Lead Consultant, WM Technology Enablement

TIAA

Lead Consultant integrating Salesforce technology solutions for Wealth Management at TIAA. Driving strategic technology leadership and cross-functional collaboration to optimize operations and enhance client experiences.

Posted 6/23/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $95,100 - $140,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Partner with wealth management stakeholders to understand business objectives and translate them into effective Salesforce-based technology solutions
Lead the design, implementation, and optimization of platforms that enhance advisor productivity, improve client experiences, and drive operational efficiency
Serve as the subject matter expert on Salesforce capabilities within the wealth management context, staying current on platform innovations and industry best practices
Apply rigorous analytical methodologies to evaluate business processes, identify improvement opportunities, and quantify the impact of technology initiatives
Develop data-driven insights that inform strategic decisions and prioritize technology investments
Create sophisticated models and frameworks to assess solution feasibility, ROI, and risk across complex, multi-stakeholder environments
Lead end-to-end solution delivery from requirements gathering through implementation and adoption
Design scalable architectures that integrate Salesforce with existing wealth management systems and workflows
Collaborate with development teams, architects, and vendors to ensure solutions meet functional requirements while adhering to enterprise standards for security, compliance, and performance
Build and maintain trusted relationships with senior business leaders, technology partners, and cross-functional teams
Communicate complex technical concepts in accessible business language
Facilitate workshops, present recommendations to leadership, and drive consensus across diverse stakeholder groups with competing priorities
Mentor team members on Salesforce capabilities, analytical techniques, and consulting best practices
Foster a culture of continuous learning and innovation
Contribute to the development of team standards, methodologies, and reusable assets that accelerate future delivery

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred
5 or more years of experience in Business Management, Wealth Financial Services, or Project Management
3 or more years of experience with writing functional business requirements
3 or more years of experience with Salesforce
Experience working as a liaison between business groups
Salesforce Platform Administration Certificate or willingness to obtain it within 12 months
Experience with Power BI, Tableau, and Excel
Experience working with Technology teams
User Acceptance Testing experience

Benefits

Comp & perks

comprehensive Total Rewards package
superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceBusiness ManagementProject ManagementFunctional Business RequirementsUser Acceptance TestingAnalytical MethodologiesData-Driven InsightsSolution DeliveryScalable ArchitecturesRisk Assessment

Soft Skills

CommunicationCollaborationMentoringFacilitationRelationship BuildingConsensus DrivingContinuous LearningInnovation

Certifications

Salesforce Platform Administration Certificate