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Lead statutory accounting and financial reporting for insurance and reinsurance, manage close and reconciliations, oversee US team and India resources, coordinate audits, prepare technical accounting analyses, strengthen controls, drive automation and process improvements, and partner with Actuarial, FP&A, Tax, Treasury and Legal.

Partner with affluent clients to identify financial goals, analyze finances, and recommend tailored wealth management and retirement solutions. Deepen relationships, grow a book of business via referrals, communicate complex financial strategies, and obtain required licenses within 120 days.

Provide in-person and virtual financial counseling to participants, prospects, beneficiaries and institutional plan sponsors. Advise on pensions, annuities, mutual funds, IRAs, 403(b), 529, bank products and life insurance; execute transactions, educate clients on tax and investment strategies, develop client relationships, and coordinate internally to support products and services. Obtain required licenses and FINRA registrations within specified timeframes.

Manage the full hiring cycle including sourcing, screening, interviewing, offers, job postings, candidate communication, and building talent pipelines. Advise hiring managers, implement recruiting strategies, and mentor junior TA team members.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as primary fiduciary contact, collaborate with specialists, and proactively grow practice through sales and cross‑selling TIAA wealth capabilities.