Wealth Product Manager

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

Job summary

TIAA in Charlotte is seeking a Wealth Product Manager to lead managed accounts product strategy and feature rollouts, aligning with client and advisor needs. You will own roadmaps, define specifications, and drive lifecycle activities to expand our suite of wealth solutions.

You will collaborate with Marketing on product collateral, analyze market trends, and monitor KPIs to inform decisions while ensuring governance and risk controls across the product line.

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 Private Asset Management (PAM).

Responsibilities

• Create and maintain product roadmaps and specifications, driving product lifecycle management.
• Research market trends and customer insights to inform strategy; present actionable recommendations.
• Define and track KPIs to measure product value and understand P&L impact.
• Develop product collateral in partnership with Marketing, including sales, training, and marketing materials.
• Collaborate with Sales Enablement to drive advisor and customer engagement plans and distribution strategies.
• Maintain governance by aligning activities to risk appetite and regulatory requirements.

Skills

Accountability

Go-To-Market

Product Management

Project Management

Resiliency

Strategic Thinking

Education

University degree preferred

Job description

Wealth Product Manager

The Director, Managed Accounts Product Manager is responsible for managing wealth managed accounts products, which includes customer and advisor needs analysis, external benchmarking, and feature definition and roll out of enhancements. This role contributes to the overall vision of providing diverse set of products and solutions to help clients reach their financial goals.

Key Responsibilities and Duties

• 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 to 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required Qualifications

• 5+ years of experience with Managed Accounts

Preferred Qualifications

• 7+ years experience as an investment or wealth Product Manager
• Deep understanding of TIAA Wealth's Managed Account offerings, specifically Private Asset Management (PAM)

Related SkillsAccountability, Go-To-Market, Product Management, Project Management, Resiliency, Strategic Thinking

Anticipated Posting End Date:

Base Pay Range: $104,000/yr - $145,000/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.

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.