Managing Director, Head of Experience Design - Wealth Management

Posted 3 Days Ago
Be an Early Applicant
3 Locations
Hybrid
200K-333K Annually
Expert/Leader
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
Lead and manage the design strategy for TIAA's wealth management experiences, overseeing the design team and collaborating with other teams to enhance end-user experience throughout various stages and channels.
Summary Generated by Built In

Group UX Design
The Group UX Management job is responsible for design across all responsive web and native mobile experiences. This job creates experience concepts and stories, delivering on a multi-year strategy to improve the end-user experience across all participant types and journey stages - to help lead the evolution of end-user experiences and supporting the organization's mission of delivering lifetime income for all, with investments that build a better world.
Key Responsibilities and Duties

  • Leads design team to partner with research, product management and development to establish modern best practices for end-to-end experience design and delivery, such as design research, journey mapping, personas, storyboards, concept designs, prototyping and final production designs for all end-user experiences.
  • Elevates design awareness and implementation of modern design best practices to enable the team to deliver the highest quality experiences at scale and positions design as a strategic capability for the end-user experience teams.
  • Ensures that the experience priorities for the end-user experience inform and align with client & business challenges/goals.
  • Partners closely with Digital and Client Experience Transformation team to mature end to end experience processes and influence adoption of customer centric solutions and a culture of experimentation across the teams.
  • Collaborates closely with Research, Brand Marketing, Data & Analytics, Technology, Digital and Product Lines of Business to define and execute end-user digital design strategy and leads the end-user experience design disciplines to drive scale and growth by maximizing end-user's engagement and loyalty across all digital channels.
  • Collaborates with the digital product and technology organizations to support the end-to-end vision and strategic roadmap, producing validated design concepts and stories that establish a best-in-class experience for our end-users.
  • Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure delivery of user experience objectives and engagement, motivation and development of the team.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 10+ Years Required


Career Level
11PL

Digital & Client Experience (D&CX), Design Office

Our Digital & Client Experience purpose is to delight clients by transforming TIAA’s culture and practices around client centricity, creating confidence and simplicity in our end-to-end experiences. The team is accountable for digital, client experience, financial wellness and advice and analytics. This group is critical to our efforts to become digital-first and simplify how we show up for and serve our clients.

TIAA’s Design Office’s mission is to build a design-led culture, while strengthening our design capabilities to create an end-to-end experience vision that unlocks innovation and inspires and empowers clients to pursue retirement security with TIAA. The Design Office is also charged to develop and lead adoption around client obsession and experimentation practices and work collaboratively across the D&CX, marketing, product, retirement, and client services & technology organizations.

Managing Director, Head of Experience Design – Wealth Management

Reporting directly to the Chief Design Officer, we are looking for an experienced and visionary design leader to oversee design strategy and creation of TIAA’s Wealth experiences.

This role will create experience concepts and stories, delivering on a multi-year strategy to improve the experience across all end-user types and journey stages - to help lead the evolution of our wealth participant experiences and supporting our mission of delivering lifetime income for all, with investments that build a better world.

Key Responsibilities and Duties:

  • Directly oversee a team of designers, content strategists and design leads. You will collaborate with the digital product and technology organizations to support the end-to-end vision and strategic roadmap, producing validated design concepts and stories that establish a best-in-class experience for our wealth participants. You will collaborate with and align the teams, around our experience strategy goals

Qualifications and Skills:

  • Minimum of 10 years human-centered design-thinking experience required, 10+ preferred
  • 10+ years of UX design and / or design management experience required,10+ preferred
  • Strong and demonstrated background in enterprise experience design; consumer product design; mobile platform design in an agile delivery model
  • Strong multi-disciplinary team management and team building skills
  • Demonstrated experience in leading and mentoring managers and individual contributors, as well as developing talent and upgrading craft skills 
  • Eager to be innovative and possess a strong ‘test and learn’ mentality
  • Familiarity with finance, investments, wealth management or retirement services is a plus
  • University degree preferred

Related Skills

Accountability, Adaptability, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Creative Thinking, Critical Thinking, Innovation, Prototyping, Relationship Management, Test and Learn Mentality, User Experience Design

Anticipated Posting End Date:

2025-04-09

Base Pay Range: $199,500/yr. - $332,500/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). 

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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.

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.

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.

Read more about your rights and view government notices here.

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: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Top Skills

Design Management
Human-Centered Design
Mobile Platform Design
Ux Design
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The Company
Charlotte, NC
0 Employees
Hybrid Workplace
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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.

And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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