Managing Director - Enterprise Leads & Referrals Solutions

TIAA • Charlotte, NC

2d • $240,000 - $290,000 • Onsite

About The Position

The Managing Director owns the enterprise strategy and long-term operating model for how TIAA generates, routes, and converts leads and referrals across Wealth & Advice sources and channels. The role sets multi-year direction for the program, shapes collaboration with other business lines on growth, and builds the organizational capability to scale the function. It negotiates alignment with senior stakeholders and channel owners across the enterprise, anticipates shifts in client behavior and channel economics, and is accountable for team performance.

The position establishes the enterprise roadmap and governance for leads and referrals, aligns goals and operating standards with channel and business leaders, and assesses channel capacity and opportunities to optimize lead and referral volume, flow, and quality. It partners with Solutions Design and Technology leadership on a multi-year capability and investment roadmap. It also manages the team, determines staffing strategy and organizational design, and develops leadership bench strength through development and succession planning.

TIAA describes a collaborative in-office environment and offers a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness, and work-life offerings. Compensation includes a base pay range of $240,000 to $290,000 per year; depending on the role, the package may also include participation in an incentive program linked to performance.

Requirements

• 10+ years of experience in financial services or wealth management solution leadership, with accountability for business results.
• Experience designing and scaling lead and referral programs across digital, contact center, and advisor channels.
• Experience leading product managers and securing channel adoption of new sales processes and technology.
• Skills in business development, client relationship management, collaboration, consultative communication, continuous improvement, due diligence, practice management strategy, prioritization, quantitative analysis, retirement planning selling, sales, TIAA products and services, and wealth management.
• University degree preferred.

Responsibilities

• Establish the enterprise strategy and multi-year roadmap for leads and referrals across TIAA sources and channels, anticipating market and business shifts.
• Design and govern the program operating model, including decision rights, escalation paths, and performance standards, aligned with senior enterprise stakeholders.
• Negotiate goals, metrics, SLAs, and handoff standards with channel owners and business unit leaders, and hold partners accountable through ongoing governance.
• Direct enterprise-level assessment of channel capacity and long-term frameworks for optimizing lead and referral volume, flow, and quality.
• Partner with Solutions Design and Technology leadership to define and prioritize the multi-year capability and investment roadmap.
• Manage a team and set staffing strategy and long-term organizational design for the function.
• Build leadership bench strength through structured development and succession planning, and foster team engagement and accountability.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Potential participation in an incentive program linked to performance, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Director