Wealth Management Strategy Associate

Wealth Management Strategy Associate
The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis driven, fact-based approach to problem solving. The opportunity to solve critical business problems, coupled with the team's diversity of perspectives and background distinguishes the WM Strategy team from other areas of the firm. The Wealth Management Strategy Associate helps to drive key projects forward, executing detailed analyses and developing comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. Associates work closely with Senior Directors and MDs on the team in conducting research, and can expect to work extensively with other colleagues across Wealth including distribution, product, finance, risk, operations and technology. The Associate is expected to craft and help present recommendations to senior leadership and have opportunities for senior management interaction.

Key Responsibilities and Duties

• Own significant pieces of an entire project workstream, helping to build and execute qualitative and quantitative analyses required with little oversight
• Partner with project team members to quickly synthesize and interpret data to address key strategic, process or organizational changes
• Work with others to identify major issues and actionable opportunities, design solutions and quantify potential bottom-line financial impact across portions of a workstream
• Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership.
• Synthesize impactful findings, develop recommendations, and help present recommendations to senior management
• Participate in client interviews / working sessions to gather baseline information; independently requests needed information and follows up with clients
• Builds trusted advisor relationships with key client stakeholders
• Lead part of a workstream or an entire workstream , potentially working with other analysts on that workstream; escalates issues and risks

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Preferred Qualifications:

• 1-3 years in consulting with a top-tier management consulting firm or an internal consulting / corporate strategy team, or equivalent experience in wealth management industry

• Strong problem-solving skills as well as client management and executive-level communication skills 

• Ability to take ownership of tasks to organize and manage most elements of an entire workstream 

• BA/BS from top-tier program preferred 

• Financial services background preferred but not mandatory 

Related Skills

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:

2025-04-10

Base Pay Range: $134,400/yr. - $175,000/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). 

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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 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.

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 maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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.

Read more about your rights and view government notices here.

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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

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