Senior Associate, Business Strategy & Transformation

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
87K-121K Annually
Senior level
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
The role involves leading strategic planning, managing post-merger integration initiatives, and building relationships across teams to execute strategic priorities for a global asset manager.
Summary Generated by Built In

Nuveen is the investment management division of TIAA and is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities, alternatives and multi-asset solutions. As a global asset manager, our mission is to work in partnership with our clients to create outcome focused solutions to secure their financial future. 

Within Nuveen, the Business Strategy & Transformation team is responsible for developing Nuveen's strategic agenda and delivering a portfolio of strategic initiatives from ideation through execution. The team defines innovative business strategies to accelerate growth and achieve Nuveen's growth objectives. In addition to organic initiatives, the role will be responsible for inorganic initiatives, including post-merger integration strategy and implementation. 

We are seeking a Senior Associate to collaborate with leaders in the firm to identify, research, develop and execute the firm's strategic priorities in partnership with investment, product, distribution, marketing, corporate development, technology, legal, and risk stakeholders. The person in this role will support several strategic initiatives through business case development, market analyses, competitive research, capability prioritization, operating model design and project management. Additionally, this individual will lead cross-functional projects to build or improve existing firm capabilities. This role provides a unique opportunity to shape the fast-paced growth trajectory of a leading global asset manager with a differentiated public-to-private investment platform. An individual in this role will have a high degree of exposure to the leadership of the firm.

Key Responsibilities and Duties

  • Deliver strategic planning workstreams that align with Nuveen’s strengths and vision, including industry and competitive analysis, assessing Nuveen’s growth opportunities, and creating roadmaps

  • Support post-merger integration workstreams to help maximize opportunities related to corporate development initiatives, including business growth initiatives and operating model enhancements

  • Build collaborative relationships with subject matter experts across Product Management, Portfolio Management, Product Marketing, and Information Technology teams to facilitate project delivery and deepen industry knowledge

  • Work closely with the subject matter experts (e.g., Distribution, Marketing, Servicing, Product, IT, Legal, Risk, Compliance, and Operations) to gather, document, and refine requirements in our strategic initiatives. Post implementation, we will need to create a strong feedback loop to ensure our execution meets desired objectives.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
7IC

Required Skills:

  • 3+ years of experience in strategy consulting, or corporate strategy in asset management or financial services
  • Experience working for or in support of an investment manager
  • 3+ years experience working with Microsoft Excel and PowerPoint

Preferred Skills:

  • Foundational understanding of investment management industry dynamics, across public and private markets
  • Proven ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
  • Strategic and analytical thinking
  • Strong stakeholder management and influence across organizational levels
  • Exceptional written and verbal communication skills with ability to synthesize information concisely, including development and delivery of executive-level presentations

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:

2026-06-12

Base Pay Range: $86,500/yr - $121,000/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

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about 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.

Skills Required

  • 3+ years of experience in strategy consulting or corporate strategy in asset management or financial services
  • Experience working for or in support of an investment manager
  • 3+ years experience working with Microsoft Excel and PowerPoint

TIAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.

  • Retirement Support Employer-funded retirement plans, a pension, and matching contributions are emphasized as signature strengths that materially bolster long-term savings. Complimentary advisory resources and a retiree healthcare savings program further reinforce retirement preparedness.
  • Parental & Family Support Generous paid parental leave and caregiver leave are paired with adoption/surrogacy assistance and back-up child/elder care. Additional supports such as Milk Stork and tutoring resources signal a family-friendly design.
  • Healthcare Strength Multiple medical plan options, strong dental and vision coverage, and automatic life and disability insurance are offered. Wellness resources, mental health support, and tax-advantaged accounts enhance overall health security.

TIAA Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Charlotte, NC
0 Employees
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

Similar Jobs

Hybrid
Chicago, IL, USA
205000 Employees

Enverus Logo Enverus

Principal Software Engineer

Big Data • Information Technology • Software • Analytics • Energy
In-Office or Remote
2 Locations
1800 Employees

Enverus Logo Enverus

Principal Data Scientist

Big Data • Information Technology • Software • Analytics • Energy
In-Office or Remote
2 Locations
1800 Employees
170K-200K Annually

Enverus Logo Enverus

Sr Manager or Jr Director of Total Rewards - 26184D

Big Data • Information Technology • Software • Analytics • Energy
In-Office or Remote
2 Locations
1800 Employees
140K-190K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
31 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account