POSITION SUMMARY

The Corporate Strategy & Development (CS&D) group supports the long-term strategic goals of TIAA. CS&D is organized into three teams: Corporate Strategy and Strategic Planning, Strategic Consulting, and Corporate Development (M&A). The Corporate Development M&A team is responsible for creating a comprehensive corporate development strategy while quickly assessing, prioritizing, and establishing an approach for pursuing inorganic growth opportunities for the firm. CS&D seeks an experienced and accomplished M&A executive to join its Corporate Development team as a Managing Director. Other responsibilities, include, but are not limited to:

• Develop and apply appropriate methodologies for market segmentation and

sizing, drive market trend and competitive landscape analysis, client

portfolio analysis, business modeling, financial modeling, and operations

analysis

• Manage secondary research to analyze the marketplace to help senior

leaders understand the market opportunity and TIAAompetitive position

(successes, challenges, opportunities, and risks), globally and by

geographic market, business, industry sector, and client segment, as

needed

• Execute corporate development plans including sourcing, evaluating,

negotiating and closing of mergers and acquisitions (M&A) targets.

• Architect and developer of TIAAtrategic growth playbook to create a

successful and repeatable M&A process.

• Serves as the lead point of contact for cross-functional planning, due

diligence, and integration teams.

RESPONSIBILITIES

As the Managing Director, Corporate Development and M&A, you will provide advice and thought leadership for the implementation of mergers, acquisitions, disposals, joint ventures and related activities for the Corporate Development team while working cross-functionally across the entire deal lifecycle including: pre-deal analysis, the development of integration project plans and post-deal implementation. The Managing Director will also leads transaction management of broad cross-functional internal transaction team, including building and maintaining relationships with investment bankers and other external advisors. Additionally, this role is responsible for preparing executive-level presentations for the EC and Board members to garner approval and buy-in on new ventures and strategic deals. In addition, this role will have the opportunity to manage some of the planning, execution, separation, integration and organizational restructuring activities related to post merger initiatives. The successful candidate must possess the following critical competencies

CORE CAPABILITIES

Business / Financial Concepts: Practical experience with corporate strategy principles, financial statement analysis, financial modeling, managerial accounting, corporate finance, and project finance

Consulting Engagement Skills: Demonstrated professional experience with:

rategy and Analytical Frameworks (e.g. Porter Forces, Value Chain,

Growth Models)

siness Cases (e.g. strategic rationale, commercial / operational

assessments)

vironmental Analysis (e.g. competitor landscape, customer segmentation,

voice of customer, product trends)

-To-Market Strategies (e.g. target markets, sales force optimization,

channel strategies, pricing)

onomic Analysis (e.g. market sizing, financial modeling, investments and

ROI, customer lifetime value)

atistical Analysis (e.g. survey design and interpretation, regression analysis)

erational Analysis (e.g. people, process, technology, product capabilities,

new product development)

plementation Planning (e.g. roadmaps, milestone planning,

interdependencies)

Communications: Substantial experience developing structured and logical presentations, presenting to senior executives, and leading/facilitating multi-party meetings; Excellent communication and presentation skills, with the ability to translate quantitative and qualitative analyses into clear messages for the targeted audience.

Leadership Competencies

The successful candidate will exemplify the following leadership competencies:

• Unquestioned integrity and the highest ethical standards

• Appreciation and passion for the mission

• A team orientation, collaborative and collegial style

• Ability to coach, supervise, and lead junior staff

• Experience working in a matrixed management structure, including an ability to

influence and partner with business unit leaders and their teams

Interaction/Interpersonal Skills

The successful candidate will exemplify the following attributes:

• Prior experience effectively managing relationships with executives and SLT

members, multiple teams, complex processes, critical services, and cross-

functional projects is required.

• Very strong influencing, negotiation, relationship management and partnering

skills

• Strong analytical and problem-solving skills and ability to be resourceful in

complex situations

• High degree of endurance and flexibility to work through multiple iterations of

work and quickly manage changing priorities and diverse subject matters

• Ability to deliver under pressure and provide informed responses to leadership

in short timeframes

• Ability to handle sensitive leadership information with utmost confidentiality

• High degree of comfort working in an unstructured environment that requires

solving complex, open-ended issues with incomplete data and little direction

• High degree of self-confidence, poise, maturity, discretion, diplomacy and

empathy

Qualifications

Required:

• MBA or other advanced degree

• 10+ years progressive leadership roles in the financial services industry is

required

• 3+ years of experience managing leadership-level roles

Preferred:

• Ideal candidate will preferably have experience in asset management,

insurance, retail brokerage, retirement, banking or RIA settings leading or

driving M&A efforts

• Experience in a consulting firm or a corporate internal strategy group is

required, preferably doing financial services strategy development

• Finance-related certifications such as CFA or CIMA preferred.