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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.

Manage and deepen relationships with high-net-worth clients, providing fiduciary financial planning, investment strategies, and retirement guidance. Grow an established wealth management practice through relationship expansion, sales performance, and use of TIAA capabilities. Collaborate with internal specialists to deliver tailored recommendations and proactively address client needs.

Supports FP&A processes across assets under management, capital raising, revenue, and expenses. Compiles financial data, performs variance and financial analysis, supports monthly and quarterly close, budgets, forecasts, audits, and consolidations, and prepares management reports and presentations. Builds and maintains dashboards using Power BI, Tableau, and Excel, investigates data discrepancies, and contributes to process improvements.

Supervise end-to-end investment operations processes, including account reconciliation across business lines, exception investigation, issue escalation, corrective and preventive actions, compliance, audit documentation, risk management, and process performance reporting. The role coordinates with custodians, brokers, front-office, middle-office, and internal operational teams while supporting application updates and testing.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pensions, annuities, investments, IRAs, insurance, and tax strategies; facilitates product purchases and service transactions; builds institutional plan sponsor relationships; and collaborates internally to support client and business initiatives.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pensions, annuities, investments, IRAs, insurance, and other financial products; facilitates purchases and service transactions; applies tax and investment strategies; and develops relationships with institutional plan sponsors. The hybrid role includes regional client travel at least three days weekly, occasional travel outside the assigned territory, required licensing, and initial hourly training before transitioning to salaried status.

Lead analytics on large datasets, approve statistical and predictive models, oversee data collection and quality, produce actionable reports, partner with business units, and manage complex analytics projects to inform strategy and decision-making.

Provides administrative support to individuals or teams, handling office inventory and supply orders, onboarding assistance, scheduling, travel and expense arrangements, meeting preparation and note-taking, and ensuring adherence to organizational policies to keep daily operations running smoothly.

Leads a territory-based wealth management team, oversees advisors, grows client relationships and market share, and delivers strategic and financial goals. Coaches team leaders, supports complex planning cases, allocates client books, promotes retirement and wealth management resources, and ensures a seamless client experience. Develops talent, manages performance, and collaborates across organizational functions while maintaining knowledge of competitors and institutional retirement strategies.