Top Tech Jobs & Startup Jobs

Provide in-person and virtual financial counseling and planning for institutional clients and participants. Recommend and facilitate purchases of retirement and investment products, execute transactions, and develop client and sponsor relationships. Use tax and investment knowledge to inform advice, collaborate internally, and meet licensing and travel requirements.

Performs data analysis, statistical modeling, reporting, and dashboard development to support business decisions in financial services and wealth management. Uses SQL, Python, Tableau, Alteryx, Snowflake, and Git to analyze large datasets, assess data quality, support governance, identify trends, and translate stakeholder questions into analytical deliverables. Collaborates with US-based business users and supports ad hoc analysis and reporting initiatives.

Handle inbound customer inquiries about rollovers and transfers into TIAA, resolve routine account and billing issues using scripts and guidance, document feedback, refer complex issues to senior staff, and coordinate with clients and alternate carriers to ensure seamless rollover experiences.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as fiduciary, grow practice through cross-selling, and collaborate with specialists to provide comprehensive wealth management.

Manage and grow a high-net-worth wealth management practice by deepening client relationships, delivering tailored fiduciary financial plans and investment solutions, collaborating with specialists, and proactively expanding your book through sales and client engagement.

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.

Develop and deepen a wealth management practice for high-net-worth clients by acting as primary fiduciary contact, delivering tailored investment and financial planning strategies, growing client relationships, collaborating with specialists, and driving practice growth through proactive business development.

Manage and grow a high-net-worth client book by delivering tailored fiduciary financial planning and investment strategies, collaborating with specialists, and proactively expanding relationships to build a wealth management practice.

Manage and deepen relationships with a book of high-net-worth clients, deliver fiduciary financial planning and investment strategies, proactively grow the practice, collaborate with specialists, and drive client-centered business development and retention.

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.