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Handles inbound customer calls and resolves rollover, money movement, billing, product, and pricing inquiries. Guides clients through retirement account rollovers, coordinates with alternate carriers, documents interactions and complaints, follows scripts and response resources, escalates complex issues, and maintains strong customer relationships. The role requires financial-services product knowledge, FINRA registrations, a resident-state Life and Health Insurance License, and three years of experience.

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.

Leads the strategic direction, roadmap, and execution of advice and financial planning methodologies. Builds senior stakeholder and vendor relationships, advises on advice product development and regulatory initiatives, monitors competitive dynamics, and aligns Product, Advisory, Oversight, UX, CX, Marketing, and IT teams around a unified advice strategy.

Leads an institutional retirement market, overseeing client-facing teams and approximately $50 billion in assets under administration. Develops multi-year growth plans, retains and expands institutional relationships, strengthens partnerships with consultants and brokers, and drives commercial performance. Builds high-performing teams through coaching, accountability, collaboration, and operational excellence while growing assets, clients, and product adoption.

Leads strategic relationship management for a complex institutional client portfolio, driving retention, growth, profitability, and adoption of retirement products and solutions. Acts as a trusted advisor to plan sponsors and consultants, develops multi-year business strategies, leads integrated teams, resolves complex client issues, and strengthens executive relationships. Mentors relationship management staff and applies expertise in retirement plan design, financial products, analytics, pricing, and consultative sales.

Provide retirement education and advice to clients via inbound calls, identify product and investment needs, manage sales opportunities and account openings, assist with funding/rollovers/NIGOs, meet asset growth and referral goals, perform administrative follow-up, and make referrals to internal partners.

Leads portfolio management, monitoring, underwriting, due diligence, and sourcing for private infrastructure equity investments. Represents the firm on portfolio company boards and LPACs, supports client reporting, performs financial analysis and modeling, and drives investment structuring, negotiations, and legal documentation. Oversees junior deal team members and evaluates fund commitments, co-investments, joint ventures, and energy, transportation, power, digital, and social infrastructure opportunities.

The Wealth Client Relationship Manager manages relationships with high-net worth clients, supports financial goals, provides client service, and guides in financial planning and asset management.

Owns capabilities across TIAA’s annuitization platform and lifetime income products. Develops roadmaps, defines and prioritizes epics, supports solution design, coordinates cross-functional stakeholders, and drives adoption, risk mitigation, and business value. Uses SQL, Snowflake, and Tableau to analyze performance, customer feedback, complaints, and remediation trends. Creates executive presentations and dashboards, serves as a subject matter expert, and partners with Product, Technology, Legal, Risk, Compliance, and Regulatory teams on product initiatives.

Administer Nuveen’s global privacy and records management programs, including privacy governance, data inventories, data mapping, DPIAs, regulatory examinations, audits, remediation, records retention, destruction activities, certifications, and reporting. The role coordinates stakeholders across Legal, Compliance, Technology, Information Security, and business teams while supporting program training, documentation, metrics, continuous improvement, and emerging technology reviews.