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Sr. Manager, Analyst, Monitoring and Analytics

Sr. Manager, Analyst, Monitoring and Analytics

TIAAUSA, Texas, Frisco
14 hours ago
Job type
  • Full-time
Job description

The Sr. Manager, Monitoring and Analytics will develop and execute monitoring controls and reporting for all facets of Managed Solutions. The Sr. Manager will partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks that will validate the accuracy and precision of calculations and transactions, as well as working closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation.

Key Responsibilities and Duties

  • Support the conception, definition, and development of key capabilities and features of the model management system
  • Maintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact.
  • Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus Series
  • Review volume & control total reports to identify red flags, anomalies & potential issues.
  • Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants / plans.
  • Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
  • Create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders.
  • Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
  • Comparing accounts to the direction received by the participant to confirm they are properly invested.
  • Accountable for achievement of agreed upon outcomes (e.g. timelines, quality, etc)

Educational Requirements

  • University (Degree) Preferred
  • Work Experience

  • 5+ Years Required; 7+ Years Preferred
  • Physical Requirements

  • Physical Requirements : Sedentary Work
  • Career Level

    8IC Required :

  • 5+ years of data analyst or similar experience
  • Experience in designing and developing robust data pipelines for seamless data ingestion and transformation using Python and / or Alteryx
  • Knowledge of principle, techniques, and best practices of data modeling and data quality.
  • Direct experience with SQL analysis and reporting tools such as Tableau
  • Preferred :

  • Familiar with TIAA's institutional systems, processes, and procedures
  • Bachelor's Degree or equivalent of four (4) years of related work experience
  • Experience working with retirement plans and services.
  • Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
  • Familiar with TIAA's investment and annuity products
  • Understand asset allocation and managed account products and services
  • Experience with processes including creation and maintenance of documentation
  • Advance level experience with SQL scripts.
  • Advanced proficiency in SQL development, including complex query optimization.
  • Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
  • Proven ability to deliver results in a growing and changing environment
  • Required :

  • 5+ years of data analyst or similar experience
  • Experience in designing and developing robust data pipelines for seamless data ingestion and transformation using Python and / or Alteryx
  • Knowledge of principle, techniques, and best practices of data modeling and data quality.
  • Direct experience with SQL analysis and reporting tools such as Tableau
  • Preferred :

  • Familiar with TIAA's institutional systems, processes, and procedures
  • Bachelor's Degree or equivalent of four (4) years of related work experience
  • Experience working with retirement plans and services.
  • Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
  • Familiar with TIAA's investment and annuity products
  • Understand asset allocation and managed account products and services
  • Experience with processes including creation and maintenance of documentation
  • Advance level experience with SQL scripts.
  • Advanced proficiency in SQL development, including complex query optimization.
  • Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
  • Proven ability to deliver results in a growing and changing environment
  • Company Overview

    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.

    See our full Equal Employment Opportunity & Non-Discrimination statement below. 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. Please see our Drug-Free and Smoke-Free Policy to learn more.

    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 .

    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.

    Read more about your rights and view government notices here .

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