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TIAA

Senior Director, Relationship Manager, Third-Party Wealth

TIAA

Sr. Director overseeing investment product sales strategies for Third-party Advisors at TIAA.

Posted 5/9/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $90,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact
  • Educates advisors on distribution of comprehensive or total solutions within the client engagement model.
  • Adopts an integrated approach through the client engagement model.
  • Addresses advisor skill set depth and readiness to execute within an integrated advice model.
  • Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests.
  • Ensures consistent messaging of TIAA value prop and implementation of integrated solutions.
  • Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors.
  • Organizes and hosts client/firm events where appropriate.

Requirements

What you’ll need
  • 5+ years of sales and/or relationship management experience
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License (Resident State) - Multiple Issuers

Benefits

Comp & perks
  • superior retirement program
  • highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
relationship managementclient engagementcommunicationorganizational skillsevent planning
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License