Jobs at TIAA

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies, serving as primary client contact, collaborating with specialists, and proactively expanding relationships to grow your practice.

Participate in a rotational actuarial development program supporting capital adequacy, experience studies, ALM, valuation, pricing, product development, and reserve and liability analyses for annuity and life insurance products while receiving SOA exam support and mentoring.

Develops and executes communications programs for Nuveen's public markets and wealth platforms, with emphasis on Brooklyn Investment Group and alternatives for wealth. Builds media relationships, manages media monitoring and measurement (Cision, Factiva), coordinates with investment, legal, marketing and agencies, ensures messaging consistency, and supports day-to-day media activities and reporting.

Lead end-to-end design and development of digital and blended learning experiences. Consult with stakeholders, manage complex projects, produce multimedia (graphics, motion, video), apply accessibility and brand standards, maintain SharePoint learning content, mentor teammates, and improve templates, workflows, and reusable assets to scale quality and efficiency.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, manage client relationships, implement financial plans, and enhance client engagement.

Lead the vision and roadmap for a large-scale design system, deliver high-quality UI components and patterns, integrate AI into workflows, and partner with product, engineering, brand, and marketing to drive accessible, consistent digital experiences.

Manage and grow a book of high-net-worth clients by delivering fiduciary financial planning and investment strategies, collaborating with specialists, and proactively expanding relationships to build a sustainable wealth management practice.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

Support C-PACE project development and loan origination by screening transactions, maintaining Salesforce data, collecting diligence, preparing pricing/term sheets, assisting underwriting, coordinating with internal teams and clients, and supporting marketing/outreach for closed transactions.

Lead product marketing content and strategy for Nuveen's public products (especially fixed income). Create collateral, position products, support launches and campaigns, partner with product/investment/compliance teams, assess market trends, and manage multi-channel distribution to drive capital-raising and client engagement.

Lead product marketing strategy and execution for Brooklyn's tax-advantaged investment platform. Develop product-specific marketing plans, collateral, and integrated campaigns; drive capital-raising support; coordinate with product, investment, client marketing, and compliance to ensure regulatory-aligned materials and measurable growth in assets under management.

Hands-on leadership role building and improving portfolio management capabilities across Digital & Client Experience. Own reporting, intake, resource capacity, analytics, tools, and operating routines. Partner with stakeholders to translate strategy into workflows, drive adoption of tools, surface insights for decisions, and continuously improve processes to increase portfolio maturity and leadership confidence.

Serve as the primary office contact handling reception, visitor management, badging, meeting and event coordination, vendor management, workplace issue resolution, onboarding support, and general administrative duties to maintain a professional, well-run office environment.

Prepare and synthesize portfolio analytics, maintain and enhance the portfolio analytics platform with a third-party partner, train new hires, develop portfolio construction expertise, lead projects to evolve client services, and support transition to client-facing portfolio strategist responsibilities.

Support multi-asset portfolio management by coordinating day-to-day processes, developing portfolio solutions, conducting investment research, preparing client materials and RFP/DDQ responses, and producing periodic attribution and portfolio-trend reports.

Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.

Provides comprehensive administrative and operational support to senior leadership within the Energy Infrastructure Credit team. Manages calendars, communications, meetings, domestic and international travel, expense processing, and office logistics. Serves as primary liaison across departments, drafts and routes communications, maintains policies and contact lists, supports event planning and production processing, and assists with general operational tasks to ensure smooth team functioning.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Lead design and delivery of Middle Office applications, partner with IT and business to create roadmaps, migrate on-prem apps to AWS, maintain portal applications, fix bugs and build enhancements, act as technical SME, document workflows, coordinate integration/UAT and deployments, and provide technical estimates.