TIAA

Provides administrative support and coordinates activities to ensure efficient office functioning. | Requires a high school diploma with no prior experience necessary, Salesforce and wealth management background preferred. | The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels. Key Responsibilities and Duties Maintains office inventory, facilitates supply orders and completes other general office duties. Supports employees with various tasks related to onboarding, appointment setting and travel arrangements. Provides meeting assistance through scheduling, presentation preparation and diligent note taking. Handles various office tasks related to communication and organization. Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments. Educational Requirements High School Preferred Work Experience No Experience Required Physical Requirements Physical Requirements: Sedentary Work Career Level 2IC Preferred Qualifications: Salesforce Experience supporting large teams Experience within wealth management Related Skills Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail-Oriented, Employee Engagement, Executive Presence, Expense Reporting/Management, Organizational Savviness, Prioritizes Effectively, Relationship Management, Travel Expertise Anticipated Posting End Date: 2026-07-18 Base Pay Range: $24.42/hr - $34.42/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Provide strategic business management support including executive projects, event planning, and performance metric analysis. | University degree with 5+ years experience including event planning and data-driven presentations, plus familiarity with AI and technology adoption. | Business Management The Business Management job is responsible for providing strategic support for the assigned business area. While focusing on high level projects, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is considered a subject matter expert in the Business Management area. Key Responsibilities and Duties Acts as a day-to-day technical/functional expert in assigned area and makes decisions on tactical issues that impact the business. Maintains and supports implementation of policies and procedures in support of the business area strategy. Implements process improvements. Analyzes and reports on area data (financial, headcount, etc.) and performance metrics. Supports business management projects by monitoring and tracking risks, issues and action items. Drives and oversees meeting planning in support of business projects and objectives. Influences the development of new strategic initiatives through tracking budgets and milestones. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC This role will support the Retirement CAO team with executive projects, internal events, engagement activities, and general business management activities such as early talent coordination, an ad hoc projects as assigned. Required Qualifications: 2+ years of event planning and culture activation 2+ years of building decks that create a cohesive storyline with data and simplified formatting Desired Qualifications: Experience with technology change and driving adoption to evolving standards, such as AI integration Related Skills Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking Anticipated Posting End Date: 2026-07-17 Base Pay Range: $95,100/yr - $140,000/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. 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. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

Provide strategic business management support for AI strategy including tool adoption, performance analysis, and change management. | University degree with 5+ years experience including 2+ years in AI projects and executive reporting. | Business Management The Business Management job is responsible for providing strategic support for the assigned business area. While focusing on high level projects, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is considered a subject matter expert in the Business Management area. Key Responsibilities and Duties Acts as a day-to-day technical/functional expert in assigned area and makes decisions on tactical issues that impact the business. Maintains and supports implementation of policies and procedures in support of the business area strategy. Implements process improvements. Analyzes and reports on area data (financial, headcount, etc.) and performance metrics. Supports business management projects by monitoring and tracking risks, issues and action items. Drives and oversees meeting planning in support of business projects and objectives. Influences the development of new strategic initiatives through tracking budgets and milestones. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC This role will support the Retirement CAO team with the Retirement AI strategy and execution, including adoption of internal tools, development of new use cases, and execution of best practices. Will support how AI and technology is evolving our workforce, and required change management. May own managing projects within AI portfolio. Required Qualifications: 2+ years of experience on AI related projects, programs, or strategy 2+ years of executive reporting and storytelling Desired Qualifications: Experience with technology change and driving adoption to evolving standards, such as AI integration Related Skills Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking Anticipated Posting End Date: 2026-07-17 Base Pay Range: $95,100/yr - $140,000/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. 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. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

