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Supports investor solutions and business development by researching wealth management partners, qualifying prospects, preparing strategist briefs and executive presentations, and assisting with meeting preparation and follow-up. Performs market, peer, portfolio, performance, and competitive analyses to support investor communications, sales strategy, and collateral development. Documents relationship activity and identifies trends, gaps, and strategic opportunities.

The Internal Advisor Consultant builds partnerships with advisors, drives sales, manages client relationships, and stays updated on industry developments to promote company products.

Supports fund finance activities by analyzing borrowing bases, portfolio and loan tape data, financing facility utilization, and deal compliance. Reviews and summarizes legal transaction documents, maintains internal databases, tracks transactions and capital under management, and contributes to reporting and analytics. The internship requires strong Excel, attention to detail, communication, collaboration, and creative problem-solving skills.

Interns will design, develop, maintain, test, document, and deploy technology and data solutions supporting investment processes. The role involves collaborating across business and technology teams, automating workflows, integrating AI capabilities, and participating in the full software development lifecycle. Candidates should demonstrate software, data, automation, or AI project experience through coursework, internships, research, or personal projects.

Analyze and underwrite private equity, junior capital, co-investment, and fund investment opportunities. Prepare investment memoranda, monitor portfolio performance, participate in due diligence with sponsors and executives, and support investment recommendations through quantitative and qualitative analysis.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

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.

Develop and grow a wealth management practice serving high-net-worth clients. Manage an established book of business, understand client goals, provide fiduciary financial planning and investment strategies, guide clients through retirement, deepen relationships, and expand service adoption. Collaborate with internal specialists to deliver comprehensive recommendations and proactively anticipate client needs. Compensation includes base salary and variable incentives tied to business growth, sales performance, and key metrics.

Leads the company’s tax reporting, planning, compliance, and strategy functions. Oversees tax returns, tax accounting, general ledger analysis, tax journals, depreciation schedules, and regulatory compliance across federal, state, local, and international jurisdictions. Manages tax research and communications with agencies, advises stakeholders on tax matters, and develops experienced and junior team members through performance management and coaching.

Manages relationships with third-party advisors, plan consultants, and plan sponsors while driving investment product sales and adoption of integrated financial solutions. Coaches advisors, delivers presentations and education, develops distribution partnerships, ensures consistent value messaging, prospects clients, and hosts firm events. Requires substantial travel and financial services licensing.