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Teachers Insurance and Annuity Association of America
Most recent job postings at Teachers Insurance and Annuity Association of America
via TIAA Jobs
posted_at: 3 days agoschedule_type: Full-time
The Banking Operations Specialist II job handles the routine day-to-day operations of consumer and commercial banking. This job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures... Working under moderate supervision, this job supports other
The Banking Operations Specialist II job handles the routine day-to-day operations of consumer and commercial banking. This job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures... Working under moderate supervision, this job supports other banking professionals to ensure that critical tasks are completed on time, and may also be tasked with implementing new ways to streamline processes or improve efficiency within their department.
Key Responsibilities and Duties
• Answers service and referral calls and responds to customer questions and assists with service transactions.
• Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
• Validates accuracy of payments, tickets and online entries.
• Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
• Considers multiple resources and records when investigating customer inquiries.
• Handles more complex transactions and balances general ledger accounts.
• Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
2IC
Additional Key Responsibilities and Duties:
• Return mail processing.
• New Account Welcome Kit and CD Confirmation processing/fulfillment
• Create and mail updated CD Confirmations
• Research routine customer or bank inquiries and escalate issues as necessary.
• Upload documents to the banks document retention repository
• Process outgoing mail items
• Electronically route incoming mail to various banking operations teams
• Process work in accordance with team productivity, quality and timeliness standards
• Ensure work is properly safeguarded and controlled in accordance with banking policies and procedures.
Preferred Skills:
• Prior Banking experience.
Base Pay Range: $17.51/hr. - $29.19/hr.
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).
Company Overview
TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
Key Responsibilities and Duties
• Answers service and referral calls and responds to customer questions and assists with service transactions.
• Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
• Validates accuracy of payments, tickets and online entries.
• Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
• Considers multiple resources and records when investigating customer inquiries.
• Handles more complex transactions and balances general ledger accounts.
• Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
2IC
Additional Key Responsibilities and Duties:
• Return mail processing.
• New Account Welcome Kit and CD Confirmation processing/fulfillment
• Create and mail updated CD Confirmations
• Research routine customer or bank inquiries and escalate issues as necessary.
• Upload documents to the banks document retention repository
• Process outgoing mail items
• Electronically route incoming mail to various banking operations teams
• Process work in accordance with team productivity, quality and timeliness standards
• Ensure work is properly safeguarded and controlled in accordance with banking policies and procedures.
Preferred Skills:
• Prior Banking experience.
Base Pay Range: $17.51/hr. - $29.19/hr.
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).
Company Overview
TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Jobs
posted_at: 3 days agoschedule_type: Full-time
Senior Lead Cloud Security Architect
The Senior Lead Cloud Security Architect job leads in secure design planning and implementation for the company's cloud platform. This job implements operational plans for the processes and standards of developing the organization's cloud security architecture through the creation of a new cloud platform designs. Additionally, this job lends consultative... support to multiple teams within the organization to
Senior Lead Cloud Security Architect
The Senior Lead Cloud Security Architect job leads in secure design planning and implementation for the company's cloud platform. This job implements operational plans for the processes and standards of developing the organization's cloud security architecture through the creation of a new cloud platform designs. Additionally, this job lends consultative... support to multiple teams within the organization to provide high-level technical expertise and insight, along with maintaining consistent knowledge of emerging trends and security best practices in the related technology space.
Key Responsibilities and Duties
• Collaborate with various stakeholders on the strategic vision for the enterprise leveraging cloud, managed solutions and traditional capabilities; provide security designs for new solutions and technologies.
• Security Architects, designs and implements new, cutting edge secure cloud solutions within the organization.
• Support secure cloud platform that enable business applications to transform into scalable, elastic systems that can be created on demand.
• Collect design requirements and create secure designs to meet Control owner requirement.
• Provides threat analysis consultation, when needed, across functional teams of the organization, both within the operating business unit and to Information Technology management and staff.
• Maintains highly technical knowledge of security trends and emerging technologies to best inform secure cloud design, architecture and decision-making processes.
