Senior Business Analyst, Transformation and Change Management

We are seeking an entrepreneurial and execution-focused agent of change to join the Business Transformation Team to drive the end-to-end delivery of critical initiatives to achieve our client change agenda. The Business Transformation team plays a critical role executing our strategy to deliver a best-in-class client experience for Global Client Services (GCS) and the broader Global Client Group (GCG). To help our group achieve our strategy, the Senior Business Analyst will work with leaders across GCS to implement complex initiatives, such as delivering industry leading digital client offerings and modernizing our client deliverables to reflect evolving industry needs. All our strategic initiatives are cross-functional and rely heavily on technology development, requiring a change manager with a solutions mindset that can effectively capture critical business requirements and bring together groups across the organization to deliver on our objectives. The role will have the opportunity to manage the end-to-end project lifecycle, from understanding the voice of the client, gathering requirements, testing, and implementation. The role will require a combination of generalist skill sets while becoming an expert on the specific client experience initiatives, as well as the underlying data domains that support the Asset Management industry (e.g., product, portfolio, and client).

Key Responsibilities and Duties

Support the delivery of strategic efforts to enhance our client experience.

Work closely with the subject matter experts in GCS to gather, document, and refine requirements in our strategic initiatives. Post implementation, we will need to create a strong feedback loop to ensure our execution met desired objectives.

Identify opportunities for future enhancements to improve the client experience, and work with your team leadership to draft business cases to acquire necessary investment and buy-in.

Transform our data infrastructure across private market and public market offerings to improve accuracy and timeliness of client deliverables. Examples include :

Reduce delivery timeframes for product profile submissions by automating report generation, helping to improve distribution efforts

Enhance the client experience by offering real-time data dashboarding capabilities to help inform investors of their portfolio exposures and opportunities

Support enhancements for leading client-facing portals. Specific activities include :

Enhance our advisor portal : enabling financial advisors and their teams to request proposals, review investment performance dashboards, and submit service requests.

Working with business partners to finalize requirements for key functionality of the institutional client portal, including electronic ‘smart forms’ for onboarding.

Integrating recently acquired business lines into our client portals to ensure a seamless client experience around document access, data dashboards, and client request / inquiry functionality.

Educational Requirements

• University (Degree) Preferred

Work Experience

Physical Requirements

Career Level

Required Qualifications

Preferred Qualifications

5 years of experience in Business Analysis, Project Management or Digital Transformation roles within the Financial Services / Asset Management Industry

Bachelor’s Degree

Ability to solve complex problems involving multiple functions and technologies

Deep knowledge and experience supporting complex investment products for a global firm

Highly effective interpersonal skills with proven ability to liaise with all levels of staff, management, and external constituents

Strong written and verbal communication skills

Ability to multi-task and manage several items simultaneously in a timely and organized manner, with keen attention to detail and confidentiality

Advanced Microsoft Office skills (Outlook, Word, PowerPoint, Excel, and Project)

Related Skills

Adaptability, Collaboration, Communication, Consultative Communication, Executive Presence, General Risk Management, Influence, Problem Solving, Program Management, Project Management, Relationship Management, Stakeholder Engagement

Anticipated Posting End Date :

2025-02-06

Base Pay Range : $91,900 / yr. - $165,000 / yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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 / Affirmative Action Employer. We 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 protected status.

Read more about the Equal Opportunity Law 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

Privacy Notices

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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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 () .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law ()

Pay Transparency

Philadelphia Ban the Box ()

Salary : $91,900 - $165,000