TIAA

2024 Early Talent Rotational Program: Retirement Solutions and Wealth Management


Pay$30.00 / hour
LocationCharlotte/North Carolina
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: R230700502
      Rotational Class 1st Year - TCR
      The Rotational Program Analyst participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job works with financial services technology platforms and tools and learns techniques, disciplines and processes to become more familiar with financial services. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback.

      Key Responsibilities and Duties
      • Gains knowledge across various business functions to help discover which role fits best.
      • Develops skills and gains experience to ensure a successful career at TIAA.
      • Executes project activities by understanding objectives, meeting time lines and communicating results.
      • Assists in preparing information and research materials, including Powerpoint presentations.
      • Researches and gathers documentation as directed by colleagues.
      • Attends required trainings.
      • Shadows multiple office jobs and trains in a variety of function-related tasks.
      • Takes notes during meetings and provides to team members
      • Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges.
      Educational Requirements
      • University (Degree) Preferred
      Work Experience
      • No Experience Required
      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 within 120 Days
      Physical Requirements
      • Physical Requirements: Sedentary Work

      Career Level
      5IC

      TIAA is offering a unique opportunity within our Retirement Solutions business to undergraduate and graduate candidates interested in financial services opportunities. The business area brings together the organizations that serve our clients, including our retirement & retail services, wealth management, and chief customer office into a single business.

      As an Early Talent Rotational Associate in the TIAA Retirement Solutions & Wealth Management Track, you will be tasked with utilizing academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges for a mission driven financial services organization.

      PROGRAM OVERVIEW:

      The TIAA Retirement Solutions & Wealth Management Track offers an exciting mix of strategically aligned assignments, professional development, and the ability to experience many facets of our organization. The environment is client facing, fast-paced, challenging, and full of growth opportunities. Candidates can expect to work with financial services platforms and tools and will learn the techniques, disciplines and processes that deliver the highest quality results to our customers.

      Rotational assignments are employed during the two year rotational program to build cross-functional proficiency. Associates will be required to obtain their SIE prior to the start date, and the FINRA (Series 7 and 66) and Insurance (Life) license within 4 months of the start date.

      PROGRAM HIGHLIGHTS:

      As part of the two year rotational program, you will have the opportunity to experience:

      • A series of rotational experiences across the Retirement Solutions business
      • Unique networking opportunities and access to Senior Leadership
      • Ongoing personal and professional development
      • Intensive financial services and behavioral based training
      • Program begins in June 2024

      ROTATIONAL OPPORTUNITIES:

      You will have the opportunity to work within exciting areas such as:

      • National Contact Center – Participant Services
      • Institutional Client Services
      • Wealth Management Advisory Services

      Qualifications

      REQUIRED SKILLS:

      • Pursuing a Bachelor’s degree
      • Graduation date between August 2023 and June 2024
      • Completed FINRA SIE (required to be completed before the start date)
      • Must have participated in 2023 TIAA Summer Associate Program

      Desired Skills:

      • Leadership skills and a commitment to shared success (i.e. works well in teams)
      • Strong verbal and written communication skills
      • Adapts and embraces change – especially in exciting and fast paced environments
      • High motivation
      • Self-starter
      • Desire to continuously learn
      • Demonstrated ability to prioritize tasks and deliver on commitment

      Related Skills

      Base Pay Range: $30.00/hr. - $31.25/hr.

      Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

      _____________________________________________________________________________________________________

      Company Overview

      TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

      Benefits and Total Rewards

      The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

      Equal Opportunity

      We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

      Read more about the Equal Opportunity Law here.

      Accessibility Support

      TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

      If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

      Phone: (800) 842-2755

      Email: accessibility.support@tiaa.org

      Privacy Notices

      For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

      For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

      For Applicants of Nuveen residing in Europe and APAC, please click here.

      For Applicants of Greenwood residing in Brazil (English), click here.

      For Applicants of Greenwood residing in Brazil (Portuguese), click here.

      For Applicants of Westchester residing in Brazil (English), click here.

      For Applicants of Westchester residing in Brazil (Portuguese), click here.

  • About the company

      The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmenta...

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