Associate Client Portfolio Specialist

Associate Client Portfolio Specialist
The Associate Client Portfolio Specialist supports the Corporate Retirement Solutions team, Client Portfolio Managers, Product Managers, and firm-wide distribution teams under regular guidance from senior staff. This early career role provides foundational exposure to financial, investment, and annuity product concepts related to existing lifetime income products. The focus is on developing basic acumen in areas such as Defined Contribution plans, insurance product features, investment theory, and actuarial assumptions. The associate completes assigned tasks under the direction of more senior client-facing, product management, and investment-oriented associates.

Key Responsibilities and Duties

• Assists Client Portfolio Managers and other team members in preparing for and performing their roles in respect of new business development efforts, sales enablement, and ongoing client support.

• Participates in new product development and new client opportunity initiatives for lifetime income and related offerings by developing a growing understanding of investment methodology, asset allocation strategies, actuarial assumptions, and insurance product features.
• Provides primarily behind-the-scenes support to Client Portfolio Managers, Product Managers, and distribution personnel.
• Performs research and quantitative and qualitative analysis to help report product performance to internal constituents. Builds internal presentation and analysis materials.
• Maintains data and statistics necessary for marketing documents and other demonstrations of value. Handles routine recurring tasks and coordinates organization of relevant artifacts.
• Helps develop, review, and edit marketing documents (e.g. pitch decks), maintains Request for Proposal responses, responds to industry surveys.
• Compiles key performance metrics and operational data for review by management, following established reporting formats and processes.
• Addresses, or provides support to more senior associates to address, general inquiries from internal partners, clients, prospects, and intermediaries.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Career Level
5IC

• 1- 2 years of related experience and/or relevant coursework or internship experience preferred

Related Skills

Adaptability, Analytical Skills, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Data-Based Decision Making, Go-To-Market, Influence, Innovation, Market/Industry Dynamics, Problem Solving, Product Design, Product Development, Product Management, Product Requirements, Relationship Management, TIAA Products/Services Acumen

Anticipated Posting End Date:

2026-10-28

Base Pay Range: $80,000/yr - $110,000/yr

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

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

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

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

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

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

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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

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

For Applicants of TIAA Global Capabilities, click here.

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

About Us

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

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