Sr Director, Business Manager Wealth Management & Advice Solutions

Business Management Overview

The Business Management job is responsible for providing strategic advice for the assigned business area. Focused on high‑level projects, the role executes strategic business management consulting by analyzing metrics and presentations to support business strategies, driving business management policies, and acting as the central point of contact for leaders in executing business management tasks.

• Acts as a technical/functional master in assigned area, making decisions on tactical issues that impact the business.
• Oversees the implementation of policies and procedures in support of the business area strategy.
• Drives process improvements in assigned business area.
• Analyzes and reports to senior management on area data (financial, headcount, etc.) and performance metrics.
• Oversees business management projects by monitoring and tracking risks, issues, and action items.
• Drives and oversees meeting planning in support of business projects and objectives.
• Influences the development of new strategic initiatives through tracking budgets and milestones.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• Sedentary Work

9IC

• 5+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff.

• 7+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff.
• University degree.
• MBA or advanced degree.
• Management consulting experience.
• Internal strategy, transformation, or business management experience.
• Prior Chief of Staff or similar Business Manager experience.
• Program Management Office (PMO) or portfolio management experience.
• Financial services industry experience at TIAA, peer institutions, or related organizations.
• Experience with M&A, strategic planning, or organizational transformation.
• Previous experience with Canva and/or Poppulo.

• Self‑starter with ability to work independently and think critically.
• Excellent project management capabilities for complex, large‑scale initiatives.
• Demonstrated business performance measurement experience.
• Ability to manage multiple priorities in a fast‑paced, changing environment.
• Strong tolerance for ambiguity while maintaining focus on results.

• Superior written and oral communication skills.
• Ability to distill complex information into clear, concise content for all levels.
• Demonstrated skill in influencing senior leadership.
• Effective development and delivery of key messages.

• Strong relationship building across all organizational levels.
• Collaborative approach within geographically distributed teams.
• Strategic thinker who effectively navigates cross‑functional environments.
• Commitment to continuous improvement.

• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, SharePoint, Teams).
• Active user of MYGAIT.

• Highest integrity and professional standards.
• Discretion with sensitive information.
• Adaptability and flexibility in changing business environments.

• Adaptability
• Business Acumen
• Collaboration
• Communication
• Consultative Communication
• Detail‑Oriented
• Executive Presence
• Financial Acumen
• Messaging Effectiveness
• Prioritizes Effectively
• Problem Solving
• Project Management
• Relationship Management
• Strategic Thinking

Comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work‑life offerings.

Base Pay Range: $135,000/yr – $195,000/yr.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.