Senior Business Management Specialist Senior Business Management Specialist …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Senior Business Management Specialist
All companies + Hiring difference makers. ☰ Sr Business Management Specialist, Institutional Relationships New 💼 TIAA 📅 6 days ago Post Date Apply for Job Share this Job


TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. 


The Senior Business Management Specialist is responsible for supporting project management and analytics for initiatives within the Atlantic South Regional Segment. The position will deliver robust data analytic tools, analysis and aligned reporting to drive management decisions to achieve client goals. The position will work with business partners to leverage best practices and innovations within IR.

The role will influence decisions through analysis, reporting, data lead advice, counsel and/or facilitating services to others in area of specialization. The position is also responsible for executing on key business strategies and supporting the execution of business strategies that are aligned to the Atlantic South, IR, TFS and TIAA priorities. 

A qualified candidate will have strong experience in utilizing data and project management skills to identify business opportunities, and effectively communicating those opportunities with a cost conscious and continuous improvement mindset.

  • Work directly with COO and GMs to deliver on key initiatives for the region

  • Instrumental in developing content for several business/operating routines

  • Territory business performance reviews

  • Quarterly Operating Reviews

  • All Region Calls

  • Success Calls

  • Project manage (under COOs supervision/direction) initiatives that are key to the success of the region

  • Proactively develop/deliver insightful analytics and ideas to improve region/territory performance

  • Help drive scorecard results through partnership with TGMs

  • Support and participate in Regional Meetings

  • Participate in projects to improve Regional / Territory results

  • Identify improvement opportunities and work with COO and business partners to deliver on these opportunities

  • Build and maintain strong working knowledge of pertinent dashboards and CRMs




  • Bachelors degree

  • Working knowledge of TIAA  along with 3 + years of  financial services experience

  • 3 + years of experience managing, analyzing and reporting on large quantities of data

  • 3 + years of experience working in Project Management, Business Management or similar position

  • 2 + years of experience in utilizing PowerPoint to communicate data analysis


Desired Qualifications:

  • Retirement Services experience and familiarity with retirement products and services
  • PMP certification
  • SharePoint expertise
  • Ability to understand linkages between divisional strategies, drivers and process improvement programs
  • Familiarity with Tableau and other CRM System such as Salesforce
  • Excellent communication skills, including active listening skills
  • Analytical thinker and problem solver
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 , or call 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: 1725158
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