Director, Experience Product Management
TIAA · Charlotte, NC · 1 mo ago
HybridMarketing$146k–$181k/yrFull-time
We need to output only HTML fragment with sections for headings that have real content. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Anticipated Posting End Date" maybe not needed? It's metadata; could be folded into short p or dropped. Probably drop it. Base Pay Range is present, so we need Pay section. Benefits section present. Schedule not mentioned; we should not create Schedule section if not present. Also we need About the role (intro). Responsibilities (list). Requirements (maybe educational requirements?). Qualifications (required and preferred). Skills (list). Benefits (list). Pay (range). Also maybe "Work Experience" etc. We'll need to parse.
Let's extract content:
Job description:
Intro paragraph: "We're seeking a Director of Experience Product Management to serve as a senior leader and strategic force within TIAA's B2B Institutional Servicing organization. This role sits within Digital and Client Experience. As a director on this team, you'll bring senior-level product leadership to one of TIAA's most strategically important audiences — plan sponsors and institutional plan consultants. You'll work across the full scope of institutional servicing capabilities, including payroll remittance and funding, reporting, participant management, plan management, entitlements and user management, and compliance support. You'll partner with leaders across the enterprise to advance the product strategy, close meaningful competitive gaps, and deliver experiences that drive measurable outcomes for institutional clients and the business. This is a high-impact, high-visibility role for a product leader who is ready to operate at scale. You'll shape multi-year roadmaps, build executive-level relationships, translate competitive intelligence into funded investment priorities, and champion a client-first approach across every touchpoint in the institutional servicing experience. You'll be expected to contribute not just to individual product domains, but to the overall health and direction of the institutional servicing portfolio — earning influence and expanded ownership through demonstrated results. This isn't about just managing a backlog. It's about elevating TIAA's institutional client experience to a position of competitive strength, building the organizational alignment to get there, and doing so with the rigor, credibility, and strategic clarity that institutional clients and internal partners expect."
That's About the role.
Key Responsibilities and Duties: list bullet points under headings: Product Strategy & Backlog Management, Customer Experience & Journey Design, Cross-Functional Collaboration, Performance Monitoring & Data-Driven Decision Making, Go-to-Market & Launch Readiness, Innovation & AI Enablement. We'll combine into a single Responsibilities section with
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Anticipated Posting End Date" maybe not needed? It's metadata; could be folded into short p or dropped. Probably drop it. Base Pay Range is present, so we need Pay section. Benefits section present. Schedule not mentioned; we should not create Schedule section if not present. Also we need About the role (intro). Responsibilities (list). Requirements (maybe educational requirements?). Qualifications (required and preferred). Skills (list). Benefits (list). Pay (range). Also maybe "Work Experience" etc. We'll need to parse.
Let's extract content:
Job description:
Intro paragraph: "We're seeking a Director of Experience Product Management to serve as a senior leader and strategic force within TIAA's B2B Institutional Servicing organization. This role sits within Digital and Client Experience. As a director on this team, you'll bring senior-level product leadership to one of TIAA's most strategically important audiences — plan sponsors and institutional plan consultants. You'll work across the full scope of institutional servicing capabilities, including payroll remittance and funding, reporting, participant management, plan management, entitlements and user management, and compliance support. You'll partner with leaders across the enterprise to advance the product strategy, close meaningful competitive gaps, and deliver experiences that drive measurable outcomes for institutional clients and the business. This is a high-impact, high-visibility role for a product leader who is ready to operate at scale. You'll shape multi-year roadmaps, build executive-level relationships, translate competitive intelligence into funded investment priorities, and champion a client-first approach across every touchpoint in the institutional servicing experience. You'll be expected to contribute not just to individual product domains, but to the overall health and direction of the institutional servicing portfolio — earning influence and expanded ownership through demonstrated results. This isn't about just managing a backlog. It's about elevating TIAA's institutional client experience to a position of competitive strength, building the organizational alignment to get there, and doing so with the rigor, credibility, and strategic clarity that institutional clients and internal partners expect."
That's About the role.
Key Responsibilities and Duties: list bullet points under headings: Product Strategy & Backlog Management, Customer Experience & Journey Design, Cross-Functional Collaboration, Performance Monitoring & Data-Driven Decision Making, Go-to-Market & Launch Readiness, Innovation & AI Enablement. We'll combine into a single Responsibilities section with - items.
Educational Requirements: "University (Degree) Preferred". Also "Work Experience 5+ Years Required; 7+ Years Preferred". Physical Requirements: "Physical Requirements: Sedentary Work". Career Level "9IC". Might be minor metadata; we can fold into short p or drop. Probably include in Requirements section.
