TIAA

Senior Associate, Business Strategy & Transformation

TIAA$89K — $128K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in strategy consulting or corporate strategy in asset management or financial services
  • Experience working in support of an investment manager
  • 3+ years proficiency with Microsoft Excel and PowerPoint

Responsibilities

  • Deliver strategic planning initiatives aligning with Nuveen's vision and strengths
  • Support post-merger integration to optimize corporate development initiatives
  • Build collaborative relationships with subject matter experts across various teams
  • Work closely with stakeholders to gather and refine requirements for strategic initiatives
  • Create feedback loops post-implementation to ensure objectives are met

Benefits

  • Comprehensive Total Rewards package focusing on associates' well-being
  • Superior retirement program
  • Highly competitive health, wellness, and work-life offerings
Full Job Description
Within Nuveen, the Business Strategy & Transformation team is responsible for developing Nuveen's strategic agenda and delivering a portfolio of strategic initiatives from ideation through execution. The team defines innovative business strategies to accelerate growth and achieve Nuveen's growth objectives. In addition to organic initiatives, the role will be responsible for inorganic initiatives, including post-merger integration strategy and implementation.

We are seeking a Senior Associate to collaborate with leaders in the firm to identify, research, develop and execute the firm's strategic priorities in partnership with investment, product, distribution, marketing, corporate development, technology, legal, and risk stakeholders. The person in this role will support several strategic initiatives through business case development, market analyses, competitive research, capability prioritization, operating model design and project management. Additionally, this individual will lead cross-functional projects to build or improve existing firm capabilities. This role provides a unique opportunity to shape the fast-paced growth trajectory of a leading global asset manager with a differentiated public-to-private investment platform. An individual in this role will have a high degree of exposure to the leadership of the firm.

Key Responsibilities and Duties
  • Deliver strategic planning workstreams that align with Nuveen's strengths and vision, including industry and competitive analysis, assessing Nuveen's growth opportunities, and creating roadmaps
  • Support post-merger integration workstreams to help maximize opportunities related to corporate development initiatives, including business growth initiatives and operating model enhancements
  • Build collaborative relationships with subject matter experts across Product Management, Portfolio Management, Product Marketing, and Information Technology teams to facilitate project delivery and deepen industry knowledge
  • Work closely with the subject matter experts (e.g., Distribution, Marketing, Servicing, Product, IT, Legal, Risk, Compliance, and Operations) to gather, document, and refine requirements in our strategic initiatives. Post implementation, we will need to create a strong feedback loop to ensure our execution meets desired objectives.

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 3+ Years Required; 5+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7IC

Required Skills:
  • 3+ years of experience in strategy consulting, or corporate strategy in asset management or financial services
  • Experience working for or in support of an investment manager
  • 3+ years experience working with Microsoft Excel and PowerPoint


Preferred Skills:
  • Foundational understanding of investment management industry dynamics, across public and private markets
  • Proven ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
  • Strategic and analytical thinking
  • Strong stakeholder management and influence across organizational levels
  • Exceptional written and verbal communication skills with ability to synthesize information concisely, including development and delivery of executive-level presentations


Related Skills

Adaptability, Collaboration, Communication, Consultative Communication, Executive Presence, General Risk Management, Influence, Problem Solving, Program Management, Project Management, Relationship Management, Stakeholder Engagement

Anticipated Posting End Date:
2026-07-04

Base Pay Range: $89,300/yr - $128,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

About TIAA

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States.

TIAA Careers

Joining TIAA presents an unparalleled opportunity to become part of a team that prides itself on fostering a culture of growth, innovation, and leadership in the financial services industry. As a company deeply committed to the professional development and well-being of its employees, TIAA is where your career aspirations can take flight.

Work You’ll Do

At TIAA, we are dedicated to providing our employees with meaningful job opportunities that offer both challenges and rewards. We believe in nurturing the skills and talents of our team members through diverse career paths, leadership development programs, and continuous learning opportunities.

Explore Our Team

Become a part of a workforce that is as diverse as the clients we serve. At TIAA, we understand that unique perspectives lead to innovative ideas and better decision-making. Our inclusive culture supports diversity training, ensuring all team members can thrive.

Innovate with Us

TIAA is at the forefront of financial innovation. We encourage our employees to lead the way in developing new strategies and solutions that continue to redefine the industry. Our collaborative environment supports your ideas and fosters creativity at every level.

Grow Your Career

Whether you are looking for your first internship or a seasoned professional position, TIAA offers a range of employment opportunities to help you realize your potential. Take advantage of our comprehensive benefits package, competitive salaries, and programs designed to support your career growth.

Networking and Professional Development

Networking at TIAA goes beyond connecting with colleagues; it involves engaging with industry leaders and participating in high-impact mentoring programs. Our commitment to professional growth is evident through our robust training and development courses tailored to enhance your career journey.

Join Our Hiring Process

Embark on your career with TIAA through a straightforward hiring process. Start by exploring open positions that match your skills and interests on our Jobs page. Submit your resume, prepare for your interview, and let your journey of professional fulfillment begin.

Stay Connected

Keep up to date with the latest from TIAA Careers by signing up for job alert emails that provide insights into new positions and career opportunities. Our careers blog offers tips, industry-leading insights, and insider perspectives to help you stay ahead in your career.

TIAA: Empowering Professional Futures

At TIAA, we are not just offering jobs; we are building futures. We invite you to join our team and experience a career where your growth is our priority, and your potential is limitless.

Search TIAA Jobs

Discover the opportunities waiting for you at TIAA. Search for open positions that align with your career goals and apply today. Let’s innovate, lead, and grow together. [SEARCH TIAA JOBS] [READ CAREERS BLOG]
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17,000 employees
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