Strategic Planning Associate

TIAA•Charlotte, NC

22h•Onsite

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 our dynamic group.

Requirements

Bachelor's Degree or Equivalent Experience
3+ Years Required
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); 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
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 Preferred
5+ years of financial services or management consulting experience
experience with data visualization tools is a plus.
University degree in Business Administration, Finance or Economics

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)