Jobs at TIAA

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.

The Senior Account Manager drives product conversations and placements for investments, while managing client relationships and seeking co-product opportunities.

The Director, Muni Client Portfolio Manager oversees municipal investment products and client portfolio management by analyzing performance data, supporting RFP requests, and communicating portfolio metrics to stakeholders.

The Client Portfolio Manager, Content writes and edits investment-related content, ensures editorial quality, and collaborates with stakeholders for effective communication and brand adherence.

The Senior Financial Consulting Director oversees Financial Consultants, manages plan-level events, ensures compliance, and drives client engagement strategies to meet financial goals.

The AVP Capital Markets ETF Specialist manages ETF operations including creation and redemption, monitors market quality, and supports related funds, fostering relationships with market participants and internal teams.

The role involves reviewing marketing materials for compliance, guiding regulatory adherence, and collaborating with various departments. Key tasks include resolving issues, maintaining disclosures, and supporting audits, requiring strong analytical and communication skills.