Sr Director, Relationship Manager, Third-Party Wealth

Advisor Relationships The Investment Product Wholesaler enables our Third‑party Advisors, plan consultants and plan sponsors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long‑term interests. This role is responsible for investment product sales policy and strategy implementation for short‑term results (1 year or less). It requires an understanding of clients' unique financial objectives as identified through the client engagement model. Through one‑on‑one coaching with advisors, group presentations, field education, and collaborative interaction with clients, this role delivers comprehensive financial solutions.Key ResponsibilitiesEducates advisors on distribution of comprehensive or total solutions within the client engagement model.Adopts an integrated approach through the client engagement model.Addresses advisor skill set depth and readiness to execute within an integrated advice model.Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client’s long‑term interests.Ensures consistent messaging of TIAA value proposition and implementation of integrated solutions.Identifies and prospects key distribution partnerships like Third‑party Advisors, plan consultants and plan sponsors.Organizes and hosts client/firm events where appropriate.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSeries 7; Series 63; Series 65; Series 66Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers requiredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level 9ICRequired Qualifications5+ years of sales and/or relationship management experienceSeries 7; Series 63; Series 65; Series 66Life and Health Insurance License (Resident State) - Multiple IssuersPreferred Qualifications7+ years of sales and/or relationship management experienceUniversity degreeMust be able to travel domestically 50% of timeRelated SkillsAccountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic ThinkingSalary and Compensation Base Pay Range: $90,000/yr - $150,000/yrActual base salary may vary based on 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).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. A comprehensive Total Rewards package is offered, including a superior retirement program and highly competitive health, wellness, and work‑life offerings.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. Our full EEO & Non‑Discrimination statement is available on our careers home page.#J-18808-Ljbffr