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Associate Client Portfolio Specialist at TIAA - ApplyBlast

Associate Client Portfolio Specialist

TIAA

5 days ago

3.6 on Glassdoor

New York, New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate Client Portfolio Specialist supports the Corporate Retirement Solutions team by providing foundational exposure to financial, investment, and annuity product concepts. This early career role focuses on developing acumen in Defined Contribution plans, insurance product features, and investment theory. The position involves behind-the-scenes support for client portfolio managers, product managers, and distribution personnel.

Responsibilities

Support Client Portfolio Managers in new business development and sales enablement
Develop understanding of investment methodology and insurance product features
Perform research and analysis to report product performance to internal constituents

Skills

Qualifications

Life and Health Insurance License (Resident State)

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.