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. This professional also supports TIAA's Advisor Managed Accounts (AMA) and supports other products in the IRA suite with regards to advice.
Sitting within the Accumulations and Saving Advice Product Management team, this leader partners closely with cross-functional stakeholders to drive digital adoption, shape the customer experience, manage performance, and definition of the Financial Consultant associate desktop experience. You will lead a small, high-impact team of two and will be expected to engage at both the tactical product level and with executive audiences.
Key Responsibilities and Duties- 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
Educational Requirements- University (Degree) Preferred
Work Experience- 8+ Years Required; 10+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level10PL
Required Qualifications:
- Minimum 8+ years of financial services experience
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
Related Skills
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
Anticipated Posting End Date:2026-07-17
Base Pay Range: $182,000/yr - $230,000/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.
