Senior Wealth Managed Accounts Product Lead

TIAA; Charlotte (NC); On-site; USD 104,000 - 145,000; Full time

Job summary

TIAA is seeking a Wealth Product Manager to lead managed accounts product strategy, roadmaps, and feature rollouts, translating client and advisor needs into market‑leading solutions. You will partner with Marketing, Sales and Governance teams to drive lifecycle management, data driven insights, KPIs, and a strong P&L mindset while ensuring regulatory compliance.

A university degree is preferred and 5+ years of managed accounts experience with 7+ years in product management are expected; a

Qualifications

• 5+ years Managed Accounts experience
• 7+ years Product Management experience
• Understanding of wealth management or managed accounts products

Responsibilities

• Create and maintain product roadmaps and define specifications.
• Analyze market trends and customer insights to guide strategy.
• Define KPIs and track product performance and P&L impact.
• Develop sales and training materials with Marketing.
• Collaborate on advisor and customer engagement and distribution plans.
• Ensure governance and regulatory controls for products.

Skills

Accountability

Go-To-Market

Product Management

Project Management

Resiliency

Strategic Thinking

Education

Bachelor's degree

Job description

TIAA is seeking a Wealth Product Manager to lead managed accounts product strategy, roadmaps, and feature rollouts, translating client and advisor needs into market‑leading solutions. You will partner with Marketing, Sales and Governance teams to drive lifecycle management, data driven insights, KPIs, and a strong P&L mindset while ensuring regulatory compliance.

A university degree is preferred and 5+ years of managed accounts experience with 7+ years in product management are expected; a