Senior Director - Advice & Financial Planning Methodology

TIAA; Frisco (TX); On-site; USD 157,000 - 197,000; Full time

Job summary

TIAA seeks an Advice Relationship Manager to lead a strategic relationship management model across the Advice business units. You will engage senior stakeholders and partners to advance the enterprise Advice strategy, coordinating with Product Management, Governance and Enablement to support regulatory initiatives.

You will drive the methodology roadmap, translate priorities into department-level outcomes, and align cross-functional teams including UX/CX, Marketing, and IT Development with a

Qualifications

• 8+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
• Strong relationship-building and stakeholder-management skills in cross-functional environments
• Experience navigating ERISA and investment advisory regulations is a plus

Responsibilities

• Own and cultivate highly collaborative, senior-level relationships with business stakeholders and execution partners to align methodology, advice product, and regulatory considerations
• Advise senior internal and external stakeholders, leading strategic discussions to reinforce a unified Advice strategy
• Directly influence the Advice methodology roadmap and coordinate across Advice Product, Advisory, and Oversight teams

Job description

TIAA seeks an Advice Relationship Manager to lead a strategic relationship management model across the Advice business units. You will engage senior stakeholders and partners to advance the enterprise Advice strategy, coordinating with Product Management, Governance and Enablement to support regulatory initiatives.

You will drive the methodology roadmap, translate priorities into department-level outcomes, and align cross-functional teams including UX/CX, Marketing, and IT Development with a