Top Tech Jobs & Startup Jobs

Supports client marketing initiatives focused on acquiring, developing, and retaining clients. Assists with go-to-market planning, campaign execution, audience segmentation, journey mapping, compliance and legal reviews, timeline coordination, and cross-functional handoffs. Collaborates with sales and marketing partners, provides tactical marketing support, and tracks departmental KPIs. This is an 11-month contingent worker engagement with an onsite or hybrid work arrangement.

The Internal Advisor Consultant builds partnerships with financial advisors, drives sales, manages client portfolios, and collaborates with teams to promote company products.

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 design and execution of testing for regulatory processes and internal controls over broker-dealer activities. Identify control gaps, assess regulatory risk, present findings and recommendations, and support cross-functional implementation and communication of policies, procedures, and oversight practices to ensure compliance with regulatory standards.

Handle inbound customer inquiries about rollovers and transfers into TIAA, resolve routine account and billing issues using scripts and guidance, document feedback, refer complex issues to senior staff, and coordinate with clients and alternate carriers to ensure seamless rollover experiences.

Manage and grow a high-net-worth wealth management practice by deepening client relationships, delivering tailored fiduciary financial plans and investment solutions, collaborating with specialists, and proactively expanding your book through sales and client engagement.

Develop and grow a wealth management practice by managing an established book of high-net-worth clients. Act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, and proactively expand relationships through sales and practice-management efforts.

Manage and deepen relationships with a book of high-net-worth clients, deliver fiduciary financial planning and investment strategies, proactively grow the practice, collaborate with specialists, and drive client-centered business development and retention.

Manage and grow a high-net-worth client book by delivering tailored fiduciary financial planning and investment strategies, collaborating with specialists, and proactively expanding relationships to build a wealth management practice.

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.