What Jobs are available for Wealth Management in Mumbai?

**Director - Client services**
The Head of Client Services leads the department that is responsible for partnering with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. This job owns short to mid-term (1-3 years) execution of client services strategy as well as the operational direction of the department. This job also contributes to setting strategy for the onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle.
**Key Responsibilities and Duties**
+ Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle.
+ Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement.
+ Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle.
+ Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
+ Champions solutions, improvements and best practices to increase operational efficiency and lower operating cost.
+ Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional compliance programs and to foster team member engagement, motivation, and development.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 8+ Years Required; 10+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 24
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
10PL
Related Skills
Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking
___
**Company Overview**
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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.
**Our Culture of Impact**
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.
**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:
Email:
**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 ( .
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 ( Transparency
Philadelphia Ban the Box (

Your potential, unleashed.

India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond.

At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters.

The team

The Enabling Area – Information Technology team is responsible for building & maintaining different applications for Deloitte South Asia that focuses on providing employee experience.

Position title:

Deputy Manager – Program Management office – National Office

Reports to:

Partner – PMO National Office

Reporting Partner:

Partner – PMO National Office, Chief Operating Officer

Primary purpose of the role:

Performance analysis, budgeting & planning, management reporting and driving execution of strategic priorities and initiatives for Deloitte South Asia as part of Program Management Office

Major responsibilities & deliverables:

Deloitte in India is a fast-growing leading professional services firm. Driven by the Purpose - to make an impact that matters for its clients, people and community, Deloitte in India is on its journey to the undisputed leadership. It is known in the marketplace for outstanding professionals who deliver superior value to clients with differentiated offerings.

Project Management Office (PMO) plays a critical role in advancing organization’s strategic priorities through dedicated sprints/ programs and by providing cutting edge analysis and reports to the leadership. You will be part of this high-performance team and have following specific responsibilities:

• Data analysis, data mining, preparation of management reports and presentations
• Lead/ assist in implementation of Strategic choices and priorities through sprints
• Work closely with the business PMO teams and Enabling Area teams on annual planning, budgeting and multiple annual projects managed by National office
• Collaborate with the owners of specific initiatives in the development of detailed work plans and to facilitate project management
• Provide program management support across India for one Deloitte initiatives
• Define key performance measures for initiatives, develop tracking mechanism/ reports, and monitor progress to share updates with the Leadership

Skills Required:

• Excellent Excel; Word; PowerPoint and MS project skills
• Financial Planning (Anaplan )
• Data Visualization (Power BI , Tableau)
• Good presence and the ability manage upwards and build relationship with senior leadership
• Result oriented, flexible and ability to stretch/ go beyond
• Effectively managing multiple time critical tasks
• Excellent oral and written communication skills
• Strong analytical and quantitative skills

Qualifications required:

MBA from a top tier school with 4-5 years post-graduation experience

Experience required, Any Specific Industry / Company exposure:

Preferably PMO experience with professional services firm or large IT/ITES firm, BFSI industry or previous experience in Management Consulting.

How you’ll grow

Connect for impact

Our exceptional team of professionals across the globe are solving some of the world’s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report .

Empower to lead

You can be a leader irrespective of your career level. Our colleagues are characterized by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership.

Inclusion for all

At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters.

Drive your career

At Deloitte, you are encouraged to take ownership of your career. We recognize there is no one size fits all career path, and global, cross-business mobility and up / re-skilling are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte.

Everyone’s welcome… entrust your happiness to us

Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here’s a glimpse of things that are in store for you.

Interview tips

We want job seekers exploring opportunities at Deloitte to feel prepared, confident, and comfortable. To help you with your interview, we suggest that you do your research, know some background about the organization and the business area you’re applying to. Check out recruiting tips from Deloitte professionals.

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Description
This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.
**Responsibilities** :
+ Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
+ Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.
+ Informing and understanding business priorities to develop financial plans.
+ Supporting performance based outcomes.
+ Contributing to and executing on the strategic direction of team.
+ Responsible for managing the various financial aspects, including:
+ Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.
+ Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.
+ Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.
+ Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process.
+ Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
+ Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
+ Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.
+ Working with business to identify and execute on long and short term expense management and optimization initiatives.
+ Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.
+ Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications:**
+ Relevant experience: 8-12 yrs experience
+ Bachelor's/University degree, Master's degree preferred and managerial experience
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**Financial Planning/Analysis**
The Financial Planning/Analysis job is responsible for designing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under limited supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions. This job also focuses on evaluating alternative financial plans as well as developing economic analysis and business reports.
**Key Responsibilities and Duties**
+ Evaluates financial models that analyze monthly financial results in order to identify drivers and explain key variances.
+ Reviews forecasts and modeling and ensures that results are timely and accurate.
+ Reviews re-forecasting activities and updating/evolving forecast models for accuracy and completeness.
+ Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
+ Designs ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
+ Inspects financial reports and presentations for management that inform business and financial decisions.
+ Provides feedback, guidance, and direction to accountants that will enable them to perform their job requirements as directed by the department.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
This position supports the Actuarial Services team in analyzing and completing financial reporting requests to ensure the accuracy and integrity of the financial information provided to internal reporting groups, the 4 major rating agencies, and external industry groups such as ACLI. The position requires working under high levels of responsibility and autonomy with regular interactions with peers, business unit management and executives across the enterprise. This includes networking and establishing strong working relationships with our OCFO business partners to obtain the necessary information for the completion of numerous internal and external deliverables. The position involves special skills such as negotiation and influencing others, including senior level leaders, regarding matters of strategic importance.
Key Duties:
+ Completion of Rating Agency deliverables such as surveys, management reports and financial analysis.
+ Calculation and monitoring all key financial ratios relating to rating agency analysis.
+ Assess potential strategic business decisions as they relate to their impact on rating agencies' assessments of TIAA.
+ Preparing Board meeting material relating to capital management and financial results.
+ Present and clearly articulate financial results as well as provide variance commentary to internal & external partners.
+ Development of analytics, commentary, charts and graphs that creatively depict and analyze corporate results.
+ Communication of TIAA related rating agency updates such as financial strength ratings, ratings dates, financial outlooks, press releases and reports. Includes the preparation of Board meeting materials.
+ Incorporation of productivity and continuous improvement methodologies to ensure long term success.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis
___
**Company Overview**
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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.
**Our Culture of Impact**
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.
**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:
Email:
**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 ( .
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 ( Transparency
Philadelphia Ban the Box (