TIAA Manager, Customer Insights in Charlotte, North Carolina



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Support Insights Delivery leadership in shaping marketing, business and operational strategy through the use of data analytics, modeling, campaign design, campaign analysis, primary research, competitive market understanding. Scope includes a range of retail financial products and services, such as bank (checking, savings, home loans), IRA, brokerage, advice, life insurance sold through various distribution and sales channels.


  • Drive Retail Financial Servicesgrowth through customer and prospect acquisition by outlining targetingstrategy, defining strategic learning agenda and delivering marketing insights.

  • Improve understanding of thecustomer behaviors/needs and resonating value propositions

  • Identify businessgrowth/retention opportunities

  • Evaluate marketing performanceand innovative marketing opportunities

  • Uncover emerging trends toaddress opportunities and/or threats



Minimum Qualifications:

  • Minimum of 5 years of business experience inbusiness/product analysis, other analytics, marketing, and/or consulting.

  • At least 1-2 years of experience working with datavisualization tools such as Tableau

  • Minimum of 3 years of experience with SAS, SQL

Desired Qualifications :

  • Excellent innovation,interpersonal, and communication skills required. Ability to develop anddeliver presentations that synthesize complex solutions/insights fornon-technical audiences a must.

  • Demonstrated analytical,problem-solving, planning, organizational and project management skills.

  • Significant experience usingExcel and PowerPoint software (Tableau a plus).

  • Strategic Initiative Support:Ability to guide analytic efforts to shape marketing, business and operationsstrategy development and support on-going analysis and measurement.

  • Insights: Undertake specializedanalyses, and aid in developing methods for syndication of intelligence andinsights across the company to drive action across the range of strategy,marketing, sales, and operational activities.

  • Ad hoc analysis: Work closelywith marketing and business partners to investigate/identify opportunities forgrowing the business. Requires an ability to understand the businessstrategy/objectives, perform quantitative analysis, and create businessinsights.

  • Voice of Customer/MarketPerspective: Partner with Research and Competitive Intelligence Centers ofExcellence to improve understanding of customer and competitor situation, andapply understanding to strategic recommendations. Familiarity withprimary and secondary research techniques required.

  • Consulting: Ability toconverse with and influence key external and internal constituents includingdecision-makers, business partners, co-workers with whom no-direct reportingrelationship exist, and members of the Senior Leadership Team.

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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


Job: Marketing, Public Relations, Communication

Primary Location: NC-Charlotte

Req ID: 1715930