Managing Director, Wealth Management Product Strategy

TIAA

. Lead execution of the near-term wealth management product pipeline .

Posted 10/28/2026full-timeUnited StatesSenior💰 $188,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in wealth management product strategy, including the ability to develop product proposals that encompass financials, technology needs, and regulatory considerations. Proven leadership in managing teams and collaborating across various departments to drive product design and go-to-market strategies.

Highest-signal resume keywords

Wealth Management Product StrategyCompetitive Landscape AnalysisProduct Proposal DevelopmentTeam ManagementGo-To-Market Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product ManagementProject ManagementStrategic ThinkingFinancial AnalysisRegulatory Considerations

Soft Skills

AccountabilityResiliencyCollaboration

Industry Keywords

Wealth ManagementProduct TrendsCustomer ResearchInvestment ManagementBusiness Enablement

About the role

Key responsibilities & impact

Lead execution of the near-term wealth management product pipeline
Influence the long-term strategic product vision and roadmap
Manage a team responsible for product strategy and go-to-market activities
Stay current on wealth management industry and product trends
Conduct competitive landscape analysis and customer research to generate product ideas
Develop product ideas into concrete proposals supported by financials, technology needs, operating model implications, and regulatory considerations
Collaborate with investment management, customer research, business enablement, and advice teams on product design and testing
Maintain wealth product priorities and roadmap
Engage stakeholders to manage expectations, timelines, and resource needs
Develop go-to-market approaches for wealth products and solutions
Hire, mentor, and develop product specialists and business managers

Requirements

What you’ll need

10+ years of work experience
University degree preferred
Experience with wealth management product strategy and product trends
Ability to conduct competitive landscape analysis and customer research
Ability to develop product proposals covering financials, technology needs, operating model implications, and regulatory considerations
Experience collaborating with investment management, customer research, business enablement, and advice teams
Product management, project management, go-to-market, accountability, resiliency, and strategic thinking skills
Direct people management experience or ability to manage a team of product specialists and business managers
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial, physical, and emotional well-being support
Learning experiences and development pathways
Incentive program linked to performance may be included, depending on the role