DCIO Strategic Partner Sales - National Accounts

The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub-advised management and annuity products to retirement plan intermediaries including, but not limited to, broker-dealers, Registered Investment Advisor (RIA) aggregators, consultants, recordkeepers and managed account providers. Under limited supervision, this job maintains up-to-date DCIO knowledge and leverages experience in the retirement plan investment business, along with best practices and established sales tools, to meet DCIO sales goals.
Key Responsibilities and Duties

• Builds and maintains strong partnerships with key decision makers including senior management across assigned list of retirement intermediaries.
• Works closely with clients or their advisers to define client goals, address concerns and to plan DCIO sales approach.
• Tracks prospects through a sales process using the organization's internal Customer Relationship Management platform.
• Coordinates all marketing, supporting wholesaling efforts, and serves as the primary problem solver for more complex issues.
• Provides regular DCIO Sales pipeline updates capturing prospecting and sales activity to management team.
• Maintains updated DCIO knowledge and provides experience in the retirement plan investment business to help clients realize investment goals.
• Works with platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended fund lists.
• Serves as a point of accountability to increase the organization's revenue for assigned client list, addressing issues and obstacles, framing solutions, and informing senior management of critical requirements.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

• Leverage TIAA and Nuveen resources as needed (e.g., Investments, Product Specialists, etc.)
• Coordinate field sales/service activities with Nuveen DCIO and Retail wholesalers and TIAA 403b sales, relationship management, and consultant relations teams

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local laws, including the City of Los Angeles Fair Change Initiative for Hiring ordinance.

Related Skills

Business Development, Client Relationship Management, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Relationship Management, Retirement Planning Selling, Sales, Strategic Planning

Anticipated Posting End Date:

2024-11-29

Base Pay Range: $120,000/yr. - $165,000/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). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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: [email protected]

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