Lead Consultant, WM Technology Enablement

We are seeking a strategic thinker who combines deep Salesforce expertise with superior analytical capabilities to drive technology solutions that enable our wealth management business. The ideal candidate will serve as a bridge between business strategy and technical execution, translating complex requirements into scalable, innovative solutions.

Responsibilities

• 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.
• Develop data-driven insights that inform strategic decisions and prioritize technology investments.
• Create 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.

Requirements

• 5+ years of experience in Business Management, Wealth Financial Services, or Project Management (7+ years preferred).
• 3+ years of experience with writing functional business requirements.
• 3+ years of experience with Salesforce.
• Experience working as a liaison between business groups.

Skills

• Preferred:
  • 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.
• Related Skills: Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking.

Qualifications

• University degree preferred.
• Sedentary work as physical requirement.

Pay

Base Pay Range: $95,100/yr - $140,000/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 participation in an incentive program linked to performance.

Benefits

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.

About the Company

For more than 100 years, TIAA has delivered secure retirement solutions 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. 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. 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.