• Communicates with management and leadership to provide updates and ensure integration of new system with existing operations to support the organization's cloud strategy.
Qualifications
• 5 Years Required; 7 Years Preferred
• University (Degree), Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Preferred Education
• University (Degree)
Career Level
9IC
Required Qualifications
• 3+ years of experience in Cloud Technology
• 5+ years of experience in Cybersecurity
• 2+ years of experience with IT Architecture
Preferred Qualifications
• Experience in Agile Methodology environment (SAFE)
• Experience with risk modeling tools and methodologies
• Knowledge of various architecture frameworks (e.g., TOGAF, etc.)
• General information security certification (e.g., CISSP, CISM, CCSK etc.)
• Technical information security certification (e.g., CEH, GCSA, CCSP, CSK, etc.)
• Experience working with Cloud technologies (e.g. AWS, Azure, GCP)
• Knowledge of modern enterprise and security architectures, their challenges, common approaches to overcome their challenges, and their inherent security strengths and weaknesses
• Knowledge of various platform security tools (e.g., AV, HIPS, firewalls, DLP, etc.)
• Knowledge of various network security tools (e.g., firewalls, NIPS, WIPS, VPN, DLP, etc.)
• Knowledge of various database security tools (e.g., activity monitoring, encryption etc.)
#LI-158487406_MB1
Base Pay Range: $146,100/yr. - $243,400/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
The Senior Lead Cloud Security Architect job leads in secure design planning and implementation for the company's cloud platform. This job implements operational plans for the processes and standards of developing the organization's cloud security architecture through the creation of a new cloud platform designs. Additionally, this job lends consultative... support to multiple teams within the organization to provide high-level technical expertise and insight, along with maintaining consistent knowledge of emerging trends and security best practices in the related technology space.
Key Responsibilities and Duties
• Collaborate with various stakeholders on the strategic vision for the enterprise leveraging cloud, managed solutions and traditional capabilities; provide security designs for new solutions and technologies.
• Security Architects, designs and implements new, cutting edge secure cloud solutions within the organization.
• Support secure cloud platform that enable business applications to transform into scalable, elastic systems that can be created on demand.
• Collect design requirements and create secure designs to meet Control owner requirement.
• Provides threat analysis consultation, when needed, across functional teams of the organization, both within the operating business unit and to Information Technology management and staff.
• Maintains highly technical knowledge of security trends and emerging technologies to best inform secure cloud design, architecture and decision-making processes.
• Communicates with management and leadership to provide updates and ensure integration of new system with existing operations to support the organization's cloud strategy.
Qualifications
• 5 Years Required; 7 Years Preferred
• University (Degree), Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Preferred Education
• University (Degree)
Career Level
9IC
Required Qualifications
• 3+ years of experience in Cloud Technology
• 5+ years of experience in Cybersecurity
• 2+ years of experience with IT Architecture
Preferred Qualifications
• Experience in Agile Methodology environment (SAFE)
• Experience with risk modeling tools and methodologies
• Knowledge of various architecture frameworks (e.g., TOGAF, etc.)
• General information security certification (e.g., CISSP, CISM, CCSK etc.)
• Technical information security certification (e.g., CEH, GCSA, CCSP, CSK, etc.)
• Experience working with Cloud technologies (e.g. AWS, Azure, GCP)
• Knowledge of modern enterprise and security architectures, their challenges, common approaches to overcome their challenges, and their inherent security strengths and weaknesses
• Knowledge of various platform security tools (e.g., AV, HIPS, firewalls, DLP, etc.)
• Knowledge of various network security tools (e.g., firewalls, NIPS, WIPS, VPN, DLP, etc.)
• Knowledge of various database security tools (e.g., activity monitoring, encryption etc.)
#LI-158487406_MB1
Base Pay Range: $146,100/yr. - $243,400/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Jobs
posted_at: 5 days agoschedule_type: Full-time
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
The Business Support Relationship Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.
Key Responsibilities and Duties
• Establishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.
• Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.
