Director of Business Management in Wealth Management & Advice Solutions providing strategic advice and managing business performance data. Leading executive decision support and stakeholder relationships.
Responsibilities
Serves as strategic partner for leader(s) they support
Provides executive decision support through synthesis of complex business issues
Manages key stakeholder relationships across all organizational levels
Analyzes and reports to senior management on business performance data
Oversees business management projects by monitoring and tracking risks
Drives and oversees meeting planning in support of business projects and objectives
Leads cross-functional initiatives and programs, as needed
Requirements
5+ years working directly with or supporting senior executives in roles such as management consulting, business management, or chief of staff
7+ years preferred
University degree
MBA or advanced degree preferred
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
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Stock options
Wellness programs
Job title
Director, Business Management – Wealth Management & Advice Solutions
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