Annuitization Product Analyst

Teachers Insurance and Annuity Association of America; Dallas (TX); On-site; USD 85,000 - 119,000; Full time

Job summary

The Annuitization Product Analyst will support the end-to-end Lifetime Income product suite at TIAA in Dallas, TX, providing analytical foundations and detailed documentation to inform product decisions. You will partner with Product Managers to move initiatives from discovery through delivery.

Responsibilities include eliciting requirements, creating process flows, performing impact analyses, and delivering stakeholder-ready documentation while aiding testing and cross-team alignment.

Qualifications

• 3+ years of business analysis experience supporting product or business teams (business-side, non-technical analysis).
• Experience translating business needs into detailed requirements and acceptance criteria.
• Experience creating current/future state process flows and maintaining requirements traceability.

Responsibilities

• Proactively identifies analytical needs across initiatives and takes ownership of the work, operating independently with minimal direction.
• Conducts requirements elicitation, interviewing stakeholders to gather, document, and validate functional and non-functional requirements.
• Partners with business stakeholders and product and delivery teams to keep everyone aligned, presenting well-reasoned options and recommendations.
• Analyzes data to produce clear insights and actionable recommendations that inform product decisions.
• Creates process flows (current and future state) and impact analysis.
• Develops clear, stakeholder-ready documentation and presentation materials.
• Supports test scenario development and user acceptance testing, helping maintain requirements traceability through delivery.
• Manages priorities across multiple initiatives and collaborates effectively as part of the team.

Skills

Business Analysis

Requirements elicitation

Process mapping

Education

University Degree Preferred

Job description

Charlotte, NC, USA

Dallas, TX, USA

Full time

R260800549

The Annuitization Product Analyst will be responsible for supporting the end-to-end suite of services and products that comprise TIAA’s Lifetime Income offers. Under limited supervision, the job provides the analytical foundation and detailed documentation that inform product decisions, including business requirements, process flows, impact analyses, and data-driven insights, partnering closely with Product Managers to move strategic initiatives from discovery through delivery.

Key Responsibilities and Duties

• Proactively identifies analytical needs across initiatives and takes ownership of the work, operating independently with minimal direction
• Conducts requirements elicitation, interviewing stakeholders to gather, document, and validate functional and non-functional requirements
• Partners with business stakeholders and product and delivery teams to keep everyone aligned, presenting well-reasoned options and recommendations
• Analyzes data to produce clear insights and actionable recommendations that inform product decisions
• Creates process flows (current and future state) and impact analysis
• Develops clear, stakeholder-ready documentation and presentation materials
• Supports test scenario development and user acceptance testing, helping maintain requirements traceability through delivery
• Manages priorities across multiple initiatives and collaborates effectively as part of the team

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Career Level

7IC

Required Skills:

• 3+ years of business analysis experience supporting product or business teams (business-side, non-technical analysis)
• Experience translating business needs into detailed requirements and acceptance criteria
• Experience creating current/future state process flows and maintaining requirements traceability

Preferred Skills:

• Experience in financial services, retirement, insurance, or annuity products
• Experience with Agile delivery practices (e.g., epics, features, PI planning, user stories)

Related Skills

Accountability, Agile Methodology, Business Acumen, Business Process Improvement, Business Requirements, Channel Management, Commercial Mindset, Communication, Consultative Communication, Creative Thinking, Customer Insights, Data Analysis, Design Thinking Approach, Due Diligence, Financial Acumen, Go-To-Market, Influence, Innovation, Negotiation, Organizational Savviness

Anticipated Posting End Date:

2026-10-31

Base Pay Range: $85,000/yr - $119,000/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 weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre 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 Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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 careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

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]

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 here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
• For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)