Key skills
CommunicationCollaborationSales
About this role
Role Overview
- Establishing and operationalizing the TIAA leads and referrals program across all sources and channels
- Developing supporting capabilities to optimize the program
- Partnering with senior stakeholders and channel owners to drive success
Requirements
- 10+ years of wealth management experience required
- Business Development
- Client Relationship Management
- Collaboration
- Consultative Communication
- Continuous Improvement Mindset
- Due Diligence
- Practice Management Strategy
- Retirement Planning Selling
- Sales
- TIAA Products/Services Acumen
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness, and work-life offerings