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TIAA Business Management Specialist - Change Analytics & Reporting in DENVER, Colorado


TIAA is a unique financial partner. With an award-winning track record for consistent performance, TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has $1 trillion in assets under management (as of 9/30/2018) and offers a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.

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The Individual Advisory Services (IAS) business is evolving and growing and introducing a significant amount of change that will enable us to remain relevant to our clients and outpace our competitors. We need our Advisory teams to be able to successfully integrate ongoing change into their sales practice, maximize client engagement, and achieve their goals.

The Business Management Specialist plays an important role in achieving these goals, focusing on the portfolio of change and non-change initiatives that impact Individual Advisory Service’s (IAS) front line employees and business. This individual will be responsible for developing the analytics and reporting that help us deepen our understanding of the changes impacting our client facing employees and build the story, with data, of how those changes affect our people and our business.

The Business Management Specialist will: maintain the IAS change portfolio; forecast impacts of change and capacity on the field and business; produce the IAS Change Dashboard; and manage key meeting routines. This individual will engage with business partners across IAS, Retail Financial Services and the Enterprise to understand changes impacting our employees; look at how and where they fall within the sales and practice management processes, and recommend opportunities to improve before a change is implemented. The Business Management Specialist will understand the breadth of things that pull our field employees away from client activity and the depth of what that means for the individual and the business.


  • Work with TFS PMO and other program resourcesto understand how initiatives impact our employees, their capacity, and timing

  • Continuously maintain the IAS change portfolio

  • Prepare monthly IAS change dashboard, regionallevel, and productivity reporting; conduct analysis of time spent in change;develop visualizations, draft materials, and assessment of where to focusleadership

  • Develop a predictive model and consistentmetric that enables us to assess and prioritize capacity impacts in real-time,creating a more even flow of change going to the field throughout the year

  • Assess the impact of changes on the sales andpractice management processes, and bring the right people "to thetable" to plan for what needs to be done to minimize risk of overlapsand/or identify process improvements

  • Manage all of the activities associated withrunning four critical business meetings that enable us to plan for, prioritize,and manage change and capacity impacts on the IAS business



  • Bachelor’s degree

  • 2 – 5 years’ experience

  • Financial Services background required

  • Knowledge of change management and/or lean/sixsigma principles, methodologies and tools a plus

  • Superior knowledge of Microsoft OfficeProducts (Excel, Word, PowerPoint, and Visio)

  • Excel competencies should include VLOOKUPs,PivotTables, as well as additional IF and aggregation functions (SUMIF,COUNTIF, etc.)

  • Ability to acquire, combine, and analyzecomplex data sets from various sources to generate business insights

  • Able to provide examples of above technicalskills

  • Knowledge of Excel macros, Databases, Tableau,SharePoint

  • SQL a plus

Skillsand Competencies

  • Relationship management: tactful, resolute andcommitted to providing excellent service to IAS business partners

  • Communication: superior communication skills,both written and verbal; excellent active listening skills

  • Effective meeting routines: ability to bringpeople together, facilitate dialogue through questions and comments, andprepare partners to present to the IAS audience

  • Delivering results: ability to plan andorganize self and work in order to achieve objectives; determined to deliveroutcomes and is able to overcome obstacles in order to move forward

  • Working with others: ability to workeffectively with colleagues, managers, stakeholders and business partners atall levels of the organization; understands the importance of developing andmaintaining strong relationships and is able to work collaboratively with andthrough others

  • Flexible: ability to adapt to any situationand work in ambiguous situations

  • Forward thinking: has a flexible approach tochange, is able to work effectively in a variety of situations, seeksimprovement and looks to the future

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

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We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

Additional Information

  • Requisition ID: 1719800

Field: Wealth Management

Company: TIAA

Post Date: Jun 13, 2019