Third-Party Relationship Management

Advisor Relationships

The Investment Product Wholesaler enables our Third-party Advisors, plan consultants and plan sponsors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long-term interests. This job is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). This job requires an understanding of clients' unique financial objectives as identified through the client engagement model.

Through one-on-one coaching with advisors, group presentations, field education, as well as collaborative interaction with clients, this job delivers comprehensive financial solutions.

• Coaches and motivates advisors to exceed the forecasts for meeting the comprehensive needs of clients.
• Educates advisors on distribution of comprehensive or total solutions within the client engagement model.
• Adopts an integrated approach through the client engagement model.
• Addresses advisor skill set depth and readiness to execute within an integrated advice model.
• Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client's long-term interests.
• Ensures consistent messaging of TIAA value prop and implementation of integrated solutions.
• Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors.
• Organizes and hosts client/firm events where appropriate.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

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

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

• Physical Requirements:
  
  Sedentary Work

Required:

• 5 + years of sales and/or relationship management experience
• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Travel around 50% of the time

Preferred:

• 7 + years of sales and/or relationship management experience
• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66
• University Degree

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

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our…