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.
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TIAAs Individual Relationships group contains a suite of business lines including Wealth Management, Direct Investing, and TIAA Bank. The Wealth Management unit provides advice and planning services for clients with complex financial needs. Specifically, we offer financial advisory, financial planning, client service, portfolio management, and estate planning to TIAAs highest net worth clients. The Business Management Organization (BMO) within the Wealth Management Group encompasses Strategy, Analytics, Digital Capabilities, Practice Management, Operations, Process Improvement, and Risk Management functions.
The Senior Business Management Specialist will manage diverse business management functions in support of field and sales leadership including: project management, operations, planning, and analysis. We are looking for a senior analyst to be in charge of maintaining and controlling multiple facets of our business management functions and manage a contingent work force
KEY RESPONSIBILITIES AND DUTIES:
-Compensation and Credit Attribution Policy ownership and support for our advisory services
-SME point of contact with TIAA Bank on building integrated process and controls
-Entitlement review and oversight for Field Advisory Services
-CRM Documentation and Activity oversight and process improvement
-ADV Reporting and process ownership
-Contingent Worker Management
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EARLY TALENTStart your career with us
Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.
WHY TIAAWe are TIAA. Created to serve. Built to perform. DIVERSITY
We're proud of our diverse backgrounds and perspectives.CAREER AREAS
Explore our career areas to see where you might fit best.LOCATIONS
We have opportunities available across the United States and in India.OUR BENEFITS
The overall health of our employees is important to us.
MAKE A DIFFERENCEMeet some incredible people making a difference
To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017
TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.
Advisory services provided by Advise & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.1 0