• Facilitates the timely and accurate implementation and delivery of treasury management products and services by proactively interfacing and coordinating with the appropriate business units.
• Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.
• Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and/or services in order to properly assess client needs and discern where currently-enrolled products and services should be modified for the benefit of the client.
• Assist clients and banking business units with complicated support issues in such a manner as to provide an exceptional client experience.
• Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required; 2+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
3IC
Start Date: 20-Mar-2023
End Date: 20-Sep-2023
Travel Required: No
Base Pay Range: $20.00/hr. - $50.00/hr.
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.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
The Business Support Relationship Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.
Key Responsibilities and Duties
• Establishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.
• Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.
• Facilitates the timely and accurate implementation and delivery of treasury management products and services by proactively interfacing and coordinating with the appropriate business units.
• Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.
• Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and/or services in order to properly assess client needs and discern where currently-enrolled products and services should be modified for the benefit of the client.
• Assist clients and banking business units with complicated support issues in such a manner as to provide an exceptional client experience.
• Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required; 2+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
3IC
Start Date: 20-Mar-2023
End Date: 20-Sep-2023
Travel Required: No
Base Pay Range: $20.00/hr. - $50.00/hr.
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.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Jobs
posted_at: 5 days agoschedule_type: Full-time
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 19 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
CW-Contact Center Specialist II
The Contact Center Specialist II is responsible for providing outstanding customer service to TIAA customers. This job answers inbound customer phone calls and works directly with customers to answer their questions. Under moderate supervision, this job strengthens existing customer relationships and assists with the prospecting of new business opportunities.
Key Responsibilities and Duties
• Provides outstanding customer service and supports improvements in operational execution to ensure service levels are achieved and exceeded.
• Responds to a high volume of low complexity general inquiries (e.g., general product and pricing information, billing issues, etc.).
• Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools.
• Escalates/redirects customers to applicable in-house resources as necessary.
• Documents customer feedback and complaints.
• Maximizes cross-sales opportunities through customer profiling techniques.
• Identifies and promotes TIAA products to potential and existing customers.
• Developing in-depth knowledge of organizational products and programs, as well as capabilities of team members within the department.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
2IC
Start Date: 01-May-2023
End Date: 31-Dec-2024
Travel Required: No
Base Pay Range: $17.60/hr. - $18.23/hr.
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.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 19 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
CW-Contact Center Specialist II
The Contact Center Specialist II is responsible for providing outstanding customer service to TIAA customers. This job answers inbound customer phone calls and works directly with customers to answer their questions. Under moderate supervision, this job strengthens existing customer relationships and assists with the prospecting of new business opportunities.
Key Responsibilities and Duties
• Provides outstanding customer service and supports improvements in operational execution to ensure service levels are achieved and exceeded.
• Responds to a high volume of low complexity general inquiries (e.g., general product and pricing information, billing issues, etc.).
• Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools.
• Escalates/redirects customers to applicable in-house resources as necessary.
• Documents customer feedback and complaints.
• Maximizes cross-sales opportunities through customer profiling techniques.
• Identifies and promotes TIAA products to potential and existing customers.
• Developing in-depth knowledge of organizational products and programs, as well as capabilities of team members within the department.
Educational Requirements
• High School Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
2IC
Start Date: 01-May-2023
End Date: 31-Dec-2024
Travel Required: No
Base Pay Range: $17.60/hr. - $18.23/hr.
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.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Jobs
posted_at: 6 days agoschedule_type: Full-time
Financial Services Consultant
TIAA is committed to making financial well-being possible for our participants, our customers, and equally committed to the well-being of its associates, which is demonstrated by hiring both Registered Representatives and unregistered individuals to begin a career in Financial Services here...
Our Financial Services Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether
Financial Services Consultant
TIAA is committed to making financial well-being possible for our participants, our customers, and equally committed to the well-being of its associates, which is demonstrated by hiring both Registered Representatives and unregistered individuals to begin a career in Financial Services here...
Our Financial Services Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether newly registered or experienced Registered Representatives, our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both participant and associate interactions.
