Wealth Product Manager

Career Level 8IC

About the role

This role is responsible for managing wealth managed accounts products, including customer and advisor needs analysis, external benchmarking, and feature definition and rollout of enhancements. The Director, Managed Accounts Product Manager contributes to the overall vision of providing a diverse set of products and solutions to help clients reach their financial goals.

Responsibilities

• Support Product Lifecycle Management: Create and maintain product roadmaps, develop and articulate product specifications, and drive product life cycle management activities.
• Deliver Data and Insights: Perform research and business analysis on market trends and leverage customer insights to inform product strategy; present key findings and potential solutions to produce actionable product recommendations.
• Monitor Performance Metrics: Define and track key performance indicators to measure product performance and value delivered—understand P&L impact and make data-driven decisions to deliver on product/solution business case.
• Develop Product Collateral: In partnership with the Marketing team, develop and maintain product-related content and communications including sales, training/education, and marketing materials.
• Drive Value Proposition: Collaborate with the Sales Enablement team to drive advisor and customer engagement plans and distribution strategies.
• Maintain Governance Standards: Manage risk by aligning product/service activities to the firm’s risk appetite—maintaining and enhancing product-related controls as required and ensuring design and development of products/solutions adhere to applicable regulations and internal policies.

Requirements

• University degree preferred
• 5+ years of work experience required; 7+ years preferred
• Sedentary work environment

Qualifications

• 5+ years of experience with Managed Accounts (required)
• 7+ years experience as an investment or wealth Product Manager (preferred)
• Deep understanding of TIAA Wealth's Managed Account offerings, specifically Private Asset Management (PAM) (preferred)

Skills

• Accountability
• Go-To-Market
• Product Management
• Project Management
• Resiliency
• Strategic Thinking

Pay

Base Pay Range: $104,000/yr - $145,000/yr. 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 participation in an incentive program linked to performance.

Benefits

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.