Senior Technical Product Owner – Wealth & Brokerage Tech

TIAA

Charlotte (NC)

On-site

USD 136,000 - 180,000

Full time

20 hours ago
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Job summary

TIAA is seeking a senior technical leader to drive end-to-end execution of our top wealth technology initiatives, overseeing platform enhancements across brokerage, trust, and vendor integrations. You will accelerate transformation, enable advisor adoption, and modernize middle/back-office operations that impact revenue and competitive positioning.

You will oversee a high-performing team, manage multi-year transformations, and collaborate with senior leaders to deliver outcomes while ensuring

Qualifications

  • 5+ years of technical product owner / lead business analyst experience.
  • 5+ years of Wealth Management Domain and technology experience.
  • Product leadership experience delivering new products and enhancements to brokerage platforms.
  • Experience using AI in Wealth Platforms.

Responsibilities

  • Lead and develop a high-performing team blending internal staff and managed services partners to support wealth business enhancements for retail clients.
  • Support a multi-year, front-to-back brokerage platform transformation, overseeing delivery with core platforms and vendors.
  • Provide leadership for Wealth product rollouts with business partners and transformation programs.
  • Identify execution risks, delivery bottlenecks, and integration gaps; intervene to maintain momentum.
  • Drive adoption and operation of Wealth platform processes and capabilities post-implementation.
  • Coordinate with cross-functional stakeholders to align priorities, timelines, and outcomes.

Skills

Technical product owner
Wealth Management domain
Product leadership
AI in wealth platforms

Education

University degree preferred

Job description

TIAA is seeking a senior technical leader to drive end-to-end execution of our top wealth technology initiatives, overseeing platform enhancements across brokerage, trust, and vendor integrations. You will accelerate transformation, enable advisor adoption, and modernize middle/back-office operations that impact revenue and competitive positioning.

You will oversee a high-performing team, manage multi-year transformations, and collaborate with senior leaders to deliver outcomes while ensuring

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