Director, Managed Accounts Product Manager

TIAA•Charlotte, NC

8d•Onsite

About The Position

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.

Requirements

5+ years Managed Accounts experience
5+ years Product Management
Wealth management or managed accounts product experience
External benchmarking and competitive analysis
Product enhancement planning and rollout
Product strategy development
Understanding of product P&L and financial performance
Sales engagement and distribution strategy experience
Leading cross-functional product initiatives

Nice To Haves

7+ years Managed Accounts experience
7+ years Product Management
Bachelor’s degree

Responsibilities

Create and maintain product roadmaps, develop and articulate product specifications, and drive product life cycle management activities.
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.
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.
In partnership with Marketing team, develop and maintain product-related content and communications including sales, training/education, and marketing materials.
Collaborate with the Sales Enablement team to drive advisor and customer engagement plans and distribution strategies.
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.