Integrated Solutions DirectorThe Integrated Solutions Director enables client-facing Retirement Solutions associates including Market Leaders, Relationship Managers, Field Consulting Directors, and Field Consultants to provide objective and comprehensive advice across the full financial spectrum aligned with the Institutional clients and Individual client's long-term interests. This role understands clients' unique financial objectives identified through the client engagement model. Through one-on-one coaching and collaborative interaction with select clients, this role will deliver comprehensive financial solutions coaching and skill development.
Key Responsibilities and Duties- Educates and coaches client-facing Retirement Solutions associates on TIAA's core products and tools within the Client Engagement Model.
- Prioritizes the distribution of comprehensive total solutions and collaborates with the Sales Onboarding and Training team to ensure client-facing Retirement Solutions associates possess the required skills and readiness to effectively operate within the Integrated Advice Model.
- Owns assigned client-facing Retirement Solutions Associates team's solutions forecast, leveraging data and insights to develop and implement engagement strategies throughout your markets.
- Coaches and motivates client-facing Retirement Solutions Associates to surpass the integrated solutions goals in their territories, while also identifying productivity enhancements and best practices to share with the team and scale successes.
- Actively involved in case preparation, client meetings, PODs, proficiency calls, and education related to core products within the Client Engagement Model (CEM).
- Ensures the emergence of suitable client solutions by driving adoption across various products such as Retire Plus, RPPM, IRA, proprietary annuities, proprietary funds, and other Retirement solutions.
- Provides input and feedback for product development and distribution while maintaining an expert level of understanding in the products and investments relevant to this role.
- Drives results through strategic engagement by partnering with leadership and relevant stakeholders across the enterprise.
- Collaborates with Leaders to ensure consistent messaging and implementation of integrated solutions.
- Builds and maintains close relationships with client-facing Retirement Solutions associates, provides coaching and guidance within your territory to meet scorecard metrics, participates as a keynote speaker at client seminars, and attends select client meetings to deliver expert-level knowledge on solutions and highlight the benefits of integration.
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 9IC
Required:- 5+ years of client facing experience within Financial Services
- Series 7 required at the time of application
Preferred:- 7+ years of client facing experience within Financial Services
- Series 66 or a combination of the series 63 & 65 is required within a120 days from start date
- Demonstrated track record of success
- Strong presentation skills
- Ability to develop strategic plans
- Ability to perform ~ 15% travel
- Experience leading a team/coaching/training
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:2026-06-30
Base Pay Range: $128,000/yr - $175,000/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).