Required Qualifications: bullet list: At least 5+ years of product management experience leading customer-facing digital experiences, with demonstrated ability to manage product portfolios and deliver measurable business results; Experience using competitive intelligence to directly shape funded investment priorities; Experience establishing and tracking performance metrics — such as customer satisfaction, retention indicators, digital engagement measures and/or using data to drive investment decisions.
Preferred Qualifications: bullet list: 7+ years in product management with increasing scope and responsibility, including demonstrated leadership of B2B or institutional client-facing experience products; Experience working with AI-powered products or features; Proven ability to build and sustain cross-functional relationships and influence outcomes across complex, matrixed organizations without positional authority; Knowledge of the retirement plan recordkeeping ecosystem, including the roles and needs of plan sponsors, institutional plan consultants, and third-party administrators; Proven ability to develop end-to-end business cases, including business levers, ROI modeling, and experimentation strategy, and to present those cases persuasively to senior and executive leadership; Substantial experience designing, implementing, or managing AI-powered products or features such as intelligent automation, conversational AI, machine learning models, natural language processing, or predictive analytics; Proficiency with analytics tools and customer research methodologies to identify friction points and validate product decisions; Demonstrated ability to foster innovation and champion measurable, impactful change across large organizations; Track record of building competitive customer experience capabilities in financial services or a similarly regulated industry; Experience presenting to and influencing executive-level stake (cut off maybe "stakeholders").
Related Skills: list: Analytical Skills, Collaboration, Continuous Improvement Mindset, Customer Engagement, Data-Based Decision Making, Group Problem Solving, Influence, Innovation, Product Design, Product Management, Product Performance/Improvement Monitoring, Relationship Management, Story Telling.
Benefits And Total Rewards: paragraph about comprehensive Total Rewards package, superior retirement program, health, wellness, work life offerings. We'll put as
.
Pay: Base Pay Range: $146,000/yr - $181,000/yr. Also mention incentive program etc. We'll include that.
Schedule: not present, so omit.
We must not include boilerplate like Company Overview, Culture of Impact, etc. Remove those sections. Also remove "Equal Opportunity", "Accessibility". Also remove "Anticipated Posting End Date". Also remove "Company Overview" etc.
We need to preserve all substantive information; we must not invent or summarize away detail. So we need to keep the details from the sections we keep.
We need to output only HTML fragment, no /, no markdown fences.
Let's construct:
About the role
... (the intro paragraph)
Responsibilities
- Product Strategy & Backlog Management: Lead channel strategy definition across web, email, IVR, mobile, and other touchpoints for institutional servicing capabilities; Ensure cross-team backlog coordination and dependency management, identifying and pulling in appropriate teams across audiences — including B2B2C connections — to ensure cohesive delivery; Design and implement key solutions in support of the institutional servicing product roadmap, including opportunities to leverage AI and automation; Partner with Technology, UX Design, CX Research, and Analytics to establish key outcomes for the portfolio and connect them to overall Digital and Client Experience goals; Develop 12- to 24-month product roadmaps that reflect competitive positioning, business strategy, and client need.
- Customer Experience & Journey Design: Ensure cohesiveness of the institutional client experience across all touchpoints, pulling in dependent teams to ensure the experience is optimally designed end to end; Identify client needs, create experience maps, and define requirements that drive adoption, satisfaction, and measurable business outcomes for plan sponsors and plan consultants; Act as a change agent for material improvements to the operating model that put the institutional client first — and drive those changes from vision through execution; Cultivate deep customer empathy through call listening sessions, watch parties, Dynatrace reviews, and direct engagement with plan sponsors and institutional plan consultants.
- Cross-Functional Collaboration: Build and sustain senior-level relationships with partners across Retirement Solutions, Wealth, Advice, Technology, Operations, Legal, Risk, Compliance, Marketing, and the broader Digital and Engineering organization; Resolve conflicts directly and build consensus across teams without relying on positional authority; Collaborate with designers, content strategists, engineers, researchers, analytics professionals, operations leads, and control partners to deliver cohesive, scalable solutions; Engage control partners early in the process and keep them focused on assessing business risk — working toward outcomes that balance strong client experience with appropriate compliance and controls.
- Performance Monitoring & Data-Driven Decision Making: Own and drive performance against key indicators including Plan Sponsor and Plan Consultant Customer Effort Score (CES), Net Promoter Score (NPS), leading indicators for institutional client retention, and leading indicators for Institutional Plan Consultant satisfaction; Determine the expected impacts of experience changes on CES and other client health metrics prior to launch; Establish success metrics and analytics frameworks to measure experience performance across the institutional servicing portfolio; Leverage client research, behavioral data, and market/competitive insights to inform product decisions and prioritize capability investments; Build full end-to-end business cases incorporating business levers, ROI modeling, technology estimates, and experimentation strategy; Make evidence-based recommendations to senior and executive leadership on investment priorities and trade-offs.
