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Advice Product Manager

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.


The Advice Product Management 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
  • Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
  • Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
  • Leads 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
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
8IC

Primary responsibilities for this role will include defining, grooming, and validating Features to enable the integration of a 3rd party Digital Advice / In-plan managed account solution for participants of institutional retirement plans. Prior experience with Robo-advisors or advice solutions and managed accounts a plus.

Start Date: 28-Apr-2025

End Date: 31-Oct-2025

Travel Required: No

Anticipated Posting End Date:

2025-04-06

Base Pay Range: $39.66/hr. - $54.66/hr.

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.

_____________________________________________________________________________________________________

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.

Read more about your rights and view government notices 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

Privacy Notices

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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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$82500K
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What You Should Know About Advice Product Manager, TIAA

Are you ready to take on a challenging and rewarding role as an Advice Product Manager with TIAA in Iselin, New Jersey? In this dynamic position, you'll become a vital part of our team, overseeing the management of end-to-end investment products. Your primary focus will be on enhancing customer satisfaction while ensuring financial performance and value for our service. The role requires you to perform a variety of moderately complex business planning and project-related tasks, all aimed at driving the success of our investment product portfolio. The position is hybrid, allowing for both onsite and flexible working arrangements. With your 5+ years of relevant experience, you’ll lead critical discussions around profitability, investment performance, and governance of our investment products. Engaging with different teams such as product management, portfolio management, and client servicing will be part of your everyday routine, ensuring that our clients get expert assistance on designated product matters. You will also have a hand in defining and validating features that integrate third-party digital advice solutions for our institutional retirement plan participants. If you possess knowledge of agile development and have experience with Robo-advisors or managed accounts, you are the ideal fit for this role. Join us for a 6-month term, with the possibility for extension, and be part of a company that's committed to excellent results and customer service.

Frequently Asked Questions (FAQs) for Advice Product Manager Role at TIAA
What are the main responsibilities of the Advice Product Manager at TIAA?

The Advice Product Manager at TIAA is responsible for overseeing profitability, investment performance, and governance of investment products. This includes structuring changes to products, fostering partnerships between various teams, and ensuring excellent customer service is provided to clients.

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What qualifications are required for the Advice Product Manager position at TIAA?

Candidates should possess at least 5 years of relevant experience, with a preferred 7+ years. A university degree is preferred, along with knowledge of agile development and experience with Robo-advisors or managed accounts.

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What kind of work environment can an Advice Product Manager expect at TIAA?

The Advice Product Manager role at TIAA offers a hybrid work environment, allowing flexibility with onsite work in Iselin, New Jersey. This arrangement promotes a collaborative atmosphere while allowing for personal work preferences.

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What is the expected duration of the Advice Product Manager role at TIAA?

The Advice Product Manager position at TIAA is initially set for a 6-month term starting from April 28, 2025. Depending on business needs, there may be opportunities for an extension.

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What skills are important for success as an Advice Product Manager at TIAA?

Important skills for success in the Advice Product Manager role include strong leadership qualities, excellent communication abilities, expertise in investment products, and familiarity with business planning and project management.

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Common Interview Questions for Advice Product Manager
Can you describe your experience with investment products in previous roles?

It's essential to highlight specific instances where you've managed or contributed to investment products, focusing on how those experiences have prepared you for the Advice Product Manager role at TIAA.

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How do you ensure excellent customer service in product management?

Discuss your approaches, such as feedback systems and customer engagement initiatives that you have implemented to enhance customer satisfaction in previous projects.

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What methodologies do you use for project management?

Explain your familiarity with agile methodologies, like SCRUM or Kanban, and any tools you have used, such as JIRA, to manage project workflows effectively.

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How have you collaborated with other teams in your previous positions?

Share specific examples of how you've worked with cross-functional teams, such as legal, accounting, and client services, to achieve common goals.

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Can you provide an example of a challenge you faced in product management and how you overcame it?

Discuss a specific challenge that required critical thinking and problem-solving skills, highlighting the steps you took to resolve the issue.

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What strategies do you recommend for managing product profitability?

Focus on analyzing market trends, assessing performance metrics, and implementing cost-control measures to maintain profitability.

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How do you track and measure the success of an investment product?

Discuss the key performance indicators you monitor and how you utilize data analytics to inform strategies for product enhancements.

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What experience do you have with vendor management and how do you ensure successful partnerships?

Provide examples of how you've established and maintained professional relationships with vendors, ensuring that contractual obligations were met.

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How comfortable are you with regulatory compliance in investment product management?

Speak about your understanding of regulatory requirements and any specific compliance processes you have managed or coordinated in past roles.

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Why do you want to work as an Advice Product Manager at TIAA?

Express your enthusiasm for TIAA's mission, the opportunity to work in a collaborative environment, and your passion for creating impactful investment products that enhance customer experiences.

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Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet.

63 jobs
MATCH
VIEW MATCH
BADGES
Badge Women LedBadge Diversity ChampionBadge Family FriendlyBadge Office VibesBadge Work&Life Balance
CULTURE VALUES
Empathetic
Inclusive & Diverse
Mission Driven
Social Impact Driven
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Contract, hybrid
DATE POSTED
April 2, 2025

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