What are the responsibilities and job description for the Senior Associate, Business Strategy & Transformation position at Nuveen, a TIAA company?
Nuveen is the investment management division of TIAA and is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities, alternatives and multi-asset solutions. As a global asset manager, our mission is to work in partnership with our clients to create outcome focused solutions to secure their financial future.
Within Nuveen, the Business Strategy & Transformation team is responsible for developing Nuveen's strategic agenda and delivering a portfolio of strategic initiatives from ideation through execution. The team defines innovative business strategies to accelerate growth and achieve Nuveen's growth objectives. In addition to organic initiatives, the role will be responsible for inorganic initiatives, including post-merger integration strategy and implementation.
We are seeking a Senior Associate to collaborate with leaders in the firm to identify, research, develop and execute the firm's strategic priorities in partnership with investment, product, distribution, marketing, corporate development, technology, legal, and risk stakeholders. The person in this role will support several strategic initiatives through business case development, market analyses, competitive research, capability prioritization, operating model design and project management. Additionally, this individual will lead cross-functional projects to build or improve existing firm capabilities. This role provides a unique opportunity to shape the fast-paced growth trajectory of a leading global asset manager with a differentiated public-to-private investment platform. An individual in this role will have a high degree of exposure to the leadership of the firm.
Key Responsibilities And Duties
7IC
Required 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:
2026-06-12
Base Pay Range: $86,500/yr - $121,000/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).
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Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
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.
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.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can 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
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
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.
,
Preferred Skills:
Within Nuveen, the Business Strategy & Transformation team is responsible for developing Nuveen's strategic agenda and delivering a portfolio of strategic initiatives from ideation through execution. The team defines innovative business strategies to accelerate growth and achieve Nuveen's growth objectives. In addition to organic initiatives, the role will be responsible for inorganic initiatives, including post-merger integration strategy and implementation.
We are seeking a Senior Associate to collaborate with leaders in the firm to identify, research, develop and execute the firm's strategic priorities in partnership with investment, product, distribution, marketing, corporate development, technology, legal, and risk stakeholders. The person in this role will support several strategic initiatives through business case development, market analyses, competitive research, capability prioritization, operating model design and project management. Additionally, this individual will lead cross-functional projects to build or improve existing firm capabilities. This role provides a unique opportunity to shape the fast-paced growth trajectory of a leading global asset manager with a differentiated public-to-private investment platform. An individual in this role will have a high degree of exposure to the leadership of the firm.
Key Responsibilities And Duties
- Deliver strategic planning workstreams that align with Nuveen’s strengths and vision, including industry and competitive analysis, assessing Nuveen’s growth opportunities, and creating roadmaps
- Support post-merger integration workstreams to help maximize opportunities related to corporate development initiatives, including business growth initiatives and operating model enhancements
- Build collaborative relationships with subject matter experts across Product Management, Portfolio Management, Product Marketing, and Information Technology teams to facilitate project delivery and deepen industry knowledge
- Work closely with the subject matter experts (e.g., Distribution, Marketing, Servicing, Product, IT, Legal, Risk, Compliance, and Operations) 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 meets desired objectives.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- Physical Requirements: Sedentary Work
7IC
Required Skills:
- 3 years of experience in strategy consulting, or corporate strategy in asset management or financial services
- Experience working for or in support of an investment manager
- 3 years experience working with Microsoft Excel and PowerPoint
- Foundational understanding of investment management industry dynamics, across public and private markets
- Proven ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
- Strategic and analytical thinking
- Strong stakeholder management and influence across organizational levels
- Exceptional written and verbal communication skills with ability to synthesize information concisely, including development and delivery of executive-level presentations
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:
2026-06-12
Base Pay Range: $86,500/yr - $121,000/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 is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
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.
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.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can 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
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
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.
,
Preferred Skills:
- Foundational understanding of investment management industry dynamics, across public and private markets
- Proven ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
- Strategic and analytical thinking
- Strong stakeholder management and influence across organizational levels
- Exceptional written and verbal communication skills with ability to synthesize information concisely, including development and delivery of executive-level presentations
Salary : $86,500 - $121,000