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.

Key Responsibilities and DutiesCoaches and motivates advisors to exceed the forecasts for meeting the comprehensive needs of clients.\nEducates advisors on distribution of comprehensive or total solutions within the client engagement model.\nAdopts an integrated approach through the client engagement model.\nAddresses advisor skill set depth and readiness to execute within an integrated advice model.\nDrives adoption of integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests. \nEnsures consistent messaging of TIAA value prop and implementation of integrated solutions.\nIdentifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors.\nOrganizes and hosts client/firm events where appropriate.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required Physical RequirementsPhysical Requirements: Sedentary Work
Career Level
9IC

Additional Information For Posting

Required:

5 + years of sales and/or relationship management experienceSRC Indicator: Series 7; Series 63; Series 65; Series 66Life and Health Insurance License (Resident State) - Multiple Issuers requiredTravel around 50% of the time

Preferred:

7 + years of sales and/or relationship management experienceSRC Indicator: Series 7; Series 63; Series 65; Series 66University Degree

Related Skills

Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking

Anticipated Posting End Date:

2024-10-18

Base Pay Range: $90,000/yr. - $150,000/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 Overview

TIAA 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 Rewards

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. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We 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.

Accessibility Support

TIAA 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) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.