Sr. Director, Accumulation Advice Product Management

TIAA•Frisco, TX

7d•Onsite

About The Position

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.

Requirements

Minimum 8+ 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

Nice To Haves

10+ years of financial services experience

Responsibilities

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