Teams at TIAA

Provide in-person and virtual financial planning and product advice to retirement plan participants and beneficiaries. Recommend and facilitate purchases (mutual funds, annuities, IRAs, life insurance), execute transactions, develop institutional relationships, and use tax/investment knowledge to help clients meet short- and long-term goals. Role includes initial hourly training period, then salaried status, and requires obtaining licenses within 120 days.

Lead TIAA Retirement Solutions brand across media, partnerships, creative studio, advertising, social, and paid media to drive measurable business growth. Build integrated campaigns activating sponsorships, oversee creative quality, manage ~20 senior-to-mid-level associates, partner with executives and compliance, and align brand investment to business outcomes across audiences (Plan Sponsors, Consultants, Participants, Wealth Eligible).

Manage day-to-day investment operations, monitor controls and risk, support audits and exams, perform due diligence on external managers, and streamline processes through automation and cross-functional collaboration.