Senior Director, Advice & Financial Planning Methodology Lead

TIAA

. Own the strategic direction and execution of a relationship management model within assigned business units .

Posted 9/30/2026full-timeUnited StatesSenior💰 $157,000 - $197,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in relationship management and strategic execution within financial services, particularly in advice and financial planning methodologies. Proven ability to engage stakeholders, align teams, and navigate regulatory environments to drive product development and strategy.

Highest-signal resume keywords

8+ Years Experience In Financial ServicesCFP Certification PreferredStrong Proficiency With ERISA RegulationsExperience With Agile Development FrameworkFamiliarity With Financial Tech Applications

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Advice Methodology DevelopmentFinancial Planning MethodologiesRegulatory ComplianceStakeholder EngagementCompetitive Analysis

Soft Skills

Relationship BuildingStrategic LeadershipCommunication

Tools & Technologies

MorningstarEdelman Financial EnginesGuided Choice

Certifications & Qualifications

CFPCFA

Industry Keywords

Financial ServicesAdvice Product ManagementInvestment Advisory RegulationsRecordkeeping EnvironmentUX/CX Alignment

About the role

Key responsibilities & impact

Own the strategic direction and execution of a relationship management model within assigned business units
Engage senior business stakeholders and execution partners to advance the enterprise Advice strategy and position
Set and drive the advice and financial planning methodology strategic roadmap
Advise and liaise with Advice Product Management, Governance, and Enablement teams on regulatory initiatives related to advice product development
Align methodology execution across Advice Product, Advisory, and Oversight stakeholders
Cultivate senior-level relationships with business stakeholders and execution partners
Lead strategic discussions that guide stakeholder decisions and reinforce a unified Advice strategy
Serve as subject-matter authority for Advice and Financial Planning methodologies
Direct relationships with advice and financial planning vendors
Monitor competitive dynamics and translate intelligence into the Advice methodology and product roadmap
Direct and align UX, CX, Marketing, and IT Development teams to a consistent advice strategy

Requirements

What you’ll need

8+ years of experience in financial services with focus on the financial tech space, within advice and financial planning applications
CFP strongly preferred; CFA or other financial planning designations helpful
Previous experience working with Morningstar, Edelman Financial Engines, or Guided Choice retirement advice platforms
Familiarity with the recordkeeping environment
Demonstrated success in relationship building with internal and external stakeholders
Strong proficiency with ERISA and investment advisory regulations
Previous experience working in an agile development framework
University degree preferred
Sedentary work physical requirements

Benefits

Comp & perks

Superior retirement program
Health, wellness, and work life offerings
Financial well-being support
Meaningful learning experiences and development pathways
Future-focused skills and AI tools