Director, Business Management - Wealth Management & Advice Solutions

Business Management

The Business Management job is responsible for providing strategic advice for the assigned business area. While focusing on the highest-level projects, this job executes strategic business management consulting by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is a recognized master in the Business Management area.

Key Responsibilities and Duties

• Serves as strategic partner for leader(s) they support – translating organizational vision into actionable plans and driving execution of critical business priorities.
• Provides executive decision support through synthesis of complex business issues, stakeholder perspectives, and data analysis into clear options and recommendations that enable timely, informed leadership decisions.
• Manages key stakeholder relationships across all organizational levels—building trust, navigating competing priorities, and driving consensus.
• Analyzes and reports to senior management on business performance data (financial, operational, headcount) with insights that inform strategic decision-making.
• Oversees business management projects by monitoring and tracking risks, issues and action items to ensure successful delivery.
• Drives and oversees meeting planning in support of business projects and objectives, including preparation of executive-level materials and communications.
• Leads cross-functional initiatives and programs, as needed.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

This role serves as a Business Manager within the Wealth Management & Advice Solutions business.

Required Qualifications:

• 5+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff

Preferred Qualifications:

• 7+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff
• University degree
• MBA or advanced degree
• Management consulting experience
• Internal strategy, transformation, or business management experience
• Prior Chief of Staff or similar Business Manager experience
• Program Management Office (PMO) or portfolio management experience
• Financial services industry experience at TIAA, peer institutions, or related organizations
• Experience with M&A, strategic planning, or organizational transformation
• Previous experience with Canva and/or Poppulo

Professional Skills

• Self-starter with ability to work independently and think critically
• Excellent project management capabilities for complex, large-scale initiatives
• Demonstrated business performance measurement experience
• Ability to manage multiple priorities in a fast-paced, changing environment
• Strong tolerance for ambiguity while maintaining focus on results

Communication & Influence

• Superior written and oral communication skills
• Ability to distill complex information into clear, concise content for all levels
• Demonstrated skill in influencing senior leadership
• Effective development and delivery of key messages

Interpersonal Qualities

• Strong relationship building across all organizational levels
• Collaborative approach within geographically distributed teams
• Strategic thinker who effectively navigates cross-functional environments
• Commitment to continuous improvement

Technical Requirements

• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, SharePoint, Teams)
• Active user of MYGAIT

Character & Work Ethic

• Highest integrity and professional standards
• Discretion with sensitive information
• Adaptability and flexibility in changing business environments

Related Skills

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-