The Financial Services Consultant works with TIAA participants to provide education and understanding regarding TIAA financial products and services and assists participants in meeting their long-term financial goals. This is a FINRA Registered job that is responsible for communicating details and providing participant options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual and institutional participants. While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice.
Candidates who do not currently have the Securities Industry Exam (SIE), FINRA Series 6 and/or Series 63 will be provided paid time to study for and take these exams. Study resources are provided. Once all exams are passed, and new hires are successfully registered, they will move to the Financial Services Consultant role and enter an extensive training program to help provide the skills needed to effectively engage TIAA’s participants by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.
Key Responsibilities and Duties
• Offers superior customer service to inbound phone callers by responding to participant requests while assessing participant issues and offering solutions to both identified and unrecognized participant needs.
• Establishes rapport quickly with participant, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.
• Outlines participant options regarding TIAA products and services and explains choices using clear and simple explanations.
• Answers participant questions by communicating TIAA financial plan details and providing further explanation when necessary.
• Executes transactions and service requests on behalf of participant.
• Maintains records of all participant interactions, including inquiries, complaints, actions taken, etc., as well as banking service transactions performed.
• Refers participant to business partners when appropriate to retain and increase client assets.
• Candidates who do not have the SIE, Series 6 and/or 63, must obtain those registrations as a condition of employment within 120 days
• Candidates who do not have the SIE, Series 6 and/or 63 will have a start date that depends on what registrations they have, providing time to obtain these ahead of training
• Training will be provided to ensure our associates are prepared to meet the expectations of the role
• NCC associates will take the Resident Insurance License Exam.
Qualifications
• No Experience Required
• University (Degree), Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
• Start Dates will May 29th.
• Banking, Call Center, Customer Service or Sales experience is desired.
• Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.
• Must be able to successfully complete employment screening, including a Credit Report background check.
Base Pay Range: $19.36/hr. - $32.27/hr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
TIAA is committed to making financial well-being possible for our participants, our customers, and equally committed to the well-being of its associates, which is demonstrated by hiring both Registered Representatives and unregistered individuals to begin a career in Financial Services here...
Our Financial Services Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether newly registered or experienced Registered Representatives, our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both participant and associate interactions.
The Financial Services Consultant works with TIAA participants to provide education and understanding regarding TIAA financial products and services and assists participants in meeting their long-term financial goals. This is a FINRA Registered job that is responsible for communicating details and providing participant options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual and institutional participants. While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice.
Candidates who do not currently have the Securities Industry Exam (SIE), FINRA Series 6 and/or Series 63 will be provided paid time to study for and take these exams. Study resources are provided. Once all exams are passed, and new hires are successfully registered, they will move to the Financial Services Consultant role and enter an extensive training program to help provide the skills needed to effectively engage TIAA’s participants by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.
Key Responsibilities and Duties
• Offers superior customer service to inbound phone callers by responding to participant requests while assessing participant issues and offering solutions to both identified and unrecognized participant needs.
• Establishes rapport quickly with participant, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.
• Outlines participant options regarding TIAA products and services and explains choices using clear and simple explanations.
• Answers participant questions by communicating TIAA financial plan details and providing further explanation when necessary.
• Executes transactions and service requests on behalf of participant.
• Maintains records of all participant interactions, including inquiries, complaints, actions taken, etc., as well as banking service transactions performed.
• Refers participant to business partners when appropriate to retain and increase client assets.
• Candidates who do not have the SIE, Series 6 and/or 63, must obtain those registrations as a condition of employment within 120 days
• Candidates who do not have the SIE, Series 6 and/or 63 will have a start date that depends on what registrations they have, providing time to obtain these ahead of training
• Training will be provided to ensure our associates are prepared to meet the expectations of the role
• NCC associates will take the Resident Insurance License Exam.
Qualifications
• No Experience Required
• University (Degree), Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
• Start Dates will May 29th.
• Banking, Call Center, Customer Service or Sales experience is desired.
• Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.
• Must be able to successfully complete employment screening, including a Credit Report background check.
