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

Wealth Management Advisors at TIAA manage affluent client relationships, offering tailored financial solutions and support while achieving defined financial objectives.

Manage a defined territory to drive Nuveen product sales through consultative relationships with financial advisors across wire, independent and RIA channels. Use data analytics to identify opportunities, manage pipeline, cross-sell, convert prospects, collaborate with regional teams, attend industry events, and support broader wealth advisory campaigns.

Provide high-level onsite executive administrative support including calendar and travel management, expense reporting, meeting and event coordination, facilities liaison, document preparation, and ad-hoc project work. Act as primary contact for executives, collaborate with administrative team, maintain confidentiality, and ensure smooth daily office operations.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

Lead technical architecture and evolution of backend services (FastAPI, RabbitMQ), design APIs and data contracts, integrate PostgreSQL/MongoDB and market/custodial data, architect AWS infrastructure (CDK, ECS Fargate, serverless), set engineering standards (testing, observability, incident response), make technical decisions, and mentor engineers while collaborating with product and portfolio stakeholders.

The role involves developing, enhancing, and maintaining mainframe applications, requiring collaboration on technical solutions and effective job scheduling.

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

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 administrative support including inventory and supply management, onboarding assistance, scheduling and travel arrangements, meeting preparation and note taking, communication and office coordination, and enforcing organizational policies to ensure efficient daily operations.