Advice Product Manager

The Advice Product Management job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service. This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization. This job is part of a team of professionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve business objectives.

Key Responsibilities and Duties

• Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
• Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
• Leads monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
• Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
• Knowledge of agile development and JIRA work tools a plus.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

• Partners across the Advice Integration and Methodology team to ensure that resources are appropriately aligned against business and development objectives.

• Will develop relationships with key Digital and Client Experience partners to ensure alignment of evolving client experience and the modularization of advice capabilities.

• Prior experience with financial planning applications strongly desired

• Exceptional communication skills required
   

Required Qualification:

5 or more years of product or project management experience in financial services
 

Preferred Qualifications:

Strong analytical skills preferred

Knowledge and/or understanding of wealth management products preferred

Demonstrated ability to organize and managed complex initiatives

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Related Skills

Accountability, Agile Methodology, Business Requirements, Collaboration, Critical Thinking, Design Thinking Approach, Digital Savviness, Group Problem Solving, Influence, Prioritizes Effectively, Product Delivery, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Requirements, Product Strategy/Planning, Relationship Management, TIAA Products/Services Acumen, Vendor / Partner Management

Anticipated Posting End Date:

2024-12-16

Base Pay Range: $105,800/yr. - $146,000/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). 

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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.

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,