TIAA
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The Individual Tax Analyst role involves providing tax consulting services, ensuring compliance with tax regulations, preparing tax forms, and advising Wealth Management partners on tax planning for high-net-worth clients. The analyst is accountable for delivering excellent customer service and collaborating with various business units and taxing agencies.
The Actuary conducts actuarial analyses related to the financial strength of the company's annuity and life insurance products, performs experience studies, valuation, asset liability management, and develops actuarial models. This role also includes compliance with regulations and delivery of optimal solutions to clients. The actuary will engage in product development, pricing, and retirement plan support.
The Finance Manager will oversee financial management of development and investment properties in Europe, support Asset & Fund Managers, manage property-related reporting, and ensure tax compliance. Responsibilities include preparing financial statements, managing audits, facilitating cash flow management, and liaising with various internal and external stakeholders.
The Wealth Management Client Relationship Manager partners with advisors to provide service and support for high-net worth clients. Responsibilities include managing client relationships, leading practice management meetings, executing financial plans, conducting outreach, and coordinating asset growth opportunities.
The Managing Director will lead the Marketing and Communications Compliance program at TIAA, overseeing compliance policies, managing a team, driving a risk-based approach for marketing content reviews, and fostering collaboration with various stakeholders to ensure regulatory adherence and efficiency in the workflow.
The NCC Team Manager oversees a team of Financial Services Consultants, ensuring they meet customer needs and adhere to policies. Responsibilities include coaching team members, managing service level compliance, conducting call reviews, and ensuring regulatory adherence.
The MD of Marketing and Communications Compliance at Nuveen leads the global marketing compliance program, oversees a team, and ensures adherence to marketing policies. They manage risk assessments, negotiate service-level agreements, and implement technology to enhance efficiency. The role requires collaboration with senior leaders and compliance teams to ensure effective marketing communication practices.
The Enterprise Compliance Sr Associate reviews marketing materials to ensure adherence to regulations, provides guidance on regulatory changes, and collaborates with various departments. They also conduct research on compliance issues, assist in audits, and are involved in special projects.
The Sr. Manager, Paid Media will lead consumer business strategy by driving marketing performance analysis and paid media strategies. The role involves collaborating with internal and agency teams, analyzing key business drivers, and developing integrated marketing plans to support growth. Responsibilities include managing relationships, crafting media strategies, and monitoring performance metrics to optimize outcomes.
The Financial Planner within TIAA's Central Advice Group prepares high-quality financial plans for wealth management clients, assists advisory teams with client needs, responds to inquiries, and uses planning tools effectively. They may lead small projects and ensure compliance with company standards.
The Wealth Management Advisor partners with affluent clients to understand their financial goals and develop tailored recommendations. The role emphasizes building long-lasting relationships and effectively communicating complex financial solutions, while maintaining personal accountability and managing a book of business.
This role involves leading complex architecture requirements and designing CIAM solutions for TIAA. The architect will collaborate with stakeholders, enhance system operations, manage large projects, and ensure alignment of services with organizational objectives. Additionally, the architect will oversee the implementation of identity protocols and cybersecurity best practices.
The Sr. Manager of Owned Social Media will lead the development and execution of TIAA's social media strategy, focusing on content creation, community engagement, and campaign management to enhance brand perception. This role involves collaboration with marketing teams, monitoring competitive landscape, and reporting on social media performance.
This role involves overseeing and managing the day-to-day operations of the Global Security Operations Center (GSOC) to ensure safety and security across multiple locations. Responsibilities include developing operational strategies, monitoring security threats, conducting risk assessments, leading incident response, and collaborating with internal and external stakeholders.
Wealth Management Advisors partner with affluent clients to identify financial goals and create tailored solutions. They build long-lasting relationships and utilize their investment knowledge to propose solutions, ensuring outstanding client service. Duties include managing a book of business and obtaining necessary licenses within the initial period of employment.
The AVP, Principal Compliance Advisor provides compliance support to Nuveen Global Client Services, focusing on overseeing compliance activities, monitoring client communications, and maintaining policies. The role involves assessing compliance impacts from technology enhancements, handling complaints, and ensuring adherence to regulatory standards while staying updated on regulatory changes.
The Wealth Management Advisory Consultant partners with clients to analyze their financial goals and develop tailored investment strategies. Responsibilities include managing client relations, performing investment research, and maintaining a book of business while exceeding annual sales targets.
The Wealth Management Advisory Consultant II collaborates with clients to define financial goals, conducts financial analysis, and develops tailored investment strategies. Responsibilities include growing the client base, conducting investment research, and achieving sales targets in a team environment.
Seeking a Sales VP/Director for Nordic Client Group at Nuveen in Sweden. Responsibilities include managing key client relationships, developing strategies for new business, and collaborating with internal teams. Requires 10 years of financial services experience, established network in Nordic region, degree in related field, and strong sales skills.
The Senior Investment Performance Calculations Analyst will be responsible for maintaining daily time weighted return calculations, producing reports, investigating performance calculation queries, and improving processes. This role supports various stakeholders and ensures timely and accurate deliverables while contributing to a positive team environment.