Sr. Manager, Monitoring and Analytics

TIAA • Frisco, TX

2d

About The Position

The Sr. Manager, Monitoring and Analytics will develop and execute monitoring controls and reporting for all facets of Managed Solutions. The Sr. Manager will partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks that will validate the accuracy and precision of calculations and transactions, as well as working closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation. Key Responsibilities and Duties Support the conception, definition, and development of key capabilities and features of the model management system Maintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact. Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus Series Review volume & control total reports to identify red flags, anomalies & potential issues. Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans. Identify the root cause, population impacted & fix that needs to be implemented for identified issues. Create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders. Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes. Comparing accounts to the direction received by the participant to confirm they are properly invested. Accountable for achievement of agreed upon outcomes (e.g. timelines, quality, etc)

Requirements

• 5+ Years Required; 7+ Years Preferred
• Physical Requirements: Sedentary Work
• 5+ years of data analyst or similar experience
• Experience in designing and developing robust data pipelines for seamless data ingestion and transformation using Python and/or Alteryx
• Knowledge of principle, techniques, and best practices of data modeling and data quality.
• Direct experience with SQL analysis and reporting tools such as Tableau
• Advance level experience with SQL scripts.
• Advanced proficiency in SQL development, including complex query optimization.
• Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
• Proven ability to deliver results in a growing and changing environment
• Business Acumen
• Business Process Improvement
• Business Process Understanding
• Communication
• Compliance
• Continuous Improvement Mindset
• Detail-Oriented
• General Risk Management
• Influence
• Relationship Management
• Risk Mitigation
• Risk Monitoring

Nice To Haves

• Familiar with TIAA’s institutional systems, processes, and procedures
• Bachelor’s Degree or equivalent of four (4) years of related work experience
• Experience working with retirement plans and services.
• Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
• Familiar with TIAA’s investment and annuity products
• Understand asset allocation and managed account products and services

Responsibilities

• Support the conception, definition, and development of key capabilities and features of the model management system
• Maintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact.
• Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus Series
• Review volume & control total reports to identify red flags, anomalies & potential issues.
• Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans.
• Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
• Create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders.
• Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
• Comparing accounts to the direction received by the participant to confirm they are properly invested.
• Accountable for achievement of agreed upon outcomes (e.g. timelines, quality, etc)

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: Manager