Sr Director, Advice & Financial Planning Methodology Lead
TIAA / Nuveen · Charlotte, United States +1 · 1d ago
Advice Relationship Manager
The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planningmethodologystrategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to the Advice Product Management, Governance and Enablement teams supporting regulatory initiatives related to advice product development. Through the establishment of effective relationship management processes and protocols, this role owns alignment ofmethodologyexecution across Advice Product, Advisory and Oversight stakeholders, translating strategic priorities into department-level and cross-functional business outcomes.
KeyResponsibilitiesand Duties
Own and cultivate highly collaborative, senior-level relationships with business stakeholders and execution partners, positioning the Advice team as a trusted strategic partner in aligning methodology, advice product, and regulatory considerations — both in sustaining existing advice solutions and shaping the strategy for bringing new solutions to market.
Serve as an advisor to senior internal and external business stakeholders and execution partners, leading and shaping regular strategic discussions that guide their decisions and reinforce a unified Advice strategy and market position.
Serve as the department's subject-matter authority for foundational Advice and Financial planning methodologies,establishingand directing deepexpertiseand strategic relationships with key advice and financial planning vendors that shape the broadermethodologyroadmap.
Anticipate the problems, challenges, and long-term business strategies of senior stakeholders, proactively shaping how Advice evolves to address emerging needs and strengthen its competitive position.
Monitor competitive dynamics and translate that intelligence into strategic input that shapes the direction of the Advicemethodologyand product roadmap.
Direct and align UX, CX, Marketing, and IT Development teams to a consistent, senior-endorsed advice strategy, serving as the accountable voice for strategic coherence across these cross-functional partners.
Educational Requirements
University (Degree) Preferred
Work Experience
8+ Years Required; 10+ Years Preferred
FINRA Registrations
SRC Indicator: NRF
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
10IC
Required Qualifications:
- 8+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
Preferred Qualifications:
- 10+ years 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 one of the following retirement advice platforms: Morningstar, Edelman Financial Engines, Guided Choice
- Familiarity with the recordkeeping environment
- Demonstrated success in relationship building w/ internal and external stakeholders
- Strong proficiency with ERISA and investment advisory regulations
- Previous experience working in an agile development framework
#LI-KD2
Anticipated Posting End Date:
2026-10-10Base Pay Range: $157,000/yr - $197,000/yrActual 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.
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Email: accessibility.support@tiaa.org
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