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TIAA Sr Director, Strategic Client Engagement in Lewisville, Texas

Client Marketing

Strategic Client Engagement is a client-facing role whose duties will be to develop, manage and lead the relationships with higher education and other associations where TIAA clients and prospective clients are members of to ensure TIAA is strategically positioned and highlighted at the highest levels to retain and drive new business.

Key Responsibilities and Duties

  • Act as the primary relationship manager for the association relationship while engaging directly with the president, senior vice president, vice president and other key C-Suite association leadership.

  • Develop strategic plans based on TIAA Enterprise strategy to enhance relationships with association leadership in order to advance TIAA/Nuveen outcomes (sales/retention) with the members.

  • Work closely with the Executive Committee and Executive Leadership Group to strategically showcase their expertise and the TIAA brand in the marketplace.

  • Develop strong relationships and work collaboratively across the TIAA/Nuveen organization - TFS, Marketing, Product Development and Strategy, Nuveen, HR – to support organizational goals and execute on the strategy.

  • Be the eyes and ears of TIAA in the industry and bring back industry intelligence so as to keep TIAA informed of developments. Develop strong relationships in the industry to help advance the TIAA brand.

  • Support the sales teams by providing leads for TIAA products and services.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

9IC

Additional Responsibilities:

  • Develop, manage and lead the relationships with higher education and other associations where TIAA clients and prospective clients are members of to ensure TIAA is strategically positioned and highlighted at the highest levels to retain and drive new business

  • Developing and deepening relationships with NACUBO, WACUBO, SACUBO, EACUBO, CACUBO, AGB,NBOA and other organizations to expand relationships with CFOS/CBOs/CIOs, and other key personnel

  • Helping to manage the responsibility and utilization of the NACUBO TIAA Study of Endowments, the premier endowment study for higher education.

  • Building strong partnerships with business units across TIAA and Nuveen, including TIAA Financial Services, Marketing, Retail Financial Services, the TIAA Institute, Retiree Health, Institutional Product and Strategy and Human Resources to name a few.

  • Taking the enterprise TIAA/Nuveen Strategy and incorporating it into the Strategic Client Engagement association strategy to drive business results and enhance relationships with existing clients and build relationships with prospective clients

  • Act as the primary relationship manager for the association relationship while engaging directly with the president, and the association leadership team

  • Develop strategic plans based on TIAA/Nuveen Enterprise strategy to enhance relationships with association leadership in order to advance TIAA/Nuveen outcomes (sales/retention) with the members.

  • Work closely with the Executive Committee and Executive Leadership Group to strategically showcase their expertise and the TIAA brand in the marketplace.

  • Develop strong relationships and work collaboratively across the TIAA/Nuveen organization - TFS, Marketing, Product Development and Strategy, Nuveen, HR – to support organizational goals and execute on the strategy.

  • Be the eyes and ears of TIAA in the industry and bring back industry intelligence so as to keep TIAA informed of developments. Develop strong relationships in the industry to help advance the TIAA brand.

  • Support the sales teams by providing leads for TIAA products to keep TIAA informed of developments. Develop strong relationships in the industry to help advance the TIAA bra

Required Qualifications:

  • Five plus years of analytical skills to drive business outcomes

  • Five plus years of deep knowledge of the retirement/financial industry

  • Five plus years of working knowledge of the many products and services TIAA offers or similar products or services knowledge in other companies

  • Five plus years of experience communicating with the C-Suite executive such as CEOs, College Presidents, CFOs

  • Five plus years of strong communication skills (oral, interpersonal and written), negotiating, networking and listening skills

  • Series 6 or 7 Registration required or can be obtained within 120 days

  • Series 63 Registration required or can be obtained within 120 days

Preferred Qualification:

  • Ability to build multiple relationships internally and externally and connect key people and strategies.

  • Ability to represents the enterprise at external and internal events.

  • Ability to lead, motivate and collaborate with associates at all levels throughout the organization

  • Creativity, perseverance, driving results and emotional intelligence are desired attributes for success in this role

  • Enjoy working in a fast paced, high pressure environment and to drive successful business outcomes.

Potential Salary: $172,400.00 USD

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).


Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

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