Offer Management

Nuveen; New York, Northern (NY, KY); Hybrid; USD 120,000 - 200,000; Full time

Job summary

TIAA in New York seeks an Offer Management leader to steer the development of the organization’s institutional market offers, aligning strategy with end-to-end product development from concept through launch.

You will work with internal clients, sponsors and cross-functional teams to ensure competitive, compliant offerings for retirement plans and related services, while maintaining the Offer Catalog and supporting sales and client satisfaction.

Qualifications

• University degree required.
• 5+ years retirement solutions experience; 7+ years preferred.
• Experience with 401(k), 403(b) plan administration.

Responsibilities

• Develops and enhances offers using market analysis to meet sales and financial goals.
• Leads evaluation of new business concepts with sponsors and partners.
• Champions launch of new products through the software development lifecycle across cross-functional teams.
• Maintains the Service Offer Catalog and ensures compliance with internal audits.

Skills

Retirement solutions

Record keeping systems

401(k) / 403(b) plan administration

Product management

Cross-functional collaboration

Education

University degree

Job description

The Offer Management job is responsible for leading the management and development of the organization’s offer to its institutional markets, clients, and participants. This job incorporates a comprehensive approach to product management beginning with product strategy and planning and continue end-to-end through the entire product development lifecycle. As a recognized master in the organization’s offer, this job works with internal clients to develop products for the appropriate distribution channels.

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

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 Skills Accountability, 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).

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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 we’re a market‑leading retirement company fueled by world‑class asset management. But we’re not just another legacy financial services firm. We’re 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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

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