Managing Director, Wealth Management Solution Design & Execution

Benefits

Additional Information

Solutions Design & Execution Leader This job owns the medium-term (2-4 year) strategy for the platform and technology capabilities that drive B2C client growth and retention. The role envisions and develops transformative solutions that connect offerings and platforms across the enterprise ecosystem, and partners with senior leaders across Digital, Advice, and Marketing to shape the next generation of the participant and retail experience. This job makes key decisions with significant enterprise impact, and develops cross-departmental solutions that drive strong growth in line with enterprise priorities. Key Responsibilities and Duties Develops and owns the B2C platform strategy, envisioning next-generation and AI-enabled solutions - spanning participant engagement, client insights, retention, and advisor capabilities - - that position the organization for long-term competitive advantage. Architects connectivity across the enterprise ecosystem, ensuring that platform initiatives, digital offerings, and advice capabilities are integrated end-to-end and deliver a cohesive participant experience that is critical to B2C strategy performance. Drives the evolution of the integrated advice continuum - from retirement planning through comprehensive wealth management - ensuring seamless data flow, consistent cross-channel experiences, and alignment with enterprise platform standards. Develops solutions in genuine partnership with Digital, Advice, and Marketing leadership, managing organizational change and building risk mitigation plans that address challenges extending beyond the immediate department. Owns business accountability for core B2C technology priorities - including Lead Automation, Advisor Next Best Action, and digital-first engagement capabilities - making key decisions and ensuring delivery against strategic business outcomes. Translates emerging AI and technology capabilities into enterprise-ready platform solutions, anticipating market and competitive dynamics that could influence the organization's strategic position and participant value proposition. Leads a major department of platform and solutions experts, directing talent development and staffing needs across a broader organizational footprint, and cultivating a culture of innovation, high performance, and cross-functional collaboration. Establishes scalable operating routines that connect participant and field insights to product management partners, ensuring platform solutions remain responsive to real-world needs while advancing the enterprise B2C agenda Educational Requirements University (Degree) Preferred Work Experience 10+ Years Required Physical Requirements Physical Requirements: Sedentary Work Career Level 12PL 10+ years' Wealth Platform experience required Related Skills Accountability, Adaptability, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Creative Thinking, Critical Thinking, Innovation, Prototyping, Relationship Management, Test & Learn Mentality, User Experience Design Anticipated Posting End Date: 2026-06-16 Base Pay Range: $267,000/yr - $349,000/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 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 togeth