Senior Real Estate Wealth Products Leader

TIAA

Charlotte (NC)

On-site

USD 136,000 - 217,000

Full time

5 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Nuveen is seeking a VP, Wealth Alternatives Product Manager to oversee the real estate wealth offerings lifecycle, including execution, enhancements, and positioning. You will communicate with stakeholders, analyze metrics, and drive go-to-market efforts for regulatory and market opportunities.

The role requires strong real estate and tax-aware investing knowledge, superior writing and presentation skills, and the ability to translate complex topics into clear narratives for distribution and

Qualifications

  • 5+ years of experience in investment banking, consulting, institutional allocation, product development/management, or alternatives
  • Series 7 and 63 licenses preferred, or willingness to obtain within 120 days from start date
  • CFA or CAIA designation strongly preferred
  • Technical proficiency in real estate, tax-deferral/1031 programs, and semi-liquid structures, including '33 Act and exempt offerings
  • Strong market intelligence, financial acumen, and ability to translate competitive dynamics into actionable product strategy
  • Experience supporting product development, product positioning, stakeholder education, and client-facing materials
  • Excellent communication, presentation, and writing skills, with the ability to simplify complex topics for varied audiences
  • Collaborative self-starter with high attention to detail and ability to manage competing priorities across teams and product lines
  • Proficiency in Microsoft Excel, PowerPoint, and Word

Responsibilities

  • Support the ongoing product lifecycle for real estate wealth offerings, including product execution, enhancements, and positioning
  • Own day-to-day product management for a specified product lineup, including stakeholder communication, reporting, and issue resolution
  • Lead competitive, market and regulatory intelligence to inform product strategy, positioning, training, and enhancements
  • Serve as a subject matter expert for distribution, investment, marketing, operations and other stakeholders, supporting education, due diligence, and client engagement
  • Support go-to-market execution, including advisor communications, training, product adoption initiatives, and market penetration efforts
  • Create clear, concise materials that synthesize product, market, and performance information for internal and external audiences
  • Monitor product performance, analyze key metrics and recommend improvements to senior management and cross-functional partners
  • Contribute to product ideation and development by partnering with investment and product teams to evaluate market opportunities and new offering concepts

Skills

Real estate knowledge
Tax-aware investing
Strategic thinking
Communication
Financial analysis

Education

Bachelor's degree in finance/investment or related field

Tools

Excel
PowerPoint

Job description

Nuveen is seeking a VP, Wealth Alternatives Product Manager to oversee the real estate wealth offerings lifecycle, including execution, enhancements, and positioning. You will communicate with stakeholders, analyze metrics, and drive go-to-market efforts for regulatory and market opportunities.

The role requires strong real estate and tax-aware investing knowledge, superior writing and presentation skills, and the ability to translate complex topics into clear narratives for distribution and

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Wealth Alternatives Product Manager: Real Estate & 1031
Wealth Alternatives Product Manager: Real Estate & 1031

Nuveen • Charlotte (NC)

On-site
USD 136,000 - 217,000
VP, Wealth Alternatives Product Manager
VP, Wealth Alternatives Product Manager

Nuveen • Charlotte (NC)

On-site
USD 136,000 - 217,000
Senior Real Estate Investment Marketing Lead
Senior Real Estate Investment Marketing Lead

TIAA • Frisco (TX)

On-site
USD 130,000 - 180,000
Real Estate Portfolio Strategy & Investor Relations Director
Real Estate Portfolio Strategy & Investor Relations Director

TIAA • Atlanta (GA)

On-site
USD 140,000 - 192,000
VP, Wealth Product Strategy & Digital Platform
VP, Wealth Product Strategy & Digital Platform

Broadridge Financial Solutions • New York (NY)

On-site
USD 330,000 - 350,000
Senior Wealth & Tax Planning Strategist
Senior Wealth & Tax Planning Strategist

Nuveen • Frisco (TX)

On-site
USD 163,000 - 228,000
AVP, Alternatives Marketing, Real Estate
AVP, Alternatives Marketing, Real Estate

TIAA • Frisco (TX)

On-site
USD 130,000 - 180,000
High-Net-Worth Wealth Planner
High-Net-Worth Wealth Planner

Nuveen • Pittsburgh

Hybrid
USD 84,000 - 110,000
Wealth Management Advisor: Build Affluent Relationships
Wealth Management Advisor: Build Affluent Relationships

Nuveen • Coralville (IA)

On-site
USD 66,000 - 73,000
VP, Wealth Investment Solutions Architect
VP, Wealth Investment Solutions Architect

Testing Site - JPMC • Austin (TX)

Hybrid
USD 150,000 - 230,000