Base Pay Range: $19.36/hr. - $32.27/hr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Jobs
posted_at: 5 days agoschedule_type: Full-time
Client Services Manager II
The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is responsible for increasing consistency and quality of TIAA service as it relates to... administrative efficiency, operational transactions, and products
Client Services Manager II
The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is responsible for increasing consistency and quality of TIAA service as it relates to... administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program. This role is critical to maintaining the client relationship, increasing plan efficiencies, growth in premium and transfers-in, new account acquisition, and asset retention.
Key Responsibilities and Duties
• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• Serves as the primary administrative point of contact and advocate for assigned institutions.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Proactively brings data driven insights to integrated team and institutional clients.
• Responds to customers' inquiries and manage issues that arise with specific products and services.
• Deepens relationships with plan sponsors, HR partners, and internal support teams.
• Works with business partners to implement business plans and structured communication process and activities that deliver on business goals.
• Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7IC
#LI-KR1
Base Pay Range: $58,700/yr. - $97,900/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is responsible for increasing consistency and quality of TIAA service as it relates to... administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program. This role is critical to maintaining the client relationship, increasing plan efficiencies, growth in premium and transfers-in, new account acquisition, and asset retention.
Key Responsibilities and Duties
• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• Serves as the primary administrative point of contact and advocate for assigned institutions.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Proactively brings data driven insights to integrated team and institutional clients.
• Responds to customers' inquiries and manage issues that arise with specific products and services.
• Deepens relationships with plan sponsors, HR partners, and internal support teams.
• Works with business partners to implement business plans and structured communication process and activities that deliver on business goals.
• Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7IC
#LI-KR1
Base Pay Range: $58,700/yr. - $97,900/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
via TIAA Careers
posted_at: 1 day agoschedule_type: Full-time
Wealth Management Advisor
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment... advice for clients as well as recommend value-added products
Wealth Management Advisor
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment... advice for clients as well as recommend value-added products and services.
Key Responsibilities and Duties
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
• The WMA is expected to build and maintain a book of business and maintain annual sales targets.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 5+ Years Required; 7+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
8IC
Base Pay Range: $92,000/yr. - $110,000/yr.
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).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment... advice for clients as well as recommend value-added products and services.
Key Responsibilities and Duties
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
• The WMA is expected to build and maintain a book of business and maintain annual sales targets.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 5+ Years Required; 7+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
8IC
Base Pay Range: $92,000/yr. - $110,000/yr.
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).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
via TIAA Careers
posted_at: 13 hours agoschedule_type: Full-time
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at
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 business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
CW-Accountant I
The Accountant I provides timely and accurate financial record keeping and reporting as directed by management. This job is responsible for assisting with the preparation of journal entries, financial statements and participating in closing processes. Under close supervision, this job performs a variety of clerical and routine accounting activities in accordance with accounting principles and standards to ensure that the company is in compliance with all relevant regulations, laws, and reporting requirements.
Key Responsibilities and Duties
• Assists with the preparation of balance sheet and profit and loss statements, consolidated financial statements, and other accounting schedules and reports in accordance with all relevant regulations, laws, and reporting requirements.
• Assists with the preparation of journal entries and account reconciliations in accordance with all relevant regulations, laws, and reporting requirements.
• Supports monthly and quarterly close and consolidation processes, ensuring timely completion and accuracy.
• Maintains accounting statements, reports, GL accounts, cost revenue reports, balance sheets, and / or bank statement reconciliations in order to contribute to the smooth functioning of Accounting processes.
• Checks accuracy of invoices and other accounting documents or records including detailing financial business transactions (e.g., invoice approvals, disbursements, expense vouchers, and wire payments).
• Contributes to research on the impacts of new accounting standards, reporting requirements, and regulatory standards on existing and new transaction accounting regulations.
Educational Requirements
• Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
Primary characteristics
Assist in timely preparation and posting of daily cash postings, account reconciliations, accounting research and variance analysis for assigned division.
