Managing Director, Head of Business Operations & Chief of Staff

Seeking an experienced leader to serve as Head of Business Management within our Wealth Management and Advice organization, reporting directly to the Chief Administrative Officer. In this role, you will lead a team of business managers and chiefs of staff who serve as strategic partners to senior executives across the business. You will be responsible for developing your team's capabilities, ensuring consistency in how business management support is delivered, and elevating the impact of business management as a critical organizational function. This position requires someone who can balance hands-on leadership with strategic oversight, coaching business managers while also contributing to enterprise-level initiatives.
Key Responsibilities and Duties

Team Leadership and Development

Lead and develop a team of business managers and chiefs of staff who partner directly with senior leaders across wealth management and advice. Establish standards for excellence in business management, creating frameworks and tools that enable your team to deliver consistent, high-quality support. Through regular coaching, feedback, and professional development, build the capabilities of the business management team members and create clear career pathways. Foster a collaborative community of practice where business managers share insights, solve problems together, and continuously improve their craft.

Business Management Operating Model

Design and refine the business management operating model for the organization, defining how business managers interact with their executive partners, collaborate across the enterprise, and escalate issues appropriately. Establish governance mechanisms, communication protocols, and decision-making frameworks that create clarity and efficiency.

Strategic Planning and Execution Support

Oversee business management teams efforts in supporting strategic planning cycles, initiative management, and cross-functional project execution. Ensure business managers are equipped to facilitate planning sessions, track strategic priorities, manage interdependencies, and report on progress. Identify themes and patterns across the business, surfacing insights to the CAO and senior leadership team that inform organizational priorities and resource allocation decisions.

Budget Management Oversight

Guide business management team in budget planning, financial forecasting, and performance management activities for their respective areas. Ensure business managers can effectively analyze financial data, identify trends, and provide actionable insights to their executive partners. Establish consistent approaches to financial planning and reporting while allowing flexibility for unique business needs.

Cross-Functional Coordination

Partner with CAO and serve as a central coordination point for business management activities across wealth management and advice, ensuring alignment with enterprise functions and other business units. Partner closely with peers in technology, operations, risk, compliance, finance, and human resources to streamline processes and eliminate redundancies.

Organizational Effectiveness

Work with CAO and business management team to identify and address organizational friction points, process inefficiencies, and communication breakdowns. Drive initiatives that improve meeting effectiveness, decision-making speed, and information flow across the organization. Focus will be on creating scalable solutions that enhance productivity and enable leaders to focus on highest-value activities.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
11PL

Anticipated Posting End Date:

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

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need 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: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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