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Managing Director, Head of Experience Design - Wealth Management

Group UX Design
The Group UX Management job is responsible for design across all responsive web and native mobile experiences. This job creates experience concepts and stories, delivering on a multi-year strategy to improve the end-user experience across all participant types and journey stages - to help lead the evolution of end-user experiences and supporting the organization's mission of delivering lifetime income for all, with investments that build a better world.

Key Responsibilities and Duties
  • Leads design team to partner with research, product management and development to establish modern best practices for end-to-end experience design and delivery, such as design research, journey mapping, personas, storyboards, concept designs, prototyping and final production designs for all end-user experiences.
  • Elevates design awareness and implementation of modern design best practices to enable the team to deliver the highest quality experiences at scale and positions design as a strategic capability for the end-user experience teams.
  • Ensures that the experience priorities for the end-user experience inform and align with client & business challenges/goals.
  • Partners closely with Digital and Client Experience Transformation team to mature end to end experience processes and influence adoption of customer centric solutions and a culture of experimentation across the teams.
  • Collaborates closely with Research, Brand Marketing, Data & Analytics, Technology, Digital and Product Lines of Business to define and execute end-user digital design strategy and leads the end-user experience design disciplines to drive scale and growth by maximizing end-user's engagement and loyalty across all digital channels.
  • Collaborates with the digital product and technology organizations to support the end-to-end vision and strategic roadmap, producing validated design concepts and stories that establish a best-in-class experience for our end-users.
  • Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure delivery of user experience objectives and engagement, motivation and development of the team.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 10+ Years Required

Career Level
11PL

Digital & Client Experience (D&CX), Design Office

Our Digital & Client Experience purpose is to delight clients by transforming TIAA’s culture and practices around client centricity, creating confidence and simplicity in our end-to-end experiences. The team is accountable for digital, client experience, financial wellness and advice and analytics. This group is critical to our efforts to become digital-first and simplify how we show up for and serve our clients.

TIAA’s Design Office’s mission is to build a design-led culture, while strengthening our design capabilities to create an end-to-end experience vision that unlocks innovation and inspires and empowers clients to pursue retirement security with TIAA. The Design Office is also charged to develop and lead adoption around client obsession and experimentation practices and work collaboratively across the D&CX, marketing, product, retirement, and client services & technology organizations.

Managing Director, Head of Experience Design – Wealth Management

Reporting directly to the Chief Design Officer, we are looking for an experienced and visionary design leader to oversee design strategy and creation of TIAA’s Wealth experiences.

This role will create experience concepts and stories, delivering on a multi-year strategy to improve the experience across all end-user types and journey stages - to help lead the evolution of our wealth participant experiences and supporting our mission of delivering lifetime income for all, with investments that build a better world.

Key Responsibilities and Duties:

  • Directly oversee a team of designers, content strategists and design leads. You will collaborate with the digital product and technology organizations to support the end-to-end vision and strategic roadmap, producing validated design concepts and stories that establish a best-in-class experience for our wealth participants. You will collaborate with and align the teams, around our experience strategy goals

Qualifications and Skills:

  • Minimum of 10 years human-centered design-thinking experience required, 10+ preferred
  • 10+ years of UX design and / or design management experience required,10+ preferred
  • Strong and demonstrated background in enterprise experience design; consumer product design; mobile platform design in an agile delivery model
  • Strong multi-disciplinary team management and team building skills
  • Demonstrated experience in leading and mentoring managers and individual contributors, as well as developing talent and upgrading craft skills 
  • Eager to be innovative and possess a strong ‘test and learn’ mentality
  • Familiarity with finance, investments, wealth management or retirement services is a plus
  • University degree preferred

Related Skills

Accountability, Adaptability, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Creative Thinking, Critical Thinking, Innovation, Prototyping, Relationship Management, Test and Learn Mentality, User Experience Design

Anticipated Posting End Date:

2025-04-09

Base Pay Range: $199,500/yr. - $332,500/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). 

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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. That’s 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 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

For Applicants of TIAA, Nuveen and Affiliates residing in 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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Average salary estimate

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What You Should Know About Managing Director, Head of Experience Design - Wealth Management, TIAA

Join TIAA as the Managing Director, Head of Experience Design - Wealth Management in Frisco, Texas, where you can lead a dynamic team focused on creating exceptional user experiences across digital platforms. You'll take the reins of the Group UX Design, conceptualizing and realizing a multi-year strategy aimed at enhancing the journey of users at every stage. Your leadership will guide the design team to collaborate seamlessly with research, product management, and development to implement best practices in experience design. You'll elevate design excellence, ensuring that the priorities align with business goals while fostering a culture of innovation and experimentation. By partnering closely with various departments like Digital and Client Experience Transformation, you'll help refine end-to-end processes that prioritize customer satisfaction. This role not only involves overseeing design strategies but also mentoring a talented team, enabling them to thrive and grow in their skills. With more than a decade of experience in design and UX, you’ll help TIAA transform its culture around client-centricity and collective well-being. As you work toward delivering user-centered solutions, you will also contribute significantly to the organization’s mission of providing financial security for all. So if you're ready to make a lasting impact in wealth management through innovative design, TIAA would love to hear from you!

