Third-Party Wealth Sr. Manager

Third-Party Wealth Sr. Manager The Third-Party Wealth Sr. Manager role is primarily responsible for our inbound call center functions encompassing the supervision of daily operations, call flow data, development of performance metrics and the continuous enhancement of operational processes. In addition, the role ensures the management of operational processes required to facilitate Third-Party Wealth business at the plan and participant level.

Key Responsibilities and Duties

• Manages employee life cycle (hiring, onboarding, off boarding

• Coaches team on TIAA's value proposition to drive asset retention and growth in core retirement annuity business and retail annuities

• Coordinates and facilitates training, coaching, development, and other supervisory tasks of team

• Identifies opportunities to document and drive improvements to processes

• Develops functional policies, procedures, and guidelines

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63; Series 26 or 24

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8PL

Required:

• 5+ years financial services experience in a leadership position
• Series 6 or 7 & Series 63 and Series 24 or 26
• Life/Health insurance license

Preferred:

• 7+ years financial services experience in a leadership position
• Experience and broad knowledge of the Wealth Product Offer
• Bachelors or Masters Degree
• Experience and knowledge of Third-Party Advisors business model
• Ability to work in high paced environment
• Solid interpersonal and communication skills
• Ability to quickly analyze, research and problem solve critical issues
• Strong analytical and decision-making skills 

Related Skills

Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking

Anticipated Posting End Date:

2026-03-20

Base Pay Range: $97,000/yr - $141,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pat