Jobs at TIAA

Leads client marketing strategy for retirement products and services across B2B and B2C audiences. Develops journey-based campaigns, automation, audience web strategies, go-to-market plans, and KPI measurement. Partners with Product, Sales, Digital, Creative, and senior leadership to increase engagement and retention. Manages three professional marketers, establishes goals, develops talent, and drives cross-functional initiatives.

Develops and executes institutional retirement plan sales strategies, manages a territory and book of business, cultivates client and prospect relationships, identifies opportunities, leads business meetings, and closes bundled retirement plan service sales. The role requires institutional retirement plan or financial services sales experience, FINRA registrations, and a state life and health insurance license.

Develops and manages AWS cloud storage solutions, data pipelines, ETL/ELT processes, and infrastructure as code using Terraform and CloudBees. Builds automation with Python or Java, supports AI solutions using MCP Services, monitors systems with CloudWatch, and contributes to security, compliance, incident response, documentation, training, troubleshooting, and continuous improvement. The role requires enterprise backup and storage expertise, including Data Domain and Rubrik, plus participation in on-call support.

Supports municipal fixed income clients and prospective investors by addressing portfolio, performance, and product inquiries. Develops and reviews client portfolios, explains implementation strategies, and provides expertise on municipal products and market conditions. Collaborates with portfolio management, research, trading, marketing, and sales teams. Participates in client presentations, supports content development, and contributes to asset-raising efforts.

Develop and execute integrated content promotion plans across social media, websites, webinars, and other owned channels. Identify high-value content, create audience-focused messaging, market webinars, evaluate performance, and turn insights into recommendations. Build expertise in priority audiences including physicians and professors while collaborating with Wealth Content and Field Marketing teams to improve engagement and business outcomes.

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.

Supports Nuveen middle-office operations through administrative tasks, documentation, requirements gathering, oversight and controls, performance measurement, process management, and data analysis. The intern researches materials, prepares presentations, records meeting notes, maintains files, and supports operational processes within asset management. Interns may pursue analyst or engineer tracks involving reporting, data integrity, quality processes, automation, and technology-enabled operations support.

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.

Provides in-person and virtual financial counseling to retirement-plan participants, prospects, beneficiaries, and representatives. Advises clients on retirement plans, investments, annuities, insurance, tax strategies, and other financial products; facilitates purchases and service transactions; develops client and institutional plan-sponsor relationships; and partners internally to support products and services. The hybrid role includes regional client travel, with occasional travel outside the assigned territory.

Leads fundamental credit research on complex municipal bond issuers, analyzing financial documents, sector trends, and credit quality. Develops and communicates credit opinions through reports and presentations for portfolio management teams. Enhances research procedures and analytical techniques, uses data and AI tools, participates in team initiatives, attends industry conferences, conducts site visits, and mentors junior analysts.

Leads a territory-based wealth management team, overseeing advisors, client relationships, business growth, strategic execution, and financial performance. Coaches and develops team leaders, assigns client books, supports complex planning cases, improves market share, promotes appropriate use of wealth management resources, and ensures a seamless client experience. Requires extensive financial services experience and FINRA licensing.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

The Wealth Advisor partners with clients to identify financial goals, analyze finances, and develop tailored investment strategies while managing a team to grow business through referrals.

Lead a team to prepare and review quarterly and annual audited financial statements ensuring GAAP/IFRS compliance and timely delivery; coordinate audits and stakeholders; provide technical accounting guidance on complex transactions (M&A, restructurings); monitor emerging standards; partner with FP&A and Investor Relations; oversee Oracle FCCS change management; and develop a high-performing finance team.

Drive new retirement plan sales and market-share growth among nonprofit and mission-driven institutions. Responsibilities include territory and pipeline management, prospecting, consultative selling, RFP and proposal leadership, finalist presentations, negotiation, sales forecasting, and transition to implementation. The role also develops relationships with retirement plan consultants, RIAs, advisors, aggregators, and other intermediaries while educating partners on TIAA’s recordkeeping solutions. Extensive regional travel is required.