B2C Strategy & Experience Director

Teachers Insurance and Annuity Association of America; Frisco (TX); Hybrid; USD 142,000 - 179,000; Full time

Job summary

Teachers Insurance and Annuity Association of America (TIAA) is seeking a senior B2C Strategy & Experience professional to drive analytics, shaping participant experiences across Retirement, Retail and Wealth Management. You will lead strategic workstreams, synthesize data, and present recommendations to senior leaders, partnering across business lines to improve client outcomes.

The role requires 5+ years in strategy/analytics and strong communication skills, with a background in wealth

Qualifications

• 5+ years strategy, analytics, and process improvement experience.
• Experience with high level process improvement/ customer segment experience design.
• University degree in Economics, Finance, or Process Improvement.
• Strong verbal and written communication skills with experience interacting with senior leaders.
• Previous experience in wealth management or customer/segment strategy.

Responsibilities

• Owns significant pieces of an entire B2C project workstream, helping to build and execute qualitative and quantitative analyses required with little oversight.
• Partners with project team members to quickly synthesize and interpret data to address key strategic, process or participant experience change.
• Works with others to identify major issues and actionable opportunities, design solutions and quantify potential bottom-line financial impact across portions of a workstream.
• Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership.
• Synthesizes impactful findings, develop recommendations, and help present recommendations to senior management.
• Participates in client interviews / working sessions to gather baseline information; independently requests needed information and follows up with clients.
• Builds trusted advisor relationships with key client stakeholders.
• Leads part of a B2C workstream or an entire workstream, potentially working with other analysts on that workstream; escalates issues and risks.
• Makes high level recommendations to improve individual participant experience and service across TIAA.

Skills

Strategy

Analytics

Process improvement

Stakeholder management

Data interpretation

Executive communication

Education

University degree

Economics / Finance background

Process improvement training

Job description

Teachers Insurance and Annuity Association of America (TIAA) is seeking a senior B2C Strategy & Experience professional to drive analytics, shaping participant experiences across Retirement, Retail and Wealth Management. You will lead strategic workstreams, synthesize data, and present recommendations to senior leaders, partnering across business lines to improve client outcomes.

The role requires 5+ years in strategy/analytics and strong communication skills, with a background in wealth