TIAA Business Management Specialist in Waltham, Massachusetts



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Theobjectiveof 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

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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


Job: Business Administration and Support

Primary Location: MA-Waltham

Req ID: 1712494