Account Consultant

TIAA

Managed Account Consultant responsible for driving sales and advisor engagement for TIAA managed account solutions. Collaborating with teams to raise assets under management and enhance client services.

Posted 5/24/2026full-timeDallas • New Jersey, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $160,300 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Proactively call on financial advisors to educate them on Wealth's Managed Accounts investment solutions
Collaborate with team members and leadership to ensure delivery of exceptional services
Deliver compelling product presentations and education sessions

Requirements

What you’ll need

5+ years of financial services experience
Excellent communication skills
Investment product managed accounts experience strongly preferred
Prior sales experience
Strong financial knowledge of TIAA’s investment products and services

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment product managed accountsfinancial services experiencesales experiencefinancial knowledgeTIAA investment productsTIAA investment services

Soft Skills

communication skillscollaborationpresentation skills