Offer Management

TIAA; Frisco (TX); On-site; USD 120,000 - 200,000; Full time

Job summary

TIAA is seeking a senior professional based in Frisco, TX to lead product management for retirement solutions. The role requires coordinating cross-functional teams through the full lifecycle of new offerings, from market analysis to launch.

You will act as a content expert for marketing and process development and guide the standardization of offers across markets. Ideal candidates have extensive experience in defined contribution administration and 401(k)/403(b) plan administration, with a

Qualifications

• 5+ years of experience in retirement solutions.
• Hands-on experience with record keeping systems and processes.
• Direct experience with 401(k), 403(b) plan administration.
• Experience in product management, ideally within financial services or institutional markets.
• Experience with defined contribution plan administration.

Responsibilities

• Develops and enhances the organization’s offer using competitive market analysis and growth opportunities.
• Leads analysis and evaluation of new business concepts with sponsors and partners.
• Evaluates client requests for offer inclusion or exception approval.
• Champions implementation and launch of new products through the SDLC coordinating across teams.
• Serves as the content expert for marketing, process development and training.
• Guides business partners in defining new standard offers and alignment to standards.
• Maintains the Service Offer Catalog (SOC) and bi-annual certification for compliance.

Skills

retirement solutions expertise

record keeping systems

401(k) administration

product management

defined contribution administration

Education

University degree preferred

Job description

Key Responsibilities and Duties

• Develops and enhances the organization’s offer using competitive market analysis and identification of growth opportunities to ensure competitiveness of existing products to meet sales and financial goals.
• Leads analysis and evaluation of new business concepts with sponsors and business partners.
• Provides expertise in evaluating client requests for offer inclusion or exception approval.
• Champions implementation and launch of new products and services through the software development lifecycle which includes coordination across multiple cross-functional teams.
• Serves as the content expert for marketing, process development, and training.
• Guides business partners in the definition of new standard offers (markets, products, and services) and ensure alignment to standards.
• Maintains the Service Offer Catalog (SOC) which is the repository for the Standard Offer, including content development and maintenance and bi-annual certification to ensure compliance with internal audit requirements.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

9IC

Required Skills

• 5+ years of experience in retirement solutions
• Hands‑on experience with record keeping systems and processes
• Direct experience with 401(k), 403(b) plan administration
• Experience in product management, ideally within financial services or institutional markets
• Experience with defined contribution plan administration

Preferred Skills

• 7+ years of experience in retirement solutions
• Demonstrated strong decision‑making capability, particularly in ambiguous or evolving business situations
• Proven track record of cross‑functional collaboration across product, technology, compliance, marketing, and sales teams.

Related Skills

Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date

2026-09-03

Base Pay Range: $120,000/yr - $200,000/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).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

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. To learn more about your benefits, please review our Benefits Summary.

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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

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

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