Jobs at TIAA

The Internal Advisor Consultant builds partnerships with advisors, drives sales, manages client relationships, and stays updated on industry developments to promote company products.

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 multinational accounting team owning general ledger integrity, balance sheet reconciliations, financial close, and cash operations. Ensure GAAP compliance, partner with FP&A and Tax, manage auditors, and drive consistent reporting and controls across legal entities.

Partners with Wealth Management Advisors to serve high-net-worth clients, manage an assigned client book, support financial plan implementation, coordinate asset consolidation, deepen client relationships, and generate referrals. The role requires strong communication, relationship-building, consultative selling, wealth management knowledge, and collaboration. Required registrations and a resident-state Life and Health Insurance License must be obtained within 120 days of starting.

The role involves analyzing business needs, leading IT strategy for cloud deployment, transforming business processes, and guiding teams on technical solutions.

Maintain and support Azure-based infrastructure: install, configure, and upgrade servers and networking; manage Azure security, VMs, Remote Desktop, and Windows VDI; automate tasks with scripting; perform patch management and troubleshooting; create and review technical documentation; and mentor junior staff.

Manage preparation and review of quarterly and annual audited financial statements under U.S. GAAP. Act as primary business user of Oracle FCCS for consolidation, data inputs, mapping, and reporting. Partner with Technology for system enhancements and controls, coordinate with auditors and stakeholders, support FP&A/Investor Relations, and perform technical accounting research and policy documentation to ensure accurate external reporting.

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.

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.

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

Supports investor solutions and business development by researching wealth management partners, qualifying prospects, preparing strategist briefs and executive presentations, and assisting with meeting preparation and follow-up. Performs market, peer, portfolio, performance, and competitive analyses to support investor communications, sales strategy, and collateral development. Documents relationship activity and identifies trends, gaps, and strategic opportunities.

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 insurance-focused business development for Nuveen, acquiring and retaining clients with balances of $2 billion or less. Build senior stakeholder relationships, develop pipelines, close new business, present investment capabilities, explain insurance investment structures and capital treatment, and coordinate onboarding and ongoing service. The role requires strong fixed income expertise, collaboration with portfolio managers, FINRA registrations, and approximately 50% travel.

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.

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.

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.

Executes business and process improvement projects from research and assessment through implementation and transition. Identifies operational upgrades, implements efficiency and cost-effectiveness enhancements, collaborates with cross-functional teams, diagnoses and prioritizes value-creation opportunities, supports smooth adoption of new solutions, and calculates metrics to measure organizational impact.

Provides in-house legal support for C-PACE financing transactions of $10 million or more, including drafting agreements, conducting legal diligence, reviewing closing and conveyancing documents, coordinating recordation, tracking post-closing matters, and supporting capital markets and new business initiatives. Requires experience representing commercial real estate lenders, with preferred expertise in C-PACE structures, securitization, secondary markets, workouts, and forbearance agreements.