Sr. Director, Accumulation Advice Product Management

About the role

This Sr. Director role leads the advice experiences for TIAA's In-Plan Managed Accounts & Value Added Services. This leader serves as the primary digital business owner for TIAA’s Retirement Plan Portfolio Manager (RPPM) — a managed account solution that performs quarterly portfolio reforecast and rebalancing for plan participants at a small fee.

Responsibilities

• Lead the full product management lifecycle for in-plan managed account digital solutions, including business case development, product definition, launch, and ongoing lifecycle management
• Drive digital advice adoption and monitor KPIs to measure experience effectiveness and identify improvement opportunities
• Manage and develop a two-person team, maintaining strong product acumen including the ability to write or review product features
• Collaborate across Technology, Design, Analytics, TRAC, investment product, and cross-functional partners to align roadmaps and investments
• Present strategy, performance, and roadmap priorities to senior and executive stakeholders
• Champion Voice of Customer activities and feature roadmap development to deliver measurable outcomes for participants, plan sponsors, and the business
• Contribute to shaping the advice experience for other products in the IRA suite, alongside team members carrying direct responsibilities in that space

Requirements

• Minimum 8+ years of financial services experience

Qualifications

• Preferred Qualifications: 10+ years of financial services experience, 3+ years of digital product management or financial product management, Experience managing individuals or a small team, Familiarity with TIAA's product suite preferred, Ability to write product features or manage a team that does, Strong cross-functional collaboration skills, Confident communicator with experience presenting to executive audiences

Skills

• Analytical Skills
• Collaboration
• Continuous Improvement Mindset
• Customer Engagement
• Data-Based Decision Making
• Group Problem Solving
• Influence
• Innovation
• Product Design
• Product Performance/Improvement Monitoring
• Relationship Management
• Story Telling

Benefits

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).