TIAA Sr Business Management Specialist, Institutional Relationships in CHARLOTTE, North Carolina
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
The Senior Business Management Specialist is responsible for supporting project management and analytics for initiatives within the Atlantic South Regional Segment. The position will deliver robust data analytic tools, analysis and aligned reporting to drive management decisions to achieve client goals. The position will work with business partners to leverage best practices and innovations within IR.
The role will influence decisions through analysis, reporting, data lead advice, counsel and/or facilitating services to others in area of specialization. The position is also responsible for executing on key business strategies and supporting the execution of business strategies that are aligned to the Atlantic South, IR, TFS and TIAA priorities.
A qualified candidate will have strong experience in utilizing data and project management skills to identify business opportunities, and effectively communicating those opportunities with a cost conscious and continuous improvement mindset.
Work directly with COO and GMs to deliver on key initiatives for the region
Instrumental in developing content for several business/operating routines
Territory business performance reviews
Quarterly Operating Reviews
All Region Calls
Project manage (under COO’s supervision/direction) initiatives that are key to the success of the region
Proactively develop/deliver insightful analytics and ideas to improve region/territory performance
Help drive scorecard results through partnership with TGMs
Support and participate in Regional Meetings
Participate in projects to improve Regional / Territory results
Identify improvement opportunities and work with COO and business partners to deliver on these opportunities
Build and maintain strong working knowledge of pertinent dashboards and CRMs
Workingknowledge of TIAA along with 3 + yearsof financial services experience
3 +years of experience managing, analyzing and reporting on large quantities ofdata
3 +years of experience working in Project Management, Business Management orsimilar position
2 +years of experience in utilizing PowerPoint to communicate data analysis
Desired Qualifications :
Retirement Services experience and familiarity with retirementproducts and services
Ability to understand linkages between divisional strategies, driversand processimprovement programs
Familiarity with Tableau and other CRM System such as Salesforce
Excellent communication skills, including active listeningskills
Analytical thinker and problem solver
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- Requisition ID: 1725158
Post Date: 5 days ago