Lead enterprise talent management and leadership development strategies including executive events and organizational effectiveness. | Requires 5+ years experience (7+ preferred) in talent management or leadership development with university degree preferred. | The Senior Director, Talent Management will lead enterprise strategies in the areas of talent management, leadership development, and/or organizational design and effectiveness. At the heart of this role is ownership of TIAA's annual Executive Operating Committee (EOC) Summit - a signature leadership event for our top leaders - as well as additional leadership development events, executive dinners, and quarterly meetings for this same cohort. This role is responsible for designing, implementing, and facilitating initiatives that strengthen TIAA's leadership pipeline, optimize organizational structures, and enhance overall workforce effectiveness. Partnering with People Team and line of business leaders and associates, this role will align initiatives with business objectives to support TIAA's mission and vision. Key Responsibilities and Duties • Design and execute TIAA's annual EOC Summit, a signature leadership event for the organization's top leaders, owning the experience from strategic vision and content design through polished, seamless on-site execution. • Design and execute one or more additional leadership development events annually for the top leaders, ensuring each experience is compelling, relevant, and aligned to TIAA's strategic priorities. • Facilitate executive dinners and quarterly meetings that bring TIAA's top 65 leaders together, fostering connection, alignment, and shared accountability across the group. • Develop and implement enterprise strategies that support leadership development, succession planning, and workforce effectiveness in alignment with business goals. • Design and implement leadership development strategies and programming that energize TIAA's leaders, ensure a strong leadership pipeline, and build a highly skilled workforce. • Enable organizational design and effectiveness initiatives to ensure the business operates effectively and efficiently as it pursues critical business objectives. • Facilitate the success of enterprise talent management approaches such as succession planning, performance management, executive assessment, and human capital planning. • Lead programs such as executive coaching and career development to enhance leadership effectiveness at all levels of the organization. • Partner with senior People Team and line of business leaders to drive strategic initiatives that enhance associates' performance, career mobility, and retention. • Champion TIAA's values, embedding them into talent management, organizational effectiveness, and leadership development strategies. • Facilitate change management, ensuring leader and associate adoption. • Leverage data analytics and workforce insights to track progress, measure the success of initiatives, and inform continuous improvement. • Actively seek out trends, best practices, and emerging technology to continuously innovate TIAA's talent management, organizational effectiveness, and leadership development strategies. Educational Requirements • University (Degree) Preferred Work Experience • 5+ Years Required; 7+ Years Preferred Physical Requirements • Physical Requirements: Sedentary Work Career Level 9IC Related Skills Adaptability, Business Acumen, Change Management, Data-Based Decision Making, Influence, Organizational Design, Organizational Savviness, People-Centered Design Thinking, Relationship Management, Talent Management Anticipated Posting End Date: 2026-05-12 Base Pay Range: $147,000/yr - $198,000/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. ForApplicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Lead and manage client services and operations focusing on channel delivery and innovation in contact center technology. | Requires extensive experience in IT-business interface, contact center technology modernization, team management, and strategic leadership in digital and omni-channel capabilities. | The Managing Director of Channel Delivery & Innovation The Managing Director of Channel Delivery & Innovation manages people, budgets, expenses, processes and tools to align, calibrate and deploy the organization’s technology strategy to enable the business to achieve its goals. Key Responsibilities and Duties This position oversees the relationship/interface between Information Technology (IT) and the business while setting the direction on the vision and strategy for the contact center technology ecosystem. This role has extensive accountability for modernizing the company’s contact center environment, including and not limited to the telephony/cloud infrastructure, artificial intelligence and machine learning in the IVR and Desktop, simplifying the associate desktop to drive efficiency with a great experience, and advancements in our digital and Omni-Channel capabilities. The individual will also be responsible for managing a team of managers, subject matter experts, or multiple teams delivering an initiative, project, service, etc., as well managing/owning certain functions for the NCC and the Enterprise. This role has significant impact on the experiences for TIAA’s 4 million participants, over 1.2 million annual IVR self-service interactions, and over 800 associates servicing retirement and brokerage. Establishing Vision/Strategy Responsible for setting the vision & strategy for how the contact center channels will mature and advance to meet continuously evolving customer & business needs. Identifies and researches new technologies and processes and provides recommendations for acquiring, integrating, extending, customizing and eliminating technology. Technology & Operational Support Identifies improvement opportunities through listening to our