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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.

Leads TIAA’s enterprise strategy and operating model for generating, routing, and converting wealth management leads and referrals. Establishes multi-year roadmaps, governance structures, performance standards, SLAs, and channel optimization frameworks. Partners with senior stakeholders, technology, and solutions design teams to define capabilities and investments. Manages organizational design, staffing, succession planning, and team performance while building a culture of engagement and accountability.

Leads wealth performance and business analytics supporting sales, investment performance, products, and strategic decisions. Develops actionable insights using market data, statistical analysis, quantitative methods, and predictive modeling. Manages analytics initiatives, produces reports, presents findings to senior management, and advises business leaders on performance and market opportunities.

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.

Leads Financial Crime Technology application development, data architecture, AML and fraud-monitoring technology delivery. Oversees strategy, architecture, budgets, resources, risk, governance, system migrations, and regulatory compliance. Drives AI and generative AI innovation, including machine learning, LLMs, intelligent automation, explainable AI, and responsible-use guardrails. Partners with business, technology, legal, risk, and compliance leaders while managing and developing high-performing teams.

Provides virtual and in-person financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on retirement, investment, insurance, tax-advantaged, and other financial products; facilitates purchases and service transactions; applies tax and investment strategies; builds relationships with institutional plan sponsors; and collaborates internally to support client and company initiatives.

Provides technical vision and architectural leadership for a business-critical insurance technology platform. Owns architectural roadmaps, API security standards, SDLC governance, production support strategy, scalability, resilience, and responsible AI development guardrails. Mentors engineering teams, establishes technical standards, translates business strategy into architecture and execution roadmaps, and guides platform evolution for annuity products and external distribution partnerships.

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.

The role focuses on developing analytical data science products, implementing algorithms for insights, and expertise in deep learning frameworks.

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