TIAA Annuity Product Management (Retention) Director in Waltham, Massachusetts



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In this role you will lead and implement our TIAA Traditional Product Strategy for retention of customers and assets through improving the client experience and helping drive understanding of the value of the solution. As a Product Management leader you will be called upon to identify product and service needs, conduct competitive analysis, analyze trends, develop new products and/or enhance features of existing products, independently lead initiatives in a dynamic environment, and work closely with operations, technology, business partners, training and sales management in supporting successful outcomes for the business and participants. Ideal candidate has financial services industry knowledge, as well as product expertise in annuities along with an understanding of the role they play in generating lifetime income.


  • Contributes to the development andmanagement of the long-term product strategy

  • Manages execution of annual product planfocused on retention of customers and assets

  • Leads strategic initiative implementationefforts from conception through implementation

  • Responsible for ensuring product retentiongoals are met monitoring and analyzing financials, metrics and product trendsidentifying root causes

  • Leadscross-functional teams building partnerships that drive results

  • Definesour message and partners with marketing professionals to create, maintain anddeliver marketing campaigns and materials

  • Works closelywith sales & service managers formulating proactive strategies todrive engagement with field-facing teams through training, sales ideas,and other engagement efforts

  • Able to independently manage multiplepriorities, meet deadlines, and deliver business results.

  • Comfortable operating effectively in adynamic and changing environment (often with unstructured and/or virtualteams).




  • Bachelor’s degree required

  • 10 or more years of experience inproduct/business management or otherwise related experience in financialservices industry


  • MBA or MSF strongly preferred

  • FINRA Series 6 and 63 must be obtainedwithin 120 days from date of hire; additional registrations and licenses may berequired in the future.

  • Strong sales/marketing or program managementorientation, with prior experience of socialization and execution of strategicgoals

  • Strong presentation development abilities,in particular complex PowerPoint presentation skills, are highly desired

  • Knowledge of key competitors’ offers and industrytrends is desired

  • Excellent interpersonal and communicationskills are desired

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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

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Job: Product Development/Management

Primary Location: MA-Waltham

Req ID: 1716069