customers and associates via feedback channels like Ideas Lab, call listening, and direct customer feedback to provide a “voice” of the NCC. Partners through strong relationships to influence enhancements & solutions enterprise-wide. Accountable as “Chief Product Owner” for IVR, Routing, Associate Desktop, Salesforce and various digital channels such as Live Chat, Automated Assistant, Co-Browse, and productivity Bots. Ownership for Authentication Process within the associate servicing and telephony channel, in close partnership with Risk and Fraud. Additionally provides input to and influences the Digital space. Partner with IT development teams to test and implement enhancements based on business need. IVR oversight and implementation. Business Transformation Accountable to make the case for Strategic Investment to modernize the technology that enables the business and improves the customer experience. Manages the development, implementation and support of technologies to achieve business objectives with a significant focus on transformation activities to modernize the contact center. Accountable for oversight of the NCC Robotics & Automation factories inclusive of process guidance platforms such as Walk Me and Standard Work. Program & Change Management & Execution Acts as Business Execution Lead & Change Execution lead for strategic programs for the Enterprise Program Management Office (EPMO). Accountable to for business case commitments driving outcomes for reduced expenses, revenue, and/or customer experience metrics. Provides leadership and coordination for Program routines including program updates, Stakeholder Forums, and Steering Committees. Relationship Management/IT Liaison Acts as the main point of contact/interface with the IT organization and establishes routines and communication protocols to ensure awareness of changes, escalation of critical issues, and technology strategy alignment. Works with IT to develop schedules and plans for application deliverables. This involves making decisions by considering the strategy commitment, resource needs, business risk, implementation schedules, issue escalation and resolution, and business readiness. Authorized to make decisions on behalf of the business regarding IT remediation approaches, issue escalation and resolution, and related impacts to the business. Partner with technology team to address technical impacts to the business. Continuous Improvement Promotes opportunities for continuous improvement and ensures the availability of resources to accomplish periodic reviews of the current environment to identify areas for improvement in processes, procedures and standards. Retirement and Brokerage Associate Readiness Tools Deliver readiness tools for people, process, regulatory, desktop and other technology changes. Ensure adequate assessment of changes for impacts and readiness needs. Create technology readiness plans, aligning adequate resources and engaging partners to deliver just in time activities to ensure employees are aware and informed in order to answer customer concerns or questions. People Development & Management Fulfills all management responsibilities for a team of Managers and Subject Matter experts (SMEs). Coaches and develops a team by identifying areas of strength and opportunities for improvement, setting and measuring goals, and ongoing performance conversations. Champions a culture of AI/ML by encouraging learning and development and critical thinking to ensure an audit-proof environment Qualifications 10 Years Required University (Degree), Preferred Physical Requirements Physical Requirements: Sedentary Work Preferred Education University (Degree) Career Level 11PL Required: Must have 10 or more years of experience as a Business Integration Manager Must have 7 or more years of experience with IVR/Telephony Platform Salesforce experience Genesys experience Preferred: Experience in Vendor management Experience with Bots and AI/ML Experience in authentication space Salesforce integration and/or implementation experience Related Skills Automation, Business Analysis, Business Process Improvement, Conflict Management, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Financial Risk Management, Problem Solving, Quality Management, Relationship Management, Story Telling, Test and Learn Mentality Anticipated Posting End Date: 2026-04-16 Base Pay Range: $176,000/yr - $247,000/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. 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. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

Lead a team managing financial and commercial aspects of a renewable energy asset portfolio, including budgeting, forecasting, compliance, and coordination with multiple internal and external stakeholders. | Experience in renewable asset financial management, knowledge of investment accounting policies, team leadership, and ability to coordinate cross-functional teams in asset financing and reporting. | Asset Controller The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. Key Responsibilities and Duties • Commercial management of a portfolio of renewable assets (photovoltaic, onshore and offshore wind, batteries, hybrid projects, or any other technology that is suitable for investment within the fund’s investment scope), either under development, construction or operation, across the US. • Management of Commercial and Technical Management Agreement providers. Oversight and enhancement of the asset’s performance. • Coordination and oversight of different workstreams relating to the asset together with other AM departments (including the Fund Finance Team, the Head of Revenues, technical team, development unit), the Investment Team and the Divestment Teams. • Financing of renewable assets, both