Strategic Planning Associate
TIAA•New, KY
•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; 5+ Years Preferred
- 3+ years of financial services or management consulting experience
- University degree in Business Administration, Finance or Economics
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
