The Senior Solution Consultant engages with clients to demonstrate how ONESOURCE can improve corporate tax processes. Responsibilities include conducting needs analysis, offering customized software solutions, and collaborating with sales teams to optimize tax compliance strategies.

The Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their landscape, and propose tailored solutions. Responsibilities include building long-lasting relationships and communicating complex financial solutions effectively while ensuring necessary licenses are obtained within a specific timeframe.