Director – Lead Consultant

TIAA

Director, Lead Consultant overseeing the improvement projects at TIAA. Collaborating with teams to enhance processes and achieve business unit goals.

Posted 7/17/2026full-timeCharlotte • New Jersey, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $134,000 - $172,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in process improvement, change management, and project management within the financial services sector, utilizing the Scaled Agile Framework (SAFe) to drive operational efficiencies and enhance business solutions.

Highest-signal resume keywords

Process ImprovementChange ManagementProject ManagementManagement ConsultingScaled Agile Framework (SAFe)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process AnalysisMetrics TrackingRoot Cause AnalysisBusiness Diagnostics DesignContinuous Improvement

Soft Skills

MentoringCommunicationCollaborationPresentation Skills

Tools & Technologies

MS OfficeExcelWordPowerPoint

Industry Keywords

Retirement Financial ServicesRetail Financial ServicesOnboardingImplementationParticipant Communication

About the role

Key responsibilities & impact

Oversee process improvement and continuous improvement analysis to identify potential upgrades to ensure business unit goals achievement.
Advises functional teams across the organization to determine needs for business improvements and develop possible business solutions.
Approves business diagnostics designs that identify, quantify and prioritize value creation projects in congruence with team feedback and input.
Provides expertise on potential process enhancements that would improve operating efficiencies and cost effectiveness within the organization’s new products and processes.
Coordinates with all levels of the organization to ensure that the transition to new programs and implemented solutions is smooth and effective.
Forecasts and presents metrics to management that demonstrate the impact implemented changes have had on the organization.
Manages large processes in the continuous improvement space, along with guiding and mentoring lower level professionals.

Requirements

What you’ll need

5 years required (7 years preferred) of process, operations or consulting experience.
5 years required (7 years preferred) of experience working autonomously, tracking metrics, sharing results with leadership.
Proficient use of MS Office products - Excel, Word, PowerPoint, etc.
Bachelor's degree.
Working knowledge of TIAA products and services.
Onboarding/ implementation/ participant communication knowledge is preferred.
Retirement & Retail financial services experience.
Management Consulting or Process / Operating Model design experience.
Comfortable presenting and taking direction from executive leadership.
Experience supporting corporate, divisional or department-wide continuous improvement projects/programs preferred.
Process improvement, change management, and/or project management experience utilizing agile framework including root/cause analysis.
Knowledge of and familiarity of the Scaled Agile Framework (SAFe).

Benefits

Comp & perks

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