2027 Early Talent Rotational Program: Wealth Management & Advice Solutions - Non-Licensed

TIAA; Charlotte (NC); On-site; USD 80,973,000 - 101,807,000; Full time

Job summary

TIAA in Charlotte, NC invites you to join its Rotational Program in Wealth Management & Advice Solutions (Non-Licensed). You will complete three eight-month rotations over two years, gaining exposure to Chief Administrative Office and other strategic and analytical functions.

The program emphasizes business acumen, client service, and cross-functional collaboration. Ideal candidates have a Bachelor's degree, no experience required, and authorization to work in the United States; anticipated

Qualifications

• Bachelor's Degree is required.
• No experience required.
• Authorization to work in the U.S. without current or future sponsorship.
• Physical requirements: Sedentary work.

Responsibilities

• Build deep understanding of the financial services industry, the regulatory environment, and TIAA's competitive position.
• Contribute to initiatives that inform business decisions, drive measurable outcomes, and enhance client experience.
• Communicate clearly and effectively, building relationships and influencing skills essential to enterprise-level work.
• Gather knowledge across multiple business functions within TIAA Wealth Management & Advice Solutions to help inform your long-term career trajectory.

Skills

Data Analysis

Communication

Problem Solving

Relationship Management

Adaptability

Accountability

Collaboration

Business Acumen

Influence

Market/Industry Dynamics

Education

Bachelor's Degree

Job description

Rotational Program - Wealth Management & Advice Solutions (Non-Licensed)
Rotational Associates can expect to complete three, eight-month rotational assignments over the course of two years within key areas of our Wealth Management & Advice Solutions organization.

Associates will build cross-functional proficiency by learning the techniques, skills and processes that deliver the highest quality results to our customers. Each rotation is designed to improve business acumen and build an overall understanding of TIAA's enterprise strategy. Rotation assignments are determined by a combination of business needs, skills and experience, and the associate's desired career path.

Key Responsibilities and Duties

• Build deep understanding of the financial services industry, the regulatory environment, and TIAA's competitive position.
• Contribute to initiatives that directly inform business decisions, drive measurable outcomes, and enhance client experience.
• Communicate clearly and effectively, building relationships and influencing skills essential to enterprise-level work.
• Gather knowledge across multiple business functions within TIAA Wealth Management & Advice Solutions to help inform your long-term career trajectory.
  

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

• Prior participation in TIAA's Summer Associate Internship Program
• Strong analytical and problem-solving skills, deep curiosity, drive, entrepreneurial mindset, and a passion for client service
• Interest in business strategy, analytics, operations, or product management within financial services
• Overall GPA of 3.0 or better

What you’ll experience:

Rotation 1: Chief Administrative Office

– Your journey begins at the strategic center of the business – the Chief Administrative Office. In this foundational rotation, you'll gain firsthand exposure to how TIAA's Wealth Management & Advice Solutions organization is managed, governed, and driven forward—building the business acumen that will inform every rotation that follows.

Rotations 2 - 4: Where Your Path Takes Shape

–This is where the program comes alive. You'll rotate through key strategic and analytical functions across TIAA's Wealth Management business, gaining hands-on experience that will define your career trajectory.

Rotations May Include:

• Wealth Performance & Analytics – Dive into the data and insights that measure business performance and inform strategic decision-making, building the analytical instincts that separate good strategists from great ones.
• Business Enablement – Get close to the operational backbone of the business, helping ensure the tools, processes, and capabilities that support client-facing teams are running at their best.
• Advice & Experience Product Management – Shape the products and experiences that define how clients interact with TIAA's advice and wealth management offerings, gaining exposure to the intersection of client needs and business strategy.
• Wealth Strategy – Contribute to business planning, helping define the strategic direction of TIAA's Wealth Management & Advice Solutions organization and gaining a rare seat at the table where wealth strategy is shaped.

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

Anticipated Posting End Date:

2026-10-06Base Pay Range: $28.22/hr - $35.53/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).

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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: [phone]

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Drug and Smoking Policy

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

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