Director, Business Management - Wealth Management & Advice Solutions

TIAA • Charlotte, NC

1d

About The Position

The Business Management job is responsible for providing strategic advice for the assigned business area. While focusing on the highest-level projects, this job executes strategic business management consulting by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is a recognized master in the Business Management area. Key Responsibilities and Duties Serves as strategic partner for leader(s) they support – translating organizational vision into actionable plans and driving execution of critical business priorities. Provides executive decision support through synthesis of complex business issues, stakeholder perspectives, and data analysis into clear options and recommendations that enable timely, informed leadership decisions. Manages key stakeholder relationships across all organizational levels—building trust, navigating competing priorities, and driving consensus. Analyzes and reports to senior management on business performance data (financial, operational, headcount) with insights that inform strategic decision-making. Oversees business management projects by monitoring and tracking risks, issues and action items to ensure successful delivery. Drives and oversees meeting planning in support of business projects and objectives, including preparation of executive-level materials and communications. Leads cross-functional initiatives and programs, as needed. This role serves as a Business Manager within the Wealth Management & Advice Solutions business.

Requirements

• 5+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff
• Self-starter with ability to work independently and think critically
• Excellent project management capabilities for complex, large-scale initiatives
• Demonstrated business performance measurement experience
• Ability to manage multiple priorities in a fast-paced, changing environment
• Strong tolerance for ambiguity while maintaining focus on results
• Superior written and oral communication skills
• Ability to distill complex information into clear, concise content for all levels
• Demonstrated skill in influencing senior leadership
• Effective development and delivery of key messages
• Strong relationship building across all organizational levels
• Collaborative approach within geographically distributed teams
• Strategic thinker who effectively navigates cross-functional environments
• Commitment to continuous improvement
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, SharePoint, Teams)
• Active user of MYGAIT
• Highest integrity and professional standards
• Discretion with sensitive information
• Adaptability and flexibility in changing business environments
• 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

Nice To Haves

• 7+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff
• University degree
• MBA or advanced degree
• Management consulting experience
• Internal strategy, transformation, or business management experience
• Prior Chief of Staff or similar Business Manager experience
• Program Management Office (PMO) or portfolio management experience
• Financial services industry experience at TIAA, peer institutions, or related organizations
• Experience with M&A, strategic planning, or organizational transformation
• Previous experience with Canva and/or Poppulo

Responsibilities

• Serves as strategic partner for leader(s) they support – translating organizational vision into actionable plans and driving execution of critical business priorities.
• Provides executive decision support through synthesis of complex business issues, stakeholder perspectives, and data analysis into clear options and recommendations that enable timely, informed leadership decisions.
• Manages key stakeholder relationships across all organizational levels—building trust, navigating competing priorities, and driving consensus.
• Analyzes and reports to senior management on business performance data (financial, operational, headcount) with insights that inform strategic decision-making.
• Oversees business management projects by monitoring and tracking risks, issues and action items to ensure successful delivery.
• Drives and oversees meeting planning in support of business projects and objectives, including preparation of executive-level materials and communications.
• Leads cross-functional initiatives and programs, as needed.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director