Director, Managed Accounts, Product Manager

TIAA; Charlotte (NC); On-site; USD 104,000 - 145,000; Full time

Job summary

TIAA is seeking a Wealth Product Manager to lead managed accounts product strategy, roadmaps, and feature rollouts, translating client and advisor needs into market‑leading solutions. You will partner with Marketing, Sales and Governance teams to drive lifecycle management, data driven insights, KPIs, and a strong P&L mindset while ensuring regulatory compliance.

A university degree is preferred and 5+ years of managed accounts experience with 7+ years in product management are expected; a

Qualifications

• 5+ years Managed Accounts experience
• 7+ years Product Management experience
• Understanding of wealth management or managed accounts products

Responsibilities

• Create and maintain product roadmaps and define specifications.
• Analyze market trends and customer insights to guide strategy.
• Define KPIs and track product performance and P&L impact.
• Develop sales and training materials with Marketing.
• Collaborate on advisor and customer engagement and distribution plans.
• Ensure governance and regulatory controls for products.

Skills

Accountability

Go-To-Market

Product Management

Project Management

Resiliency

Strategic Thinking

Education

Bachelor's degree

Job description

Wealth Product Manager

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

Key Responsibilities and Duties

• 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 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required Qualifications

• 5+ years Managed Accounts experience

Preferred Qualifications

• 7+ years Product Management
• Wealth management or managed accounts product experience
• External benchmarking and competitive analysis
• Product enhancement planning and rollout
• Product strategy development
• Understanding of product P&L and financial performance
• Sales engagement and distribution strategy experience
• Leading cross‑functional product initiatives
• Bachelor’s degree (preferred)

Related Skills

Accountability, Go‑To‑Market, Product Management, Project Management, Resiliency, Strategic Thinking

Anticipated Posting End Date

2026-07-17

Base Pay Range

$104,000/yr - $145,000/yr

Benefits and Total Rewards

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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug‑free and smoke‑free workplace.

Privacy Notices

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