Integrated Solutions Director
Integrated Solutions Director
Base Pay Range: $128,000/yr - $175,000/yr. Actual base salary may vary based on experience, performance, business sector, and geographic location. Candidates may also be eligible for incentive programs.
Key Responsibilities and Duties
- Educate and coach client‑facing Retirement Solutions associates on TIAA’s core products and tools within the Client Engagement Model.
- Prioritize the distribution of comprehensive total solutions and collaborate with the Sales Onboarding and Training team to ensure client‑facing associates possess the required skills and readiness to operate within the Integrated Advice Model.
- Own the solutions forecast for the assigned client‑facing Associates team, leveraging data and insights to develop and implement engagement strategies across markets.
- Coach and motivate Associates to surpass integrated solutions goals in their territories while identifying productivity enhancements and best practices for scaling successes.
- Actively participate in case preparation, client meetings, PODs, proficiency calls, and education related to core products within the Client Engagement Model (CEM).
- Ensure the emergence of suitable client solutions by driving adoption across products such as Retire Plus, RPPM, IRA, proprietary annuities, proprietary funds, and other Retirement solutions.
- Provide input and feedback for product development and distribution while maintaining an expert level of understanding of relevant products and investments.
- Drive results through strategic engagement by partnering with leadership and stakeholders across the enterprise.
- Collaborate with Leaders to ensure consistent messaging and implementation of integrated solutions.
- Build and maintain close relationships with client‑facing Associates, provide coaching and guidance within the territory to meet scorecard metrics, participate as a keynote speaker at client seminars, and attend select client meetings to deliver expert‑level knowledge on solutions and highlight integration benefits.
Required Qualifications
- 5+ years of client‑facing experience within Financial Services.
- Series 7 required at the time of application.
Preferred Qualifications
- 7+ years of client‑facing experience within Financial Services.
- Series 66 or a combination of Series 63 & 65 required within 120 days from start date.
- Demonstrated track record of success.
- Ability to develop strategic plans.
- Ability to perform ~15% travel.
- Experience leading a team, coaching, and training.
Related Skills
Business Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen.
Benefits
Our benefits include a superior retirement program and highly competitive health, wellness, and work‑life offerings that help you achieve and maintain your best possible physical, emotional, and financial well‑being.
Equal Opportunity Employer
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.