Head of Institutional Sales

Head of Institutional Sales

The Head of Institutional Sales is a client-facing professional who is accountable for the execution of "go-to-market" strategies that contribute to TIAA's recordkeeping services. This critical role is also responsible for leading efforts in retaining existing recordkeeping clients and leading the sales team that averages over 100 client wins annually. The Head of Institutional Sales also has responsibility to influence the strategy development and primary responsibility for sales execution for all not-for-profit segments.

Key Responsibilities and Duties

• Responsible for influencing the vision/strategy and managing the Institutional sales team.
• Implements sales strategies that further TIAA's agenda and drives enhanced revenue generation for the recordkeeping business. Delivers an optimized market mix relative to the core target not-for-profit markets and identifies the roadmap that will lead to achievement of the department's goals as well as the overall goals of the business.
• Creates and implements sales action plans that incorporate key actions that work to set KPI's for the business.
• Holds team members accountable for results while modeling desired behaviors; translates the vision into strategic business plans by institution or consulting firm.
• Builds a team which can deliver strong results; develops close successful partnerships with internal and external stakeholders; develops and maintains an active pipeline of internal and external talent.
• Accountable for client experience in regards to leveraging full enterprise offerings with all not-for-profit prospects / clients and working with the strategy team to build and deliver a comprehensive B2B strategy to achieve enhanced Institutional Retirement outcomes.
• Provides critical input to cross-functional partners including IT, Digital, and Marketing to ensure the SRK and multi-vendor services and platform enhancements improve participant enrollment, digital processes for Institutional clients and consultants, and drive improvements in client satisfaction.
• Oversees the operation of all Institutional sales and business development teams to ensure compliance with business ethics and related regulation.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

FINRA Registrations

• SRC Indicator: Series 7; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

11PL

Base Pay Range: $171,000/yr. - $285,000/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: [email protected]

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