Frequently Asked Questions (FAQs) for Managing Director, Head of Experience Design - Wealth Management Role at TIAA
What are the key responsibilities of the Managing Director, Head of Experience Design - Wealth Management at TIAA?

The Managing Director, Head of Experience Design - Wealth Management at TIAA is responsible for overseeing a design team and leading the strategy for creating exceptional user experiences. This involves collaborating with various departments, implementing best practices in design, and ensuring alignment between design priorities and business objectives. You will also mentor team members to enhance their skills and influence a culture of client-centric design innovation.

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What qualifications does TIAA require for the Managing Director, Head of Experience Design - Wealth Management role?

For the Managing Director, Head of Experience Design - Wealth Management position at TIAA, candidates should possess a minimum of 10 years of human-centered design experience, with a strong background in UX design and design management. Leadership skills and the ability to manage and mentor a team are essential. Familiarity with financial services, especially in wealth management, is a plus.

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How does the Managing Director, Head of Experience Design - Wealth Management contribute to TIAA's mission?

In their role, the Managing Director, Head of Experience Design - Wealth Management at TIAA works strategically to enhance user experiences that align with the company's mission of providing financial security for all. By fostering innovative design approaches and collaborating on user-centered solutions, this position directly contributes to building a culture of client-centricity that fulfills TIAA's overarching goal.

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What skills are important for the Managing Director, Head of Experience Design - Wealth Management position at TIAA?

Essential skills for the Managing Director, Head of Experience Design - Wealth Management role at TIAA include strong design and UX principles, team leadership abilities, effective communication skills, and a passion for innovation. Additionally, the ability to collaborate with various teams, manage multiple stakeholders, and adapt to changes in the design landscape are critical.

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What is the work culture like for the Managing Director, Head of Experience Design - Wealth Management at TIAA?

The work culture at TIAA for the Managing Director, Head of Experience Design - Wealth Management role emphasizes collaboration, creativity, and client-centricity. Employees are encouraged to experiment and innovate, fostering a supportive environment for professional growth and development. The organization is committed to well-being, both for its clients and associates, creating a positive atmosphere focused on achieving success together.

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Common Interview Questions for Managing Director, Head of Experience Design - Wealth Management
What approaches do you use for creating user-centered design strategies?

In crafting user-centered design strategies, I utilize a mix of user research, journey mapping, and iterative prototyping. By focusing on the needs and pain points of users, I ensure that the design approaches I recommend align with their expectations through comprehensive testing and feedback loops.

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How do you foster a collaborative environment within a design team?

Fostering collaboration involves promoting open communication and flexibility within the team. I encourage regular brainstorming sessions and cross-functional workshops to bring forth diverse perspectives, ensuring that every team member feels valued and contributions are recognized.

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Can you describe a time you innovated within your design processes?

At my previous position, I introduced a design sprint framework that significantly accelerated our project timelines. By facilitating shorter, focused sessions where teams could develop prototypes and gather quick user feedback, we drove better iteration cycles and improved overall design quality effectively.

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What methods do you use to measure the success of user experiences?

To measure success, I leverage both qualitative and quantitative data. This includes user satisfaction surveys, usability testing outcomes, and analytics data to assess user engagement levels. These metrics guide adjustments and improvements for future design iterations.

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How do you keep up with the latest trends in UX design?

I regularly engage with design communities, participate in workshops, and read industry publications. Following thought leaders on social media and attending UX conferences also help me stay ahead of emerging trends and technologies.

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Describe your experience in leading multi-disciplinary teams.

I have led multi-disciplinary teams by integrating diverse skill sets — from UX researchers to developers. This experience has taught me the value of collaboration, as each discipline contributes unique insights that can ultimately enhance the end-user experience.

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What is your philosophy on mentorship within design roles?

My philosophy on mentorship revolves around empowerment and growth. I believe in fostering a culture of knowledge sharing, where junior designers feel comfortable seeking guidance. I regularly set aside time for one-on-one sessions to discuss career development and offer constructive feedback that nurtures talent.

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How do you ensure that the design aligns with business objectives?

I ensure design alignment through active collaboration with stakeholders from various departments. Regular check-ins and strategy alignment meetings are essential to ensure everyone understands how user needs and business objectives can converge in the design process.

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What role does client feedback play in your design process?

Client feedback is pivotal in my design process. I prioritize incorporating client insights through interviews or usability testing sessions to refine our product offerings. This feedback loop not only enhances the end-user experience but also builds trust with clients.

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How would you approach a design challenge with limited resources?

When facing limited resources, I focus on prioritizing essential tasks and identifying quick wins. Leveraging existing assets creatively, conducting lightweight user testing, and embracing agile methodologies helps maximize impact without overextending the team.

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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.

41 jobs
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BADGES
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CULTURE VALUES
Empathetic
Inclusive & Diverse
Mission Driven
Social Impact Driven
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 4, 2025

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