Sr Director, B2C Strategy & Experience Lead

Requirements

• 10+ years strategy, analytics, and process improvement experience
• University degree in Economics, Finance, or Process Improvement
• Strong verbal and written communication skills with experience interacting with senior leaders
• Previous experience in wealth management or customer strategy
• #LI-KD2
• Related Skills
• Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
• Anticipated Posting End Date:
• 2026-06-19
• Base Pay Range: $178,000/yr - $334,000/yr
• _____________________________________________________________________________________________________
• Company Overview
• Our Culture of Impact

Additional Information

B2C Strategy & Experience The B2C Strategy and Experience (B2C Strategy) team partners across lines of business to deliver the best individual participant and business outcomes. The team is focused on aligning enterprise segments, strategy and experiences to help our ~5 million participants achieve their financial retirement goals. The B2C Strategy team works closely with senior leaders across TIAA to solve their most critical B2C strategic and operating model challenges. The team is focused on growing, deepening and retaining relationships with individual participants/clients across the Retirement, Retail and Wealth Management businesses. The team develops comprehensive strategies, aligns incentives to achieve B2C priorities, and makes recommendations on high level B2C process/experience improvements needed to better serve participants. The team works collaboratively with partners across the enterprise including Retirement, Wealth, Product, Advice, Finance, Risk, Legal, Compliance, Technology, Operations, and Servicing. Key Responsibilities and Duties Own day-to-day management and delivery of key B2C workstreams Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact Develop workplan to test / evaluate strategies and insights which could span strategy, process or participant experience change Provides advanced expertise to business partners in leading the identification, understanding and framing of complex business problems and needs Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations Advise and influence senior leaders on key decisions and major change initiatives Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership. Develop deep trust-based relationships with key stakeholders and ensure stakeholders is satisfied throughout engagement Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult stakeholder meetings Lead one or more B2C workstreams, develop hypotheses, conduct analysis and develop roadmaps for solutions Serve as a thought leader on the team, providing feedback to junior team members to improve deliverables Educational Requirements University (Degree) Preferred Work Experience 8+ Years Required; 10+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 10IC Required Qualifications: 8+ years strategy, analytics, and process improvement experience

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