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Job description
Wealth Mgmt Strategy
The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their most critical strategic and operating model issues. The team follows a hypothesis‑driven, fact‑based approach to problem solving. The opportunity to solve critical business problems, coupled with the team’s diversity of perspectives and background, distinguishes the WM Strategy team from other areas of the firm.
Key Responsibilities and Duties
Own day‑to‑day management of problem scope, project delivery, and the entire engagement
Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom‑line financial impact
Work with the team to develop a workplan to test / evaluate strategies and insights which could span strategy, process or organizational change
Provide advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs
Review synthesized findings and recommendations, and oversee the creation of senior management documents to present recommendations (including presentations for the Executive Committee and Board members)
Advise and influence senior leaders on key decisions and major change initiatives
Develop deep trust‑based relationships with key client stakeholders and ensure client satisfaction throughout engagement
Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult client meetings
Lead one or more client projects, including managing multiple juniors across several workstreams
Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions
Manage performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of the team
Educational Requirements
Bachelor's Degree or equivalent experience required
Work Experience
8+ years required; 10+ years preferred
Physical Requirements
Physical requirements: Sedentary work
Career Level
10PL
Required Qualifications
8+ years in strategic consulting, internal or external
Bachelor’s Degree or equivalent
Preferred Qualifications
10+ years in consulting with a top‑tier management consulting firm or internal consulting / corporate strategy team, or equivalent experience in the Wealth Management Industry
Managerial experience motivating and leading teams
Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
Strong client management and executive‑level communication skills
MBA or advanced degree from top‑tier program
Financial services background preferred
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
Compensation
Base Pay Range: $192,000 per year – $269,000 per year. Actual base salary may vary based on relevant experience, time in role, internal peer salary, prior performance, business sector and geographic location. In addition to base salary, compensation may include an incentive program tied to performance.
Equal Opportunity Employer
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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.