Sr Director, Relationship Manager, Third-Party Wealth

TIAA•Charlotte, NC

7d•Hybrid

About The Position

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 job is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). This job 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, as well as collaborative interaction with clients, this job delivers comprehensive financial solutions.

Requirements

5+ years of sales and/or relationship management experience
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers

Nice To Haves

7+ years of sales and/or relationship management experience
University degree
Must be able to travel domestically 50% of time

Responsibilities

Educates 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 prop 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.