Senior Director, Consultant Relations

Consultant Relations

The Consultant Relations role manages the strategic and tactical aspects of a Premier Consultant Partner Firm(s). This role will be responsible for providing industry knowledge, TIAA expertise, identifying areas of growth, and building and maintaining strong trusted relationships with Executive Leadership, key consultant home office, and field adviser contacts. The role will provide a proactive approach with consultants to deliver best in class service and support the needs of our consulting partners. It will be responsible for growing the relationship with the firm(s) through new business opportunities, product utilization, and other areas that present expansion of relationship opportunities.

Key Responsibilities and Duties

• 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.

Educational Requirements

Work Experience

FINRA Registrations

Licenses and Certifications

Physical Requirements

Career Level

Base Pay Range : $97,000 / yr - $162,000 / 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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 pathwaysbecause when our people succeed, our impact on clients' lives grows stronger.

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.

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.

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 : accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace.

Privacy Notices

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