Annuitization Platform Strategy & Delivery Lead

TIAA; Woodbridge Township (NJ); On-site; USD 85,000 - 119,000; Full time

Job summary

TIAA is seeking a results-oriented product analyst to collaborate with Enterprise-wide owners and partner teams, driving Annuitization platform solutions. You will contribute to roadmap prioritization, conduct stakeholder research, and prepare executive-ready materials to communicate priorities and progress.

The role requires 3+ years in a cross-functional analytics role, strong SQL/Snowflake/Tableau skills, and effective storytelling for leadership audiences.

Qualifications

• 3+ years of experience in business management, operations, or a related cross-functional role with demonstrated analytical experience.
• Demonstrated ability to write and troubleshoot SQL queries to extract and analyze data from large datasets.
• Experience working with Snowflake or a comparable cloud-based data platform.
• Experience with Tableau or a comparable data visualization tool for dashboard development and reporting.
• PowerPoint and storytelling skills with a demonstrated ability to prepare clear, polished materials for executive audiences.
• Ability to manage multiple workstreams simultaneously in a matrixed organization with cross-functional stakeholders.

Responsibilities

• Collaborates with Enterprise-wide Business Owners and partner teams to deliver product solutions on the Annuitization platform.
• Supports roadmap development and delivery by ensuring alignment with Enterprise strategy and strategic initiative prioritization and manages progress toward planned outcomes.
• Partners with Product Management and Regulatory teams contribute to impact assessments and solution design on new or enhanced product initiatives and regulatory changes.
• Prepares executive-facing materials including PowerPoint presentations, business reviews, and strategic summaries to communicate platform priorities, progress, and recommendations to senior leadership.
• Conducts research and discovery on stakeholder process improvement opportunities, Voice of Customer feedback, and complaint and remediation trends to develop insights that inform solution strategy.
• Performs data analysis using SQL, Snowflake, and Tableau to support product decisions, monitor platform performance, and surface trends that drive strategic and operational insights.
• Develops and maintains Tableau dashboards and reports that provide ongoing visibility into key platforms and business metrics for stakeholders across the organization.
• Ensures product completeness including mitigation of risk through controls design and implementation, Enterprise-wide stakeholder review and acceptance, adoption readiness, and delivery of business value.
• Defines and prioritizes Epics and capabilities; aligns the product solution roadmap with the Enterprise portfolio roadmap; and manages requirements through collaboration with Solution Architects, resulting in internal and external product delivery.
• Acts as a subject matter expert on Annuitization platform capabilities and end-to-end processes, supporting partners across the organization with clarity on how solutions work and how changes create downstream impact.

Skills

SQL

Snowflake

Tableau

PowerPoint

Stakeholder communication

Cross-functional collaboration

Data analysis

Education

University degree

Tools

Snowflake

Tableau

Job description

TIAA is seeking a results-oriented product analyst to collaborate with Enterprise-wide owners and partner teams, driving Annuitization platform solutions. You will contribute to roadmap prioritization, conduct stakeholder research, and prepare executive-ready materials to communicate priorities and progress.

The role requires 3+ years in a cross-functional analytics role, strong SQL/Snowflake/Tableau skills, and effective storytelling for leadership audiences.