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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing Annuitization platforms and Lifetime Income products, with strong analytical skills in SQL, Snowflake, and Tableau for data analysis and visualization. Capable of collaborating across cross-functional teams to drive product strategy and ensure compliance with regulatory standards.
Highest-signal resume keywords
SQL Query DevelopmentSnowflake Data PlatformTableau Dashboard DevelopmentPowerPoint Presentation SkillsAnnuities and Lifetime Income Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisRoot Cause AnalysisAgile Delivery FrameworksEpic and Capability DefinitionRisk MitigationControls DesignStakeholder ManagementVoice of Customer AnalysisData Governance PrinciplesData Quality Best Practices
Soft Skills
CollaborationStorytellingTime ManagementCommunication
Tools & Technologies
TableauSQLSnowflakePowerPoint
Industry Keywords
AnnuitizationLifetime Income ProductsInsurance-Based Financial SolutionsRegulatory ComplianceEnterprise Portfolio Management
Tech Stack
Tools & technologiesCloudSQLTableau
About the role
Key responsibilities & impact- Support management of TIAA’s end-to-end Annuitization platform and Lifetime Income products and services
- Collaborate with Enterprise-wide Business Owners and partner teams including Advice, Marketing, Legal, Risk, Compliance, Client Experience, Product Management, and Technology
- Support roadmap development and delivery aligned with Enterprise strategy and strategic initiative prioritization
- Manage progress toward planned outcomes
- Contribute to impact assessments and solution design for new or enhanced product initiatives and regulatory changes
- Prepare executive-facing PowerPoint presentations, business reviews, and strategic summaries
- Conduct research and discovery on stakeholder process improvement opportunities, Voice of Customer feedback, complaints, and remediation trends
- Perform data analysis using SQL, Snowflake, and Tableau to support product decisions and monitor platform performance
- Develop and maintain Tableau dashboards and reports for platform and business metrics
- Ensure product completeness through risk mitigation, controls design and implementation, stakeholder review and acceptance, adoption readiness, and delivery of business value
- Define and prioritize Epics and capabilities and align product and Enterprise portfolio roadmaps
- Manage requirements in collaboration with Solution Architects
- Act as a subject matter expert on Annuitization platform capabilities and end-to-end processes
- Support organizational partners by clarifying solution functionality and downstream impacts of changes
Requirements
What you’ll need- 3+ years of experience in business management, operations, or a related cross-functional role with demonstrated analytical experience
- Demonstrated ability to write and troubleshoot SQL queries to extract and analyze data from large datasets
- Experience working with Snowflake or a comparable cloud-based data platform
- Experience with Tableau or a comparable data visualization tool for dashboard development and reporting
- PowerPoint and storytelling skills with demonstrated ability to prepare clear, polished materials for executive audiences
- Ability to manage multiple workstreams simultaneously in a matrixed organization with cross-functional stakeholders
- University degree preferred
- Experience with annuities, lifetime income products, or insurance-based financial solutions preferred
- Familiarity with Agile delivery frameworks and experience contributing to Epic and capability definition preferred
- Experience conducting Voice of Customer analysis or leveraging complaints and remediation data to inform product strategy preferred
- Demonstrated ability to perform root cause analysis and develop data-driven recommendations preferred
- Experience partnering with Legal, Risk, or Compliance teams on product or regulatory initiatives preferred
- Working knowledge of data governance principles and data quality best practices preferred
- Exposure to enterprise portfolio management tools and roadmap planning processes preferred
Benefits
Comp & perks- Superior retirement program
- Highly competitive health, wellness, and work life offerings
- Financial well-being resources
- Learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be included, depending on the role
- Drug-free and smoke-free workplace
- Reasonable accommodation support for applicants with disabilities