Senior Wealth Product Strategist

TIAA; Charlotte (NC); On-site; USD 90,000 - 141,000; Full time

Job summary

The Product Development role at TIAA Wealth Management Products & Solutions supports the development, readiness, and implementation of new products and enhancements, helping shape the firm’s offerings.

Working with product managers, legal, risk, and compliance, the role analyzes market trends, forecasts demand, and compiles business reports to drive strategic decisions while ensuring regulatory alignment. This position requires 3+ years in financial services and a university degree.

Qualifications

• 3+ years of experience in financial services.
• Experience as a product owner or in finance creating sales goals and targets.
• Bachelors Degree or higher preferred.

Responsibilities

• Collaborates with product managers on new features and enhancements and propels innovation through the development of curated financial product offerings.
• Provides product support for initiatives related to strategic product development, including the launch of new products and solutions and existing product enhancements.
• Analyzes market and consumer trends and helps to develop forecasts on consumer demand for new products and offerings.
• Compiles and provides business reporting on product features and enhancements.
• Improves the product development process through resources allocation tools and facilitates business process.
• Generates reports on risk and compliance issues and monitors regulatory and legislative requirements.
• Nurtures product innovations and fosters department discussions around customer preferences, stakeholder requirements, and recent developments in product enhancements.
• Partners with legal, risk and compliance teams to fully identify, understand, establish controls, test and mitigate potential risks to ensure products adhere to compliance, privacy regulations and policies.
• Promotes and delivers presentations on the product strategy, vision and mission to executive leadership.
• Acts as product subject matter expert on features and services and collaborates with business partners to provide recommendations and oversee implementation.

Skills

Adaptability

Analytical Skills

Continuous Improvement Mindset

Critical Thinking

Customer Engagement

Data-Based Decision Making

Go-To-Market

Influence

Innovation

Market/Industry Dynamics

Problem Solving

Product Design

Product Development

Product Management

Product Requirements

Relationship Management

TIAA Products/Services Acumen

Education

University (Degree) Preferred

Bachelors Degree

Job description

The Product Development role at TIAA Wealth Management Products & Solutions supports the development, readiness, and implementation of new products and enhancements, helping shape the firm’s offerings.

Working with product managers, legal, risk, and compliance, the role analyzes market trends, forecasts demand, and compiles business reports to drive strategic decisions while ensuring regulatory alignment. This position requires 3+ years in financial services and a university degree.