Senior B2C Strategy & Experience Leader

CFP Board of Standards Inc.; Frisco (TX); On-site; USD 142,000 - 179,000; Full time

Job summary

TIAA is seeking a strategic analytics professional to support the B2C Strategy and Experience team in driving outcomes for participants across Retirement, Retail and Wealth Management.

The role partners with senior leaders and cross-functional teams to design changes, quantify impact, and present recommendations that enhance the participant experience while aligning with enterprise goals.

Qualifications

• 5+ years strategy, analytics and process improvement experience
• Excellent communication with senior leaders
• Wealth management or customer/segment strategy experience preferred

Responsibilities

• Owns parts of a B2C project workstream with minimal oversight
• Synthesize data to address strategic or experience changes
• Identify issues and quantify potential financial impact
• Monitor trends and contribute to business planning with leadership
• Develop recommendations and present to senior management
• Engage in client interviews to gather baseline information
• Build trusted advisor relationships with key stakeholders
• Lead a workstream and escalate issues as needed
• Recommend improvements to the participant experience and service

Skills

Client Financial Planning

Client Relationship Management

Consultative Communication

Due Diligence

Financial Markets

Market/Industry Dynamics

Practice Management Strategy

Retirement Planning Selling

Sales

Wealth Management

Education

Economics

Finance

Process Improvement

University degree

Job description

TIAA is seeking a strategic analytics professional to support the B2C Strategy and Experience team in driving outcomes for participants across Retirement, Retail and Wealth Management.

The role partners with senior leaders and cross-functional teams to design changes, quantify impact, and present recommendations that enhance the participant experience while aligning with enterprise goals.