Managing Director, In Plan Regional Leader, West Region

In Plan Region Leader
The In-Plan Region Leader manages a department that includes multiple teams led by managers and/or team leaders who are responsible for providing financial advice to an institution's plan administrators, forming relationships with institutional clients and increasing the institution's ability to effectively administer retirement plans to their employees. This job is responsible for the short to mid-term (1-3 years) execution of Institutional Retirement strategy and the operational direction of the department.

Key Responsibilities and Duties

• Oversees the delivery of consultative guidance and client relationship management for the organization's plan sponsors, consultants, payroll vendors, auditors and legal counsel regarding aspects of client retirement plans.
• Expands plan sponsor and client relationships by advising on retirement plan design, guiding through pension regulation changes, and designing programs to enhance plan participation and savings rates.
• Supervises communication with key influencer's to direct daily plan functions and processes as well as discuss fiduciary responsibilities and newly issued regulations.
• Educates plan sponsors about plan design and governance, compliance, audits, nondiscrimination testing, reporting and online services.
• Approves existing plan amendments and new plan implementations.
• Develops recommendations for Institutional Retirement strategy to ensure that business objectives are met by the department.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8+ Years Required; 10+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
10PL

This role will report to the Head of In Plan Education and Advice and will require you to live within the Region.

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Base Pay Range: $187,500/yr. - $312,500/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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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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