The Strategic Planning Team is seeking a motivated and analytical Strategic Planning Associate to join our dynamic group. This role is ideal for candidates who are passionate about driving organizational success through enterprise prioritization, resource and investment allocation, and the development of multi-year strategic plans.

Key Responsibilities And Duties

Enable the prioritization of TIAA's enterprise strategic initiatives. Support the Strategic Planning team and the Executive Committee in gathering and analyzing data to inform prioritization decisions that align with enterprise goals
Help develop planning scenarios and prepare recommendations for optimal allocation of financial, human, and technological resources
Support the creation of strategic plans, own maintenance of strategic plans and lead conduct roadmap analysis
Lead in conducting complex analysis, including financial modeling (NPV, IRR, ROI)
Lead in preparing reports, presentations, and documentation to communicate strategic planning deliverables and artifacts
Lead in continuous improvement projects leveraging process improvement and technology enablement (including AI)
Build relationships within the Strategic Planning & Execution communities and collaborate with cross-functional teams during planning

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

8IC

Required Skills:

Strong analytical and problem-solving skills; ability to work with data and derive actionable insights.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word); experience with data visualization tools is a plus.
Working knowledge of utilizing AI tools and advanced prompt engineering to analyze complex data sets, extract actionable insights, and generate high-quality content
Ability to work collaboratively in a team environment and manage multiple priorities with strong interpersonal skills and ability to build relationships
High degree of professionalism, integrity, and attention to detail, with initiative and drive for results
Critical thinking, analytical reasoning, adaptability and willingness to learn
Financial services business acumen and strategic awareness

Related Skills

Adaptability, Business Development, Consultative Communication, Data-Based Decision Making, Executive Presence, Financial Modeling, Market/Industry Dynamics, Relationship Management, Story Telling, Strategic Thinking

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Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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 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.

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: [HIDDEN TEXT]

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.

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Required Skills:

Strong analytical and problem-solving skills; ability to work with data and derive actionable insights.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word); experience with data visualization tools is a plus.
Working knowledge of utilizing AI tools and advanced prompt engineering to analyze complex data sets, extract actionable insights, and generate high-quality content
Ability to work collaboratively in a team environment and manage multiple priorities with strong interpersonal skills and ability to build relationships
High degree of professionalism, integrity, and attention to detail, with initiative and drive for results
Critical thinking, analytical reasoning, adaptability and willingness to learn
Financial services business acumen and strategic awareness

Senior Associate - Strategic Planning