Individual Financial Consulting Director

Individual Financial ConsultingThe Leader is responsible for setting goals and objectives for the team to achieve business and operational results, along with providing the team with resources for cross training in areas such as retirement planning, lifetime income, delivering advice, referrals, the client experience as well as TIAAs digital capabilities. This leader will be responsible for creating the vision, strategic planning, successful execution and integrating across the In Plan, Retirement, NCC and Wealth Management organizations to ensure success for TIAA's clients.Key Responsibilities and DutiesMonitors and coaches associates interactions with participant's questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.Observes and supervises registered associate interactions with participants to ensure associates and clients have clear understanding of all advice and education provided.Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes.Ensures team members are equipped with thorough knowledge of TIAA Institutional Plan rules, products and services as well as tax and investment strategies to inform financial advice based on clients' financial needs and objectives.Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.Maintains and grows strong relationship with Internal partners and external Institutional partners.Identifies and implements the most appropriate processes and procedures for their team to best serve participants.Liaises with appropriate partners within NCC, IAC, Client Relationships, Enterprise Analytics, Marketing, Regulatory Oversight, Compliance and Legal.Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days.Physical RequirementsPhysical Requirements: Sedentary WorkCareer Level9PLRelated SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ManagementAnticipated Posting End Date:2024-01-13Base Pay Range: $152,800/yr. - $182,000/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 OverviewTIAA 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) 842-2755Email: accessibility.support@tiaa.orgPrivacy 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. Job SummaryJob number: R231200389Date posted : 2024-01-06Profession: Wealth ManagementEmployment type: Full_time