Director, Sr Wealth Performance & Analytics

Wealth Performance & Analytics
The role performs analysis for key business decisions and strategic initiatives. Prepares the analytics for sales, investment performance, and products across the Wealth and Distribution areas. This job develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide market insights and recommendations to management.

Key Responsibilities and Duties

• Leverage external market data, trends, business model, and other data sources to develops actionable insights and recommendations for management
• Lead team to perform analytics in support of key business and strategic decisions
• Liaise with Business Leaders and present to senior management on results and analytical insights
• Creates and distributes analytical reports based on findings through analysis and modeling efforts
• Uses data, statistical, and quantitative analysis, explanatory and predictive modeling, and fact-based management to drive decision-making

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

Required Qualifications:

• 5+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
• SQL proficiency
• Tableau proficiency

Preferred Qualifications:

• 7+ years of experience in reporting and analytics, delivering actionable insights and strategic performance views to support executive decision-making
• University Degree in Business/Data Analytics, Data Science, or Finance
• Strong attention to detail
• Ability to multi-task and prioritize in a dynamic environment
• Strong verbal and written communication skills
• Excellent organizational skills
• Self-motivated and comfortable assuming responsibility

Related Skills

Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Predictive Modeling, Problem Solving, Programming, Resourcefulness, Statistics, Story Telling

Anticipated Posting End Date:

2026-08-24

Base Pay Range: $138,000/yr - $192,000/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). 

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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. T