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Business Manager, Strategy & Execution
TIAA-CREF
Waltham, MA, United States
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COMPANY OVERVIEW:
As long as there are people who make the world a better place, we’ll keep making a difference for them. Since 1918, it has been TIAA’s mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you’re not just in it for yourself. You are part of something bigger. A collective mission to make a difference – a collective mission we make our own.
To be difference makers.
For more information about TIAA, visit our website.
Position Overview:
TIAA’s Individual Advisory Services (IAS) provides advice and planning services for clients with complex financial needs. IAS is a full service organization, including financial advisory, financial planning, client service, investment management, portfolio management, and estate planning. The Business Management Organization (BMO) within IAS encompasses Strategy, Analytics, Digital Capabilities, Practice Management, Operations, Process Improvement, and Risk Management functions. This team has substantial impact on TIAA’s individual business, driving tangible value for TIAA and its clients.
The Strategy and Analytics team within the IAS BMO provides IAS executives and market leaders with a wide variety of services, including advanced analytics, decision support, internal consulting, strategy development, economic modeling, competitive intelligence, distribution metrics, and practice management. We apply our vast financial services experience, analytical expertise, consulting skills, and business acumen to solve critical problems and create a more efficient and effective wealth management practice at TIAA.
We are looking for a Business Manager to be in charge of strategy coordination, development and execution across IAS’ portfolio of business lines, programs, and projects. Our preferred candidate has previous experience in strategy or consulting, and has a balance of business and technical acumen. The candidate should also have experience implementing business process or technology changes for financial services clients.
Responsibilities:
• Develop and curate IAS Strategy
• Monitor and communicate wealth management industry trends
• Oversee IAS-wide projects and programs across IAS strategic pillars,
• Manage new projects and programs aligned to emerging strategic initiatives including profitability modeling and business case creation.
• Advance data analytics strategy and implementation of new tools to aid leader decision support.
QUALIFICATIONS:
Minimum Requirements:
• Bachelor’s Degree
• 4-6 Years’ Experience
• Strong experience in Wealth Management or Financial Services industries.
• Excellent presentation, communication, and interpersonal skills.
• Superior business and financial acumen.
• Exceptional relationship management and consultative skills to interface with senior leaders.
• Power user of Modeling and Presentation Tools (Excel/PowerPoint).
Desired Qualifications:
• 2+ Years in the Management Consulting Industry in a financial services vertical.
• Master’s Degrees: Business Administration or Finance.