Institutional Sales Director – Growth Market

The Institutional Sales Director – Growth Market will be responsible for driving new retirement plan sales and market-share growth across the nonprofit marketplace. This is a high-volume institutional sales role focused on originating, developing, and closing retirement plan opportunities across healthcare, higher education, associations, private education, foundations, cultural institutions, research organizations, and other tax-exempt and mission-driven organizations.

The role will combine direct and focused intermediary distribution, including retirement plan consultants, RIAs, advisors, aggregators, and other centers of influence. Success will require disciplined territory management, significant prospecting activity, strong intermediary relationships, efficient sales execution, and the ability to manage a large pipeline of opportunities simultaneously.

• Develop and execute an annual territory growth plan
• Build and maintain a significant pipeline of qualified opportunities
• Achieve asset production and sales goals
• Identify and prioritize nonprofit market segments with the greatest growth potential and strongest right-to-win
• Maintain accountability for pipeline health, RFP activity, finalist opportunities, close rates, and assets sold
• Maintain accurate opportunity information and forecasts in CRM
• Support broader efforts to expand TIAA's presence beyond traditional higher-education relationships

• Conduct prospect discovery and identify sponsor priorities and retirement plan objectives
• Develop opportunity-specific sales strategies
• Present TIAA's small/mid-market value proposition to prospects and sponsors
• Coordinate pricing and proposal development with internal partners
• Lead sponsor and intermediary sales meetings
• Manage RFP and proposal processes; lead finalist presentations
• Negotiate appropriate business terms
• Coordinate internal approval and business acceptance processes
• Transition successful sales into implementation

• Build a defined intermediary coverage plan across the assigned territory
• Identify and segment high-producing advisors, consultants, and firms by opportunity potential
• Establish and maintain regular engagement with priority intermediary partners
• Educate intermediaries on TIAA's small-market capabilities and modern recordkeeping solution
• Generate referrals and RFP invitations through intermediary relationships
• Develop joint prospecting initiatives with intermediary partners
  
  Participate in advisor and consultant meetings and support intermediary education/training
• Maintain disciplined follow-up and ongoing relationship management with intermediary partners

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• SRC Indicator:
  Series 6 or 7;
  Series 63

• Life Insurance License (Resident State) required
• Life Insurance License (Non-Resident State for states in which associate is conducting business) required

• Physical Requirements:
  
  Sedentary Work

8IC

This role requires extensive travel within an assigned region
- Northeast, Mid-Atlantic, South, Midwest, Southwest, or Northwest - to support business development and expand our opportunity base. Candidates should be prepared for frequent regional travel as a core function of this position.

Business Acumen, Business Development, Commercial Mindset, Consultative Communication, Customer Insights, Deals Strategy, Influence, Market/Industry Dynamics, Negotiation, Practice Management Strategy, Sales, Sales Planning, Story Telling

$100,000/yr - $157,000/yr

Actual base…