from a debt as well as tax equity perspective • Oversight and coordination of the preparation of the asset’s budget (alongside internal and external stakeholders) and ongoing actual versus budget appraisal process (monthly). • Update of rolling cash forecasts to identify potential cost overrun or upside, and management of funding of projects in collaboration with the Fund Finance team. • Implementing best in class and validating the monthly closures, invoicing, and payment supervision. In the short term, this will be a hands-on role. • Management of the distributions to investors from the asset perspective and Management of the financing agreements and compliance with all the corresponding undertakings from the project side. • "•Tax oversight across regional portfoliooManage tax advisorsoOversight of asset tax compliance with the support of external contractorsoSupport delivery of asset transfer pricing exercises if applicableoSupport Central team in London with the annual Tax assurance process" • Act as Asset Management Representative in new transactions as part of the Deal Team together with other members of the Asset Management Team and the Investment Team. Educational Requirements • Preferred Work Experience •

Lead and execute integrated marketing plans for state 529 programs, manage client relationships, oversee marketing budgets, and coordinate agency projects. | Requires 5+ years of marketing experience, preferably 7+, university degree preferred, and ability to manage multiple projects and client communications. | Education Savings Marketing (Market Products) This Education Savings Marketing role leads, creates and develops integrated, strategic marketing plans to retain and grow the state 529 programs and optimize contractual marketing spend. This person is responsible for the strategy, brand, program development and execution of the marketing plan for each state client. This role drives digital consumer engagement and experiences and is accountable for deepening client relationship and communicating results/KPI. As a subject matter expert and leader, this person manages large product marketing projects impacting multiple states, business strategies and programs and operates with limited supervision. Key Responsibilities and Duties • Owns strategic marketing planning, development, and execution of state programs. Establishes impactful marketing strategies that align with organizational goals. Monitor KPIs and optimize marketing programs to ensure key objectives are achieved. Evaluate current processes and seek ways to improve and create efficiency. • Lead the development of marketing and promotional materials for the 529 product, including advertising, web, thought leadership content, and sales collateral. • Plan and manage implementation of multi-channel marketing campaigns in support of the state 529 education savings program. • Conduct market research, including market trends, consumer behavior, and competitive analysis, on key demographic audiences. • Perform state client management responsibilities including collaboration of marketing planning, strategy development and client communication of results reporting. Frequent client communication of results, budget, and project updates (weekly.) • Manage agency projects with digital, PR and marketing agencies. Provide oversight of agency results, activities, and deliverables. Ensure proper agency risk management is completed. • Manage and is responsible for the state contractual marketing budget. Administer expenditure reports to ensure the state marketing budget is on track for the year. • Manage multiple projects simultaneously across a broad range of functions and channels with colleagues across Ed Savings and various business partners. Educational Requirements • University (Degree) Preferred Work Experience • 5+ Years Required; 7+ Years Preferred FINRA Registrations • SRC Indicator: NRF Physical Requirements • Physical Requirements: Sedentary Work Career Level 8IC

Lead and develop a team of Wealth Advisor Consultants to build sustainable growth through relationship management, strategy execution, and operational oversight. | Requires 5+ years of experience, university degree preferred, and mandatory FINRA securities registrations. | The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic growth through both virtual meeting settings and in-person engagement. The Divisional Director partners with leaders of internal teams and partner firms to best position the organization. This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager for the team. Key Responsibilities and Duties • Leads a team of Wealth Advisor Consultants across all channels to build and maintain relationships with financial advisors, focusing on retention as well as sustainable, organic growth. • Positions the organization for long-term success by identifying key trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and robust solutions. • Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor Consultant teams are effectively utilizing them to understand the client-value segments. • Champions the strategic initiatives of wealth advisory services throughout the organization. • Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results. • Oversees management of daily operations and responsibilities within the division, including budget and expense management and CRM system utilization. • Communicates with and influences organizational stakeholders and team members to ensure strict adherence to compliance. • Manages and develops performance of team by leading learning opportunities, providing regular, timely feedback and participating in one-on-one discussions, as well as the formal review process in order to ensure delivery of strategic initiatives, and to foster the engagement, motivation and development of team. 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; Series 24 Physical Requirements • Physical Requirements: Sedentary Work Career Level 9PL

