Wealth & Analytics Associate

Wealth Performance & Analytics
The role performs analysis and predictive modeling for key business decisions and strategic initiatives focused on headcount, gearing, productivity, operations, and sales across the Wealth and Distribution areas. This job develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide insights and recommendations to management.

Key Responsibilities and Duties

• Develops capacity planning and business models utilizing data, statistical and quantitative analysis, explanatory and predictive modeling, and fact-based management to provide actionable insights and recommendations for management to ensure effective utilization of resources
• Performs various strategic and ad-hoc analyses involving the creation and distribution of reports and/or dashboards based on findings through data exploration, analysis, and modeling efforts
• Monitors and maintains talent databases to ensure data availability, accessibility, and accuracy
• Liaises with other functions within the organization, such as HR, Information Technology, and Business Leaders; presents to senior management on results and analytical insights

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3 Years Required; 5 Years Preferred

Physical Requirements

• Physical Requirements:
  
  Sedentary Work

Career Level
7IC

Required:

• 3 years of Excel Modeling Experience

Preferred:

• 5 years of Excel Modeling Experience
• Wealth Management Operations Experience
• SQL

Related Skills

Business Analysis, Collaboration, Communication, Data Analysis, Influence, Market/Industry Dynamics, Predictive Modeling, Problem Solving, Statistics

Anticipated Posting End Date:

Base Pay Range: $81,300/yr – $103,000/yr

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).

Company Overview

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 we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

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 generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen’s entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients’ lives grows stronger.

Benefits and Total Rewards

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…