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Wealth Management Strategy Associate

Type:
Full Time
Location(s):
  • New York, NY 10017, United States
  • 730 3rd Avenue, New York, NY 10017, United States
Date Posted:
Salary:
Base Pay Range: $134,400/yr - $175,000/yr
Job Posting End Date:
2025-06-20-07:00
Job ID:
R250300417
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Wealth Management Strategy Associate
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. The Wealth Management Strategy Associate helps to drive key projects forward, executing detailed analyses and developing comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. Associates work closely with Senior Directors and MDs on the team in conducting research, and can expect to work extensively with other colleagues across Wealth including distribution, product, finance, risk, operations and technology. The Associate is expected to craft and help present recommendations to senior leadership and have opportunities for senior management interaction.


Key Responsibilities and Duties

  • Own significant pieces of an entire project workstream, helping to build and execute qualitative and quantitative analyses required with little oversight
  • Partner with project team members to quickly synthesize and interpret data to address key strategic, process or organizational changes
  • Work with others to identify major issues and actionable opportunities, design solutions and quantify potential bottom-line financial impact across portions of a workstream
  • Monitors medium to long-term business trends/outlooks, gathering competitive intelligence to contribute to strategic business planning discussions with leadership.
  • Synthesize impactful findings, develop recommendations, and help present recommendations to senior management
  • Participate in client interviews / working sessions to gather baseline information; independently requests needed information and follows up with clients
  • Builds trusted advisor relationships with key client stakeholders
  • Lead part of a workstream or an entire workstream , potentially working with other analysts on that workstream; escalates issues and risks

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
8IC

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

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.

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

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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.

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