Managing Director, Head of Wealth Mgmt Products & Architecture

The Wealth Management Product and Architecture Leader will manage a department or unit comprising multiple teams, led by managers, that oversee various categories of Wealth product management, engineering, technical architecture, and operating systems supporting end-user applications.

The role influences stakeholders to adopt approved practices and approaches, communicates effectively with executive leadership, and owns the short- to mid-term (1-3 year) execution of functional strategy and operational direction for information systems.

This new leader also oversees design, architecture, and implementation of technical solutions, ensuring information systems meet user needs and align with the organization's overall information systems architecture.

Key Responsibilities and Duties

• Leads a multi-year, front-to-back brokerage product platform strategy, overseeing delivery while managing dependencies with core brokerage platforms and vendors for the Wealth business.
• Partners with business product leaders to develop organizational information systems strategies and goals for Wealth technology platforms.
• Manages team performance through regular, timely feedback and the formal performance review process; drives engagement, motivation, and development to ensure delivery of exceptional service.
• Directs complex product and architecture requirements analysis, translating business needs into technical solutions.
• Oversees system design and technology decisions to ensure compliance with organizational and regulatory requirements for information systems.
• Guides the development of key capabilities and performance requirements in system architecture design.
• Approves strategies and activities for delivering solutions that integrate multiple platforms, operating systems, and applications across the enterprise.
• Translates external market dynamics into actionable recommendations for enhanced business performance, presenting insights to senior leadership.
• Directs operations and maintains strong working relationships with other information systems leaders.
• Communicates the strategic importance of information systems to department and senior leadership to minimize risk and improve organizational performance and productivity.
• Provides strategic direction for the development and maintenance of technical architecture and operating systems.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

11PL

The successful candidate brings deep knowledge of the Wealth business product lifecycle alongside strong skills in complex strategic decision-making, executive stakeholder management, and organizational change leadership. This includes navigating political dynamics across Sales, Marketing, Brokerage, Investment Management, Trading, Wealth Financial Planning, Tax and Real Estate, CRM, Client Services, and middle-office operations.

The role requires sound judgment on vendor relationships, team development, and technology trade-offs-decisions that carry significant organizational risk. Success depends on deep contextual expertise in wealth management (including wealth platforms, trust operations, regulatory compliance, and advisor workflows), paired with strong human skills: inspiring teams through transformation, building cross-functional trust, advising executive leadership on strategy, and balancing competing business priorities. These capabilities draw heavily on experiential judgment, emotional intelligence, and relationship capital.

• 12+ years of experience in Financial Services technology, with at least 3-5 years of experience in a management capacity

• 7 - 10+ years of experience in Wealth Management and Brokerage product roles, including leading business rollout of Wealth products to clients

• 2 - 5+ years of product engineering and architecture experience

• Experience with AI products within a Wealth or Asset Management business

• Demonstrated expertise in trust operations, regulatory compliance, and advisor workflows within the wealth management domain

• Proven track record managing cross-functional dynamics across Sales, Marketing, Brokerage, Investment Management, Trading, and related business units

• Experience mentoring or leading teams through large-scale organizational or technology transformation

Anticipated Posting End Date:

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).

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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.

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: [email protected]

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