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NEXTMOVEFDE careers · United States

Managing Director, Head of Wealth Mgmt Products & Architecture

AI summary of the role

This is a senior leadership role (Managing Director) at TIAA responsible for the overall product and architecture strategy for Wealth Management technology.

What you’ll do

  • Lead a multi-year, front-to-back brokerage product platform strategy, managing dependencies with core platforms and vendors.
  • Partner with business product leaders to develop information systems strategies and goals for Wealth technology platforms.
  • Direct complex product and architecture requirements analysis, translating business needs into technical solutions.
  • Oversee system design and technology decisions to ensure compliance with organizational and regulatory requirements.

What you’ll bring

  • 12+ years in Financial Services technology, with at least 3-5 years in a management capacity.
  • 7-10+ years in Wealth Management and Brokerage product roles, including leading business rollout of Wealth products.
  • 2-5+ years of product engineering and architecture experience.
  • Experience with AI products within a Wealth or Asset Management business.

Technologies

API Development · Automation · Containerization · DevOps · Enterprise Application Integration · Prototyping · Scalability/Reliability · Software Development Life Cycle · Systems Design/Analysis

Source and classification

Deployment team leadership · Evidence for this classification:

The Wealth Management Product and Architecture Leader will manage a department or unit comprising multiple teams, led by managers, that oversee various categories of Wealth product management, engineering, technical architecture, and operating systems supporting end-user applications. The role influences stakeholders to adopt approved practices and approaches, communicates effectively with executive leadership, and owns the short- to mid-term (1–3 year) execution of functional strategy and operational direction for information systems. This new leader also oversees design, architecture, and implementation of technical solutions, ensuring information systems meet user needs and align with the organization's overall information systems architecture. Key Responsibilities and Duties Leads a multi-year, front-to-back brokerage product platform strategy, overseeing delivery while managing
More from the job description

The Wealth Management Product and Architecture Leader will manage a department or unit comprising multiple teams, led by managers, that oversee various categories of Wealth product management, engineering, technical architecture, and operating systems supporting end-user applications. The role influences stakeholders to adopt approved practices and approaches, communicates effectively with executive leadership, and owns the short- to mid-term (1–3 year) execution of functional strategy and operational direction for information systems. This new leader also oversees design, architecture, and implementation of technical solutions, ensuring information systems meet user needs and align with the organization's overall information systems architecture. Key Responsibilities and Duties Leads a multi-year, front-to-back brokerage product platform strategy, overseeing delivery while managing dependencies with core brokerage platforms and vendors for the Wealth business. Partners with business product leaders to develop organizational information systems strategies and goals for Wealth technology platforms. Manages team performance through regular, timely feedback and the formal performance review process; drives engagement, motivation, and development to ensure delivery of exceptional service. Directs complex product and architecture requirements analysis, translating business ne [... source excerpt omitted ...] and technology decisions to ensure compliance with organizational and regulatory requirements for information systems. Guides the development of key capabilities and performance requirements in system architecture design. Approves strategies and activities for delivering solutions that integrate multiple platforms, operating systems, and applications across the enterprise. Translates external market dynamics into actionable recommendations for enhanced business performance, presenting insights to senior leadership. Directs operations and maintains strong working relationships with other information systems leaders. Communicates the strategic importance of information systems to [... source excerpt omitted ...] mprove organizational performance and productivity. Provides strategic direction for the development and maintenance of technical architecture and operating systems. Educational Requirements University (Degree) Preferred Work Experience 10+ Years Required Physical Requirements Physical Requirements: Sedentary Work Career Level 11PL The successful candidate brings deep knowledge of the Wealth business product lifecycle alongside strong skills in complex strategic decision-making, executive stakeholder management, and organizational change leadership. This includes navigating political dynamics across Sales, Marketing, Brokerage, Investment Management, Trading, Wealth Financi

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