Sr Wealth Performance Analytics

  • Charlotte, NC
  • Posted 3 hours ago | Updated 3 hours ago

Overview

On Site
Full Time

Skills

Sales
Distribution
Business Analytics
Market Analysis
Business Model
Analytical Skill
Modeling
Quantitative Analysis
Predictive Modelling
Management
IC
Internal Communications
Integrated Circuit
SQL
Tableau
Reporting
Analytics
Decision-making
Attention To Detail
Multitasking
Communication
Organizational Skills
Artificial Intelligence
Innovation
Collaboration
Finance
Accessibility
Privacy
SAP BASIS

Job Details

Wealth Performance & Analytics
The role performs analysis for key business decisions and strategic initiatives. Prepares the analytics for sales, investment performance, and products 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 market insights and recommendations to management.

Key Responsibilities and Duties
  • Leverage external market data, trends, business model, and other data sources to develops actionable insights and recommendations for management
  • Lead team to perform analytics in support of key business and strategic decisions
  • Liaise with Business Leaders and present to senior management on results and analytical insights
  • Creates and distributes analytical reports based on findings through analysis and modeling efforts
  • Uses data, statistical, and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
9IC

Required:
  • 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making.
  • SQL
  • Tableau

Preferred:
  • 7+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making.
  • University Degree
  • Strong attention to detail
  • Ability to multi-task and prioritize in a dynamic environment
  • Strong communication skills
  • Excellent organizational skills
  • Is self-motivated and assumes responsibility
Company Overview
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 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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

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:

Email:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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 .
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

About TIAA