Guide integration architecture between Collibra and other data management, analytics, and cloud platforms
• Build, manage, and develop a team of data governance analysts and engineers
• Define data governance KPIs and ensure regular executive reporting on progress, risk, and adoption
• Drive continuous improvement of the governance platform and identify systemic gaps
• Own change management strategy, training, and documentation to drive organization-wide adoption
• Serve as escalation point for cross-functional issues

Director – Data Governance

Pricing Analyst

• Price and value global securities daily in recordkeeping systems, including trading, performance, and compliance systems
• Validate and verify daily pricing using secondary vendors and market data sources
• Analyze and research daily U.S. and international market movements and related price fluctuations
• Monitor world markets and communicate significant market and security events to advisory teams and senior management
• Monitor foreign exchange rate receipt in the data warehouse and review day-over-day variations
• Assist with preparing and gathering monthly metrics
• Prepare and research price breaks against custodians and fund accounting
• Participate in projects, including testing and documenting test results
• Liaise with third-party vendors, external clients, and custodians
• Assist with UAT testing for ongoing and upcoming projects
• Ensure team BAU activities are completed on time

• Partner with Wealth Management Advisors to deepen client relationships and grow their practices through referrals
• Deliver client service and support high-net-worth clients
• Operationally lead Wealth Management advisory teams under moderate supervision
• Manage a book of assigned clients
• Support implementation of financial plan recommendations
• Coordinate asset consolidation
• Build meaningful, long-lasting client relationships
• Support advisors in implementing TIAA advice and planning solutions
• Communicate clearly and succinctly
• Manage time and resources efficiently and effectively
• Help high-net-worth clients achieve their financial goals

Communications

• Own end-to-end strategy and execution of field communications for TW&A wealth advisory teams
• Set the vision and approach for field communications and oversee development of change-related collateral
• Develop and execute holistic field/client-facing change management and communication strategies across email, Viva Engage, and Wealth Distribution Hub
• Develop role-based communication forums, best-practice sharing, and ongoing support with Practice Management
• Manage the Distribution Change calendar, monthly Wealth Enablement updates, and key communication forums for Field, Distribution, COO, and Executive Management audiences
• Centralize communications and collateral for Wealth Distribution teams and coordinate communication timelines, methodologies, and content
• Align communication strategy and execution with Distribution, Marketing, Product, Change Management, Training, Wealth CAO, and broader Wealth teams
• Design and implement an Advisor support line and other field-supporting projects
• Create and monitor success metrics by communication method and channel, using engagement data and field feedback to refine execution
• Advise partners and provide sign-off on communication strategies, field-facing tool enhancements, and key projects
• Foster strategic relationships with Wealth leadership and cross-functional stakeholders
• Coordinate messaging with Training and Practice Management teams
• Manage the overall Wealth Enablement communication plan, project inventory, team calendar, and internal/key partner communications
• Serve as point of contact for Field Social Media strategy and partner with Legal, Compliance, and Supervision on program requirements
• Monitor competitors and peer organizations for emerging wealth and financial services industry trends
• Manage team performance through regular feedback and formal performance reviews, supporting delivery, engagement, motivation, and development

Field Change Communications – Administration

Operations

• Handle miscellaneous and manual check processing, corporate checks, and secured check room operations
• Assist with incoming and outgoing wire processing, including outgoing OMNI wire preparation
• Perform end-of-day wire reconciliations
• Resolve rejected or incomplete ACH transactions
• Follow established procedures for end-of-day closing and reconciliation of customer account transactions
• Participate in cross-training programs to develop additional competencies

Funds Transfer Operations Specialist II

Financial Planning and Analysis

• Financial management of development and investment properties located in Europe
• Provide support to Asset and Fund Managers
• Support the Fund Team in acquiring new assets and managing the existing real estate portfolio
• Manage fund liquidity and measure fund performance in cooperation with the service-KVG
• Prepare and review reporting for internal departments, investors and banks
• Maintain relationships with external advisors and service providers, including managing agents, service-KVGs, lenders and due diligence advisors
• Clarify ad-hoc accounting queries with external property and fund accountants
• Prepare and review year-end financial statements and annual reports
• Prepare investor, bank and quarterly investment reporting
• Prepare financial figures for Investor Meetings and finance sections for quarterly investment reports
• Review monthly service-KVG reports
• Update investor overviews, including shares, investment value, drawn capital and outstanding commitment
• Monitor loan covenants
• Coordinate with treasury, fund management, auditors, managing agents, banks and other third-party service providers
• Liaise across Nuveen to manage financial and operational matters
• Support process standardisation and efficiencies

Assistant Finance Manager, Real Estate

Recruitment

• Refer applicants for job openings
• Administer pre-employment tests, check references, and conduct exit interviews
• Determine effective recruiting channels, including advertising, direct contact, employee referrals, research organizations, employment agencies, and job fairs
• Contact candidates, schedule interviews, and develop interview questions with hiring managers
• Prepare job postings, recruitment agency specifications, job descriptions, and related materials
• Represent the organization at job fairs
• Respond to inquiries about recruitment activities and vacancy status
• Close recruitment requisitions and advise unsuccessful candidates accurately, timely, and compliantly
• Promote the organization as a desirable place to work
• Identify, interview, evaluate, and recommend internal and external candidates
• Work closely with U.S. colleagues and other partners to improve technology and process efficiency

Talent Acquisition Specialist

• Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze financial landscapes, and develop recommendations
• Manage and grow relationships with high-net-worth and complex clients across products and services
• Build the book of business, strengthen relationships, and grow and retain assets
• Develop and implement strategic and tactical plans considering client challenges
• Tailor investment strategies and customized financial plans based on objectives, constraints, regulatory issues, liquidity needs, and tax implications
• Review client information, including financial statements, risk investment profiles, and cash availability
• Identify value-add products and services and develop additional business through referrals
• Perform investment research and stay informed about security market developments
• Maintain a book of business and meet or exceed annual sales targets
• Build client relationships pre- and post-retirement to develop first-call status for financial planning needs
• Seek guidance from senior Wealth Management Advisors on difficult or complex issues

Financial Planning Advisor

Director

• Establish enterprise strategy and a multi-year roadmap for leads and referrals across TIAA sources and channels
• Design and govern the program operating model, including decision rights, escalation paths, and performance standards
• Negotiate goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders
• Direct enterprise-level assessment of channel capacity and frameworks for optimizing lead and referral volume, flow, and quality
• Partner with Solutions Design and Technology leadership on the capability and investment roadmap
• Manage staffing strategy and long-term organizational design for the function
• Build leadership bench strength through development and succession planning
• Foster engagement, accountability, motivation, and development across the team
• Review current leads and referrals processes and operationalize the TIAA Wealth & Advice program
• Manage direct-report performance through feedback and formal reviews

Wealth Management Client Relationship Manager

Lead Product Manager

Cyber Security Analyst III

Info Security Threat Hunting Specialist II

Director, Experience Product Management

Manager, Experience Product Manager

Director – Data Governance

Pricing Analyst

Wealth Management Client Relationship Manager

Field Change Communications – Administration

Funds Transfer Operations Specialist II

Assistant Finance Manager, Real Estate

Talent Acquisition Specialist

Financial Planning Advisor

Managing Director – Client Leads & Referrals, Wealth Management