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Wealth Analytics & Forecasting Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TIAA
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 81300 - 103000 USD Yearly USD 81300.00 103000.00 YEAR
Job Description & How to Apply Below
A leading retirement services company in Charlotte seeks a Wealth Performance & Analytics professional to conduct data analysis and predictive modeling for key business decisions. Candidates should have strong Excel skills and relevant experience in wealth management. Responsibilities include developing business models, conducting strategic analyses, and liaising with management. The role offers a competitive salary range of $81,300 to $103,000 per year, along with benefits emphasizing financial and emotional well-being.
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Position Requirements
10+ Years work experience
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