Jobs at TIAA

Lead product lifecycle for investment/asset management products: gather requirements, define product functionality, coordinate development, drive pricing/positioning and launches, train/internal and client-facing presentations, perform data analysis and SQL queries, and manage performance calculation and analytics across asset classes.

Lead design and delivery of Middle Office applications, partner with IT and business to create roadmaps, migrate on-prem apps to AWS, maintain portal applications, fix bugs and build enhancements, act as technical SME, document workflows, coordinate integration/UAT and deployments, and provide technical estimates.

Develop, deploy, and troubleshoot cloud-based applications across SaaS/PaaS/IaaS. Build and optimize ETL/ELT workflows and data warehousing on Snowflake and AWS, integrate cloud applications via APIs, and collaborate with project managers to deliver solutions.

Perform application risk assessments (using NIST/ISO frameworks), validate security controls, identify and rate application risks, document findings, track remediation with owners, maintain GRC records, support risk evaluations, and improve playbooks and processes while communicating risks clearly.

Leads enterprise-scale, cross-functional programs from strategy through delivery. Responsibilities include developing roadmaps, aligning executives and stakeholders, implementing Agile and SAFe practices, managing risks and dependencies, tracking KPIs and OKRs, providing executive reporting, improving delivery processes, and mentoring program managers. The role partners closely with Product, Engineering, and Business teams to deliver programs on time, within budget, and with measurable business impact.

Handle inbound and outbound outreach to clients at risk of transferring funds, resolve questions, educate on investment options, refer to advisory solutions, facilitate transfers, and promote the organizations products while collaborating with the National Contact Center and internal partners.

Perform financial risk analysis, model development and validation for market risk. Collaborate with teams to build risk analytics systems.

Manages the Bermuda office’s daily operations, executive administrative support, travel and expenses, meetings and events, HR administration, business planning, reporting, communications, vendors, office technology, invoices, credit cards, and bank account activities. Serves as a central contact for employees, leadership, clients, visitors, and external partners while coordinating with IT and investor relations stakeholders.

Lead Workday reporting strategy and governance, design and build Workday reports and dashboards (Report Writer, Composite Reports, BIRT, Prism), advise HR and business leaders, manage a small team of reporting analysts, ensure data quality/security and compliance, and drive continuous improvement across Workday reporting and upgrade cycles.

Lead design and execution of testing for regulatory processes and internal controls over broker-dealer activities. Identify control gaps, assess regulatory risk, present findings and recommendations, and support cross-functional implementation and communication of policies, procedures, and oversight practices to ensure compliance with regulatory standards.

Lead development and execution of audience-centric marketing strategies for Wealth Marketing to drive client acquisition, engagement, and retention. Coordinate across brand, acquisition, digital, content, events, and analytics; define client journeys, KPIs, measurement frameworks, campaign calendars, and budgets; build engagement programs and maintain stakeholder relationships to ensure aligned execution and measurable business results.

Lead analytics on large datasets, approve statistical and predictive models, oversee data collection and quality, produce actionable reports, partner with business units, and manage complex analytics projects to inform strategy and decision-making.

Lead planning, organizing, and controlling large projects/programs to meet scope, schedule, cost, and quality targets. Assigns resources, estimates costs and timelines, monitors performance, resolves obstacles, runs status meetings, reports progress, and coordinates outside contractors to ensure successful delivery.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

Handle inbound and outbound client calls to prevent transfers, assess financial needs, educate on products, facilitate transfers, refer to advisory solutions, and participate in outreach campaigns and process improvements.

The Senior Account Manager drives product conversations and placements for investments, while managing client relationships and seeking co-product opportunities.

Coach and enable client-facing retirement associates to deliver integrated financial solutions. Drive adoption of retirement products, own solutions forecasts, provide one-on-one coaching, participate in client meetings and training, and partner with leaders to meet territory scorecards and scale best practices.

Manage day-to-day investment operations, monitor controls and risk, support audits and exams, perform due diligence on external managers, and streamline processes through automation and cross-functional collaboration.

Leads enterprise and solution architecture strategy for Legal, Risk, and Compliance technology. Develops capability maps, roadmaps, reference architectures, governance standards, and business capability models. Translates stakeholder requirements into scalable solutions, evaluates build-versus-buy options, and identifies AI, GenAI, and automation opportunities. Provides architectural oversight throughout delivery while influencing enterprise stakeholders, guiding technology selection, and supporting modernization in a regulated financial-services environment.

Lead managed-accounts product strategy and lifecycle: define roadmaps and features, deliver market and customer insights, track KPIs and P&L impact, enable sales/marketing go-to-market, manage governance and regulatory controls, and drive cross-functional product initiatives and rollouts.