Strategic Planning Associate

TIAA

Strategic Planning Associate conducting analysis and supporting enterprise strategic initiatives at TIAA. Collaborating with executive teams to inform and implement strategies for optimal resource allocation.

Posted 4/22/2026full-timeNew York City • New York, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $115,900 - $171,000 per yearWebsite

About the role

Key responsibilities & impact

Enable the prioritization of TIAA’s enterprise strategic initiatives.
Support the Strategic Planning team and the Executive Committee in gathering and analyzing data to inform prioritization decisions that align with enterprise goals
Help develop planning scenarios and prepare recommendations for optimal allocation of financial, human, and technological resources
Support the creation of strategic plans, own maintenance of strategic plans and lead conduct roadmap analysis
Build relationships within the Strategic Planning & Execution communities and collaborate with cross-functional teams during planning
Lead in conducting complex analysis, including financial modeling (NPV, IRR, ROI)
Lead in preparing reports, presentations, and documentation to communicate strategic planning deliverables and artifacts
Lead in continuous improvement projects leveraging process improvement and technology enablement (including AI)

Requirements

What you’ll need

3+ years of financial services or management consulting experience
University degree in Business Administration, Finance or Economics
Strong analytical and problem-solving skills; ability to work with data and derive actionable insights.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word); experience with data visualization tools is a plus.
Working knowledge of utilizing AI tools and advanced prompt engineering to analyze complex data sets, extract actionable insights, and generate high-quality content
Ability to work collaboratively in a team environment and manage multiple priorities with strong interpersonal skills and ability to build relationships
High degree of professionalism, integrity, and attention to detail, with initiative and drive for results
Critical thinking, analytical reasoning, adaptability and willingness to learn

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingNPVIRRROIdata analysisdata visualizationprompt engineeringstrategic planningresource allocationprocess improvement

Soft Skills

analytical skillsproblem-solvingcommunication skillsinterpersonal skillscollaborationattention to detailcritical thinkingadaptabilityinitiativedrive for results