Associate Client Portfolio Specialist

TIAA • Iselin, NJ

2d • $80,000 - $110,000 • Onsite

About The Position

The Associate Client Portfolio Specialist supports TIAA’s 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 associate develops basic knowledge of Defined Contribution plans, insurance product features, investment theory, and actuarial assumptions, and completes assigned work under the direction of more senior client-facing, product management, and investment-oriented associates.

The role provides primarily behind-the-scenes support for new business development, sales enablement, product development, and ongoing client support. Work includes research and quantitative and qualitative analysis, preparation of internal presentations and marketing materials, maintenance of product data and statistics, and compilation of performance and operational metrics. The associate also helps respond to inquiries from internal partners, clients, prospects, and intermediaries.

The preferred education is a university degree. No work experience is required; 1–2 years of related experience and/or relevant coursework or internship experience is preferred. A Life and Health Insurance License for the resident state, covering multiple issuers, is required within 120 days. The posted base pay range is $80,000–$110,000 per year. The role may also include participation in an incentive program, depending on the position. TIAA describes its workplace as a collaborative in-office environment and offers a comprehensive Total Rewards package, including a retirement program and health, wellness, and work-life offerings.

Requirements

• A Life and Health Insurance License in the resident state, covering multiple issuers, is required within 120 days.
• No work experience is required.
• Relevant skills include adaptability, analytical skills, a continuous improvement mindset, critical thinking, customer engagement, data-based decision making, go-to-market, influence, innovation, market and industry dynamics, problem solving, product design, product development, product management, product requirements, relationship management, and TIAA products and services acumen.

Nice To Haves

• University degree preferred.
• 1–2 years of related experience and/or relevant coursework or internship experience preferred.

Responsibilities

• Assist Client Portfolio Managers and other team members with preparation and execution of new business development, sales enablement, and ongoing client support.
• Participate in new product development and new client opportunity initiatives for lifetime income and related offerings.
• Develop understanding of investment methodology, asset allocation strategies, actuarial assumptions, and insurance product features.
• Provide behind-the-scenes support to Client Portfolio Managers, Product Managers, and distribution personnel.
• Conduct research and quantitative and qualitative analysis to help report product performance to internal constituents.
• Prepare internal presentation and analysis materials.
• Maintain data and statistics used in marketing documents and demonstrations of value; handle recurring tasks and organize relevant artifacts.
• Help develop, review, and edit marketing documents such as pitch decks; maintain Request for Proposal responses and respond to industry surveys.
• Compile key performance metrics and operational data for management review, following established reporting formats and processes.
• Address general inquiries from internal partners, clients, prospects, and intermediaries, or support more senior associates in doing so.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Health, wellness, and work-life offerings supporting physical, emotional, and financial well-being.
• Depending on the role, participation in an incentive program linked to performance may be included.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level