Advice Methodology Development Governance

The Senior Director, Advice Methodology Development Governance job is responsible for the development and deployment of an end-to-end road map of financial planning, retirement planning, and wellness capabilities that drive positive outcomes for plan participants, plan sponsors, and individual wealth clients leveraging the latest internally and externally developed financial planning methodology and behavioral research. The role is also responsible for staying abreast of developments in financial and retirement planning research, authoring original research in related topics, and coordinating the review and development of such research with partner vendors and the TIAA Institute. The incumbent will lead a team of methodology research, development and governance experts that supports financial planning, retirement advice, and financial wellness solutions with respect to capability definition, appropriateness of methodology, support of intended outcomes, and support of omnichannel delivery. This job provides methodology and deployment subject matter expertise to the design, definition and deployment of a diverse portfolio financial planning and wellness capabilities across multiple client segments and delivery channels. This job is part of a team of professionals focused on the creation and management of advice-based solutions, promotions, communications, distribution strategies and programs designed to achieve business objectives.

Key Responsibilities and Duties

Develops multi-year strategic roadmap of financial planning, retirement advice, and financial wellness capabilities that encourage progressive engagement while demonstrably helping clients achieve better accumulation and decumulation outcomes in a multi-segment, omnichannel framework that supports experimentation and continuous improvement.

Leads efforts to translate best practices and new developments in retirement and financial planning research – including self-authored, internally-, and externally-coordinated – into actionable methodology frameworks and capabilities that address TIAA client accumulation, decumulation, and financial wellness needs.

Develops collaborative relationships with internal partners (e.g. Enterprise Analytics, TIAA Institute, Consultant Relations, etc.) to perform methodology and outcomes research that informs evolving methodology strategy and vendor engagement

Serves as a subject matter expert on financial planning, retirement planning, and financial wellness capabilities supporting the development of advisor/consultant best practices, training, communications and marketing campaigns, and capability development.

Partners with Client Service and Technology, Client Experience, Advice Product Management, Advice Strategy, Legal, Risk and Compliance to ensure that methodology capabilities and features are properly scoped, implemented, tested and maintained.

Partners with TIAA Product and Actuarial services to ensure that products are accurately modeled within retirement and financial planning methodologies and that Product Managers/Developers are informed of the methodological implications of product design.

Leads for methodology due diligence and governance for new and existing capabilities and features

Responsible for establishing methodology standards and guidance for usage in omnichannel settings.

Engage with Vendor analytics teams to support methodology validation and change management.

Educational Requirements

University (Degree) PreferredWork Experience

8+ Years Required; 10+ Years PreferredPhysical Requirements

Physical Requirements: Sedentary WorkCareer Level

10PL

8+ years of experience in financial and/or retirement planning methodology development or research required

Certified Financial Planner and/or Chartered Financial Analyst designation highly preferred, additional financial planning, retirement planning or investment-related designations (RMA, CIMA, etc.) preferred

Extensive experience with evaluation and deployment of self-service and advisor-assisted financial planning, retirement planning, and wellness solutions

Primary author of technical papers on financial and retirement planning topics

Related Skills

Accountability, Agile Methodology, Business Requirements, Collaboration, Critical Thinking, Design Thinking Approach, Digital Savviness, Influence, Prioritizes Effectively, Problem Solving, Product Delivery, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Requirements, Product Strategy/Planning, Relationship Management, TIAA Products/Services Acumen, Vendor / Partner Management

Anticipated Posting End Date:

2024-04-05

Base Pay Range: $208,000/yr. - $253,000/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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 Nuveen residing in Europe and APAC, please click here .

For Applicants of Greenwood residing in Brazil (English), click here .

For Applicants of Greenwood residing in Brazil (Portuguese), click here .

For Applicants of Westchester residing in Brazil (English), click here .

For Applicants of Westchester residing in Brazil (Portuguese), click here .

Nondiscrimination Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law

Pay Transparency

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