Sr. Lead Business Transformation

TIAA; Dallas (TX); On-site; USD 143,000 - 157,000; Full time

Job summary

TIAA is seeking a Senior Lead Business Transformation to drive enterprise-level programs, providing subject matter expertise and coordinating multi-year initiatives. The role emphasizes data-driven insights, stakeholder engagement, and change management to advance transformation strategies across the organization.

The position requires 5+ years in process improvement or consulting, strong knowledge of TIAA systems, and experience presenting to executives.

Qualifications

• 5+ years of process improvement, operations, or consulting experience.
• Strong knowledge of TIAA products, services and systems.
• Experience with MS Office products - Excel, Word, PowerPoint, etc.
• Experience leveraging data, monitoring metrics, sharing results with leadership.
• Experience operating as liaison between technology and business, and provide subject matter expertise.

Responsibilities

• Provides subject matter expertise with deep domain knowledge in relevant workstreams.
• Ensures successful delivery of workstream efforts with program-level plans and progress tracking.
• Analyzes data and provides insights to inform transformation strategy.
• Communicates with a broad range of stakeholders and builds relationships.
• Supports change management by identifying obstacles and risks and developing mitigation strategies.
• Identifies opportunities for innovation and growth within the company.

Skills

Process improvement

Data analytics

Stakeholder management

Tech-business liaison

MS Office

Education

University degree preferred

Tools

SAFe knowledge

Confluence

Jira Align

SharePoint

Job description

The Senior Lead Business Transformation plays a critical role executing enterprise level, multi-year programs with complex and deep impact in support of our Mission to Lead in Lifetime Income, Delight Our Clients, and Strengthen How We Operate. The focus of the role will be to provide subject matter expertise and support to the transformation team, and drive specific initiatives or projects that support the overall transformation strategy.

Key Responsibilities and Duties

• Provides subject matter expertise. Has deep expertise in a specific area relevant to the workstreams, such as data analysis.
• Ensures successful delivery of workstream efforts through day-to-day execution activities including establishing program level plans, monitoring progress and performance against plan.
• Analyzes data and provides insights. Skilled in data analytics and the ability to provide insights that inform the transformation strategy. Uses data to identify trends, patterns and areas for improvement.
• Communicates with a broad range of stakeholders. Builds relationships and influences others.
• Supports the change management efforts by identifying potential obstacles and risks, and working with others to develop and implement strategies to mitigate them.
• Identifies opportunity for innovation and growth within the company.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Sedentary Work

Career Level

9IC

Required Skills

• 5+ years of process improvement, operations, or consulting experience
• Strong knowledge of TIAA products, services and systems
• Experience with MS Office products - Excel, Word, PowerPoint, etc.
• Experience leveraging data, monitoring metrics, sharing results with leadership
• Experience operating as liaison between technology and business, and provide subject matter expertise

Preferred Skills

• Retirement & Retail financial services experience
• Strong experience supporting strategic and transformational continuous improvement projects/programs
• Knowledge of and familiarity of the Scaled Agile Framework (SAFe), including Confluence, Jira Align, Sharepoint
• Experience presenting and taking direction from executive leadership

Related Skills

• Adaptability
• Collaboration
• Communication
• Consultative Communication
• Executive Presence
• General Risk Management
• Influence
• Problem Solving
• Program Management
• Project Management
• Relationship Management
• Stakeholder Engagement

Anticipated Posting End Date: 2026-09-12

Base Pay Range: $143,000/yr - $157,000/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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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