Senior Associate - Transformation and Strategy- IN This is a high-impact role suited for someone who thrives in complex, large-scale environments and has the drive to lead meaningful organizational change from the front as part of enterprise transformation and strategy team

Key Responsibilities And Duties

- Lead change control, risk management, and steering committee reporting while driving front-to-back integration across operating model redesign, rebranding, workforce transformation, regulatory closure, and client readiness initiatives.
- Partnering closely with business, compliance, risk, operations, technology, and external stakeholders, to ensure seamless coordination and delivery across workstreams
- As a support member of the Integration Management Office, incumbent will own end-to-end integration governance and execution across critical transformation programs.
- Demonstrate success navigating large-scale mergers or enterprise transformations — bringing structure, clarity, and momentum to ambiguous, rapid-moving environments

Educational Requirements

- University (Degree) Preferred

Work Experience

- 5+ Years Required; 7+ Years Preferred

Physical Requirements

- Physical Requirements: Sedentary Work

Career Level 9IC

- Be a part of strategically significant India-based capability at the nexus of corporate strategy and enterprise-wide transformation
- Play a pivotal role in one of the most consequential integrations in global asset management — leading governance, change control, and executive-level reporting as support for the Nuveen-Schroders integration management office. Drive front-to-back integration spanning operating model changes, rebranding, workforce transformation, client readiness, regulatory closure etc.
- Engage directly with senior executives across Investment Management, Finance, Compliance, HR, Technology, and Operations — influencing decisions at the most senior levels of the firm
- Develop deep expertise in global asset and wealth management across wealth, institutional, and private markets channels

Major Responsibilities

- Deliver high-impact industry research and strategic reporting by leveraging leading data platforms including Morningstar, Broadridge, Evestment, Preqin, and PitchBook to generate actionable competitive insights
- Develop and sustain robust industry intelligence frameworks that inform strategic positioning across wealth, institutional, and private markets channels
- Lead integration management office governance — including change control, risk escalation, and steering committee reporting — ensuring integration milestones are tracked and delivered with rigor
- Support data migration and integrity work during transition from legacy systems
- Manage cross-functional collaboration across IT, Investment Operations, Compliance, and HR
- Drive front-to-back integration across operating model changes, rebranding, workforce transformation, and regulatory closure

Required Skills And Experience

- 8+ years of relevant experience
- Demonstrated experience within an integration management office in asset or wealth management, with a track record of navigating large-scale, complex M&A; transactions (such as Credit Suisse/UBS-type engagements
- BE./B.Tech + Postgraduate management qualification from a Tier 1 institution preferred
- Working knowledge of Morningstar, Broadridge, Evestment, PitchBook, and Preqin etc.
- Exceptional ability to synthesize complex information into compelling, executive-ready narratives that drive informed decision-making
- Ability to provide transparent, concise updates to executive stakeholders on time-sensitive matters
- Proven end-to-end project management capability, with the discipline to manage competing priorities, dependencies, and stakeholders in a high-pressure integration environment

Related Skills Adaptability, Business Development, Consultative Communication, Data-Based Decision Making, Executive Presence, Financial Modeling, Market/Industry Dynamics, Relationship Management, Story Telling, Strategic Thinking

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Company Overview TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop creative ideas to increase throughput and productivity.

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 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.

Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment prospect 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]

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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.

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About The Company Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives.

Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.nuveen.com.

About The Position Nuveen's Transformation and Strategy team sits at the heart of the firm's most consequential strategic priorities — driving corporate strategy, enterprise transformation, and large-scale integration across a global platform. This includes competitive intelligence, strategic planning, process reengineering, governance, and change management,



alongside support for major transformation efforts such as large-scale integration programs.

We are looking for a high caliber Associate Director who combines strong analytical rigor with hands-on transformation experience to manage complex, high-visibility workstreams that shape how Nuveen competes and grows.

Strategic Impact This role offers direct, sustained exposure to C-suite and business-head stakeholders across Investment Management, Finance, Compliance, HR, Technology, and Operations. Work product from this role informs decisions made by the firm's Executive Committee and the Nuveen-Schroders Integration Management Office (IMO), making this one of the highest-visibility individual contributor roles within the India-based strategy capability.

The Position Represents An Excellent Opportunity To:

- Be a part of strategically significant India-based capability at the heart of corporate strategy and enterprise-wide transformation for a leading global asset manager
- Play a pivotal role in one of the most consequential integrations in global asset management — leading governance, change control, and executive-level reporting as support for the Nuveen-Schroders integration management office and broader firmwide transformation agenda
- Drive end-to-end strategic transformation spanning operating model redesign, organizational change, process reengineering, change management and technology-enabled efficiency
- Engage directly with senior executives across Investment Management, Finance, Compliance, HR, Technology, Operations & others — influencing corporate strategy & transformation decisions at the most senior levels of the firm
- Develop deep expertise in global asset and wealth management across channels

Major Responsibilities

- Shape the firm's growth agenda by answering the core strategic questions—where to grow, how to compete, and which capabilities to build or acquire—and translate that strategic direction into executable roadmaps for senior leadership
- Develop robust industry intelligence frameworks that inform strategic positioning across wealth, institutional, and private markets channels by leveraging leading data platforms including Morningstar, Broadridge, Evestment, Preqin, and PitchBook to generate actionable strategic insights
- Lead business transformation and integration initiatives that redesign operating models, streamline processes, and drive measurable efficiency gains across the enterprise. Design and implement process reengineering frameworks that improve operational efficiency, reduce redundancy, and enable scalable growth
- Own program governance — including change control, risk escalation, milestone tracking, and steering committee reporting — ensuring rigorous delivery against strategic transformation objectives
- Support technology-enabled transformation, including system rationalization, data integrity, and platform migration during transitions from legacy environments
- Manage cross-functional collaboration across IT, Investment Operations, Compliance, and HR to ensure aligned, front-to-back execution of strategy & transformation initiatives

Required Skills And Experience

- 10+ years of relevant experience with a strong focus on corporate strategy and business/operational transformation within asset or wealth management
- Solid strategic and financial acumen, including comfort with market sizing, competitive benchmarking, and scenario-based decision frameworks
- Demonstrated experience leading or supporting large-scale strategic initiatives & transformation programs (integration-driven transformation experience is a plus)
- BE./B.Tech + Postgraduate management qualification from a Tier 1 institution
- Working knowledge of Morningstar, Broadridge, Evestment, PitchBook, and Preqin etc.is preferred
- Exceptional ability to synthesize complex information into compelling, executive-ready narratives that drive informed decision-making
- Ability to provide clear, concise updates to executive stakeholders on time-sensitive matters
- Proven end-to-end project management capability, with the discipline to manage competing priorities, dependencies, and stakeholders in a high-pressure environment

📌 Associate Director - Transformation and Strategy (Pune)
🏢 TIAA
📍 Pune