Offer Management

TIAA•Frisco, TX

1d•Onsite

About The Position

The Offer Management job is responsible for leading the management and development of the organization's offer to its institutional markets, clients, and participants. This job incorporates a comprehensive approach to product management beginning with product strategy and planning and continue end-to-end through the entire product development lifecycle. As a recognized master in the organization's offer, this job works with internal clients to develop products for the appropriate distribution channels.

Requirements

5+ years of experience in retirement solutions
Hands-on experience with record keeping systems and processes
Direct experience with 401(k), 403(b) plan administration
Experience in product management, ideally within financial services or institutional markets
Experience with defined contribution plan administration

Nice To Haves

7+ years of experience in retirement solutions
Demonstrated strong decision-making capability, particularly in ambiguous or evolving business situations
Proven track record of cross-functional collaboration across product, technology, compliance, marketing, and sales teams.
Accountability
Business Acumen
Business Development
Client Relationship Management
Commercial Mindset
Communication
Financial Markets Impact
Inspires Others
Negotiation
Problem Solving
Relationship Management
Retirement Planning Selling

Responsibilities

Develops and enhances the organization’s offer using competitive market analysis and identification of growth opportunities to ensure competitiveness of existing products to meet sales and financial goals.
Leads analysis and evaluation of new business concepts with sponsors and business partners.
Provides expertise in evaluating client requests for offer inclusion or exception approval.
Champions implementation and launch of new products and services through the software development lifecycle which includes coordination across multiple cross-functional teams.
Serves as the content expert for marketing, process development, and training.
Guides business partners in the definition of new standard offers (markets, products, and services) and ensure alignment to standards.
Maintains the Service Offer Catalog (SOC) which is the repository for the Standard Offer, including content development and maintenance and bi-annual certification to ensure compliance with internal audit requirements.