The Advice Product Management job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service. This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization. This job is part of a team of
professionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve business objectives.
Key Responsibilities and Duties- Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
- Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
- Leads monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
- Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
- Knowledge of agile development and JIRA work tools a plus.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 8IC
Additional Role Responsibilities:- Leverages TIAA's internal AI resources to accelerate work and optimize client experiences, including hands-on application of the following:
- Large Language Models (LLMs): using LLMs to synthesize research, generate content, and support product decision-making
- Prompt Engineering: crafting effective prompts to extract high-quality outputs from AI tools for business use cases
- Generative & Agentic AI: understanding how generative AI creates content and how agentic AI autonomously executes multi-step tasks, and identifying opportunities to apply both within advice product workflows
- Staying current on emerging trends in the AI space to proactively identify capabilities that could benefit Advice experiences
Required Qualifications- 5+ years of financial services experience
Preferred Qualifications- 7+ years of financial services experience
- Prior experience in Advice Solutions (Accumulation, Decumulation and/or Wealth)
- Knowledge of regulatory requirements to illustrate lifetime income from annuity payments
- Knowledge of TIAA's products and services, including TIAA's suite of core annuities (Fixed and Variable)
- FINRA Registration
- Experience with AI (specifically with Large Language Models (LLMs), Prompt Engineering and Generative & Agentic AI)
- Proactive and willing to learn
#LI-KD2
Related Skills
Accountability, Agile Methodology, Business Requirements, Collaboration, Critical Thinking, Design Thinking Approach, Digital Savviness, Group Problem Solving, Influence, Prioritizes Effectively, Product Delivery, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Requirements, Product Strategy/Planning, Relationship Management, TIAA Products/Services Acumen, Vendor / Partner Management
Anticipated Posting End Date:2026-06-17
Base Pay Range: $111,000/yr - $140,000/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, 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).
Benefits and Total RewardsThe 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. To learn more about your benefits, please review our Benefits Summary.
