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The Client Services Manager II drives client satisfaction by managing relationships, optimizing processes, and delivering data-driven insights on retirement benefit programs.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment solutions. Serve as primary client advisor, collaborate with specialists, expand relationships, and drive practice growth through sales, client engagement, and tailored retirement strategies.

Conduct equity research for small-cap Financials: source and analyze market data, build financial models, prepare due diligence and investment memoranda, maintain coverage lists and investment theses, and support portfolio managers across value, core, and growth strategies.

Provide day-to-day legal and contract support for green capital transactions: manage corporate governance filings, prepare and track NDAs and closing documents, review and abstract due diligence (title, leases, construction, loan documents), maintain templates and files, and assist with post-closing matters and related administrative tasks.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing their financial goals and implementing investment solutions.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

The Wealth Management Advisor manages relationships with high-net-worth clients, providing tailored financial strategies and guidance through retirement, while growing their practice and collaborating with specialists.

Provide virtual and in-person financial counseling on TIAA products, recommend and facilitate product purchases, execute transactions, advise on tax and investment strategies, and build relationships with plan sponsors and clients to support long-term financial goals.

The Regional Supervisory Principal supervises representatives to ensure compliance with regulations, conducts audits, and promotes adherence to policies.