Charlotte, North Carolina, United States · Hybrid
$70k–$107k/yr
The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email reque…
Skills: Client relationship management, Commercial mindset, Consultative communication, Ethical conduct, Executive presence
Hackensack, New Jersey, United States · Hybrid
$24/hr–$34/hr
The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervi…
Skills: Administrative Support, Communication, Organizational Savviness, Detail-Oriented, Prioritizes Effectively
New York, New York, United States · Hybrid
$35/hr–$49/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Real estate operations, Asset management, Trade processing, Settlements, Securities transfer
Charlotte, North Carolina, United States · Hybrid
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Trust administration, Estate administration, Customer service, Account onboarding, Money movement
Charlotte, North Carolina, United States · On-site
$24/hr–$34/hr
The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervi…
Skills: Accountability, Adaptability, Administrative support, Communication, Corporate travel program management
Metairie, Louisiana, United States · Hybrid
$100k–$110k/yr
Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth c…
Skills: Wealth management, Financial planning, Business development, Client relationship management, Investment solutions
London, England, United Kingdom · Hybrid
Overview of the Role The Senior Associate, ESG Data & Analytics is responsible for supporting the development of private markets and real assets ESG/sustainability reporting and analytic capabilities, translating require…
Skills: ESG Data Analysis, Reporting Frameworks, Quantitative Analysis, Excel, Data Strategy
Texas, United States · Hybrid
$36/hr–$53/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Compliance Program Management, Excel, StarCompliance, Risk Monitoring, Due Diligence
pune, Maharashtra, India · Hybrid
Specialist - Product Security - IN Professionals in this group specialize in designing and developing security features of products including systems, applications and/or solutions during the development stage of the app…
Skills: Product Security, Cybersecurity, Vulnerability Assessment, Penetration Testing, Cloud Security
Tokyo, Japan · Hybrid
Overview of the Team / Role: Building and providing a first-class Client Relation function globally, the VP, Client Relations, Japan will be responsible for maintaining day-to-day contact with our clients, responding to …
Skills: Client Relationship Management, Investment Strategy, Bilingual Interpretation, Financial Reporting, Project Management
Charlotte, North Carolina, United States · Hybrid
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Trust administration, Estate administration, Customer service, Account onboarding, Money movement
Mumbai City, Maharashtra, India · Hybrid
Associate - Cash Recon & Fund Mgt - IN The role will be responsible for bank reconciliation for 600+ bank accounts. Key Responsibilities and DutiesThe team is also responsible to manage the fund transfer basis the requir…
Skills: Accountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement
Chicago, Illinois, United States · Hybrid
$36/hr–$49/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: General ledger, Financial reporting, Reconciliation, GAAP, Sarbanes-Oxley Act
Chicago, Illinois, United States · Hybrid
$136k–$190k/yr
The VP of Product Marketing works alongside the Head of Public Product Positioning and the respective Heads of Client Marketing to set product marketing strategy and objectives for Brooklyn’s tax advantaged platform, inv…
Skills: Product marketing, Relationship management, Strategic planning, Content strategy, Financial services
Chicago, Illinois, United States · Hybrid
$26/hr–$36/hr
Workplace Experience & Operations Coordinator serves as the primary point of contact for the office while supporting broader workplace operations, client experience, and office coordination. In addition to front desk res…
Skills: Administrative support, Customer service, Event planning, Vendor coordination, Office operations
New York, New York, United States · Hybrid
$139k–$188k/yr
TIAA is looking for a Director, Portfolio Management, to join our D&CX team. This is a hands-on leadership role responsible for building, operating, and continuously improving our portfolio management capabilities across…
Skills: Program Management, Portfolio Management, AI, Data Analysis, Strategic Planning
North Carolina, United States · Hybrid
$36/hr–$53/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Regulatory Change Management, Compliance Testing, Risk Assessment, Archer GRC, Data Analysis
Charlotte, North Carolina, United States · Hybrid
$72k–$77k/yr
Client Outreach Retention Consultant The Client Outreach Retention Consultant works with clients who have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision…
Skills: Client relationship management, Business development, Consultative communication, Retirement planning, Sales
Luxembourg, Luxembourg · Hybrid
Overview of the Role Due to an increasing level of European investments and some changes within the Fund Finance Team in Luxembourg, the company currently taken steps to firm-up the infrastructure of our European investm…
Skills: Financial Statements, Lux GAAP, US GAAP, Yardi, Cash Management
New York, New York, United States · Hybrid
$27/hr–$51/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Calendar management, Executive support, Travel coordination, Expense reporting, Project management
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The specialist provides superior customer service to trust clients through email and phone interactions while managing account onboarding, funding, and maintenance. They also ensure operational compliance with laws and regulations while acting as a mentor to junior team members.
Candidates must have at least 3 years of financial client service experience, with 5 years preferred. A university degree is also preferred for this role.
Required Qualifications:
3+ years of financial client service experience
Preferred Qualifications:
5+ years of financial client service experience
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
