The Investments Manager is responsible for overseeing the strategy, development, and delivery of innovative investment solutions that support the firm's Retail managed accounts offerings. This role sits at the intersection of product management, investment management, advisor and client experience, and technology, ensuring that solutions support scalable growth, meet regulatory standards, and deliver a best-in-class experience to advisors and investors. A defining aspect of this role is leading the expansion of the managed accounts platform to support next-generation investment solutions - including Alternative Investments, Direct Indexing, and Income Solutions - and managing the operational and technical integrations necessary to bring these capabilities to life. This includes overseeing the firm's integration with third party platforms as a critical enabler of scalable access within managed accounts.
Key Responsibilities and Duties
Investment Solutions Design & Implementation - The role will lead the end-to-end design and implementation of new investment solutions, ensuring they are thoughtfully structured, operationally scalable, and aligned to client and advisor needs. The role will define the investment solution framework, establish eligibility and qualification criteria, partner with internal investment teams and external managers, and oversee the build-out of supporting infrastructure. The Product Manager will also continuously evaluate the competitive landscape to identify emerging investment solution opportunities and maintain a pipeline of future capabilities.
Product Strategy & Roadmap - The Investments Manager will define and execute a long-term product and platform vision that prioritizes the integration of new investment solutions alongside supporting firm growth, regulatory alignment, and evolving client and advisor needs. Competitive benchmarking will be conducted regularly to assess how the firm's investment solutions compare to peer offerings across advisory programs, fee structures, and available solution @types. This analysis will inform product positioning, pricing, and enhancement priorities. A growth strategy centered on new investment solution adoption will be developed, leveraging training, digital engagement, and advisor education to drive meaningful utilization across the platform.
Governance & Regulatory Compliance - This role partners with legal and compliance teams to ensure all investment solutions, products, and workflows comply with firm policies, FINRA and SEC requirements, and ERISA and retirement plan regulations. This includes particular attention to the regulatory requirements associated with alternative investments, including SEC regulations governing private placements, accredited investor and qualified purchaser standards, FINRA suitability rules, and ERISA considerations for retirement accounts. The Product Manager will oversee disclosures, suitability frameworks, offering documents, and supervisory procedures, and will serve as the primary subject matter expert for internal and external inquiries, audits, and supervision requests. Committee oversight will be maintained to ensure investment agreements are upheld in accordance with policy.
Advisor Enablement & Education - Given the complexity of certain solution @types, advisor education and enablement is a significant component of this role. The Investment Solutions Manager will assist in the creation of training materials, product guides, and sales support resources to help advisors understand investment solution structures, liquidity profiles, risk considerations, and portfolio construction implications. This includes partnering with distribution and marketing to create content that builds advisor confidence and drives meaningful adoption of new solutions across the platform.
Cross-Functional Leadership - The Product Manager collaborates across technology, operations, platform partners, internal investment teams, marketing, and distribution to deliver new investment solutions, program enhancements, and strategic initiatives. The role serves as the primary subject matter expert for managed programs and investment solutions across the organization, providing guidance and thought leadership as the platform evolves to include more sophisticated solution @types.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: NRF
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
9PL
Required Qualifications
5 years of experience in wealth management, asset management, or financial services with a meaningful focus on managed accounts
A strong understanding of alternative investments structures and experience with third party platform integration
Experience with Direct Indexing and Income Solution design
Demonstrated experience working across technology, operations, compliance, and distribution teams to bring new investment capabilities to market at scale
Preferred Qualifications
7+ years of experience in wealth management, asset management, or financial services with a meaningful focus on managed accounts
Strong project management skills, ability to navigate complex cross-functional environments
Excellent communication skills
Prior leadership/management experience
Related Skills
Accountability, Go-To-Market, Product Management, Project Management, Resiliency, Strategic Thinking
Anticipated Posting End Date:
2026-08-04
Base Pay Range: $147,000/yr - $206,000/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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .
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: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
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 (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
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 (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\EEOC\KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
