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TIAA Client Experience Analyst in Chicago, Illinois

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

Business Management

The Business Management job is responsible for providing day-to-day support for business strategy projects for the assigned functional business area. Under general supervision, this job supports strategic business management consulting by generating metrics and drafting reports to support business strategies. This job helps ensure that the assigned functional business area is optimized and cost effective.

Key Responsibilities and Duties

  • Generates metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.

  • Implements policies and procedures in support of the business area strategy.

  • Executes process improvements in the assigned business area.

  • Analyzes and reports on area data (financial, headcount, etc.) and performance metrics.

  • Supports business management projects by documenting risks, issues and action items.

  • Participates in meeting planning in support of business projects and objectives.

Qualifications

  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level

6IC

As part of Nuveen’s global distribution efforts for Wealth and Institutional clients, we have created a dedicated team to focus on client and asset retention as well as implementing Client Experience business process changes. This team is responsible for developing the strategy for ongoing platform innovation as well as implementing business process changes across the end-to-end sales process to improve Nuveen’s client experience. We are currently seeking an entrepreneurial and execution-focused leader to join the Client Experience Implementation Team to act as a process optimization & workflow analyst.

In this cross-functional role you will lead analysis on complex processes & workflows for the Client Experience Implementation team. This will involve collaborating Client Experience Channel Leads to prioritize issues, building current state workflows & process maps, and partnering cross-functionally to evaluate pain points and design solutions. This work should include designing KPIs & success measures to support recommended changes, and over time, thoughtful application of learnings to other parts of the organization.

Major Responsibilities:

  • In collaboration with distribution, relationship management, client services, IT and marketing partners, lead execution of complex change initiatives:

  • Detailed mapping of current state processes, and analysis/development of KPIs (e.g., capacity/accuracy measures, time to complete)

  • Identifying points of friction and considering / designing potential solutions

  • Own / maintain process mapping to help build best practices across the organizations

  • Building presentations and documentation of proposed solutions that can drive engagement with stakeholders and support decision-making

Required Experience

  • Minimum 2 years of Business Process Optimization, Management Consulting, Strategy, or Change Initiative experience

Preferred Experience

  • 3+ years of Business Process Optimization, Management Consulting, Strategy, or Change Initiative experience

  • Bachelor’s Degree

  • Six Sigma Certification

  • Financial Services or Asset Management industry experience

  • Ability to work cross functionally and manage multiple priorities within complex initiatives

  • ‘Self-starter’, able to work independently while maintaining alignment with working teams & stakeholders

  • Excellent communication skills, both written and verbal

  • Strong skills in Microsoft Suite; Excel, PowerPoint, Word, Visio

#NUVEEN

Minimum Pay: $49,500.00

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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