Manage vendor risk lifecycle activities including risk assessment, due diligence, monitoring, and reporting to ensure compliance with third-party risk policies. | Requires 2+ years of vendor or operational risk management experience, a bachelor's degree preferred, and certifications like CTPRP or CRVPM are a plus. | The Vendor Program Senior Analyst job is responsible for building relationships with vendors and third-party service providers, ensuring that they comply with the organization's third-party risk management policies, procedures, and regulations. This job also identifies and evaluates potential vendors and assesses their suitability for the organization's needs. Working under moderate supervision, this job guides business partners and other stakeholders in completing program requirements, maintains the program and procedures, and understands regulatory requirements to ensure compliance. Key Responsibilities And Duties • Drives performance and conducts oversight of vendor risk management lifecycle activities including risk assessment, due diligence, ongoing monitoring, issues management, and termination • Oversees activities related to the vendor management program framework, training, tools, and systems to ensure compliance • Reviews and configures data to ensure quality and accuracy of inputs into the vendor management systems • Performs analysis for program reporting and metrics and provides audit and regulatory responses as needed. • Assists in vendor issue disposition and resolution • Coordinates with other stakeholders including but not limited to sourcing, control partners, and risk partners to ensure smooth collaboration with vendors • Escalates issues or delays to management as needed • Coordinates with business unit owners and control partners to prepare and present vendor due diligence results to the Supplier Risk Governance Committee as needed Educational Requirements • University (Degree) Preferred Work Experience • 2+ Years Required; 3+ Years Preferred Physical Requirements • Physical Requirements: Sedentary Work Career Level 6IC Required Qualifications: • 2+ years’ experience with vendor risk or operational risk management, audit, or compliance Preferred Qualifications: • 3+ years’ experience with vendor risk or operational risk management, audit, or compliance • Bachelor’s Degree in business, legal, or other related discipline • Masters / Advance Degree in business, legal, or other related discipline • Certified Third-Party Risk Professional (CTPRP) or Certified Regulatory Vendor Program Manager (CRVPM) • Knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint • Experience with Coupa Risk Assess system preferred • Knowledge of third party and risk management processes and methodologies preferred Related Skills Accountability, Communication, Critical Thinking, Due Diligence, Executive Presence, General Risk Management, Influence, Negotiation, Relationship Management, Supplier Performance Management, Vendor / Partner Management Anticipated Posting End Date: 2025-09-23 Base Pay Range: $59,800/yr - $83,000/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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Benefits And Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. , Preferred Qualifications: • 3+ years’ experience with vendor risk or operational risk management, audit, or compliance • Bachelor’s Degree in business, legal, or other related discipline • Masters / Advance Degree in business, legal, or other related discipline • Certified Third-Party Risk Professional (CTPRP) or Certified Regulatory Vendor Program Manager (CRVPM) • Knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint • Experience with Coupa Risk Assess system preferred • Knowledge of third party and risk management processes and methodologies preferred

Coordinate service tasks including work distribution, support for representatives, quality control, and compliance with regulatory requirements. | High school preferred, no experience required but 2+ years preferred, and FINRA registration indicator NRF. | The Senior Service Coordinator job uses knowledge of replacement transactions to conduct reviews and potentially remediate enrollments for all jurisdictions. This position requires a high level of accuracy, collaboration with sales and operations, and occasional interaction with clients and agents. Key Responsibilities and Duties • Assist team manager with work distribution, monitoring queues, and ensuring team is positioned to meet service level agreements (SLAs). • Provide day-to-day support for registered representatives. • Assist team manager with report creation and distribution for team productivity and quality. • Primary point of contact for remediation questions and process, and Internal Audit requests. • Assist new team members on all aspects of team procedures. • Provide User Acceptance Testing (UAT) for new processes and procedures as required. • Perform quality control (QC) on peers work and provide constructive feedback. • Utilize Unified Workflow (UW), Unified Desktop (UD), and Case Manager to route and review work. • Ensure all regulatory requirements are met, including compliance with responding to alternate carriers and preparing client notifications within regulatory timeframes. • Recommend technology and process advancements that increase effectiveness and efficiency. Educational Requirements • High School Preferred Work Experience • No Experience Required; 2+ Years Preferred FINRA Registrations • SRC Indicator: NRF Physical Requirements • Physical Requirements: Sedentary Work Career Level 3IC