- Go-to-Market & Launch Readiness: Roll up market launches within the institutional servicing portfolio into a compelling, consumable story for stakeholders — communicating not just what shipped, but the impact it delivered to clients and the business; Work with Marketing, NCC, Retirement Solutions, and readiness partners to develop and distribute appropriate launch artifacts; Monitor post-launch results and amplify the story of impact with key stakeholders across the enterprise.
- Innovation & AI Enablement: Foster innovation and leverage emerging technologies, including artificial intelligence, to advance TIAA's institutional client experience; Develop and maintain a clear point of view on how AI can transform institutional servicing — from intelligent automation of payroll remittance workflows to machine learning-based client retention signals to conversational interfaces that reduce consultant service friction; Develop a perspective on what AI agents the institutional servicing product portfolio requires and how those agents serve plan sponsors and consultants while maintaining compliance and building trust; Utilize AI tools to improve collaboration with partner teams and create efficiencies in your own work; Explore opportunities for intelligent automation, natural language processing, machine learning-based predictions, and other AI applications that reduce friction and improve outcomes for institutional clients.
Requirements
University degree preferred; 5+ years of product management experience required; 7+ years preferred; Sedentary work; Career level 9IC.
Qualifications
Required Qualifications
- At least 5+ years of product management experience leading customer-facing digital experiences, with demonstrated ability to manage product portfolios and deliver measurable business results.
- Experience using competitive intelligence to directly shape funded investment priorities.
- Experience establishing and tracking performance metrics — such as customer satisfaction, retention indicators, digital engagement measures and/or using data to drive investment decisions.
Preferred Qualifications
- 7+ years in product management with increasing scope and responsibility, including demonstrated leadership of B2B or institutional client-facing experience products.
- Experience working with AI-powered products or features.
- Proven ability to build and sustain cross-functional relationships and influence outcomes across complex, matrixed organizations without positional authority.
- Knowledge of the retirement plan recordkeeping ecosystem, including the roles and needs of plan sponsors, institutional plan consultants, and third-party administrators.
- Proven ability to develop end-to-end business cases, including business levers, ROI modeling, and experimentation strategy, and to present those cases persuasively to senior and executive leadership.
- Substantial experience designing, implementing, or managing AI-powered products or features such as intelligent automation, conversational AI, machine learning models, natural language processing, or predictive analytics.
- Proficiency with analytics tools and customer research methodologies to identify friction points and validate product decisions.
- Demonstrated ability to foster innovation and champion measurable, impactful change across large organizations.
- Track record of building competitive customer experience capabilities in financial services or a similarly regulated industry.
- Experience presenting to and influencing executive-level stakeholders.
But we are only allowed to use for section headings, not . The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we cannot use . We need to keep only headings. So we need to embed Required and Preferred Qualifications under Qualifications section maybe as
or
with some indication. We could keep them as paragraphs with bold? But we cannot use
. Pay: Base Pay Range: $146,000/yr - $181,000/yr. Also mention incentive program etc. We'll include that. Schedule: not present, so omit. We must not include boilerplate like Company Overview, Culture of Impact, etc. Remove those sections. Also remove "Equal Opportunity", "Accessibility". Also remove "Anticipated Posting End Date". Also remove "Company Overview" etc. We need to preserve all substantive information; we must not invent or summarize away detail. So we need to keep the details from the sections we keep. We need to output only HTML fragment, no /, no markdown fences. Let's construct:
About the role
... (the intro paragraph)
Responsibilities
- Product Strategy & Backlog Management: Lead channel strategy definition across web, email, IVR, mobile, and other touchpoints for institutional servicing capabilities; Ensure cross-team backlog coordination and dependency management, identifying and pulling in appropriate teams across audiences — including B2B2C connections — to ensure cohesive delivery; Design and implement key solutions in support of the institutional servicing product roadmap, including opportunities to leverage AI and automation; Partner with Technology, UX Design, CX Research, and Analytics to establish key outcomes for the portfolio and connect them to overall Digital and Client Experience goals; Develop 12- to 24-month product roadmaps that reflect competitive positioning, business strategy, and client need.
