Director, Sr Wealth Performance & Analytics

Hybrid in Charlotte, NC, US • Posted 56 minutes ago • Updated 56 minutes ago
Full Time
On-site
USD $138,000.00 - 192,000.00 per year
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Job Details

Skills

  • Distribution
  • Business Analytics
  • Market Analysis
  • Business Model
  • Analytical Skill
  • Modeling
  • Quantitative Analysis
  • Management
  • IC
  • Integrated Circuit
  • Internal Communications
  • SQL
  • Tableau
  • Reporting
  • Decision-making
  • Business Data
  • Data Science
  • Finance
  • Attention To Detail
  • Multitasking
  • Communication
  • Organizational Skills
  • Collaboration
  • Continuous Improvement
  • Business Intelligence
  • Data Engineering
  • Analytics
  • Data Visualization
  • Predictive Modelling
  • Problem Solving
  • Conflict Resolution
  • Statistics
  • Sales

Summary

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


Preferred Qualifications:
  • 7+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
  • University Degree in Business/Data Analytics, Data Science, or Finance
  • Strong attention to detail
  • Ability to multi-task and prioritize in a dynamic environment
  • Strong verbal and written communication skills
  • Excellent organizational skills
  • Self-motivated and comfortable assuming responsibility


Related Skills

Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Predictive Modeling, Problem Solving, Programming, Resourcefulness, Statistics, Story Telling

Anticipated Posting End Date:
2026-08-24

Base Pay Range: $138,000/yr - $192,000/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 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: R260400323_0
  • Posted 56 minutes 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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