Director, Business Management - Wealth Management & Advice Solutions

Hybrid in Frisco, TX, US • Posted 5 hours ago • Updated 5 hours ago
Full Time
On-site
USD $132,000.00 - 176,000.00 per year
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Job Details

Skills

  • Presentations
  • Decision Support
  • Data Analysis
  • Decision-making
  • IC
  • Internal Communications
  • Integrated Circuit
  • Wealth Management
  • MBA
  • Management Consulting
  • Business Management
  • Program Management Office
  • PMO
  • Portfolio Management
  • Financial Services
  • Mergers and Acquisitions
  • Strategic Planning
  • Organizational Development
  • Management
  • FOCUS
  • Leadership
  • Relationship Building
  • Continuous Improvement
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Work Ethic
  • Adaptability
  • Business Acumen
  • Collaboration
  • Communication
  • Attention To Detail
  • Finance
  • Messaging
  • Conflict Resolution
  • Problem Solving
  • Project Management
  • Relationship Management
  • Strategic Thinking
  • Sales

Summary

Business Management

The Business Management job is responsible for providing strategic advice for the assigned business area. While focusing on the highest-level projects, this job executes strategic business management consulting by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is a recognized master in the Business Management area.


Key Responsibilities and Duties
  • Serves as strategic partner for leader(s) they support - translating organizational vision into actionable plans and driving execution of critical business priorities.
  • Provides executive decision support through synthesis of complex business issues, stakeholder perspectives, and data analysis into clear options and recommendations that enable timely, informed leadership decisions.
  • Manages key stakeholder relationships across all organizational levels-building trust, navigating competing priorities, and driving consensus.
  • Analyzes and reports to senior management on business performance data (financial, operational, headcount) with insights that inform strategic decision-making.
  • Oversees business management projects by monitoring and tracking risks, issues and action items to ensure successful delivery.
  • Drives and oversees meeting planning in support of business projects and objectives, including preparation of executive-level materials and communications.
  • Leads cross-functional initiatives and programs, as needed.


Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 5+ Years Required; 7+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
9IC

This role serves as a Business Manager within the Wealth Management & Advice Solutions business.

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


Preferred Qualifications:
  • 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


Professional Skills
  • 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


Communication & Influence
  • 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


Interpersonal Qualities
  • 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


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


Character & Work Ethic
  • Highest integrity and professional standards
  • Discretion with sensitive information
  • Adaptability and flexibility in changing business environments


Related Skills

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

Anticipated Posting End Date:
2026-04-13

Base Pay Range: $132,000/yr - $176,000/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 maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our .

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.

Our full EEO & Non-Discrimination statement is on our , and 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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click .

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

For Applicants of TIAA Global Capabilities, click .

For Applicants of Nuveen residing in Europe and APAC, please click .
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.
  • Dice Id: 10225372b
  • Position Id: R260200332_1
  • Posted 5 hours ago

Company Info

About TIAA

At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided pensions, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.

Visit tiaa.org to learn more about preparing for a more secure retirement.

For our Terms of Use, please visit go.tiaa.org/termsofuse.

 

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