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MD, Senior Investment Advisor, Third-Party Relationship Manager

4 months ago

Boston, Massachusetts, United States TIAA Full time

Wholesaling, Third Party Advisor

The Wholesaling and Relationship Management team enables our third-party advisors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long-term interests. The team provides expertise in TIAA's core products and introduces other TIAA offerings and partners where appropriate. The Sr Dir, Wholesaling is responsible for developing a strategy and leading a team that will engage our third-party advisors in a proactive and effective manner. The role will be responsible for building and developing a team. This job requires a deep understanding of our core products and how third-party advisors should leverage them with their clients. The job will require travel for in person meetings and conferences.

Key Responsibilities and Duties

  • Coaches and motivates the team to effectively and efficiently engage third party advisors in the use of our core products.
  • Educates third party advisors on TIAA core products and introduces other TIAA offerings.
  • Partners effectively with the service team, Nuveen, and other internal resources.
  • Ensures consistent messaging of TIAA value prop and implementation of integrated solutions.
  • Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of strategic initiatives, and to foster the engagement, motivation, and development of team.

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

  • 10+ years of investment advisory sales and third-party relationship management experience and 3+ years of leadership experience
  • Strong solutions-selling client relationship management skills
  • Ability to think critically and find creative, practical solutions to achieve objectives
  • Strong oral and written communication skills, including presentations and public speaking
  • Ability to adapt to and initiate change
  • Demonstrated ability to work collaboratively with cross-functional groups and support senior management
  • A highly collaborative business partner who can effectively manage and influence relationships that are widely dispersed both functionally and geographically

Related Skills

Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking

Anticipated Posting End Date:

Base Pay Range: $120,000/yr. - $188,000/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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ) .

For Applicants of Nuveen residing in Europe and APAC, please click here ) .

For Applicants of Greenwood residing in Brazil (English), click here ) .

For Applicants of Greenwood residing in Brazil (Portuguese), click here ) .

For Applicants of Westchester residing in Brazil (English), click here ) .

For Applicants of Westchester residing in Brazil (Portuguese), click here ) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

  • For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ) .
  • For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ) .
  • For Applicants of Nuveen residing in Europe and APAC, please click here ) .
  • For Applicants of Greenwood residing in Brazil (English), click here ) .
  • For Applicants of Greenwood residing in Brazil (Portuguese), click here ) .
  • For Applicants of Westchester residing in Brazil (English), click here ) .
  • For Applicants of Westchester residing in Brazil (Portuguese), click here ) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law )

Pay Transparency

Philadelphia Ban the Box )