Wealth Managed Accounts Product Lead

TIAA; Frisco (TX); On-site; USD 104,000 - 145,000; Full time

Job summary

TIAA is seeking a Director, Managed Accounts Product Manager to lead wealth managed accounts strategy, align with client and advisor needs, and drive feature definition as part of the product roadmap.

You will partner with analytics, marketing and sales to deliver compelling products, monitor performance, manage governance, and ensure robust risk controls while delivering measurable value to clients and the firm.

Qualifications

• 5+ years of experience with Managed Accounts.
• 7+ years experience as an investment or wealth Product Manager.
• Deep understanding of TIAA Wealth's Managed Account offerings, specifically PAM.

Responsibilities

• Support Product Lifecycle Management: Create and maintain product roadmaps, develop and articulate product specifications, and drive product life cycle management activities.
• Deliver Data and Insights: Perform research and business analysis on market trends and leverage customer insights to inform product strategy; present key findings and potential solutions to produce actionable product recommendations.
• Monitor Performance Metrics: Define and track key performance indicators to measure product performance and value delivered - understand P&L impact and make data-driven decisions to deliver on product/solution business case.
• Develop Product Collateral: In partnership with Marketing team, develop and maintain product-related content and communications including sales, training/education, and marketing materials.
• Drive Value Proposition: Collaborate with the Sales Enablement team to drive advisor and customer engagement plans and distribution strategies.
• Maintain Governance Standards: Manage risk by aligning product/service activities to the firm’s risk appetite - maintaining and enhancing product-related controls as required and ensuring design and development of products/solutions adhere to applicable regulations and internal policies.

Skills

Managed Accounts

Wealth Product Mgmt

PAM Knowledge

Education

University Degree

Job description

TIAA is seeking a Director, Managed Accounts Product Manager to lead wealth managed accounts strategy, align with client and advisor needs, and drive feature definition as part of the product roadmap.

You will partner with analytics, marketing and sales to deliver compelling products, monitor performance, manage governance, and ensure robust risk controls while delivering measurable value to clients and the firm.