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Managed Accounts Investments Manager
TIAAInvestments Manager leading the design and implementation of innovative investment solutions for TIAA. Driving growth and compliance in managed accounts offerings across operations and technology.
Posted 7/29/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $147,000 - $206,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading the design and implementation of investment solutions, with a strong focus on compliance and collaboration across various teams. Proficient in alternative investment structures, Direct Indexing, and Income Solution design, ensuring alignment with firm policies and market needs.
Highest-signal resume keywords
Wealth Management ExperienceAlternative Investments StructuresDirect Indexing DesignThird Party Platform IntegrationCompliance Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Solutions DesignProduct Vision ExecutionManaged Accounts FocusIncome Solution DesignMarket Capability Development
Soft Skills
CollaborationCommunicationTraining Material Creation
Industry Keywords
Asset ManagementFinancial ServicesComplianceTechnology IntegrationOperations
About the role
Key responsibilities & impact- Lead the end-to-end design and implementation of new investment solutions
- Define and execute a long-term product and platform vision
- Partner with legal and compliance teams to ensure all investment solutions comply with firm policies
- Assist in the creation of training materials, product guides, and sales support resources
- Collaborate across technology, operations, platform partners, internal investment teams, marketing, and distribution
Requirements
What you’ll need- 5 years of experience in wealth management, asset management, or financial services with a meaningful focus on managed accounts
- A strong understanding of alternative investments structures and experience with third party platform integration
- Experience with Direct Indexing and Income Solution design
- Demonstrated experience working across technology, operations, compliance, and distribution teams to bring new investment capabilities to market at scale
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings