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Customer Insights Senior Analyst, Advanced Data

Marketing & Communications
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TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

For more information about TIAA, visit our website.




TIAA’s Customer and Competitive Insights department within the Marketing organization has an opportunity to join the Advanced Data, Analytics, Execution and Reporting group.  The Advanced Data, Analytics, Execution and Reporting group provides customer test and learn, modeling and segmentation, decision making and optimization, marketing capabilities, campaign execution, platform development, data and reporting needed to implement complex projects. Employing knowledge of the customer landscape to create targeted strategies, prioritize investments, and ensure the most efficient and optimal client-centric experiences. 


The position will require excellence of both technical and communication dimensions. The individual will be responsible for understanding complex businesses and driving improvements in the efficiency of marketing, sales, servicing & loyalty investments. The work will revolve around understanding large and complex data, data manipulation, model building, model validation and implementation, and performing detailed analysis of customer behavior that drives business outcome.

Examples of potential projects include customer propensity modelling, customer lifetime value, marketing attribution, market share and business case evaluation, enablement and opportunity assessment. The person in this position will partner internally with Customer Insights’ colleagues and across marketing and business areas to align plans and deliver against business objectives.



  • Descriptive and diagnostic analytics: Manipulate and transform data using existing and emerging tools (e.g. SAS, Datameer), leverage diagnostic techniques and tools to quickly develop standard reports and analysis, and investigate opportunities to improve the current process of tracking and reporting program and sales performance. Collaborate with Customer Insights, marketing, technology and business area colleagues to resolves existing gaps and enhance outputs. Evaluate overall program performance against business objectives and ROI goals.

  • Predictive analytics and modeling: Define plans and manage delivery against business goals to develop & implement high quality, quantitative models which predict likely customer behaviors (e.g. probability of response, risk of attrition, customer lifetime value). Utilization of various analytical techniques to develop and build quantitative models. Develop next-generation analytic approaches to leverage new data and modeling approaches (e.g., big data and big analytics) when appropriate. Evaluate other predictive methods such as triggers and other event based activities. Thoroughly document the thinking and the details of quantitative models. Collaborate with Customer Insights, marketing, technology and business area colleagues.

  • Prescriptive analytics: Identify, analyze, compute and evaluate various potential business decisions given objectives and constraints, demonstrate implications of different decisions, and provide recommendations in finalizing plans based on insights generated. Ensure implementation of the business strategy into execution. Collaborate with Customer Insights, marketing, technology and business area colleagues.

  • Ad hoc analysis: Working closely with Customer Insights liaisons, marketing, and business partners to investigate and identify opportunities for growing the business. Requires an ability to understand the business strategy and objectives, perform quantitative analysis, and create business insights.

Required Qualifications:

  • Advanced degree in statistics, econometrics

  • 2+ years of experience in financial services and marketing

Desired Qualifications:
  • 5+ years of analytics in financial services

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless 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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