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Integrated Solutions Director
TIAAIntegrated Solutions Director enabling client-facing associates to provide comprehensive financial advice. Coaching and developing solutions for retirement-focused clients and institutional interests is key.
Posted 6/23/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesLead💰 $128,000 - $175,000 per yearWebsite
About the role
Key responsibilities & impact- Educates and coaches client-facing Retirement Solutions associates on TIAA’s core products
- Prioritizes the distribution of comprehensive total solutions
- Owns assigned client-facing Retirement Solutions Associates team’s solutions forecast
- Coaches and motivates client-facing Retirement Solutions Associates to surpass integrated solutions goals
- Actively involved in case preparation, client meetings, proficiency calls, and education
- Ensures the emergence of suitable client solutions by driving adoption across various products
- Provides input and feedback for product development and distribution
- Drives results through strategic engagement by partnering with leadership and relevant stakeholders
- Builds and maintains close relationships with client-facing Retirement Solutions associates
Requirements
What you’ll need- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Demonstrated track record of success
- Strong presentation skills
- Ability to develop strategic plans
- Ability to perform ~ 15% travel
- Experience leading a team/coaching/training
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings
- professional development opportunities
ATS Keywords
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Soft Skills
coachingmotivatingpresentation skillsstrategic planningrelationship building
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License