Jobs 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 Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

Leads Unix/Linux and mainframe security operations, specializing in IAM, privileged access management, sudo policy administration, and RACF. Designs access controls, manages privileged sessions, conducts SOX, GLBA, and PCI-DSS audits, develops security automation using shell scripting, Python, and Perl, and integrates Unix controls with enterprise IAM platforms. The role also remediates access risks, documents procedures, and mentors security team members.

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.

Handles inbound customer calls and resolves rollover, money movement, billing, product, and pricing inquiries. Guides clients through retirement account rollovers, coordinates with alternate carriers, documents interactions and complaints, follows scripts and response resources, escalates complex issues, and maintains strong customer relationships. The role requires financial-services product knowledge, FINRA registrations, a resident-state Life and Health Insurance License, and three years of experience.

Provides administrative and office support, including inventory management, supply ordering, onboarding assistance, appointment scheduling, travel arrangements, meeting coordination, presentation preparation, note-taking, communications, and cross-team organization. Ensures compliance with organizational policies and supports efficient daily operations for employees and teams.

Manages large technical projects and programs from planning through delivery, including schedules, budgets, resources, risks, dependencies, stakeholders, contractors, and performance reporting. Leads Agile and Scrum ceremonies, tracks delivery metrics, facilitates cross-functional collaboration, resolves obstacles, and drives continuous improvement. Coaches and delegates work to lower-level professionals while ensuring projects remain on time, within budget, and aligned with organizational objectives.

Partners with wealth management advisors to identify client goals, analyze financial situations, and develop customized investment and retirement strategies. Manages high-net-worth client relationships, grows and retains assets, conducts investment research, addresses regulatory and tax considerations, and expands the book of business through referrals, product recommendations, and sales targets.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as primary fiduciary contact, collaborate with specialists, and proactively grow practice through sales and cross‑selling TIAA wealth capabilities.

Manage and deepen relationships with high-net-worth clients while building a wealth management practice. Provide fiduciary financial planning, investment guidance, retirement strategies, and tailored recommendations. Grow the client base and book of business through relationship expansion and TIAA capabilities, collaborating with internal specialists. Compensation includes base salary and performance-based incentives tied to sales, business growth, and key metrics.

Manage and deepen relationships with high-net-worth clients, providing fiduciary financial planning, investment strategies, and retirement guidance. Grow an established wealth management practice through relationship expansion, sales performance, and use of TIAA capabilities. Collaborate with internal specialists to deliver tailored recommendations and proactively address client needs.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.

Manages the lifecycle, positioning, execution, and performance of real estate wealth products, including non-traded REITs, 1031/DST programs, and semi-liquid structures. Leads market, competitive, and regulatory intelligence; supports go-to-market initiatives, advisor training, distribution enablement, and client engagement. Develops product materials, monitors performance metrics, recommends improvements, and partners with investment and cross-functional teams on product strategy and new offerings.

Advises affluent clients by assessing financial goals, analyzing financial situations, and developing retirement and wealth management recommendations. Builds and maintains long-term client relationships, communicates complex financial solutions, manages a book of business, and grows the practice through referrals. Required licenses must be obtained within 120 days. The role requires strong relationship management, consultative communication, investment knowledge, and financial planning expertise.

Develop and grow a wealth management practice serving high-net-worth clients. Manage an established book of business, understand client goals, provide fiduciary financial planning and investment strategies, guide clients through retirement, deepen relationships, and expand service adoption. Collaborate with internal specialists to deliver comprehensive recommendations and proactively anticipate client needs. Compensation includes base salary and variable incentives tied to business growth, sales performance, and key metrics.

Represents Churchill and affiliated entities in direct equity co-investments and private equity secondary transactions. Leads or oversees external counsel through transaction structuring, documentation, and closing; advises on portfolio management and investment-related regulatory matters; and collaborates on LP-led secondaries and junior capital debt financings. The role requires close partnership with investment, operations, fund administration, and tax teams, along with independent management of transaction timelines.

Manages and deepens relationships with high-net-worth clients while developing a wealth management practice. Provides fiduciary financial planning, investment strategies, retirement guidance, and comprehensive recommendations. Grows the client book through relationship expansion and consultative sales, collaborating with internal specialists and leveraging TIAA capabilities. Requires extensive affluent-client relationship management experience, investment and financial planning expertise, and FINRA, insurance, and related professional credentials.

Advises affluent clients by identifying financial goals, analyzing financial circumstances, and recommending tailored wealth management and retirement solutions. Builds and maintains long-term client relationships, grows a book of business through referrals, communicates complex financial concepts, and manages practice performance. Required licenses must be obtained within 120 days. The role requires substantial experience serving affluent clients and managing a business or equivalent practice.

Partners with wealth management advisors to analyze high-net-worth clients’ financial situations, develop customized investment and retirement strategies, manage client relationships, and grow assets and referrals. Reviews financial information, risk profiles, liquidity needs, tax implications, and regulatory considerations while conducting investment research. Maintains a book of business, meets sales targets, and provides ongoing financial guidance. Requires at least three years of relevant experience and applicable FINRA licenses.

Develop and grow a wealth management practice by managing an established book of high-net-worth clients. Act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, and proactively expand relationships through sales and practice-management efforts.