Sr Director, Advice & Financial Planning Methodology Lead

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From TIAA’s original posting

Advice Relationship Manager The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to the Advice Product Management, Governance and Enablement teams supporting regulatory initiatives related to advice product development. Through the establishment of effective relationship management processes and protocols, this role owns alignment of methodology execution across Advice Product, Advisory and Oversight stakeholders, translating strategic priorities into department-level and cross-functional business outcomes. Key Responsibilities and Duties • Own and cultivate highly collaborative, senior-level relationships with business stakeholders and execution partners, positioning the Advice team as a trusted strategic partner in aligning methodology, advice product, and regulatory…