Jobs at TIAA

Owns capabilities across TIAA’s annuitization platform and lifetime income products. Develops roadmaps, defines and prioritizes epics, supports solution design, coordinates cross-functional stakeholders, and drives adoption, risk mitigation, and business value. Uses SQL, Snowflake, and Tableau to analyze performance, customer feedback, complaints, and remediation trends. Creates executive presentations and dashboards, serves as a subject matter expert, and partners with Product, Technology, Legal, Risk, Compliance, and Regulatory teams on product initiatives.

Partners with wealth management advisors to identify high-net-worth clients’ goals, analyze financial situations, develop customized investment and retirement plans, and provide ongoing guidance. Manages and grows client relationships, retains assets, identifies additional products and services, generates referrals, conducts investment research, and meets sales targets while addressing regulatory, liquidity, and tax considerations.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies, acting as primary client contact, collaborating with specialists, and proactively expanding relationships through sales and practice-building activities.

Manage and deepen relationships with high-net-worth clients, providing fiduciary financial planning, investment strategies, and retirement guidance. Grow an established wealth management practice through relationship expansion, sales performance, and use of TIAA capabilities. Collaborate with internal specialists to deliver tailored recommendations and proactively address client needs.

Manage and grow a high-net-worth wealth management practice by deepening client relationships, delivering tailored fiduciary financial plans and investment solutions, collaborating with specialists, and proactively expanding your book through sales and client engagement.

Develop and grow a wealth management practice by managing an established book of high-net-worth clients. Act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, and proactively expand relationships through sales and practice-management efforts.

Manage and deepen relationships with high-net-worth clients, deliver tailored investment and financial planning strategies as a fiduciary, serve as primary financial contact through retirement, proactively grow an existing book of business, collaborate with internal specialists, and drive practice growth through consultative sales and service.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.