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CW Internal Tools: CRM Experience Product Mgmt

3 months ago

Charlotte, North Carolina, United States TIAA Full time

This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 11 months. This term could be extended based on company business needs.
The Advice Product Management job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service. This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization. This job is part of a team of
professionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve business objectives.

Key Responsibilities and Duties
  • Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
  • Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
  • Leads monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
  • Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
  • Knowledge of agile development and JIRA work tools a plus.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
8IC
  • Digital product management experience
  • Exceptional collaboration and stakeholder management experience
  • Self starter with demonstrated experience adding value in a fast-paced environment
  • Experience designing user-centric processes and experiences
  • Experience working directly with users to gather and validate requirements
  • Able to distill disparate input into actionable insights and prioritized opportunities
  • Financial services experience working with sales and service organizations
  • Previous experience with CRM solutions
  • Experience translating business success factors into analytics, then designing and implementing analytical dashboards
  • Experience delivering products in an Agile environment
  • Ability to convey complex ideas to both business and technical audiences
Start Date: 26-Aug-2024End Date: 31-Jul-2025Travel Required: No

Anticipated Posting End Date:

Base Pay Range: $39.66/hr. - $54.66/hr.

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.

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