TIAA · 1 month ago
Senior Director, Consultant Relations
United States
Full-time
Remote
Mid, Senior Level
$97K/yr - $162K/yr
5+ years expTIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. The Consultant Relations role involves managing strategic relationships with Premier Consultant Partner Firms, focusing on business development and providing education and support to consultants.
FinanceFinancial ServicesLife Insurance
Responsibilities
Accountable for building and expanding third party relationships to support new business development and growth/retention efforts, and ensure a seamless experience for consultants and clients
Responsible for developing a comprehensive strategic plan for each firm they are engaged with and work to take steps and actions to drive support of the strategic results for both TIAA as well as the consulting partner
Leads outreach efforts and serves as a trusted partner to both consulting firms and field advisers
Provides comprehensive education and training to increase consultants’ understanding of TIAA’s full suite of lifetime income solutions and services
Supports consultant requests for book of business level information, insights, trends, and data as needed
Ensures compliance with policies, procedures, and industry/regulatory requirements; anticipates and works proactively to address consultant needs
Obtains and documents individual field adviser product preferences, biases, and/or tendencies
Develops and maintains a comprehensive engagement plan with both the consultant firm home office and with key field advisers. The development and execution of a detailed engagement strategy with both key firm contacts and field advisers will be critical for success in this role
Implements disciplined approach to practice management, including strategically identifying and prioritizing opportunities and planning for and following-up on meetings
Leads integrated client strategy and sales efforts, working across key internal partners, including Sales, Relationship Management, Marketing, Communications, and Nuveen
Qualification
Required
5+ Years Required
SRC Indicator: Series 6 or 7; Series 63
Life Insurance License (Resident State) required
Life Insurance License (Non-Resident State for states in which associate is conducting business) required
Preferred
University (Degree) Preferred
7+ Years Preferred
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
H1B Sponsorship
TIAA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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