Consultant Relations

31 May 2024

Vacancy expired!

Consultant RelationsThe 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.Key Responsibilities and Duties

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.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

FINRA Registrations

SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

Physical Requirements: Sedentary Work

Career Level9IC#LI-KR1Base Pay Range: $151,900/yr. - $253,100/yr.Actual base salary may vary based upon, but not limited to, 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).Company OverviewTIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.Benefits and Total RewardsThe 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. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .Equal OpportunityWe are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: accessibility.support@tiaa.orgPrivacy NoticesFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Full-time
  • ID: #50028554
  • State: New York Albany 12201 Albany USA
  • City: Albany
  • Salary: USD TBD TBD
  • Showed: 2023-05-31
  • Deadline: 2023-07-31
  • Category: Et cetera