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Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client., • Giving and receiving constructive feedback are hallmarks of your character., • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star., • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth., • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning., • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic., • The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation., • Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills., • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients., • Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions., • All licenses and registrations must be obtained within 120 days from start date., • University (Degree) Preferred, • 2+ Years Required; 3+ Years Preferred, • SRC Indicator: Series 7; Series 63; Series 65; Series 66, • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days, • Physical Requirements: Sedentary Work, • 2+ years of financial services experience., • Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date., • 3+ years of financial services experience., • Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. 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 2026-11-30 $71,300/yr - $80,500/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). 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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. 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 pathwaysbecause when our people succeed, our impact on clients' lives grows stronger. 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. 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. 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 TIAA maintains a drug-free and smoke/free workplace. 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.

Job Description K-12 Program Manager About Historic Hudson Valley (HHV): Historic Hudson Valley is a Westchester-based cultural non-profit that welcomes visitors to four National Historic Landmarks. The Education department of HHV offers an array of school programs, public tours and programs, and digital offerings for audiences that include K-12 teachers and their students; families seeking weekend leisure activities; and a diverse array of heritage tourists. HHV has a national reputation for groundbreaking on-site interpretation and award-winning digital content in the content areas of Northern colonial and New Nation enslavement, regional women’s history, and storytelling. In conjunction with Education department leadership, the K-12 Program Manager is responsible for the planning, prototyping and execution of high-quality, inclusive K-12 educational programs, (both in-person and digital), content, and hands-on activities for HHV’s historic sites; leading scheduled onsite and virtual field trips; building relationships with schools and conducting outreach to teachers; leading HHV staff training in K-12 resources; facilitating teacher professional development; and supporting Education department public programs. About the Job: The K-12 Program Manager works in conjunction with Education colleagues to research, develop, and implement content and programs for K-12 educators and students. Responsibilities include but are not limited to: · Under the direction of the Director of Education, leading the planning, prototyping and delivery of high-quality, inclusive field trips and hands-on activities for Sunnyside and Philipsburg Manor and starting in 2028 Van Cortlandt Manor. · Training museum educators in the delivery of on-site field trips; · Overseeing the planning and delivery of teacher professional development workshops and other opportunities for teachers; · Managing the outreach program, including in-classroom visits, for schools and community learning partners, helping to develop and maintain relationships with partner organizations; · Supervising the position of K-12 Program Assistant; · Assisting with HHV’s Educator Advisory Council; · Cultivating educators and community leaders to engage in HHV’s programs and mission; · Working in conjunction with Library and Curatorial colleagues to research and assemble historical and curricular resources for field trips, teacher resources and digital content development; · Contributing to the development of tour scripts, interpretive plans, training manuals and other related materials; · Participating in the design and delivery of audience and school evaluation projects; · Gaining a fluency with the “state of the field” of American slavery studies; · Knowledge of current trends in museum education and K-12 social studies/history instruction; and a fundamental understanding of NYS curricular standards in ELA, social studies/history, and visual arts; · Serving as MOD at HHV sites on a regular basis; · Assisting with the set up and break down of events; and · Other duties as required to advance Historic Hudson Valley’s mission and strategic goals. Requirements: • Classroom teaching experience highly preferred, • Demonstrated experience in museum education (historic house museums preferred) and in teaching complex subjects such as American slavery or women’s history, • Strong organizational and communications skills, • Self-motivated; ability to start a project and see it through to completion, • Initiative, resourcefulness, and creativity, • Great people skills, at ease with visitors and colleagues alike, • Bachelor’s degree in history, education, or a related field; Master’s degree in history, public history or museum studies preferred, • Fluency with Microsoft Office suite, Zoom, and project management tools such as Slack, Basecamp, Google Docs/Sheets, etc. · Ability to speak additional languages a plus • Must be able to arrange or provide for own transportation to and from HHV’s historic sites; please note that public transportation can be difficult in the area We recognize that it is highly unlikely that someone will meet 100% of the qualifications for each role. If much of a job description applies to you, then please apply for the role. More about this job • Combination of office and on-site/outdoor work, • Travel among all historic sites, plus HHV main office, • Occasional moving of event materials (up to 30 lbs.), • Some travel to schools and conferences · Regular weekend and some holiday and evening hours are required • This position is a busy, fast paced job that requires someone who is comfortable walking long distances, up and down stairs, and over uneven outside terrain in all weathers Benefits for this position include: • Employer-sponsored medical benefits., • 401K with Employer-paid contributions., • Paid time off, family leave, and parental leave., • Employer-sponsored life and AD&D insruance., • Other voluntary insurances including: Pet insurance, Hospital indemnity, accident, and critical illness. · Annual salary is $65,000 Employees of Historic Hudson Valley enjoy additional benefits such as a generous discount in the Museum Shop, opportunities to participate in enrichment activities, and free or discounted admission to a variety of museums and historic houses in the area. Historic Hudson Valley values representation and is committed to a workforce that exemplifies acceptance across race, gender, age, ability, religion, and identity. A sense of belonging in our workforce is an integral part of our history and culture; honoring all voices of the past and present is central to our mission and impact. Alternate forms of application will be considered, including video resumes, visual cover letters, or other ways of expressing your qualifications and interest. If you require specific accommodations to complete your application, please contact the Director of Education, Nicole Wallace, at nwallace@hudsonvalley.org. To apply to the position please visit: www.hudsonvalley.org/employment and submit a resume, cover letter, and 500-word writing sample which responds to the following prompt: Historic Hudson Valley is launching a new field trip program for high school students exploring the women's suffrage movement in the Hudson Valley. The Education Department is seeking local school districts to pilot the program during its inaugural year. Imagine you are the K–12 Program Manager responsible for introducing this opportunity to prospective school partners. Write a persuasive introductory letter to a superintendent, curriculum director, or high school principal encouraging their district to participate in the pilot program. Disclaimer: Applicants are expected to submit application materials that are truthful, accurate, and reflective of their own experience, qualifications, and communication abilities. Misrepresentations or fabricated information may result in disqualification from consideration or withdrawal of an offer.