Wealth Product Strategy
The Sr. Director of Wealth Product Strategy is responsible for supporting the development and execution of the strategic roadmap for the wealth product suite. This role will work to identify potential growth opportunities, enhancements to our existing product offerings, and ensures the project portfolio aligns with our broader business priorities.
This role reports to the MD, Wealth Product Strategy and is part of the Wealth Product and Solutions team. The Wealth Product and Solutions team is responsible for strategy, development, and management of wealth products and services, which include managed accounts, brokerage solutions, trust services, and 3rd party solutions. Our vision is to offer a diverse set of investment solutions and services to help our clients reach their financial goals.
Key Responsibilities and Duties
- Conducts in-depth product research to identify trends, assesses the competitive landscape, and synthesizes relevant industry research into actionable solutions.
- Manages governance routines to support the portfolio of product enhancements to ensure deliverables are being prudently monitored against key milestones.
- Collaborates with the broader Wealth Product Team to help accelerate product design, testing, and implementation of new solutions.
- Gathers relevant feedback and monitors performance metrics to identify and implement improvement opportunities.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Required Skills:
- 5+ years of Project Management experience
- Financial Services Experience
Preferred Skills:
- Experience managing projects from concept to implementation.
- Experience managing projects involving Wealth Products.
Anticipated Posting End Date: 2024-09-24
Base Pay Range: $150,000/yr. - $190,000/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural, and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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