Annuitization Product Capability Owner

TIAA • Frisco, TX

13d • $85,000 - $119,000

About The Position

The Annuitization Product Capability Owner supports management of the end-to-end services and products that comprise TIAA’s Annuitization platform and Lifetime Income offers. Under limited supervision, the role combines product capability ownership and data analysis to define and support the development of desirable, feasible, viable, and sustainable business solutions, adoption strategies, and roadmaps that meet internal and external customer needs.

The position works with enterprise business owners and cross-functional partners to deliver platform product solutions, align roadmaps with enterprise strategy, and support product and regulatory initiatives. It uses research, customer feedback, complaints, and data analysis to inform strategy and product decisions, while providing stakeholders and senior leaders with dashboards, reports, presentations, and subject-matter expertise on platform capabilities and end-to-end processes.

Requirements

• At least 3 years of experience in business management, operations, or a related cross-functional role, with demonstrated analytical experience.
• Ability to write and troubleshoot SQL queries to extract and analyze data from large datasets.
• Experience with Snowflake or a comparable cloud-based data platform.
• Experience with Tableau or a comparable data visualization tool for dashboard development and reporting.
• PowerPoint and storytelling skills, with the ability to prepare clear, polished materials for executive audiences.
• Ability to manage multiple workstreams simultaneously in a matrixed organization with cross-functional stakeholders.
• University degree preferred.

Nice To Haves

• 5 or more years of work experience preferred.
• Experience with annuities, lifetime income products, or insurance-based financial solutions.
• Familiarity with Agile delivery frameworks and experience contributing to Epic and capability definition.
• Experience conducting Voice of Customer analysis or using complaints and remediation data to inform product strategy.
• Ability to perform root cause analysis and develop data-driven recommendations.
• Experience partnering with Legal, Risk, or Compliance teams on product or regulatory initiatives.
• Working knowledge of data governance principles and data quality best practices.
• Exposure to enterprise portfolio management tools and roadmap planning processes.

Responsibilities

• Collaborate with enterprise-wide business owners and partner teams, including Advice, Marketing, Legal, Risk, Compliance, Client Experience, Product Management, and Technology, to deliver product solutions on the Annuitization platform.
• Support roadmap development and delivery by aligning work with enterprise strategy and strategic initiative prioritization, and manage progress toward planned outcomes.
• Partner with Product Management and Regulatory teams on impact assessments and solution design for new or enhanced product initiatives and regulatory changes.
• Prepare executive-facing PowerPoint presentations, business reviews, and strategic summaries communicating platform priorities, progress, and recommendations to senior leadership.
• Conduct research and discovery into stakeholder process-improvement opportunities, Voice of Customer feedback, and complaint and remediation trends to develop insights that inform solution strategy.
• Use SQL, Snowflake, and Tableau for data analysis that supports product decisions, monitors platform performance, and surfaces strategic and operational insights.
• Develop and maintain Tableau dashboards and reports that provide stakeholders across the organization with ongoing visibility into key platform and business metrics.
• Ensure product completeness, including risk mitigation through control design and implementation, enterprise stakeholder review and acceptance, adoption readiness, and delivery of business value.
• Define and prioritize Epics and capabilities; align the product solution roadmap with the enterprise portfolio roadmap; and manage requirements with Solution Architects to support internal and external product delivery.
• Serve as a subject matter expert on Annuitization platform capabilities and end-to-end processes, helping organizational partners understand how solutions work and how changes affect downstream processes.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Comprehensive Total Rewards package supporting associates’ physical, emotional, and financial well-being.
• Depending on the role, compensation may include participation in an incentive program linked to performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level