TIAA

Coaching and developing client-facing wealth management associates to meet client goals and improve sales practices. | Requires 5+ years of experience in wealth management or financial advising, relevant licenses (Series 7, 63, 65, 66, Life and Health), and strong knowledge of financial planning concepts. | Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities And Duties • Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. • Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. • Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model. • Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. • Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. 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 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-24 Base Pay Range: $160,000/yr - $170,000/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.

Coaching and developing client-facing wealth management associates to deliver comprehensive financial advice and solutions. | Requires 5+ years of experience in financial services, relevant licenses (Series 7, 63, 65, 66, Life and Health), and strong knowledge of wealth management and client engagement. | Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities And Duties • Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. • Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. • Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model. • Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. • Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. 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 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-24 Base Pay Range: $160,000/yr - $170,000/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.

Support business development, investor relations, and co-investment processes for energy infrastructure credit investments. | Requires 3+ years in alternative investments, private credit, or related fields, with knowledge of private fund structures and investor communication. | EIC Business Development / Investor Relations The VP Business Development / Investor Relations ("VP BD/IR") role supports the existing business and growth objectives of Energy Infrastructure Credit ("EIC"), a multi-billion-dollar investment platform which is a strategic initiative of Nuveen. The primary role is to ensure the business is well positioned to meet the substantial growing investor demand for infrastructure private credit opportunities. This role supports business development efforts, various investment product rollouts, and the syndication process for co-investments. The VP BD/IR is expected to have experience in private credit alternative investment strategies with a preference for knowledge of sustainable and/or traditional energy or power. Key Responsibilities and Duties • Support the EIC Investment Strategist in working closely with Nuveen distribution with the business development efforts in support of the investment strategies of EIC. In connection with fundraising initiatives and activities for EIC, this includes attending potential investor meetings and drafting education and marketing presentation materials • Responsible for prompt responses to existing and potential investor information requests and LP communication materials, i.e., RFPs, DDQ documents, quarterly portfolio reports for investors • Support the EIC co-investment process by: (i) working closely with the EIC Investment Strategist and Nuveen distribution on business development efforts related to co-investment syndication (ii) tracking and managing outreach and Q&A, and (ii) working with Nuveen product, legal, and client services on transaction process and documentation. Familiarity with co-investment syndication process and various structures for client access is necessary • Work collaboratively with EIC investment team, Investment Strategist, and VP IR on materials for external use, i.e., gathering information and preparing investor materials in support of fundraising and co-investment process, investment updates, market updates, quarterly investor reports, etc • Track key industry and investment trends in the sustainable energy and broader energy and power markets and assess competitive landscape to identify new opportunities for EIC • Participate in client or prospective client calls and presentations in order to support the EIC Investment Strategist, Nuveen distribution, and institutional clients • Experience and facility with various vehicles to access alternative investment(s): funds, fund of one, SMA, Rate Note Feeder, etc. • Ability to successfully work independently and parallel process projects with general supervision • True team player excited by the idea of building a leading investment platform alongside smart, driven, experienced and collaborative colleagues Educational Requirements • University (Degree) Preferred Work Experience • 3+ Years Required; 5+ Years Preferred Career Level 7IC Required Experience: • 3+ years of direct experience at an asset manager, insurance company or ratings agency. • 3+ years of direct experience with alternatives, structured credit or private debt products. • Familiarity with legal documentation of private funds, co-investments, and other private market structures such as SMAs, Fund of One. • Business, Economics, or related degree. Preferred Experience: • Advanced degree in business, law, math or engineering. • CFA, FRM or CAIA designation(s). • 10+ years of direct experience at an asset manager, insurance company or ratings agency. • Familiarity with regulatory capital considerations across the United States (NAIC), United Kingdom, Europe (Solvency II), Bermuda and local regimes in APAC. • Strong knowledge of private market asset classes, primarily private credit. • Strong interpersonal skills, client management experience, analytical skills, and attention to detail. • Desire to work in a team environment. Related Skills Asset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail-Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement Anticipated Posting End Date: 2025-12-10 Base Pay Range: $175,000/yr - $225,000/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 Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.Visitwww.nuveen.com to learn more about 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 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