Senior Director, Consultant Relations

TIAA • Virtual, TX

5d

About The Position

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.

Requirements

• 5+ Years Required; 7+ Years Preferred
• FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
• Licenses and Certifications Life Insurance License (Resident State) required
• Life Insurance License (Non-Resident State for states in which associate is conducting business) required
• Physical Requirements: Sedentary Work
• Business Acumen
• Business Development
• Commercial Mindset
• Consultative Communication
• Customer Insights
• Deals Strategy
• Influence
• Market/Industry Dynamics
• Negotiation
• Practice Management Strategy
• Sales
• Sales Planning
• Story Telling

Nice To Haves

• University (Degree) Preferred

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees