Business Analytics & Planning Manager Job in New York, New York US
Business Analytics Planning Manager
THE COMPANY TIAA-CREF is a Fortune 100 financial services company that is America's leading retirement system for people who work in the academic, research, medical and cultural fields. The company manages $451 billion in combined assets under management on behalf of 3.6 million people and more than 15,000 institutions. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver, Colorado, and some 65 offices nationwide. The company has a workforce of 7,000 employees. TIAA-CREF's retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, tax-deferred and after-tax annuities, IRAs and brokerage accounts, and investment advice that Forbes magazine calls "the most comprehensive workplace advice." Two-thirds of TIAA-CREF's mutual funds and annuity accounts exceeded their Morningstar median over the past three and five years. Job Description Support day-to-day development and execution of business, product and investment strategy activities and senior management initiatives. Provide decision support to the Senior Managing Director of Advice and Product Solutions (APS) and President of Broker/Dealer, with broad responsibilities across the Individual Line of Business, and associated APS functions, including Individual Products, Advice and Planning, Investment Strategy and Regulatory Supervision. Ensure alignment of business initiatives with the company's overall strategic business objectives. In collaboration with product managers, author annual and multi-year strategic business plans and funding requests for review and action at the CEO / Board level. Work closely with finance to track, analyze, and provide periodic and ad hoc analysis, models, and reports on business progress, product and sales trends and forecasts, and product-level PL reporting for senior management (to CEO level). Interface with investment strategy teams in the development and analysis of new and existing investment strategies. Lead and/or partner in the preparation and coordination of Individual business unit communications to senior management and TIAA-CREF boards. Author organizational announcements, hiring justifications, job descriptions and related duties. Support senior management on execution of key meetings including staff meetings, offsite meetings, "town halls", strategic planning sessions, presentations to the Executive Management team and Board. Gather operations data across and within business units to ascertain priorities and coordinate activities with unit managers. Co-ordinate with appropriate business area(s) to manage area budget and tracking of expenses. Participate in or lead development, implementation and maintenance of business and/or communication strategies and plans that align with business priorities, e.g., new facilities or systems.