Strategic Planning Associate
About The Position
The Corporate Strategy & Planning team serves as TIAA’s internal strategy function, comprising three core capabilities: Strategic Consulting, Competitive Intelligence, and Strategic Planning. The Strategic Planning Team is seeking a motivated and analytical Strategic Planning Associate to join this dynamic group. This role offers significant opportunities for professional growth and development, gaining exposure to a broad spectrum of business areas, high-impact projects and strategic decision-making processes, positioning them for advancement within the strategic planning function and broader enterprise roles.
Requirements
- Bachelor's Degree or Equivalent Experience
- 3+ years of financial services or management consulting experience
- Strong analytical and problem-solving skills; ability to work with data and derive actionable insights
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word)
- Ability to work collaboratively in a team environment and manage multiple priorities with strong interpersonal skills and ability to build relationships
- High degree of professionalism, integrity, and attention to detail, with initiative and drive for results
- Critical thinking, analytical reasoning, adaptability and willingness to learn
- Financial services business acumen and strategic awareness
Nice To Haves
- 5+ years of financial services or management consulting experience
- University degree in Business Administration, Finance or Economics
- Experience with data visualization tools is a plus
- Working knowledge of utilizing AI tools and advanced prompt engineering to analyze complex data sets, extract actionable insights, and generate high-quality content
Responsibilities
- Enable the prioritization of TIAA’s enterprise strategic initiatives
- Support the Strategic Planning team and the Executive Committee in gathering and analyzing data to inform prioritization decisions that align with enterprise goals
- Help develop planning scenarios and prepare recommendations for optimal allocation of financial, human, and technological resources
- Support the creation of strategic plans, own maintenance of strategic plans and lead conduct roadmap analysis
- Build relationships within the Strategic Planning & Execution communities and collaborate with cross-functional teams during planning
- Lead in conducting complex analysis, including financial modeling (NPV, IRR, ROI)
- Lead in preparing reports, presentations, and documentation to communicate strategic planning deliverables and artifacts
- Lead in continuous improvement projects leveraging process improvement and technology enablement (including AI)
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being
- Competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
