Head of Business Operations, TIAA Wealth & Advice

TIAA • Frisco, TX

26d

About The Position

Head of Business Operations, TW&A This job serves as a strategic partner and operational leader ensuring seamless execution of TW&A CEO's priorities, while complementing the enterprise-wide administrative leadership provided by the CAO. This role focuses on managing business operations for the TW&A CEO and CEO-specific strategic projects, while facilitating cross-functional alignment. Additionally, this role serves as the operational hub of the CEO's office, responsible for managing the CEO's strategic priorities and information flow.

Requirements

• 8+ Years Required
• 8+ years of business operations and/or strategic process design experience
• Ability to work well under pressure, meet agreed upon deadlines and manage multiple tasks concurrently
• Must be able to work independently, as well as in a collaborative team environment
• Ability to manage and develop a large matrix organization working closely with other senior management to build an effective and efficient organization
• Critical thinker and self-starter who is willing to work proactively to identify key business opportunities and work across teams to drive results
• Organized, high-energy individual capable of working in a fast-paced and fluid environment; understanding of when to operate with urgency and/or escalate matters
• Strong relationship management, presentation and communications skills that establish trust, credibility and respect

Nice To Haves

• 10+ Years Preferred
• 10+ years’ experience working for a large management consulting firm or internal corporate/business strategy function at a large financial service institution.
• Previous experience with senior executive engagement
• Previous experience working in a complex, matrixed organization
• Track record of execution and driving results

Responsibilities

• Conducts strategic analysis on business opportunities and risks.
• Prepares executive briefings and decision memos.
• Identifies emerging issues that require TW&A CEO attention or intervention.
• Supports the TW&A CEO's role as culture champion and drives organizational health and effectiveness initiatives.
• Supports leadership development and succession planning processes and culture initiatives.
• Facilitates town halls and employee engagement forums.
• Monitors organizational health metrics and employee sentiment.
• Manages the cadence and effectiveness of executive leadership meetings and ensures follow-through on TW&A CEO commitments and decisions.
• Synthesizes market trends, competitive intelligence, and internal performance metrics.
• Acts as a trusted advisor who anticipates needs, identifies emerging issues, and creates leverage for the TW&A CEO's time and attention
• Facilitates collaboration, serving as a liaison between the TW&A CEO and business unit leaders, functional executives, and key stakeholders.
• Convenes cross-functional working groups to solve complex business challenges.
• Breaks down silos to accelerate strategic initiatives.
• Represents the TW&A CEO in internal forums when appropriate.
• Builds credibility and influence without direct authority.
• Working closely with Corporate Communications, shapes key TW&A CEO communications.
• Crafts talking points and presentations for internal and external audiences.
• Ensures consistent messaging across leadership channels.
• Serves as an analytical thought partner to the TW&A CEO, providing data-driven insights that inform strategic decisions.

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.
• To learn more about your benefits, please review our Benefits Summary

What This Job Offers

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