- Customer Experience & Journey Design: Ensure cohesiveness of the institutional client experience across all touchpoints, pulling in dependent teams to ensure the experience is optimally designed end to end; Identify client needs, create experience maps, and define requirements that drive adoption, satisfaction, and measurable business outcomes for plan sponsors and plan consultants; Act as a change agent for material improvements to the operating model that put the institutional client first — and drive those changes from vision through execution; Cultivate deep customer empathy through call listening sessions, watch parties, Dynatrace reviews, and direct engagement with plan sponsors and institutional plan consultants.
- Cross-Functional Collaboration: Build and sustain senior-level relationships with partners across Retirement Solutions, Wealth, Advice, Technology, Operations, Legal, Risk, Compliance, Marketing, and the broader Digital and Engineering organization; Resolve conflicts directly and build consensus across teams without relying on positional authority; Collaborate with designers, content strategists, engineers, researchers, analytics professionals, operations leads, and control partners to deliver cohesive, scalable solutions; Engage control partners early in the process and keep them focused on assessing business risk — working toward outcomes that balance strong client experience with appropriate compliance and controls.
- Performance Monitoring & Data-Driven Decision Making: Own and drive performance against key indicators including Plan Sponsor and Plan Consultant Customer Effort Score (CES), Net Promoter Score (NPS), leading indicators for institutional client retention, and leading indicators for Institutional Plan Consultant satisfaction; Determine the expected impacts of experience changes on CES and other client health metrics prior to launch; Establish success metrics and analytics frameworks to measure experience performance across the institutional servicing portfolio; Leverage client research, behavioral data, and market/competitive insights to inform product decisions and prioritize capability investments; Build full end-to-end business cases incorporating business levers, ROI modeling, technology estimates, and experimentation strategy; Make evidence-based recommendations to senior and executive leadership on investment priorities and trade-offs.
- Go-to-Market & Launch Readiness: Roll up market launches within the institutional servicing portfolio into a compelling, consumable story for stakeholders — communicating not just what shipped, but the impact it delivered to clients and the business; Work with Marketing, NCC, Retirement Solutions, and readiness partners to develop and distribute appropriate launch artifacts; Monitor post-launch results and amplify the story of impact with key stakeholders across the enterprise.
- Innovation & AI Enablement: Foster innovation and leverage emerging technologies, including artificial intelligence, to advance TIAA's institutional client experience; Develop and maintain a clear point of view on how AI can transform institutional servicing — from intelligent automation of payroll remittance workflows to machine learning-based client retention signals to conversational interfaces that reduce consultant service friction; Develop a perspective on what AI agents the institutional servicing product portfolio requires and how those agents serve plan sponsors and consultants while maintaining compliance and building trust; Utilize AI tools to improve collaboration with partner teams and create efficiencies in your own work; Explore opportunities for intelligent automation, natural language processing, machine learning-based predictions, and other AI applications that reduce friction and improve outcomes for institutional clients.
Requirements
University degree preferred; 5+ years of product management experience required; 7+ years preferred; Sedentary work; Career level 9IC.
Qualifications
Required Qualifications
- At least 5+ years of product management experience leading customer-facing digital experiences, with demonstrated ability to manage product portfolios and deliver measurable business results.
- Experience using competitive intelligence to directly shape funded investment priorities.
- Experience establishing and tracking performance metrics — such as customer satisfaction, retention indicators, digital engagement measures and/or using data to drive investment decisions.
Preferred Qualifications
- 7+ years in product management with increasing scope and responsibility, including demonstrated leadership of B2B or institutional client-facing experience products.
- Experience working with AI-powered products or features.
- Proven ability to build and sustain cross-functional relationships and influence outcomes across complex, matrixed organizations without positional authority.
- Knowledge of the retirement plan recordkeeping ecosystem, including the roles and needs of plan sponsors, institutional plan consultants, and third-party administrators.
- Proven ability to develop end-to-end business cases, including business levers, ROI modeling, and experimentation strategy, and to present those cases persuasively to senior and executive leadership.
- Substantial experience designing, implementing, or managing AI-powered products or features such as intelligent automation, conversational AI, machine learning models, natural language processing, or predictive analytics.
- Proficiency with analytics tools and customer research methodologies to identify friction points and validate product decisions.
- Demonstrated ability to foster innovation and champion measurable, impactful change across large organizations.
- Track record of building competitive customer experience capabilities in financial services or a similarly regulated industry.
- Experience presenting to and influencing executive-level stakeholders.
for section headings, not . The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we cannot use . We need to keep only headings. So we need to embed Required and Preferred Qualifications under Qualifications section maybe as
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we cannot use . We need to keep only headings. So we need to embed Required and Preferred Qualifications under Qualifications section maybe as
headings. So we need to embed Required and Preferred Qualifications under Qualifications section maybe as
or
- with some indication. We could keep them as
paragraphs with bold? But we cannot use