Director, Client Health Management, Operations & Strategic Intelligence

TIAA • Charlotte, NC

1d

About The Position

The Director, Client Health Management, Operations & Strategic Intelligence serves as a strategic leader responsible for monitoring and enhancing client health outcomes, driving operational excellence, and delivering actionable intelligence that informs enterprise decision-making. This role leverages advanced analytics and data-driven insights to identify client risk patterns, optimize operational processes, and translate complex data into strategic recommendations. As a recognized leader in client analytics and operational strategy, this position oversees cross-functional initiatives that improve client retention, satisfaction, and lifetime value while ensuring data quality and analytical rigor meet organizational standards.

Requirements

• Client Health Management
• Operations & Process Excellence
• Strategic Intelligence & Insights
• Leadership & Collaboration
• 5+ Years Required

Nice To Haves

• 7+ Years Preferred
• University (Degree) Preferred

Responsibilities

• Approves and audits mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
• Analyzes and reviews complex trends in modeling to inform other lines of business, such as product development and marketing.
• Develops and inspects data mining models, statistical reporting and data analysis methodologies to identify key customer segments and improve potential business decisions.
• Develops and presents detailed reports and conclusions for business, finance, and investment management to senior leaders.
• Facilitates data-system performance monitoring and tuning, and guides the development and implementation of improvements.
• Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.
• Monitors and communicates key performance metrics and operational challenges to management to quantify and articulate the business impact of data analytics initiatives or issues.

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