Managed Account Consultant

TIAA•Frisco, TX

6d•Onsite

About The Position

This role will be responsible for driving sales, adoption and advisor engagement of TIAA managed account solutions. Acting as a consultative partner with the distribution, coaches and product team, this role focuses on increasing managed account penetration and capturing additional client assets. This role will develop and execute on regional plans and collaborate closely with sales enablement, product and marketing teams. The position requires strong product knowledge, excellent communication skills, and the ability to educate advisors in a competitive marketplace.

Requirements

5+ years of financial services experience
FINRA Registrations: Series 7; Series 63; Series 65 or Series 66
5+ years of financial services experience
Investment product managed accounts experience strongly preferred
Prior sales experience
Strong financial knowledge of TIAA’s investment products and services
Excellent communication skills
Related Skills: Accountability, Collaboration, Communication, Compliance, Due Diligence, Executive Presence, Influence, Negotiation, Product Opportunity Assessment, Product Strategy/Planning, Relationship Management, Stakeholder Engagement

Nice To Haves

7+ years of financial services experience

Responsibilities

Proactively call on financial advisors to educate them on Wealth's Managed Accounts investment solutions, with the goal of raising assets under management (AUM).
Collaborate with team members and leadership to ensure delivery of exceptional services and support advisor engagement and development.
Partner with Wealth's Sales Enablement team to execute business plans for assigned territories, including scheduling advisor meetings, coordinating events, and following up on leads.
Develop and maintain strong advisor relationships by providing timely information, consultative support, and product positioning.
Deliver compelling product presentations and education sessions to drive product awareness and adoption.
Track and manage sales activity, pipeline, and advisor engagement in CRM systems.
Identify opportunities to expand relationships with existing advisors and prospect new ones.
Stay current on industry trends, competitor offerings, and regulatory changes that may impact advisors and clients.
Provide feedback from the field to product management, marketing, and sales leadership.
Travel within assigned region to participate and present in group meetings and training sessions, as needed.