Annuitization Product Analyst

Charlotte, NC, USA

Dallas, TX, USA

Full time

R

The Annuitization Product Analyst will be responsible for supporting the end-to-end suite of services and products that comprise TIAA’s Lifetime Income offers. Under limited supervision, the job provides the analytical foundation and detailed documentation that inform product decisions, including business requirements, process flows, impact analyses, and data-driven insights, partnering closely with Product Managers to move strategic initiatives from discovery through delivery.

• Proactively identifies analytical needs across initiatives and takes ownership of the work, operating independently with minimal direction
• Conducts requirements elicitation, interviewing stakeholders to gather, document, and validate functional and non-functional requirements
• Partners with business stakeholders and product and delivery teams to keep everyone aligned, presenting well-reasoned options and recommendations
• Analyzes data to produce clear insights and actionable recommendations that inform product decisions
• Creates process flows (current and future state) and impact analysis
• Develops clear, stakeholder-ready documentation and presentation materials
• Supports test scenario development and user acceptance testing, helping maintain requirements traceability through delivery
• Manages priorities across multiple initiatives and collaborates effectively as part of the team

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

7IC

• 3+ years of business analysis experience supporting product or business teams (business-side, non-technical analysis)
• Experience translating business needs into detailed requirements and acceptance criteria
• Experience creating current/future state process flows and maintaining requirements traceability

• Experience in financial services, retirement, insurance, or annuity products
• Experience with Agile delivery practices (e.g., epics, features, PI planning, user stories)

Related Skills

Accountability, Agile Methodology, Business Acumen, Business Process Improvement, Business Requirements, Channel Management, Commercial Mindset, Communication, Consultative Communication, Creative Thinking, Customer Insights, Data Analysis, Design Thinking Approach, Due Diligence, Financial Acumen, Go-To-Market, Influence, Innovation, Negotiation, Organizational Savviness

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for…