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.

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

9IC

• 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

• 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

Base Pay Range: $124,000/yr - $174,000/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).

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