Head of Business Operations, TIAA Wealth & Advice

• Conducts strategic analysis on business opportunities and risks.
• Prepares executive briefings and decision memos.
• Identifies emerging issues that require TW&A CEO attention or intervention.
• Supports the TW&A CEO's role as culture champion and drives organizational health and effectiveness initiatives.
• Supports leadership development and succession planning processes and culture initiatives.
• Facilitates town halls and employee engagement forums. Monitors organizational health metrics and employee sentiment.
• Manages the cadence and effectiveness of executive leadership meetings and ensures follow-through on TW&A CEO commitments and decisions.
• Synthesizes market trends, competitive intelligence, and internal performance metrics.
• Acts as a trusted advisor who anticipates needs, identifies emerging issues, and creates leverage for the TW&A CEO's time and attention
• Facilitates collaboration, serving as a liaison between the TW&A CEO and business unit leaders, functional executives, and key stakeholders.
• Convenes cross-functional working groups to solve complex business challenges.
• Breaks down silos to accelerate strategic initiatives. Represents the TW&A CEO in internal forums when appropriate. Builds credibility and influence without direct authority.
• Working closely with Corporate Communications, shapes key TW&A CEO communications.
• Crafts talking points and presentations for internal and external audiences.
• Ensures consistent messaging across leadership channels.
• Serves as an analytical thought partner to the TW&A CEO, providing data-driven insights that inform strategic decisions.

• University (Degree) Preferred

• 8+ Years Required; 10+ Years Preferred

• Physical Requirements: Sedentary Work

Minimum Qualifications:  

• 8+ years of business operations and/or strategic process design experience  

Preferred Qualifications:  

• 10+ years’ experience working for a large management consulting firm or internal corporate/business strategy function at a large financial service institution.
• Previous experience with senior executive engagement
• Previous experience working in a complex, matrixed organization
• Track record of execution and driving results
• Ability to work well under pressure, meet agreed upon deadlines and manage multiple tasks concurrently
• Must be able to work independently, as well as in a collaborative team environment
• Ability to manage and develop a large matrix organization working closely with other senior management to build an effective and efficient organization
• Critical thinker and self-starter who is willing to work proactively to identify key business opportunities and work across teams to drive results
• Organized, high-energy individual capable of working in a fast-paced and fluid environment; understanding of when to operate with urgency and/or escalate matters
• Strong relationship management, presentation and communications skills that establish trust, credibility and respect

Anticipated Posting End Date:

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). 

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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.

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, and you can read more about your rights and view government notices here.

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: (800) 842-2755

Email: [email protected]

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.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.