Jobs at TIAA

Coordinates Advisor Education events, continuing education sponsorships, document management, reporting, and financial administration. Analyzes data and prepares reports and executive presentations, facilitates meetings, manages speaker expenses, and supports compliance and marketing submissions. The role partners with content writers, speakers, sales teams, data scientists, marketing, compliance, and senior stakeholders to execute cross-functional priorities.

Validates software applications and technology solutions through user acceptance and functional testing. Develops test plans, cases, and scripts; facilitates UAT sessions; tracks defects; communicates testing progress and risks; maintains test documentation; and collaborates with business analysts, developers, QA teams, and stakeholders to ensure solutions meet business requirements before production deployment.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and recommend tailored investment and planning solutions. Build and maintain long-term client relationships, communicate complex strategies clearly, and obtain required licenses and FINRA registrations within 120 days.

Develop and maintain Java microservices and JavaScript applications in distributed systems. Build scalable APIs, reusable UI components, and database integrations using SQL and NoSQL technologies. Contribute throughout the software development lifecycle, automate routine tasks with scripting, maintain technical documentation, and independently deliver solutions while collaborating with engineering teams.

Manage product strategy and lifecycle activities while coordinating enterprise partners, analyzing market and consumer insights, monitoring performance, and supporting compliance. Lead end-to-end testing for onboarding automation, including test planning, execution, defect tracking, documentation, readiness planning, and validation of integrations and user experience. Serve as a subject matter expert and ensure products meet quality, regulatory, and business requirements.

Manages commercial real estate C-PACE financing transactions from underwriting through closing. Responsibilities include preparing term sheets and credit memos, structuring deals, analyzing risks and market research, coordinating originations, credit, legal, asset management, borrowers, and lenders, obtaining mortgage-holder consent, maintaining loan files, supporting client relationships, and coaching junior professionals.

Manages product strategy and lifecycle activities while serving as a subject matter expert for retirement-services onboarding automation. Coordinates cross-functional partners, analyzes market and product performance, ensures regulatory compliance, and develops and executes end-to-end test plans. Documents requirements, tracks defects and testing progress, validates integrations and user experience, and creates readiness materials such as process maps, job aids, and SOPs.

Leads and performs software application development, enhancement, debugging, maintenance, integration, customization, and documentation. Uses programming languages, enterprise platforms, and software delivery technologies to build and improve custom applications and third-party or in-house systems. The role requires strong knowledge of software development lifecycles, DevOps, continuous integration and deployment, web applications, operating systems, and problem solving, with 8+ years of experience required.

Designs and analyzes moderately complex information systems, defining scope, developing solution models, documenting technical requirements, and collaborating with engineers and programmers. Designs Java and J2EE applications, enterprise integrations, workflow platforms, and cloud-based deployments. Troubleshoots application issues, improves system logic, supports testing and user training, and monitors operational effectiveness across multiple environments.

Supervise registered representatives, principals, and associated persons across Charlotte and New York City. Monitor sales activity, identify and mitigate regulatory risks, conduct internal reviews, prepare for audits, promote compliance controls, provide training and consulting, and resolve escalated issues with business partners. The role requires strong knowledge of financial products, sales processes, regulatory requirements, risk management, relationship management, research, and enterprise operations.

Executes clean energy infrastructure investment transactions, including financial modeling, valuation, due diligence, investment proposals, market research, deal coordination, and asset management support. The role supports acquisitions, project financings, divestments, origination, transaction negotiations, fund-level activities, and monitoring of renewable energy markets and regulations.

Leads enterprise technical architecture, translating complex end-user requirements into integrated solutions across platforms, operating systems, applications, APIs, and cloud environments. Oversees architecture standards, specifications, performance requirements, compliance audits, and implementation blueprints. Guides adoption of GenAI, machine learning, AI agents, responsible AI practices, emerging technologies, and digital transformation initiatives while communicating designs to organizational leaders.

Leads enterprise-level, multi-year business transformation programs and workstreams. Provides subject matter expertise, establishes program plans, monitors performance, analyzes data, communicates insights to stakeholders, supports change management, mitigates risks, and identifies opportunities for innovation and continuous improvement. Acts as a liaison between technology and business teams while presenting results and recommendations to leadership.

Support and execute global payroll processing and compliance: review payroll/attendance data, calculate pay and deductions, reconcile records, process tax and garnishment items, respond to employee inquiries, coordinate with third-party payroll vendors, perform audits, and maintain payroll policies and procedures.

Supports enterprise-wide strategic initiatives by leading consulting workstreams from problem definition through delivery. Responsibilities include strategic analysis, market sizing, competitive benchmarking, financial modeling, scenario planning, stakeholder coordination, executive presentations, and risk assessment. The role partners with business leaders, develops Board- and C-suite-ready recommendations, manages ambiguity, mentors junior colleagues, and contributes to the improvement of team capabilities.

Manages products throughout their lifecycle, including market analysis, requirements definition, development, launch, positioning, pricing, and post-launch activities. Partners with technology, sales, marketing, risk, compliance, operations, and portfolio management teams to prioritize requirements and deliver solutions. Provides product training, presentations, and client webcasts while translating between business and technical stakeholders. Requires capital markets expertise, strong communication, negotiation, stakeholder management, and prioritization skills.

Provides investment analysis and licensed support to portfolio managers overseeing individual and trust accounts. Responsibilities include market and risk analysis, portfolio reporting, trade execution and verification, portfolio monitoring, rebalancing, loss forecasting, client meetings, investment recommendations, client service resolution, Salesforce requests, database maintenance, and ad hoc research. The role requires financial services experience, client-facing relationship skills, strong analytical and organizational abilities, and Series 65 licensing or timely completion.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pensions, annuities, investments, insurance, and retirement planning; recommends and facilitates financial product purchases; handles service requests; applies tax and investment strategies; and builds relationships with institutional plan sponsors. The hybrid role requires regional travel, client relationship management, and Series 7 and 63 registrations plus a 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.

Build and deliver production-grade automation for vulnerability management, patching, backup validation, configuration compliance, access deprovisioning, and credential rotation across enterprise data protection and storage platforms. Integrate APIs, vaults, IAM/HR systems, and security controls while producing audit-ready documentation and evidence under a compressed 60–90 day timeline.