Wealth Leads & Referrals The Wealth Leads & Referrals Leader is responsible for establishing and operationalizing the TIAA leads and referrals program across all sources and channels. The role will be responsible for developing supporting capabilities to optimize the program and partnering with senior stakeholders and channel owners to drive success.
Key Responsibilities and Duties- Reviews current leads and referrals processes across TIAA and develop an enterprise strategy and program to support TW&A growth aspirations
- Designs and operationalizes new program structure and processes, and ensures alignment with key stakeholders
- Partners with stakeholders to define and gain alignment on core elements, e.g. goals, metrics, SLAs, handoffs
- Works with channel owners and other partners to assess channel capacity and manage optimal leads / referrals volume, flows, quality
- Partners with Solutions Design and Technology to define required capabilities
- Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure high performance
- Creates a culture of engagement, motivation and development of the team
Educational Requirements- University (Degree) Preferred
Work ExperiencePhysical Requirements- Physical Requirements: Sedentary Work
Career Level12PL
10+ years of wealth management experience required
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Anticipated Posting End Date:2026-07-21
Base Pay Range: $267,000/yr - $349,000/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).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
