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TIAA

Sr. Tech Lead - Meeting Efficiency and Quality Platform

Dallas, TX, United States
Iselin, NJ, United States
NY, United States

$139,000 to $205,000 USD / year

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Job details

Pay: $139,000 to $205,000 USD / year
Apply by: Nov 9, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

TIAA is seeking a Senior Technical Lead to own the technology direction for the Meeting Efficiency and Quality platforms – the Salesforce-based experience that guides a participant and a consultant/advisor through the full advice journey: scheduling, pre-meeting preparation, the live meeting, and post-meeting follow-up. You will lead the engineering of the capabilities that power this journey, including the Salesforce Meeting Scheduler, the AI Meeting Prep Summary, the in-meeting Digital Assistant, and automated Conversation Capture.

This is a hands-on technical leadership role. You will lead the integrations that connect the advice experience to communication platforms (Zoom and Genesys) and to TIAA’s core advice systems. You will be the senior technical point of contact across product, UX, and downstream engineering teams, and will mentor developers and admins delivering on the platform.

Who You Will Support

Consultants and Advisors in TRAC and Wealth Management – the primary users of the AI Meeting Prep Summary, Digital Assistant, and Conversation Capture capabilities during participant meetings.
Participants – who schedule and prepare for meetings through the MyTIAA Meeting Scheduler and receive post-meeting summaries.
TRAC and Wealth business leaders – who rely on consultant-availability intelligence and meeting-demand insights to manage capacity and forecast demand.
Product, UX, and Advice Technology partners – translating requirements (e.g., Digital Assistant data access and feedback mechanisms) into a scalable technical design.

Key Responsibilities and Duties:

Own the end-to-end technical architecture for the platform across the scheduling, pre-meeting, meeting, and post-meeting phases.
Lead the design and delivery of Salesforce capabilities – Meeting Scheduler, AI Meeting Prep Summary, Digital Assistant, and Conversation Capture – balancing out-of-the-box configuration with custom development.
Lead the integration strategy connecting Salesforce with communication tools (Zoom and Genesys) for meeting delivery, telephony, and conversation data, and with TIAA advice systems for participant, household, and portfolio data.
Define and govern the data model and integration patterns that let the Digital Assistant securely query participant data across objects and systems (including custom actions beyond OOTB relationship-level queries).
Set engineering standards for security, privacy, auditability, and compliance given the sensitivity of participant financial and advice data.
Partner with product and UX to shape requirements into technical plans, provide level-of-effort estimates, and recommend implementation options.
Provide technical leadership and mentorship to Salesforce developers, admins, and integration engineers; lead code review and solution design.
Drive the roadmap for AI/LLM-assisted features (meeting prep, in-meeting assistance, conversation summarization) and the feedback mechanisms that improve them over time.
Support the delivery of business intelligence that helps leaders monitor consultant capacity and meeting-demand trends.
Troubleshoot production issues across the Salesforce stack and its integrations, and lead continuous improvement of reliability and performance.

Educational Requirements

University (Degree) Preferred

Work Experience

8+ Years Required; 10+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 10PL

Required Experience

8+ years in software engineering with 3+ years in a technical lead or lead-architect role delivering enterprise platforms.
Hands-on expertise with the Salesforce platform – configuration and custom development (Apex, Lightning Web Components, Experience Cloud), data modeling, and platform security/sharing model.
Experience leading enterprise integrations between Salesforce and external systems using REST/SOAP APIs, platform events, and middleware/ETL patterns.
Technical leadership experience: architecture ownership, estimation, solution design, code review, and mentoring of engineers and admins.
Experience working in Agile delivery with product and UX partners, and communicating technical options clearly to non-technical stakeholders.

Preferred Experience

Relevant Salesforce certifications (e.g., Platform Developer I/II, Application or System Architect, Salesforce Scheduler accredited professional).
Hands-on integration experience with communication/collaboration or contact-center platforms – specifically Zoom and/or Genesys (telephony, meetings, or conversation data).
Direct experience delivering the Salesforce Scheduler / Meeting Scheduler capability or equivalent.
Experience with Salesforce Agentforce or other AI/LLM-assisted capabilities, including agent-style assistants and conversation summarization.
Experience implementing or integrating a Digital Assistant / conversational AI that queries CRM data via custom actions beyond out-of-the-box capabilities.
Experience in financial services, wealth management, or retirement/advice platforms, and familiarity with the consultant/advisor workflow.
Experience with Genesys Cloud CX agentic capabilities and/or Zoom meeting and conversation APIs.
Strong grounding in security, data privacy, and compliance for sensitive customer/financial data, including auditable and governed data access.

Related Skills

Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development

Anticipated Posting End Date:

2026-11-09

Base Pay Range: $139,000/yr - $205,000/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).

_____________________________________________________________________________________________________

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: accessibility.support@tiaa.org

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.

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More about this job

Skills

Salesforce
Communication skills
Zoom
TRAC
Scheduling
Blueprints
Leadership
Business intelligence
Troubleshoot
Process improvement
Data modelling
Data engineering
Estimating
Coaching
Agile
Collaboration
Workflow
CI/CD
Data analysis
Debugging
DevOps
Problem solving
Software development
Sales

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