Managed Accounts Investment Services Specialist

TIAA

Internal Investment Consultant responsible for sales support and product awareness for Managed Account solutions. Collaborating with Advisory Teams and presenting in group meetings across assigned regions.

Posted 5/24/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $72,400 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

Provides sales support via handling incoming calls and questions from the Advisory Teams in the field.
Engages in proactive wholesaling activities including outbound calls, Director Team calls, and Regional meetings.
Drives product awareness and adoption in the field.
Supports distribution channel initiatives and finds ways to add value to their process.
Participates in pipeline management activities in partnership with the Integrated Solutions Director (ISD).
Partners with field leaders to provide sales support, team training and share best practices.
Facilitates training and drive product awareness and adoption.
May travel in assigned region to participate and present in group meetings and training sessions.

Requirements

What you’ll need

3 years of financial services experience
5+ years of financial services experience preferred
Investment product managed accounts experience strongly preferred
Strong financial knowledge of TIAA’s investment products and services
Excellent communication skills
Flexible, a team player

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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Hard Skills & Tools

financial services experienceinvestment product managed accounts experienceproduct awarenesspipeline management

Soft Skills

excellent communication skillsflexibleteam player