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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Boston, Massachusetts

Salary: $294K - $363K

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA, formerly TIAA-CREF), is a Fortune 100 financial services organization that is a provider of financial services in the academic, research, medical, cultural and governmental fields. TIAA serves over 5 million active and retired employees participating at more than 15,000 institutions and has $1 trillion in combined assets under management with holdings in more than 50 countries.

REDWOOD CITY, CA or BOSTON, MA

Chief Investment Officer

Position Summary:
Reporting into Kaspick’s President, the Chief Investment Officer leads the department responsible for overseeing all investment related activities for individual and institutional clients at TIAA Kaspick. The CIO leads a team of investment professionals, focused on implementing investment strategies that have mid to long term impact on business results and in line with clients’ investment guidelines. The CIO will set the team’s strategic direction, including the organizational design, policies, processes and will chair the Investment Committee. This job is responsible for managing relationships with key clients and providing investment guidance and advice and is seen as a subject matter expert on planned giving and endowment investment management. The CIO works closely with the Senior Leadership team and provides expert counsel on strategic initiatives focused on growing and strengthening the organization’s investment services and capabilities.

Key Responsibilities and Duties

  • Provides oversight and leads the management of all investment-related activities for institutional clients, including, investment policies, investment strategy, asset allocation, manage research and selection, portfolio construction, and tax efficient strategies. Leads the investment research process that determines the make-up of portfolios.
  • Serves as the face of the organization’s investment capabilities to employees, clients and the industry. Actively participates in key client meetings, client events, industry forums and prospecting meetings.
  • Prepares and delivers presentations to clients and their investment committees on performance and strategy.
  • Helps set the firm’s direction as a member of the firm’s senior leadership team.
  • Manages team performance through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and team development.
  • Chairs the Investment Committee.
  • Manages all aspects of the investment team.

Educational Requirements

  • University degree preferred.

Work Experience

  • 8+ years managing planned gift investments and endowments for non-profits required; 10+ years preferred.
  • Deep knowledge of donor/institution relationship and structure to serve our clients and strengthen their planned giving programs.

Base Pay Range: $294,200/yr. – $363,000/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).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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.