Associate Director - Transformation and Strategy

TIAA Global Business Services; Pune District; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

TIAA Global Capabilities is seeking an Associate/ Senior Associate to lead transformation and strategy programs in India, guiding cross-functional teams through complex operating model changes, rebranding efforts, and regulatory closure. The role collaborates with Investment Management, Finance, Compliance, HR, Technology, and Operations at the highest levels.

The ideal candidate has 8+ years in asset/wealth management, with IMO experience and a track record of delivering executive-ready

Qualifications

• 8+ years of relevant experience in asset or wealth management
• Experience in an integration management office (IMO) leading large-scale M&A or enterprise transformations
• Ability to synthesize complex information into executive-ready narratives
• Proven end-to-end project management with multiple stakeholders and deadlines
• Familiarity with operating model changes, rebranding, workforce transformation and regulatory closure

Responsibilities

• Lead change control, risk management, and steering committee reporting across integration workstreams
• Own end-to-end integration governance and execution for major transformation programs
• Coordinate with senior executives across Investment Management, Finance, Compliance, HR, Technology, and Operations
• Drive front-to-back integration spanning operating model changes, rebranding, and regulatory closure
• Support data migration and integrity during transitions from legacy systems

Skills

Adaptability

Consultative Communication

Strategic Thinking

Stakeholder Management

Change Management

Risk Management

Executive Presence

Education

BE/B.Tech + PG management qualification from Tier 1 institution

Tools

Morningstar

Broadridge

Evestment

PitchBook

Preqin

Job description

Associate Director - Transformation and Strategy Senior Associate - Transformation and Strategy- IN

This is a high-impact role suited for someone who thrives in complex, large-scale environments and has the drive to lead meaningful organizational change from the front as part of enterprise transformation and strategy team

Key Responsibilities and Duties

Lead change control, risk management, and steering committee reporting while driving front-to-back integration across operating model redesign, rebranding, workforce transformation, regulatory closure, and client readiness initiatives. Partnering closely with business, compliance, risk, operations, technology, and external stakeholders, to ensure seamless coordination and delivery across workstreams As a support member of the Integration Management Office, incumbent will own end-to-end integration governance and execution across critical transformation programs. Demonstrate success navigating large-scale mergers or enterprise transformations — bringing structure, clarity, and momentum to ambiguous, fast-moving environments Be a part of strategically significant India-based capability at the nexus of corporate strategy and enterprise-wide transformation Play a pivotal role in one of the most consequential integrations in global asset management — leading governance, change control, and executive-level reporting as support for the Nuveen-Schroders integration management office. Drive front-to-back integration spanning operating model changes, rebranding, workforce transformation, client readiness, regulatory closure etc. Engage directly with senior executives across Investment Management, Finance, Compliance, HR, Technology, and Operations — influencing decisions at the most senior levels of the firm Develop deep expertise in global asset and wealth management across wealth, institutional, and private markets channels

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

9IC

Major Responsibilities

Deliver high-impact industry research and strategic reporting by leveraging leading data platforms including Morningstar, Broadridge, Evestment, Preqin, and PitchBook to generate actionable competitive insights Develop and sustain robust industry intelligence frameworks that inform strategic positioning across wealth, institutional, and private markets channels Lead integration management office governance — including change control, risk escalation, and steering committee reporting — ensuring integration milestones are tracked and delivered with rigor Support data migration and integrity work during transition from legacy systems Manage cross-functional collaboration across IT, Investment Operations, Compliance, and HR Drive front-to-back integration across operating model changes, rebranding, workforce transformation, and regulatory closure

Required Skills and Experience

8+ years of relevant experience Demonstrated experience within an integration management office in asset or wealth management, with a track record of navigating large-scale, complex M&A transactions (such as Credit Suisse/UBS-type engagements BE./B.Tech + Postgraduate management qualification from a Tier 1 institution preferred Working knowledge of Morningstar, Broadridge, Evestment, PitchBook, and Preqin etc. Exceptional ability to synthesize complex information into compelling, executive-ready narratives that drive informed decision-making Ability to provide clear, concise updates to executive stakeholders on time-sensitive matters Proven end-to-end project management capability, with the discipline to manage competing priorities, dependencies, and stakeholders in a high-pressure integration environment

Related Skills

• Adaptability


• Business Development


• Consultative Communication


• Data-Based Decision Making


• Executive Presence


• Financial Modeling


• Market/Industry Dynamics


• Relationship Management


• Story Telling


• Strategic Thinking

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space. Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity. 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 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.

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: [phone] Email: [e-mail]

Privacy Notices

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Experience Level

Mid Level