Jobs at TIAA

The Wealth Client Relationship Manager partners with Wealth Management Advisors to enhance client relationships, support financial planning, and manage high-net worth client portfolios.

The Wealth Management Client Relationship Manager oversees relationships with high-net worth clients, leads advisory teams, and ensures effective client services, focusing on financial goals and asset management strategies.

Responsible for partnering with Wealth Management Advisors to deepen client relationships and assist high-net worth clients in achieving their financial goals through effective service and coordination of asset management.

The Wealth Management Client Relationship Manager partners with advisors to manage high-net worth clients, implement financial plans, and build long-term relationships.

Design and own Snowflake end-to-end data architecture and reusable data products for sales and marketing distribution. Build dimensional, data vault, and semantic models; enforce governance, security, and SLAs; collaborate with stakeholders and data engineering on ingestion, dbt pipelines, orchestration, and CI/CD; optimize Snowflake performance and cost; mentor data teams and ensure downstream consumers (Salesforce, Sitecore, Tableau) are served reliably.

Coordinate and lead data collection and platform transitions for institutional retirement plans. Ensure comprehensive, accurate data; resolve complex data issues; advise on solutions; guide teammates; and update tools and procedures to support successful plan implementations.

Process and reconcile customer account transactions including manual and corporate checks, ACH and wire processing, and EOD reconciliations. Resolve rejected or incomplete ACH items, assist with outgoing wire preparation, maintain secured check room operations, and participate in cross-training to build additional competencies.

The role involves analyzing business needs, leading IT strategy for cloud deployment, transforming business processes, and guiding teams on technical solutions.

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.

Process and reconcile customer funds transfers including manual and corporate checks, ACH and wire transactions. Perform end-of-day closings, resolve rejected ACH items, assist with wire preparation and reconciliations, and participate in cross-training to support transaction processing and general ledger reconciliation.

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.

Partner with an Executive Wealth Management Advisor to advise high-net-worth clients, develop tailored financial and investment plans, grow and retain assets, perform investment research, and meet sales targets while collaborating with team members and senior advisors.

Lead and manage large projects and programs across scope, schedule, budget, and quality. Organize teams, estimate costs/resources, monitor progress, resolve obstacles, coordinate contractors, produce reports and stakeholder communications, and coach junior staff to ensure successful delivery of Wealth Technology initiatives.

The Investment Manager will drive investment opportunities and asset management in the logistics sector in France, developing strong market relationships and contributing to Nuveen's growth.

Lead integrated client teams to deepen relationships and grow retirement plan assets across Partner Market, Healthcare, and Institutional clients. Identify sales opportunities, promote lifetime income solutions, develop multi-year strategic plans using analytics, partner with consultants, and oversee account management to drive retention and profitable growth.

Serve as the liaison between Enterprise RIA and internal distribution pods, driving partner engagement, pod enablement, pipeline management, and client servicing. Coordinate events, prepare meeting materials, document activity in Salesforce, and support business development while maintaining product and market knowledge to advance Enterprise RIA relationships.

Manage a defined territory to drive Nuveen product sales to financial advisors across wire, independent and RIA channels. Build consultative relationships, use data analytics to target opportunities, manage pipeline, cross-sell, convert prospects, attend industry events, and collaborate with regional teams and specialists to grow assets and revenue.

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

Manage operational risk and controls across business units and asset classes: identify risks, conduct root-cause analyses, monitor control health and KRIs, track remediation in the risk management system, support control design and onboarding readiness, and partner with cross-functional teams to improve processes and automation.

Lead and manage wealth management strategy engagements: define scope, develop hypotheses, oversee analyses, craft executive presentations, advise senior leaders, and manage and develop junior team members to deliver strategic, financial, and operating model recommendations.