TIAA

Compensation

Full Description

Consultant Relations 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. 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 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 • Physical Requirements: Sedentary Work Career Level 9IC