Intern - Retirement Solutions and Wealth Management

Retirement Solutions, Wealth Management

Posted on 10/7/2025

TIAA

TIAA

Compensation Overview

$22 - $30/hr

+ Incentive Program

Frisco, TX, USA + 1 more

More locations: Charlotte, NC, USA

In Person

Intern

Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring:

  • Comprehensive training modules
  • Executive speaker series
  • Educational workshops
  • Mentorship programs
  • Cohort-based learning experiences

This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.


Key Roles and Duties

  • Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes
  • Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making
  • Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams
  • Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives
  • Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory
  • Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions
  • Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape


Educational Requirements:

  • Currently enrolled in a degree-seeking program pursuing a Bachelor's or Master's degree


Additional Requirements:

  • Expected Graduation date between December 2026– June 2028
  • Minimum GPA of 3.0


Physical Requirements:

  • Sedentary Work


Career Level
2IC

Summer interns will work on an exciting mix of strategically-aligned challenging assignments and projects that help drive the achievement of the organization's strategy and mission. Managers and colleagues will work side by side with summer interns to ensure development and learning. Candidates can expect to gain an understanding of TIAA and the Financial Services industry, as well as have opportunities to explore various aspects of our client facing business. Successful summer interns will have the opportunity to apply for a full-time position in the highly competitive Retirement & Wealth Rotational Program.

Interns will have the opportunity to utilize their classroom learning in the workplace and learn new skills through hands on experiences and programming. Interns will be assigned developmental roles in an area of Retirement Solutions or Wealth Management. Additionally, rising seniors will have the opportunity to participate in the Security Industry Essentials (SIE) prep program, which will provide participating interns the chance to take the SIE exam at the end of the program.

Retirement Solutions:

Retirement Solutions Distribution Teams (Sales, Institutional Relationship Management, Retirement Advice & Consulting) - An intern would support these teams that are responsible for delivering best-in-class, end-to-end Retirement Experiences to our clients. This includes delivering exceptional outcomes for institutions, consultants, and individual participants.

Retirement Solutions Chief Operating Office (COO): An intern would support the COO team with their responsibilities including operational functions, enhancing & optimizing processes, skills, acumen, and tools & ensuring efficient workflows. This organization includes the following teams: Recordkeeping Strategy &Transformation, Retirement Business Controls, Retirement Sales Enablement, Client Transitions, and Communication & Engagement Services.

Retirement Solutions Chief Administrative Office (CAO): An intern would support the CAO team with their responsibilities for the management of the Retirement Solutions strategic planning & administrative functions, supporting the Retirement Solutions CEO, and to enable performance & productivity while fostering a positive organizational culture. This organization includes the following teams: Chief of Staff, Business Management, Retirement Strategy & Execution, TIAA Retirement Advice & Consulting (TRAC) Strategy & Consultant Support, and Retirement Solutions CEP Support.

Wealth Management:

Wealth Distribution - An intern would supports the client-facing, sales enablement, and business management teams within the Wealth Distribution organization.

Wealth Chief Operating Office - An intern would support one of several functions in Wealth Management, including: Products and Solutions, Operations and Services (including the Trust business), Regulatory Supervision and Oversight, Strategy and Business Enablement, as well as the Chief Investment Office for managed accounts.

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

Anticipated Posting End Date:

2025-10-18Base Pay Range: $22.00/hr - $30.00/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: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

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

Privacy Notices

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.