Director, B2B2C Practice Management

B2B2C Practice Management Expert
The Retirement Sales Enablement Practice Management Expert will be a strategic partner in the development of a consistent and scalable practice management framework for our client facing associates across the Retirement Solutions team. The Retirement Sales Enablement Practice Management Expert will provide day-to-day support primarily to Retirement Solutions Relationship Management, Institutional Sales, and TIAA Retirement Advice & Consulting Leaders and their client facing associates as needed, to ensure the consistent use of practice management routines and skills.

Key Responsibilities and Duties

• Strategically partner with senior leaders to translate business objectives into standard frameworks and playbooks to achieve business outcomes. Continually assess and refine practice management capabilities based on data and evolving business needs.
• Facilitate a standard and ongoing approach for business planning and pipeline management. Establish consistent and regular routines for the integrated team to identify and act on opportunities.
• Scale and drive adoption of Sales Process/Engagement Model to Retirement Solutions leaders and their teams.
• Scale and drive tool adoption and optimization (CRM & Planning Tools) by leaders and their teams.
• Work with Sales Onboarding Training & Reinforcement team as well as Sales & Product & Skills coaches to address areas of improvement/opportunities.
• Design and develop growth plans in partnership with the management team to increase consistency and productivity.
• Coach on practice management and business-building techniques that will help leaders and their teams retain and grow their business.
• Identify needs, understand priorities, and create a plan to improve associate productivity and effectiveness. Support the development of leaders and associates as needed to increase consistency in productivity.
• Partner with subject matter experts and training teams to design and develop experiences, practice management content, and resources as necessary.
• Analyze the associate’s current practice, set targets for improvement, and refine business development strategies and activities to achieve their goals.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Preferred Knowledge and Skills

• Ability to develop a clear strategy and translate into effective execution
• Strong facilitation skills
• