Position Summary:  Describe below the primary purpose and function of this job

The individual in this position will provide reporting and analytical insight to support to the Wealth Management by means of standardizing and automating operational and performance metrics and reporting. We’re in search for a seasoned analyst/developer with experience in providing reporting, but also telling a story through analytics. They will be responsible for, building dashboards, and solving analytical problems. This candidate will need to have an expert-level grasp of data and database technologies and be able to develop visualizations that assist business leadership in understanding patterns, dependencies and interconnections of key metrics.

The qualified candidate will be a highly motivated individual who has a passion for developing innovative/creative solutions in a fast-paced environment. This individual must be a self-starter who possesses exceptional technical and critical thinking skills, the ability to work independently, and must have excellent oral/written communication skills.

Key Duties & Responsibilities:  List up to 5 key duties and responsibilities, management responsibilities and time spent (if applicable)

•Develop business intelligence reporting for the Wealth Management teams and supporting areas, including historical data trend analysis and visualizations that identify process improvement opportunities

•Using a combination of database and web technologies to deliver web-based self-service interfaces ranging from corporate-level scorecard metrics down to the performance of Wealth representatives

•Partner with business areas to define critical reporting needs and provide guidance regarding the availability of data and set expectations around delivery of results

•Work with our IT partners in establishing access to data sources, obtaining definitions of data sets and ensuring the reliability and accuracy of information

•Design and execute data extract/transform/load (ETL) scripts and environment migrations

•Ad-hoc analyses that span multiple databases of potentially mixed levels of normalization and “cleanliness”

•Provide support for development and infrastructure issues surrounding the availability of reporting platforms

•Prioritize the development, maintenance and support of multiple projects simultaneously

•Find creative and simple solutions to complex reporting problems

•Assist with special projects, data maintenance, and other day-to-day tasks

•Analyze data and present results to both technical and non-technical audiences

•Effectively manage workload by prioritizing ad-hoc requests, development efforts and analysis

•Navigate cross-functional TIAA business units in order to identify information dependencies

Management/Leadership Responsibility:  Is management of people a primary focus of the role?  If so, how many direct and indirect employees are managed?  Do any of them manage a function or process?

No

Budget Responsibility: Does the position have responsibility for Revenue, Operating (expense) Budget, etc.?  If so, what is the scope?

No

Impact:

Nature of Impact - To what degree does this job affect the business (i.e., through interactions with customers, making decisions, defining or setting strategy, etc.)?

Associate will provide reporting and analytical insight to support to the Wealth Management and Technology Group by means of standardizing and automating operational and performance metrics and reporting.

Area of Impact - What is the breadth of the impact that this job has, either positive or negative (i.e., affects own team, department, function, business unit, geography, entire business, etc.)?

Individual contributor will be responsible for, building dashboards, and solving analytical problems.

Job Requirements And Qualifications:  Indicate the minimum and preferred education and experience for the job and any licenses and certifications required

Required Education:

BA/BS  

Bachelor’s degree with an emphasis in a business related field or equivalent work experience.

Preferred Education:

BA/BS

Required Experience:

5-10 years

• A minimum of 7+ years of SQL and general relational database proficiency required

Preferred Experience:

5+ years

Knowledge of Tableau and/or intermediate web design

Skills and Abilities:

• A minimum of 5 years of IT related experience required

• Strong understanding of ETL concepts, and experience using multiple tools/programming languages

• Ability to multi task and operate independently under strict time lines

• Knowledge of PL/SQL and Snowflake

• Support reporting and analysis of key business metrics

Required Licenses/Certifications:

Licenses/Certifications

Proposed Shifts

3:30pm to 12:30am IST

Company Overview

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. 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: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

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.

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.

Read more about your rights and view government notices here.