Managed Accounts Investment Services Specialist

The Internal Investment Consultant (Internal Wholesaler) is responsible for the sales and support of the Managed Account solutions (Portfolio Advisor and Private Asset Management) and Lifetime Income (Annuitization) solutions in their assigned regions. Under limited supervision, this job partners with Integrated Solutions Directors (external wholesalers) and shares similar goals and scorecard metrics.

Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3 Years Required; 5 Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications

• 3 years of financial services experience

Preferred Qualifications

• 5+ years of financial services experience

• Investment product managed accounts experience strongly preferred

• Strong financial knowledge of TIAA’s investment products and services

• Excellent communication skills

• Flexible, a team player

Related Skills

Business Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen

Anticipated Posting End Date:

2026-06-30

Base Pay Range: $72,400/yr - $105,000/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 pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards