Sr Director, B2C Strategy & Experience Lead

TIAA•Frisco, TX

1d•$178,000 - $334,000•Onsite

About The Position

The B2C Strategy and Experience (B2C Strategy) team partners across lines of business to deliver the best individual participant and business outcomes. The team is focused on aligning enterprise segments, strategy and experiences to help our ~5 million participants achieve their financial retirement goals. The B2C Strategy team works closely with senior leaders across TIAA to solve their most critical B2C strategic and operating model challenges. The team is focused on growing, deepening and retaining relationships with individual participants/clients across the Retirement, Retail and Wealth Management businesses. The team develops comprehensive strategies, aligns incentives to achieve B2C priorities, and makes recommendations on high level B2C process/experience improvements needed to better serve participants. The team works collaboratively with partners across the enterprise including Retirement, Wealth, Product, Advice, Finance, Risk, Legal, Compliance, Technology, Operations, and Servicing.

Requirements

8+ years strategy, analytics, and process improvement experience
University (Degree) Preferred
8+ Years Required
Strong verbal and written communication skills with experience interacting with senior leaders
Previous experience in wealth management or customer strategy

Nice To Haves

10+ Years Preferred
10+ years strategy, analytics, and process improvement experience
University degree in Economics, Finance, or Process Improvement

Responsibilities

Own day-to-day management and delivery of key B2C workstreams
Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
Develop workplan to test / evaluate strategies and insights which could span strategy, process or participant experience change
Provides advanced expertise to business partners in leading the identification, understanding and framing of complex business problems and needs
Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations
Advise and influence senior leaders on key decisions and major change initiatives
Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership.
Develop deep trust-based relationships with key stakeholders and ensure stakeholders is satisfied throughout engagement
Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult stakeholder meetings
Lead one or more B2C workstreams, develop hypotheses, conduct analysis and develop roadmaps for solutions
Serve as a thought leader on the team, providing feedback to junior team members to improve deliverables