This role is a senior technical leadership role reporting to Wealth Management Platform Leader, will support end-to-end execution of our highest-priority technology initiative, managing platform enhancements across managed accounts, brokerage, trust services, and critical vendor integrations while eliminating operational bottlenecks that constrain advisor productivity. It will accelerate transformation and platform delivery, drive advisor adoption, and modernize middle/back-office operations that directly impact revenue growth and competitive positioning. This role interacts with senior leadership and others concerning matters of significance to the organization and makes decisions that have a considerable impact on the overall success or failure of their area of accountability.

Key Responsibilities and Duties

• Lead and develop a high-performing team blending internal staff and managed services partners to support wealth business enhance product offering for retail clients.
• Support a multi-year, front-to-back brokerage platform transformation, overseeing delivery while managing dependencies with core brokerage platforms and vendors.
• Provide leadership for Wealth product rollouts working closely with business partners and support transformation program while ensuring teams have the support to deliver successful outcomes.
• Identify execution risks, delivery bottlenecks, and integration gaps across programs, and intervene directly with delivery teams to resolve issues and maintain momentum.
• Drive adoption and operationalization of Wealth platform, processes, and capabilities by ensuring change readiness, transition planning, and stabilization support post-implementation
• Coordinate with cross-functional stakeholders (across TIAA and Vendors) to drive delivery alignment and ensure internal and external partners remain synchronized on priorities, timelines, and transformation outcomes.
• Defines system scope through research and fact-finding to develop or modify moderately complex information systems.
• Prepares flow charts, models, and procedures and conducts feasibility studies to design possible system solutions.
• Prepares technical documentation to guide system users and to assist with the ongoing operation, maintenance, and development of the system.
• Collaborates with system analysts, engineers, and programmers to design systems and to determine project limitations and capabilities, performance requirements, systems performance standards, and interfaces.
• Analyzes and proposes revisions to existing system logic difficulties and documentation as necessary.
• Assists in the development of training sessions and demos for end users.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Career Level
9IC

Required Skills:

• 5+ years of technical product owner / lead business analyst experience
• 5+ years of Wealth Management Domain and technology experience
• Product leadership experience delivering new products and enhancement to brokerage platforms
• Experience using AI in Wealth Platforms

Preferred Skills:

• Experience with Wealth Management platforms for large US or Global Banks

Related Skills

Acceptance Testing, Business Analysis, Business Process Improvement, Business Process Mapping, Business Process Understanding, Business Requirements, Collaboration, Data Analysis, IT Business Analysis, Systems Design/Analysis, Systems Development Life Cycle, Technical Documentation, Test Planning

Anticipated Posting End Date:
2026-09-17

Base Pay Range: $136,000/yr - $180,000/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).

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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can 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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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