VP, Wealth Alternatives Product Manager

TIAA • Charlotte, NC

6d • Onsite

About The Position

The VP, Wealth Alternatives Product Manager supports the lifecycle of Nuveen’s real estate wealth offerings, including non-traded REITs, 1031/DST programs, and other semi-liquid structures. This visible role supports product management, executes go-to-market initiatives, and serves as a subject matter expert for distribution and internal partners. It requires real estate and tax-aware investment knowledge, competitive and market intelligence, financial acumen, and the ability to translate complex information into clear narratives that support product execution, stakeholder engagement, AUM generation, and P&L management.

The role owns day-to-day product management for a specified product lineup and works with investment, product, distribution, marketing, operations, and other teams. It contributes to product strategy, positioning, education, development, performance monitoring, and market penetration. The position requires a university degree (preferred), at least five years of relevant experience, and Series 7 and 63 licenses or willingness to obtain them within 120 days of starting. The posting identifies this as Career Level 8IC and describes the physical requirements as sedentary work.

Requirements

• At least 5 years of experience in investment banking, consulting, institutional allocation, product development or management, or alternatives.
• Series 7 and Series 63 licenses preferred, or willingness to obtain them within 120 days from start date.
• Technical proficiency in real estate, tax-deferral/1031 programs, and semi-liquid structures, including ’33 Act and exempt offerings.
• Strong market intelligence and financial acumen, with the ability to translate competitive dynamics into actionable product strategy.
• Experience supporting product development, product positioning, stakeholder education, and client-facing materials.
• Excellent communication, presentation, and writing skills, including the ability to simplify complex topics for varied audiences.
• Collaborative self-starter with very high attention to detail, sound judgment, and the ability to manage competing priorities across teams and product lines.
• Proficiency in Microsoft Excel, PowerPoint, and Word.

Nice To Haves

• University degree preferred.
• At least 7 years of experience in investment banking, consulting, institutional allocation, product development or management, or alternatives.
• CFA or CAIA designation strongly preferred.
• Series 7 and Series 63 licenses.

Responsibilities

• Support the ongoing product lifecycle for real estate wealth offerings, including product execution, enhancements, and positioning.
• Own day-to-day product management for a specified product lineup, including stakeholder communication, reporting, and issue resolution.
• Lead competitive, market, and regulatory intelligence to inform product strategy, positioning, training, and enhancements.
• Serve as a subject matter expert for distribution, investment, marketing, operations, and other stakeholders, supporting education, due diligence, and client engagement.
• Support go-to-market execution, including advisor communications, training, product adoption initiatives, and market penetration efforts.
• Create clear, concise materials synthesizing product, market, and performance information for internal and external audiences.
• Monitor product performance, analyze key metrics, and recommend improvements to senior management and cross-functional partners.
• Contribute to product ideation and development by partnering with investment and product teams to evaluate market opportunities and new offering concepts.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Depending on the role, participation in an incentive program linked to performance, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans.

What This Job Offers

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