Essential functions
• Assist with daily cash posting ACH\Wire
• Assist with clearing Suspense
• Prepare and post journal entries for daily and month end close activities
• Monitor, maintain and reconcile Suspense general ledger accounts; clear oustanding items as required
• Assist with special projects
• Processing refunds
• Cross train on various accounting functions within the department
• Research outstanding unidentied checks/ACH/Wires
• Assist in Dispositions
Knowledge, skills, and ability requirements
• Strong spreadsheet and analytical skills
• Strong interpersonal skills
• Ability to work with some supervision in a fast-paced, growth environment
• Ability to prioritize work and meet deadlines
• Good written and verbal communication skills
• Detail oriented
• Self-starter
• Proficient with Microsoft Office products (Excel, Word, Outlook)
• Pro-active
• Team player
• Ability to multi-task
Training and experience
• High school diploma or GED required
• Accounting, finance or business related degree preferred
• Banking and / or mortgage industry experience preferred
#LI-MS1
Start Date: 01-Mar-2023
End Date: 01-Mar-2024
Travel Required: No
Base Pay Range: $30.71/hr. - $33.93/hr.
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.
_____________________________________________________________________________________________________
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
This role... will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.
The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success
CW-Accountant I
The Accountant I provides timely and accurate financial record keeping and reporting as directed by management. This job is responsible for assisting with the preparation of journal entries, financial statements and participating in closing processes. Under close supervision, this job performs a variety of clerical and routine accounting activities in accordance with accounting principles and standards to ensure that the company is in compliance with all relevant regulations, laws, and reporting requirements.
Key Responsibilities and Duties
• Assists with the preparation of balance sheet and profit and loss statements, consolidated financial statements, and other accounting schedules and reports in accordance with all relevant regulations, laws, and reporting requirements.
• Assists with the preparation of journal entries and account reconciliations in accordance with all relevant regulations, laws, and reporting requirements.
• Supports monthly and quarterly close and consolidation processes, ensuring timely completion and accuracy.
• Maintains accounting statements, reports, GL accounts, cost revenue reports, balance sheets, and / or bank statement reconciliations in order to contribute to the smooth functioning of Accounting processes.
• Checks accuracy of invoices and other accounting documents or records including detailing financial business transactions (e.g., invoice approvals, disbursements, expense vouchers, and wire payments).
• Contributes to research on the impacts of new accounting standards, reporting requirements, and regulatory standards on existing and new transaction accounting regulations.
Educational Requirements
• Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
Primary characteristics
Assist in timely preparation and posting of daily cash postings, account reconciliations, accounting research and variance analysis for assigned division.
Essential functions
• Assist with daily cash posting ACH\Wire
• Assist with clearing Suspense
• Prepare and post journal entries for daily and month end close activities
• Monitor, maintain and reconcile Suspense general ledger accounts; clear oustanding items as required
• Assist with special projects
• Processing refunds
• Cross train on various accounting functions within the department
• Research outstanding unidentied checks/ACH/Wires
• Assist in Dispositions
Knowledge, skills, and ability requirements
• Strong spreadsheet and analytical skills
• Strong interpersonal skills
• Ability to work with some supervision in a fast-paced, growth environment
• Ability to prioritize work and meet deadlines
• Good written and verbal communication skills
• Detail oriented
• Self-starter
• Proficient with Microsoft Office products (Excel, Word, Outlook)
• Pro-active
• Team player
• Ability to multi-task
Training and experience
• High school diploma or GED required
• Accounting, finance or business related degree preferred
• Banking and / or mortgage industry experience preferred
#LI-MS1
Start Date: 01-Mar-2023
End Date: 01-Mar-2024
Travel Required: No
Base Pay Range: $30.71/hr. - $33.93/hr.
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.
_____________________________________________________________________________________________________
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
via TIAA Careers
posted_at: 21 hours agoschedule_type: Full-time
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as... recommend value-added products and services.
During
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as... recommend value-added products and services.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 5+ Years Required; 7+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
8IC
Base Pay Range: $92,000/yr. - $110,000/yr.
