2027 Early Talent Rotational Program: Digital & Client Experience

TIAA; Charlotte (NC); On-site; USD 63,000 - 73,000; Full time

Job summary

TIAA is launching the D&CX Rotational Program, a two-year program that pairs senior leadership interaction with real projects and client challenges. Rotational Associates work across Design, Product Management, or CX Strategy and Transformation, applying academic knowledge to real business problems and leveraging AI-enabled analytics to improve client experiences.

You will be mentored throughout, with rotations designed to deepen business understanding and cross-functional collaboration

Qualifications

• Bachelor's degree required.
• Strong problem-solving and communication skills.
• Interest in applying AI tools to design or product work.
• Willingness to learn and adapt in a fast-paced environment.

Responsibilities

• Apply academic knowledge to solve real business challenges.
• Monitor journey health and track KPIs for key experiences, channels and tools.
• Support AI-enabled analytics and automation ideas within tracks.
• Collaborate with journey leads, product managers and cross-functional teams.
• Engage with mentorship and leadership to ensure successful rotations.

Skills

User research

AI in design

Data analysis

Agile

Communication

Collaboration

Education

Bachelor's Degree Required

Tools

Figma

Claude Design

AI tools

Job description

Digital & Client Experience (D&CX) exists to delight TIAA's clients by transforming the company's culture and practices around client centricity, creating confidence and simplicity in every experience we deliver. In support of TIAA's mission to ensure a more secure financial future for all, D&CX brings together three connected disciplines that shape how millions of clients experience TIAA: Experience Design, Experience Product Management, and CX Strategy & Transformation. Together these teams design the digital products and journeys clients use every day, decide which client problems are most worth solving, and drive the research, experimentation, and client-obsessed culture that guide where the organization invests, increasingly powered by data and AI.

The D&CX Rotational Program is a two-year program that pairs senior leadership interaction and cross-business experience with real projects and real client challenges. You will work with financial services technology platforms and tools while learning the techniques, disciplines, and processes that build fluency in both client experience and the financial services industry. Each rotation is designed to deepen your business knowledge and build an overall understanding of the work and our company. You will also be paired with a mentor who provides coaching and feedback along the way to ensure you are successful in this role.

Program Highlights:

As a Rotational Associate in the D&CX Rotational Program, you will apply your academic knowledge, skills, and experience to help solve real business challenges. Over the two-year program, you will work within one of the tracks below through a specifically designed series of rotational assignments, with the opportunity to complete at least one rotation outside your track for cross-business learning and understanding.

Experience Design

Rotational Associates on the Design track help create inclusive process flows, wireframes, and prototypes, applying graphic design, storyboarding, and user testing skills alongside AI-assisted design and research tools. Working as part of a mission team, you will help refine TIAA's user experiences across responsive web and native mobile in support of our multi-year experience strategy.

Product Management

Rotational Associates on the Product Management track provide data-driven analysis of customer behavior across key experiences, channels, and digital tools. You will support journey leads and product managers by monitoring journey health, tracking KPIs, running competitive analysis, and mapping customer experiences to identify friction, contributing AI-enabled and automation ideas along the way.

CX Strategy and Transformation

Rotational Associates on the CX Strategy and Transformation track uncover the reasons behind client behavior by combining research methods, competitive intelligence, and AI-enabled analytics, then turning those findings into experiments that drive measurable change. You will support the full lifecycle of experience improvements by closing feedback loops, resolving client friction, and helping apply AI across the client experience.

Educational Requirements

• Bachelor's Degree Required

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

• Anticipated start date of July 2027
• Must have authorization to work in the U.S., and not require current or future work visa sponsorship to retain authorization to work in the U.S.

Preferred Qualifications:

• Participation in TIAA’s Summer Associate Internship Program
• Bachelor's or master's degree in a related field such as Human-Computer Interaction, Interaction or Digital Media Design, UX/UI or Graphic Design, Human Factors, Cognitive Science, Psychology, Anthropology, Business Administration, Business Analytics, Economics, Information Systems, Computer Science, Data Science, Statistics, Communications, Marketing, Liberal Arts, or another related field.
• Desire to continuously learn and grow professionally.
• Strong problem-solving, critical thinking, and communication skills.
• Interest in applying AI tools to design, product, research, or client‑experience work.
• Innovative mindset with a strong "test and learn" mentality.
• Willingness to embrace change and collaborate to foster team success.
• Commitment to communicating honestly and upholding TIAA's core values
• Internship experience is a plus.

Preferred Qualifications for Design Track

• Foundational skills in design research, journey mapping, design thinking, storyboarding, concept design, prototyping, and production design.
• Familiarity with design and prototyping tools such as Figma, Claude Design, and AI tools.
• Familiarity with user research and usability testing methods.
• Interest in using AI-assisted design and research tools in the design process.

Preferred Qualifications for Experience Product Management (XPM) Track:

• Interest in customer metrics, analytics, and insights, with an eye for product trends.
• Strong organization, initiative, and personal accountability, with comfort navigating ambiguity in a fast-paced environment.
• Comfort with research, documentation, and presentation tools, including PowerPoint.
• Interest in applying AI and data tools to product analysis and decision‑making.
• Familiarity with, or desire to learn, agile methodology.

Preferred Qualifications for CX Strategy and Transformation Track:

• Analytical curiosity, with comfort digging into data to find patterns and understand the "why" behind client behavior.
• Foundational understanding of qualitative and quantitative research methods and data literacy (Excel, Tableau, or similar).
• Interest in learning and applying AI‑enabled tools to client experience work.
• Ability to synthesize information from multiple sources into clear, actionable recommendations for varied audiences.
• Customer empathy, with genuine interest in understanding client pain points and friction.

Related Skills

Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management

Anticipated Posting End Date:

2026-09-29Base Pay Range: $63,000/yr - $73,000/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.

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