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Manage and deepen relationships with an established book of high-net-worth clients. Develop tailored financial and retirement strategies, serve as the primary client contact, collaborate with internal specialists, and grow the wealth management practice through relationship expansion and sales performance. Act as a fiduciary while leveraging TIAA’s wealth management capabilities and maintaining required securities and insurance licenses.

Leads operational excellence and system reliability for B2C retirement technology platforms. Responsibilities include root cause analysis, SRE and resilience improvements, monitoring and outage prevention, managed services and SLA oversight, executive reporting, and cross-functional operating model alignment. The role drives remediation, redundancy, graceful degradation, automated recovery, vendor accountability, and enterprise-scale operational standards through influence in a matrixed organization.

Provide advanced estate, tax and wealth transfer planning to high-net-worth clients; support Wealth Management Advisors with analyses, presentations, seminars, written content, and internal training; advise on trusts, tax implications and TIAA products to drive asset retention and account growth.

Manages a semi-liquid farmland fund, guiding investment strategy, acquisitions, asset management, dispositions, leverage, valuations, budgeting, and portfolio performance. Leads investor relations, fundraising support, DDQ and RFP responses, reporting, presentations, Board meetings, appraisals, and due diligence. Partners cross-functionally with distribution, product, research, finance, marketing, and regional farmland teams while monitoring market trends and developing investment management tools.

Manage and deepen relationships with high-net-worth clients while serving as their primary financial contact. Develop tailored investment and retirement strategies, act as a fiduciary, collaborate with internal specialists, and grow an advisory practice through relationship expansion and sales performance. The role requires extensive wealth management experience, financial planning expertise, securities licenses, and insurance licensing.

Lead end-to-end design and development of digital and blended learning experiences. Consult with stakeholders, manage complex projects, produce multimedia (graphics, motion, video), apply accessibility and brand standards, maintain SharePoint learning content, mentor teammates, and improve templates, workflows, and reusable assets to scale quality and efficiency.

Provides comprehensive administrative and operational support to senior leadership within the Energy Infrastructure Credit team. Manages calendars, communications, meetings, domestic and international travel, expense processing, and office logistics. Serves as primary liaison across departments, drafts and routes communications, maintains policies and contact lists, supports event planning and production processing, and assists with general operational tasks to ensure smooth team functioning.

Lead brand strategy and end-to-end social media programs for Wealth Management. Develop research-driven brand positioning, own content strategy and editorial calendar, publish platform-native content, set metrics and governance, influence cross-functional partners, and continuously optimize social performance to meet business objectives.

The role involves analyzing business needs, leading IT strategy for cloud deployment, transforming business processes, and guiding teams on technical solutions.

Leads East Region institutional sales strategy, revenue growth, pipeline development, and client relationship expansion for pension plans, endowments, foundations, consultants, insurers, and other institutional investors. Manages, coaches, and develops a regional sales team; oversees territories, resources, and performance. Builds senior client relationships, positions investment and retirement solutions, partners cross-functionally, monitors market and competitive trends, and represents the firm externally.