TIAA Business Management Specialist in Boston, Massachusetts
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Theobjectiveof this role is to make TIAA Individual Advisory Services (IAS) sales leadership more efficient and effective in managing their practices through providing advanced metrics, analytics, and business management routines.
The Business Management Specialist will manage diverse business management functions in support of field and sales leadership including: operations, planning, and analysis. Specifically, the Business Management Specialist will act as consultant and central point of contact for Wealth Management Directors for: advisor book of business analysis, advisor metrics and analytics, institutional performance, client heat-mapping and hiring operations. The Business Management Specialist will also be responsible for driving business management routines at the director and regional level on varying cadences.
Provide subject matter expertise in terms of field sales metrics and analytics for all director teams and region
Act as central point of contact for IAS field directors to assist with delegation and execution of business management tasks
Generate metrics and presentations to support cross-functional teams for institutional initiatives, including coordination of data used to develop growth and retention strategies
Provide general support to Wealth Management Directors in order to achieve IAS business objectives, on a market, regional, or national level
Drive best practices (routines, analysis) with regional peers to achieve national standardization
2 years’ experience
Knowledge of Microsoft Office Products (Excel, Word, PowerPoint, and Visio)
Excel competencies should include VLOOKUPs, PivotTables, as well as additional IF and aggregation functions (SUMIF, COUNTIF, etc)
Ability to acquire, combine, and analyze complex data sets from various sources to generate business insights
Able to provide examples of above technical skills
Background in financial services, wealth management, investments, or capital markets preferred
Knowledge of Excel macros, Databases, and SQL is a plus
Analytical, problem solving, time management, and organizational skills
Capability to work independently and demonstrate urgency in a fast paced environment
Verbal and written communication skills, able to influence and converse with, and present to field leadership
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Job: Business Administration and Support
Primary Location: MA-Waltham
Req ID: 1712494