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).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 5+ Years Required; 7+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
8IC
Base Pay Range: $92,000/yr. - $110,000/yr.
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).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here Show more details...
via TIAA Jobs
posted_at: 5 days agoschedule_type: Full-time
Events Management
The Event Manager is responsible for planning and execution of the logistics and attendee experience for both internal and external events and conferences. This person interfaces with the client marketing and sales teams and is responsible for understanding the strategy put forth by those teams. This person will work with the Lead Planner to plan and execute exceptional client... events and internal events.
Key Responsibilities
Events Management
The Event Manager is responsible for planning and execution of the logistics and attendee experience for both internal and external events and conferences. This person interfaces with the client marketing and sales teams and is responsible for understanding the strategy put forth by those teams. This person will work with the Lead Planner to plan and execute exceptional client... events and internal events.
Key Responsibilities and Duties
• Responsible for planning and execution of logistics and attendee experience for events.
• Gains understanding of go-to-market plan and manages events to ensure support of that plan.
• Personally manages some events and supports events managed by other team members.
• Demonstrates a dedication to delivering a positive experience for attendees, business partners and team members.
• Engages in all aspects of event planning and execution, including onsite management.
• Dynamically manages workload and priorities on a day-to-day, hour-to-hour basis to ensure all project requests are met and effectively prioritized, despite a heavy workload.
• Works with high degree of urgency on tasks and is highly responsive to partner requests at all levels.
• Prioritizes success metrics/KPIs and ensures all relevant data is captured and shared with measurement team.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7IC
Preferred Skills
• Demonstrated track record in event planning
• Venue sourcing
• Speaker prep
• Food & Beverage, Room Block/Hoteling management
• Transportation booking and management
• Creation of invitations and event communications
• CVENT experience and/or related event management tool
• Understanding of AV requirements
• Excellent interpersonal, oral, and written communication skills
• Budget creation and management
• Ability to dynamically manage multiple projects at once, including frequent unexpected requests, with efficiency, urgency, and patience
• Ability to collaborate with partners to foster a positive and supportive environment
• Expectation of extensive travel up to 25% and extended hours while on site, inclusive of Hybrid Flex schedule
#LI-KG1
Base Pay Range: $70,400/yr. - $117,400/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
The Event Manager is responsible for planning and execution of the logistics and attendee experience for both internal and external events and conferences. This person interfaces with the client marketing and sales teams and is responsible for understanding the strategy put forth by those teams. This person will work with the Lead Planner to plan and execute exceptional client... events and internal events.
Key Responsibilities and Duties
• Responsible for planning and execution of logistics and attendee experience for events.
• Gains understanding of go-to-market plan and manages events to ensure support of that plan.
• Personally manages some events and supports events managed by other team members.
• Demonstrates a dedication to delivering a positive experience for attendees, business partners and team members.
• Engages in all aspects of event planning and execution, including onsite management.
• Dynamically manages workload and priorities on a day-to-day, hour-to-hour basis to ensure all project requests are met and effectively prioritized, despite a heavy workload.
• Works with high degree of urgency on tasks and is highly responsive to partner requests at all levels.
• Prioritizes success metrics/KPIs and ensures all relevant data is captured and shared with measurement team.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7IC
Preferred Skills
• Demonstrated track record in event planning
• Venue sourcing
• Speaker prep
• Food & Beverage, Room Block/Hoteling management
• Transportation booking and management
• Creation of invitations and event communications
• CVENT experience and/or related event management tool
• Understanding of AV requirements
• Excellent interpersonal, oral, and written communication skills
• Budget creation and management
• Ability to dynamically manage multiple projects at once, including frequent unexpected requests, with efficiency, urgency, and patience
• Ability to collaborate with partners to foster a positive and supportive environment
• Expectation of extensive travel up to 25% and extended hours while on site, inclusive of Hybrid Flex schedule
#LI-KG1
Base Pay Range: $70,400/yr. - $117,400/yr.
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).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being Show more details...
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