Business Management Specialist

Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




The of this role is to make TIAA Individual Advisory Services (IAS) sales leadership more efficient and effective in managing their practices through providing advanced metrics, analytics, and business management routines.
The Business Management Specialist will manage diverse business management functions in support of field and sales leadership including: operations, planning, and analysis.  Specifically, the Business Management Specialist will act as consultant and central point of contact for Wealth Management Directors for: advisor book of business analysis, advisor metrics and analytics, institutional performance, client heat-mapping and hiring operations.  The Business Management Specialist will also be responsible for driving business management routines at the director and regional level on varying cadences. 
  • Provide subject matter expertise in terms of field sales metrics and analytics for all director teams and region   
  • Act as central point of contact for IAS field directors to assist with delegation and execution of business management tasks
  • Generate metrics and presentations to support cross-functional teams for institutional initiatives, including coordination of data used to develop growth and retention strategies
  • Provide general support to Wealth Management Directors in order to achieve IAS business objectives, on a market, regional, or national level 
  • Drive best practices (routines, analysis) with regional peers to achieve national standardization 




Minimum Requirements:
  • Bachelor’s degree
  • 2 years’ experience
  • Knowledge of Microsoft Office Products (Excel, Word, PowerPoint, and Visio)
  • Excel competencies should include VLOOKUPs, PivotTables, as well as additional IF and aggregation functions (SUMIF, COUNTIF, etc) 
  • Ability to acquire, combine, and analyze complex data sets from various sources to generate business insights
  • Able to provide examples of above technical skills



Desired Qualifications:

  • Background in financial services, wealth management, investments, or capital markets preferred
  • Knowledge of Excel macros, Databases, and SQL is a plus
  • Analytical, problem solving, time management, and organizational skills
  • Capability to work independently and demonstrate urgency in a fast paced environment
  • Verbal and written communication skills, able to influence and converse with, and present to field leadership 


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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