Sr. Director, Integrated Solutions Director

Integrated Solutions Director

The Integrated Solutions Director enables client-facing Retirement Solutions associates including Market Leaders, Relationship Managers, Field Consulting Directors, and Field Consultants to provide objective and comprehensive advice across the full financial spectrum aligned with the Institutional clients and Individual client's long-term interests. This role understands clients' unique financial objectives identified through the client engagement model. Through one-on-one coaching and collaborative interaction with select clients, this role will deliver comprehensive financial solutions coaching and skill development.

Key Responsibilities and Duties

• Educates and coaches client-facing Retirement Solutions associates on TIAA's core products and tools within the Client Engagement Model.
• Prioritizes the distribution of comprehensive total solutions and collaborates with the Sales Onboarding and Training team to ensure client-facing Retirement Solutions associates possess the required skills and readiness to effectively operate within the Integrated Advice Model.
• Owns assigned client-facing Retirement Solutions Associates team's solutions forecast, leveraging data and insights to develop and implement engagement strategies throughout your markets.
• Coaches and motivates client-facing Retirement Solutions Associates to surpass the integrated solutions goals in their territories, while also identifying productivity enhancements and best practices to share with the team and scale successes.
• Actively involved in case preparation, client meetings, PODs, proficiency calls, and education related to core products within the Client Engagement Model (CEM).
• Ensures the emergence of suitable client solutions by driving adoption across various products such as Retire Plus, RPPM, IRA, proprietary annuities, proprietary funds, and other Retirement solutions.
• Provides input and feedback for product development and distribution while maintaining an expert level of understanding in the products and investments relevant to this role.
• Drives results through strategic engagement by partnering with leadership and relevant stakeholders across the enterprise.
• Collaborates with Leaders to ensure consistent messaging and implementation of integrated solutions.
• Builds and maintains close relationships with client-facing Retirement Solutions associates, provides coaching and guidance within your territory to meet scorecard metrics, participates as a keynote speaker at client seminars, and attends select client meetings to deliver expert-level knowledge on solutions and highlight the benefits of integration.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

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

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

9IC

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66- must be obtained within 120 days of employment

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required- must be obtained within 120 days of employment

Related Skills

Base Pay Range: $155,400/yr. - $225,000/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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