Director, Sr Wealth Performance & Analytics

About the role

The role performs analysis for key business decisions and strategic initiatives. Prepares the analytics for sales, investment performance, and products across the Wealth and Distribution areas. This job develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide market insights and recommendations to management. Anticipated posting end date: 2026-09-21.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Responsibilities

• Leverage external market data, trends, business model, and other data sources to develops actionable insights and recommendations for management
• Lead team to perform analytics in support of key business and strategic decisions
• Liaise with Business Leaders and present to senior management on results and analytical insights
• Creates and distributes analytical reports based on findings through analysis and modeling efforts
• Uses data, statistical, and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making

Requirements

• Educational Requirements: University (Degree) Preferred
• Work Experience: 5+ Years Required; 7+ Years Preferred
• Physical Requirements: Sedentary Work
• Career Level: 9IC

Qualifications

• Required Qualifications: 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making; SQL proficiency; Tableau proficiency
• Preferred Qualifications: 7+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making; University Degree in Business/Data Analytics, Data Science, or Finance; Strong attention to detail; Ability to multi-task and prioritize in