Sr Integrated SolutionsThe Senior Integrated Solutions Manager is responsible for engaging the Investment & Advisory Center (IAC) Consultants and leaders to maximize client and business success through Client Engagement Model (CEM) excellence and product integration. This role is also responsible for coaching the IAC on how our products work and how to position them through solutions wholesaling.
Key Responsibilities and Duties- Responsible for educating and coaching assigned IAC teams around our core products positioned through our Client Engagement Model (CEM).
- Owns assigned IAC teams solutions forecast with the scorecard tied to achievement of the asset growth forecasts and solution adoption within assigned team.
- Engages in case preparation, client meetings, PODs, strategy calls, and education around core products (managed accounts, Insurance, lifetime income, banking, etc.) to ensure the right client solutions emerge through the CEM.
- Responsible for strategy and engagement to achieve results by partnering with the IAC leadership and relevant partners across the enterprise.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
FINRA Registrations- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications- Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 8IC
Additional Information For Posting
Required:
- 5+ years of experience in institutional retirement, financial services, relationship management, client consulting, institutional sales, or business development
- Series 7 is required at the time of application
Preferred:
- 7+ years of institutional retirement, relationship management, sales, consulting, or client-facing leadership experience
- Series 66 or a combination of series 63 & 65 is required within 120 days from start date
- Demonstrated experience managing institutional client relationships and serving as a trusted advisor to plan sponsors, consultants, and organizational decision-makers
- Experience leading or participating in institutional sales pursuits, finalist presentations, prospect meetings, client reviews, and retention discussions
- Experience supporting RFPs, RFIs, due diligence requests, and complex proposal processes.
- Exceptional presentation, facilitation, communication, and executive influence skills
- Ability to partner effectively with senior leaders and drive adoption of strategic initiatives
- Experience as a Relationship Manager, Senior Relationship Manager, Field Consulting Director, Institutional Sales Executive, Consultant Relations Professional, or similar client-facing leadership role
- Demonstrated success leading finalist presentations that resulted in new client acquisition, asset growth, or client retention
- Experience coaching associates on executive presence, consultative conversations, relationship expansion, client retention, and business development strategies
- Proven ability to influence behavior change and improve business performance through coaching and development initiatives
- Ability to travel approximately 20%
Related Skills
Business Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen
Anticipated Posting End Date:
2026-10-30
Base Pay Range: $92,400/yr - $137,000/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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