Wealth Product Strategy MD: Lead Vision & Growth

TIAA; Frisco (TX); On-site; USD 188,000 - 275,000; Full time

Job summary

TIAA is seeking a Wealth Management Product Strategy Leader to drive the near-term product pipeline and influence the long-term strategic product vision and roadmap. The role includes managing a team of product specialists and business managers within the Wealth Product and Solutions group, which covers managed accounts, brokerage, trust services, and third-party solutions.

The ideal candidate will stay ahead of industry trends, collaborate with cross-functional teams, and develop go-to-market

Qualifications

• 10+ years of experience in wealth management or product strategy.
• Experience leading a team of product specialists and business managers.
• Ability to develop go-to-market strategies.
• Strong collaboration with investment management and research teams.

Responsibilities

• Stay current on wealth management industry and product trends; conduct competitive analysis and customer research to generate product ideas.
• Develop product ideas into proposals with financials, technology needs, operating model implications and regulatory considerations.
• Collaborate with investment management, customer research, business enablement and advice teams to set the agenda and deliverables for product design and testing.
• Maintain wealth product priorities and roadmap; proactively engage with stakeholders to manage expectations, timelines, and resources.
• Develop go-to-market approaches for wealth products and solutions.
• Hire, mentor and develop talent; manage a team of product specialists and business managers.

Skills

Product Management

Go-To-Market

Strategic Thinking

Accountability

Project Management

Resiliency

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Management Product Strategy Leader to drive the near-term product pipeline and influence the long-term strategic product vision and roadmap. The role includes managing a team of product specialists and business managers within the Wealth Product and Solutions group, which covers managed accounts, brokerage, trust services, and third-party solutions.

The ideal candidate will stay ahead of industry trends, collaborate with cross-functional teams, and develop go-to-market