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Senior Director, Consultant Relations
TIAASenior Director responsible for managing relationships with Premier Consultant Partners at TIAA. Overseeing strategic and tactical aspects of consultant relations with a focus on growth and compliance.
About the role
Key responsibilities & impact- Manage strategic and tactical aspects of Premier Consultant Partner Firm(s)
- Provide industry knowledge and TIAA expertise
- Identify areas of growth and maintain relationships with partners
- Develop comprehensive strategic plans for each firm
- Lead outreach efforts and provide education for consultants
- Ensure compliance with policies and regulatory requirements
- Implement disciplined practice management and follow-up on meetings
Requirements
What you’ll need- University (Degree) Preferred
- 5+ Years Required
- 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life Insurance License (Resident State) required
- Life Insurance License (Non-Resident State for states in which associate is conducting business) required
Benefits
Comp & perks- Superior retirement program
- Highly competitive health, wellness and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
strategic managementtactical managementrelationship managementoutreacheducation
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life Insurance License (Resident State)Life Insurance License (Non-Resident State)