Sr Director, Advice & Financial Planning Methodology Lead

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

Advice Relationship Manager

The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to the Advice Product Management, Governance and Enablement teams supporting regulatory initiatives related to advice product development. Through the establishment of effective relationship management processes and protocols, this role owns alignment of methodology execution across Advice Product, Advisory and Oversight stakeholders, translating strategic priorities into department-level and cross-functional business outcomes.

The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to the Advice Product Management, Governance and Enablement teams supporting regulatory initiatives related to advice product development. Through the establishment of effective relationship management processes and protocols, this role owns alignment of methodology execution across Advice Product, Advisory and Oversight stakeholders, translating strategic priorities into department-level and cross-functional business outcomes.

Key Responsibilities And Duties

• Own and cultivate highly collaborative, senior-level relationships with business stakeholders and execution partners, positioning the Advice team as a trusted strategic partner in aligning methodology, advice product, and regulatory considerations — both in sustaining existing advice solutions and shaping the strategy for bringing new solutions to market.
• Serve as an advisor to senior internal and external business stakeholders and execution partners, leading and shaping regular strategic discussions that guide their decisions and reinforce a unified Advice strategy and market position.
• Serve as the department's subject-matter authority for foundational Advice and Financial planning methodologies, establishing and directing deep expertise and strategic relationships with key advice and financial planning vendors that shape the broader methodology roadmap.
• Anticipate the problems, challenges, and long-term business strategies of senior stakeholders, proactively shaping how Advice evolves to address emerging needs and strengthen its competitive position.
• Monitor competitive dynamics and translate that intelligence into strategic input that shapes the direction of the Advice methodology and product roadmap.
• Direct and align UX, CX, Marketing, and IT Development teams to a consistent, senior-endorsed advice strategy, serving as the accountable voice for strategic coherence across these cross-functional partners.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8+ Years Required; 10+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

10IC

Required Qualifications

• 8+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications

Preferred Qualifications

• 10+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
• CFP strongly preferred; CFA or other financial planning designations helpful
• Previous experience working with one of the following retirement advice platforms: Morningstar, Edelman Financial Engines, Guided Choice
• Familiarity with the recordkeeping environment
• Demonstrated success in relationship building w/ internal and external stakeholders
• Strong proficiency with ERISA and investment advisory regulations
• Previous experience working in an agile development framework

Anticipated Posting End Date

2026-11-02

Base Pay Range

$157,000/yr - $197,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits And Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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Preferred Qualifications

• 10+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
• CFP strongly preferred; CFA or other financial planning designations helpful
• Previous experience working with one of the following retirement advice platforms: Morningstar, Edelman Financial Engines, Guided Choice
• Familiarity with the recordkeeping environment
• Demonstrated success in relationship building w/ internal and external stakeholders
• Strong proficiency with ERISA and investment advisory regulations
• Previous experience working in an agile development framework