Senior Director, Consultant Relations

Consultant Relations
The Consultant Relations role manages the strategic and tactical aspects of a Premier Consultant Partner Firm(s). This role will be responsible for providing industry knowledge, TIAA expertise, identifying areas of growth, and building and maintaining strong trusted relationships with Executive Leadership, key consultant home office, and field adviser contacts. The role will provide a proactive approach with consultants to deliver best in class service and support the needs of our consulting partners. It will be responsible for growing the relationship with the firm(s) through new business opportunities, product utilization, and other areas that present expansion of relationship opportunities.

Key Responsibilities and Duties

• Accountable for building and expanding third party relationships to support new business development and growth/retention efforts, and ensure a seamless experience for consultants and clients.
• Responsible for developing a comprehensive strategic plan for each firm they are engaged with and work to take steps and actions to drive support of the strategic results for both TIAA as well as the consulting partner.
• Leads outreach efforts and serves as a trusted partner to both consulting firms and field advisers.
• Provides comprehensive education and training to increase consultants’ understanding of TIAA’s full suite of lifetime income solutions and services.
• Supports consultant requests for book of business level information, insights, trends, and data as needed.
• Ensures compliance with policies, procedures, and industry/regulatory requirements; anticipates and works proactively to address consultant needs.
• Obtains and documents individual field adviser product preferences, biases, and/or tendencies.
• Develops and maintains a comprehensive engagement plan with both the consultant firm home office and with key field advisers. The development and execution of a detailed engagement strategy with both key firm contacts and field advisers will be critical for success in this role.
• Implements disciplined approach to practice management, including strategically identifying and prioritizing opportunities and planning for and following-up on meetings.
• Leads integrated client strategy and sales efforts, working across key internal partners, including Sales, Relationship Management, Marketing, Communications, and Nuveen.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Licenses and Certifications

• Life Insurance License (Resident State) required
• Life Insurance License (Non-Resident State for states in which associate is conducting business) required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

Related Skills

Business Acumen, Business Development, Commercial Mindset, Consultative Communication, Customer Insights, Deals Strategy, Influence, Market/Industry Dynamics, Negotiation, Practice Management Strategy, Sales, Sales Planning, Story Telling

Anticipated Posting End Date:

2025-12-15

Base Pay Range: $97,000/yr - $162,000/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 val