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Sr Business Integration Consultant

Charlotte, NC

The Senior Business Integration Consultant will represent Brokerage Operations on technology and continuous improvement projects. This role will be responsible for defining business requirements and performing readiness activities including testing, training, updating documentation and developing communications. The Senior Business Integration Consultant will be responsible for providing updates to the management team on the impact and status of projects.

Key Responsibilities and Duties

  • Represent Brokerage Operations in the development of technology requirements. Engage management and front line staff to ensure that technology changes improve business processes and enhance the client experience. Coordinate review and sign-off of requirements.

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  • Perform system testing, engaging front line staff as needed. Participate in user validation for system implementations.

  • Provide subject matter expertise on technology and continuous improvement projects.

  • Create training plans for technology and process changes. Develop training materials and deliver training for smaller-scale projects. Partner with Learning and Development on larger-scale projects.

  • Update job aids and training materials to reflect system and process changes.


  • Qualifications

    • 3 Years Required; 5 Years Preferred

    • University (Degree), Preferred

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Preferred Education

    • University (Degree)

    Career Level

    Required Qualifications:

    • Financial Services industry experience

    Preferred Qualifications:

    • Prior experience with a broker-dealer and Pershing strongly preferred
    • Strategic thinker with the ability to embrace and lead change
    • Proven track record of creative problem solving and effective decision making
    • Demonstrated ability to build strong working relationships with peers and business partners
    • Strong presentation, facilitation, and interpersonal skills
    • Self-starter with an ability to work independently
    • Effective organization, time management, scheduling, and multi-tasking skills
    • Models behaviors associated with the TIAA Values

    Potential Salary: $111,700.00 USD

    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). 


    Company Overview

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law 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


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Client-provided location(s): B Ave, Charlotte, NC 28216, USA
    Job ID: 827c70f250cd58ce7759977113166251d282b1af7ec4ed9c93da68a077cfa8ed
    Employment Type: Other