Technical Product Owner / Lead Business Analyst (Investments – Brokerage)

This role is a senior technical leadership role reporting to Wealth Management Platform Leader, will support end-to-end execution of our highest-priority technology initiative, managing platform enhancements across managed accounts, brokerage, trust services, and critical vendor integrations while eliminating operational bottlenecks that constrain advisor productivity. It will accelerate transformation and platform delivery, drive advisor adoption, and modernize middle/back-office operations that directly impact revenue growth and competitive positioning. This role interacts with senior leadership and others concerning matters of significance to the organization and makes decisions that have a considerable impact on the overall success or failure of their area of accountability. Key Responsibilities and Duties Lead and develop a high-performing team blending internal staff and managed services partners to support wealth business enhance product offering for retail clients. Support a multi-year, front-to-back brokerage platform transformation, overseeing delivery while managing dependencies with core brokerage platforms and vendors. Provide leadership for Wealth product rollouts working closely with business partners and support transformation program while ensuring teams have the support to deliver successful outcomes. Identify execution risks, delivery bottlenecks, and integration gaps across programs, and intervene directly with delivery teams to resolve issues and maintain momentum. Drive adoption and operationalization of Wealth platform, processes, and capabilities by ensuring change readiness, transition planning, and stabilization support post-implementation Coordinate with cross-functional stakeholders (across TIAA and Vendors) to drive delivery alignment and ensure internal and external partners remain synchronized on priorities, timelines, and transformation outcomes. Defines system scope through research and fact-finding to develop or modify moderately complex information systems. Prepares flow charts, models, and procedures and conducts feasibility studies to design possible system solutions. Prepares technical documentation to guide system users and to assist with the ongoing operation, maintenance, and development of the system. Collaborates with system analysts, engineers, and programmers to design systems and to determine project limitations and capabilities, performance requirements, systems performance standards, and interfaces. Analyzes and proposes revisions to existing system logic difficulties and documentation as necessary. Assists in the development of training sessions and demos for end users. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Career Level 9IC Required Skills: 5+ years of technical product owner / lead business analyst experience 5 + years of Wealth Management Domain and technology experience Product leadership experience delivering new products and enhancement to brokerage platforms Experience using AI in Wealth P latforms Preferred Skills: Experience with Wealth Management platforms for large US or Global Banks Related Skills Acceptance Testing, Business Analysis, Business Process Improvement, Business Process Mapping, Business Process Understanding, Business Requirements, Collaboration, Data Analysis, IT Business Analysis, Systems Design/Analysis, Systems Development Life Cycle, Technical Documentation, Test Planning Anticipated Posting End Date: 2026-09-15 Base Pay Range: $136,000/yr - $180,000/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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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. 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