Lead Consultant, WM Technology Enablement

About the role

We are seeking a Lead Consultant to join our Wealth Management Technology Enablement team. This critical role requires a strategic thinker who combines deep Salesforce expertise with superior analytical capabilities to drive technology solutions that enable our wealth management business.

Key Responsibilities And Duties

• Partner with wealth management stakeholders to understand business objectives and translate them into effective Salesforce-based technology solutions.
• Lead the design, implementation, and optimization of platforms that enhance advisor productivity, improve client experiences, and drive operational efficiency.
• Serve as the subject matter expert on Salesforce capabilities within the wealth management context, staying current on platform innovations and industry best practices.
• Apply rigorous analytical methodologies to evaluate business processes, identify improvement opportunities, and quantify the impact of technology initiatives.
• Create data-driven insights that inform strategic decisions and prioritize technology investments.
• Develop sophisticated models and frameworks to assess solution feasibility, ROI, and risk across complex, multi-stakeholder environments.
• Lead end-to-end solution delivery from requirements gathering through implementation and adoption.
• Design scalable architectures that integrate Salesforce with existing wealth management systems and workflows.
• Collaborate with development teams, architects, and vendors to ensure solutions meet functional requirements while adhering to enterprise standards for security, compliance, and performance.
• Build and maintain trusted relationships with senior business leaders, technology partners, and cross-functional teams.
• Communicate complex technical concepts in accessible business language.
• Facilitate workshops, present recommendations to leadership, and drive consensus across diverse stakeholder groups with competing priorities.
• Mentor team members on Salesforce capabilities, analytical techniques, and consulting best practices.
• Foster a culture of continuous learning and innovation.
• Contribute to the development of team standards, methodologies, and reusable assets that accelerate future delivery.

Educational Requirements

• University (Degree) Preferred
• Work Experience 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Sedentary Work

Skills

• 5 or more years of experience in Business Management, Wealth Financial Services, or Project Management.
• 3 or more years of experience with writing functional business requirements.
• 3 or more years of experience with Salesforce.
• Experience working as a liaison between business groups.

Preferred Skills

• Experience with Salesforce Platform Administration Certificate or willingness to obtain it within 12 months.
• Experience with Power BI, Tableau, and Excel.
• Experience working with Technology teams.
• User Acceptance Testing experience.

Company Overview

We are a market-leading retirement company fueled by world-class asset management. Founded to help educators retire with dignity, today we're a market-leading retirement company. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. 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.

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.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.