Senior Business Management Specialist Senior Business Management Specialist …

TIAA
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
TIAA
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Business Management Specialist
All companies + Hiring difference makers. ☰ Sr Business Management Specialist New TIAA 23 hours ago Post Date Apply for Job Share this Job

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, .

POSITION SUMMARY:

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
-Vendor Management
-ADV Reporting and process ownership
-Contingent Worker Management

Minimum Requirements:
 Bachelors Degree
 2-4 Years Experience (in an Analyst or Consulting role)
 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.
  Experience presenting to and influencing senior leaders  Desired Qualifications:
 2+ Years in an analyst role in Financial Services. 
 Capability to work independently and demonstrate urgency in a fast paced environment.
 Ability to influence without authority
 Knowledge of advanced analytical tools and frameworks (OBIEE, Si Sense, Tableau)
 Strong analytical skills, with the ability to convey actionable insights from complex information sets.   Power user of Presentation Tools (PowerPoint).
Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email . We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status. Additional Information
  • Requisition ID: 1725046
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WHY TIAA

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MAKE A DIFFERENCE

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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.

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