Teams 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.