Sr. Director, Accumulation Advice Product Management

This Sr. Director role leads the advice experiences for TIAA's In-Plan Managed Accounts & Value Added Services. This leader serves as the primary digital business owner for TIAA’s Retirement Plan Portfolio Manager (RPPM) — a managed account solution that performs quarterly portfolio reforecast and rebalancing for plan participants at a small fee. This professional also supports TIAA’s Advisor Managed Accounts (AMA) and supports other products in the IRA suite with regards to advice.

Sitting within the Accumulations and Saving Advice Product Management team, this leader partners closely with cross-functional stakeholders to drive digital adoption, shape the customer experience, manage performance, and definition of the Financial Consultant associate desktop experience. You will lead a small, high-impact team of two and will be expected to engage at both the tactical product level and with executive audiences.

Key Responsibilities and Duties

• Lead the full product management lifecycle for in-plan managed account digital solutions, including business case development, product definition, launch, and ongoing lifecycle management

• Drive digital advice adoption and monitor KPIs to measure experience effectiveness and identify improvement opportunities

• Manage and develop a two-person team, maintaining strong product acumen including the ability to write or review product features

• Collaborate across Technology, Design, Analytics, TRAC, investment product, and cross-functional partners to align roadmaps and investments

• Present strategy, performance, and roadmap priorities to senior and executive stakeholders

• Champion Voice of Customer activities and feature roadmap development to deliver measurable outcomes for participants, plan sponsors, and the business

• Contribute to shaping the advice experience for other products in the IRA suite, alongside team members carrying direct responsibilities in that space

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8+ Years Required; 10+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
10PL

Required Qualifications:

• Minimum 8+ years of financial services experience

Preferred Qualifications:

• 10+ years of financial services experience
• 3+ years of digital product management or financial product management
• Experience managing individuals or a small team
• Familiarity with TIAA's product suite preferred
• Ability to write product features or manage a team that does
• Strong cross-functional collaboration skills
• Confident communicator with experience presenting to executive audiences

Related Skills

Analytical Skills, Collaboration, Continuous Improvement Mindset, Customer Engagement, Data-Based Decision Making, Group Problem Solving, Influence, Innovation, Product Design, Product Management, Product Performance/Improvement Monitoring, Relationship Management, Story Telling

Anticipated Posting End Date:

2026-07-17

Base Pay Range: $182,000/yr - $230,000/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.

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 f