Jobs at TIAA

Provides consultative HR support to mid-level leaders, implements HR initiatives and global programs, supports organization design, change management, talent and performance processes, and analyzes human capital data. Advises on employee relations and performance issues, manages escalations, supports compliance and cyclical HR reviews, and leads multiple HR projects to improve service delivery and employee experience.

Provides financial counseling and planning advice to retirement plan participants, prospects, beneficiaries, and representatives. Advises on pension plans, annuities, investments, insurance, and tax strategies; facilitates product purchases and service transactions; develops client relationships; and partners internally to support products and initiatives. The hybrid role requires regional client travel at least three days weekly and occasional travel outside the assigned territory.

Supports institutional retirement plan sponsors and consultants through routine inbound and outbound service inquiries. Assists with plan design, compliance, audits, fiduciary responsibilities, reporting, online services, and plan amendments using established procedures and scripts. Documents interactions, provides basic informational guidance, troubleshoots online access, supports audits and outreach, and escalates complex legal, regulatory, or client matters to senior staff. The role requires no prior experience and operates under significant manager oversight.

Provides inbound and outbound call center support and consultative guidance to institutional retirement plan sponsors, advisors, vendors, auditors, and legal counsel. Advises on plan design, investment and Planfocus education, fiduciary responsibilities, compliance, audits, Form 5500 filings, nondiscrimination testing, and regulatory changes. Builds client relationships, supports product adoption, troubleshoots online administration access, delivers training, resolves complex service issues, and assists with retirement plan tax and compliance inquiries.

Support C-PACE project development and loan origination by screening transactions, maintaining Salesforce data, collecting diligence, preparing pricing/term sheets, assisting underwriting, coordinating with internal teams and clients, and supporting marketing/outreach for closed transactions.

Leads the design, architecture, implementation, and maintenance of enterprise cloud systems. Drives cloud automation, infrastructure as code, governance, identity and access management, and strategic transformation of financial crime compliance platforms. Applies AI/ML and modern cloud technologies to AML, sanctions, and fraud monitoring. Collaborates with analysts and engineers, establishes technical direction, reviews documentation, resolves system constraints, trains users, and mentors engineering teams.

Leads strategic relationship management for a complex institutional client portfolio, driving retention, growth, product adoption, and client outcomes. Serves as a trusted advisor to plan sponsors, consultants, and senior executives; develops multi-year business strategies, identifies sales opportunities, manages profitability, and resolves complex issues. Leads integrated teams, strengthens consultant relationships, mentors staff, and promotes retirement solutions and lifetime-income products.

Develop large-scale data science products using structured and unstructured data. Responsibilities include designing optimization and forecasting algorithms, implementing end-to-end data science solutions, applying machine learning and deep learning methods, and developing user profiling, pattern detection, predictive modeling, recommender system, and classification or regression models. The role requires statistical expertise, programming, data preprocessing, and experience with AWS cloud engineering.

Partners with wealth management advisors to identify high-net-worth clients’ financial goals, analyze their financial situations, and develop customized investment and retirement recommendations. Manages and grows client relationships, maintains a book of business, conducts investment research, addresses regulatory and tax considerations, and achieves sales and referral targets through tailored financial solutions.

Provides retirement and trust clients with investment, operational, compliance, and regulatory support. Reviews fund performance, valuation reports, transactions, accounts, and reconciliations; administers trust and estate operations; prepares tax procedures; ensures compliance with trust documents and operational controls; resolves client and internal issues; coordinates accounting-system data, reporting, dividends, and disbursements; and mentors junior professionals.

Performs quality assurance and audit support by meeting production and accuracy targets, conducting quality checks and peer reviews, identifying process deviations, and ensuring compliance with QC standards. Resolves team queries, shares process knowledge, participates in calibration and training sessions, and supports continuous improvement and process consistency.

Proofread and edit plan transition materials for grammar, style, factual accuracy, brand alignment, compliance, and audience clarity. Provide quality feedback to production artists, refine financial content across formats, manage competing priorities, and track workflows in Workfront. Collaborate with studio, editorial, production, and plan transition teams to deliver accurate, consistent, client-ready communications.

Performs quality control and quality assurance reviews of participant communications by sampling cases, verifying content accuracy and completeness, reporting findings, maintaining production and efficiency metrics, and assisting with SOP and standard-work updates for business lines.

Leads continuous improvement and operations analysis initiatives across business units. Manages experienced professionals, evaluates process enhancements and business cases, identifies value-creation opportunities, coordinates cross-functional implementation, and promotes change management, training, documentation, and organizational adoption. Oversees direct-report performance, development, and delivery of improvement projects.

Supports wealth management product development, launches, enhancements, and business readiness. Analyzes market and consumer trends, forecasts demand, prepares reporting, improves development processes, and monitors risk, compliance, privacy, and regulatory requirements. Collaborates with product managers, legal, risk, compliance, and business partners; serves as a product subject matter expert and presents product strategy recommendations to executive leadership.

Leads technology support and onboarding for institutional retirement clients using recordkeeping and outsourced services. Serves as the primary contact for relationship managers, operations teams, and internal stakeholders; provides platform and product expertise, manages plan changes and onboarding activities, evaluates new feature impacts, addresses technical inquiries, develops solutions, documents procedures, tracks incidents, and identifies proactive controls.

Leads client marketing strategy for retirement products and services across B2B and B2C audiences. Develops journey-based campaigns, automation, audience web strategies, go-to-market plans, and KPI measurement. Partners with Product, Sales, Digital, Creative, and senior leadership to increase engagement and retention. Manages three professional marketers, establishes goals, develops talent, and drives cross-functional initiatives.

Provides technical leadership across software design, development, testing, and delivery. Designs scalable Java and J2EE solutions, coordinates coding, unit testing, code reviews, and implementation activities. Aligns initiatives with platform roadmaps, manages delivery timelines and quality metrics, communicates technical status to stakeholders, and mentors junior professionals. Requires extensive Oracle Insurance Policy Administration experience, system design expertise, and SQL proficiency.

Entry-level HR rotational program participant gaining hands-on experience across Total Rewards, HR Operations, Workforce Strategy, Leadership Development, Talent Attraction, Culture, Diversity and Inclusion, and Shared Services. The role develops HR capabilities through multiple assignments, mentorship, senior leader interactions, and practical business problem-solving within an asset management organization.

Owns the strategy, backlog, lifecycle, and delivery of digital experience products focused on AI-enabled associate and customer workflows. Responsibilities include gathering requirements, prioritizing roadmaps, mapping journeys, defining KPIs, conducting customer research, collaborating with design, engineering, operations, compliance, and analytics teams, and using AI, automation, NLP, and predictive technologies to reduce friction and improve adoption and business outcomes.