Responsible for month-end reporting, regulatory reporting, and general ledger control. Requires quality assurance and issue resolution across financial departments.

The Financial Consultant provides financial counseling, product education, manages participant interactions, and develops client relationships to meet financial goals.

The Internal Auditor performs complex audits, reviews financial and operational systems, analyzes data, and documents findings while ensuring compliance with regulations.

The Senior Manager, Transaction Management oversees loan origination and underwriting for C-PACE financing, handling deal execution and client relationships while supporting team analysis.

The Financial Consultant provides financial counseling and planning advice, assists with product purchases, and ensures client satisfaction through communication and strategic solutions.

The Associate is responsible for identifying investment opportunities in C-PACE lending, assisting loan origination, underwriting, and managing transactions to support project financing.

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.

Serve as a contingent senior project manager supporting digital and client experience projects. Collect and analyze financial and operational data, assess costs/benefits/risks, prepare analyses and progress reports, support project administration and process improvements, and track deliverables against timelines.

The UX Lead Specialist role focuses on collaboration with technology, product, and marketing teams to enhance user experience and achieve business goals. Responsibilities include business planning, project duties, and accountability for quality results.

The Individual Financial Consultant provides retirement education, advice on investment needs, and manages client interactions to ensure a good experience and meet sales goals.

Serve as a technical lead for IT infrastructure incidents and operations: analyze networks, firewalls, servers, OS, and applications; manage installs, upgrades, outages, and configuration changes; automate routine tasks via scripting; publish metrics; communicate risks to senior management; mentor junior staff and ensure on-time delivery of projects and operational commitments.

The Virtual Financial Consultant provides financial planning advice to clients in multiple languages, focusing on retirement plans and investment options, while ensuring exceptional customer service.

Provide virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

The OCFO India Trainee will gain experience in financial services, assist with clerical duties, attend company functions, and shadow various roles over a 10-week internship.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships, manage an assigned book, support implementation of financial plans, coordinate asset consolidation, and obtain required licenses and FINRA registrations within 120 days.

Provide administrative support and coordinate office activities including inventory and supply management, onboarding assistance, appointment and travel arrangements, meeting scheduling and note-taking, and cross-department coordination to ensure smooth daily operations.

Provide administrative support to teams and individuals, manage office supplies and onboarding tasks, schedule meetings and travel, prepare presentations, take meeting notes, and ensure adherence to organizational policies to maintain efficient daily operations.

Work alongside Wealth Management Advisors to enhance client relationships, manage a client book, and implement financial plans. Responsibilities include clear communication, relationship building, and ensuring timely acquisition of required licenses and registrations.

The Workplace Optimization & Business Continuity Manager will develop and execute workplace strategies and business continuity plans, ensuring compliance and enhancing employee experience across global offices.