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Job description
Wealth Product Manager
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.
Key Responsibilities and Duties
Support Product Lifecycle Management: Create and maintain product roadmaps, develop and articulate product specifications, and drive product life cycle management activities.
Deliver Data and Insights: 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.
Monitor Performance Metrics: Define and track 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.
Develop Product Collateral: In partnership with Marketing team, develop and maintain product‑related content and communications including sales, training/education, and marketing materials.
Drive Value Proposition: Collaborate with the Sales Enablement team to drive advisor and customer engagement plans and distribution strategies.
Maintain Governance Standards: 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.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications
5+ years Managed Accounts experience
Preferred Qualifications
7+ 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
Bachelor’s degree (preferred)
Related Skills
Accountability, Go‑To‑Market, Product Management, Project Management, Resiliency, Strategic Thinking
Anticipated Posting End Date
Base Pay Range
$104,000/yr - $145,000/yr
Benefits and Total Rewards
We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally 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.
Drug and Smoking Policy
TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in the US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.