Advice Product Mgr

The Advice Product Manager job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service. This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization. This job is part of a team of professionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve business objectives.

Key Responsibilities And Duties

• Supports oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
• Provides input on structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
• Provides monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
• Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
• Knowledge of agile development and JIRA work tools a plus.
  
  

Educational Requirements

• University (Degree) Preferred
  
  

Work Experience

• 3+ Years Required; 5+ Years Preferred
  
  

Physical Requirements

• Physical Requirements: Sedentary Work
  
  

Career Level

7IC

• Partners across the Advice Integration and Methodology team to ensure that resources are appropriately aligned against business and development objectives.
• Will develop relationships with key Digital and Client Experience partners to ensure alignment of evolving client experience and the modularization of advice capabilities.
• Prior experience with financial planning applications strongly desired
• Exceptional communication skills required
  
  

Required Qualification

3 or more years of product or project management experience in financial services

Preferred Qualifications

• Strong analytical skills preferred
• Knowledge and/or understanding of wealth management products preferred
• Demonstrated ability to organize and managed complex initiatives
  
  

Related Skills

Accountability, Agile Methodology, Business Requirements, Collaboration, Critical Thinking, Design Thinking Approach, Digital Savviness, Influence, Prioritizes Effectively, Problem Solving, Product Delivery, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Requirements, Product Strategy/Planning, Relationship Management, TIAA Products/Services Acumen, Vendor / Partner Management

Base Pay Range: $85,000/yr. - $135,000/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 (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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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. Thats why 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. To learn more about your benefits, please review our Benefits Summary.

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.

Read more about the Equal Opportunity Law here.

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.

If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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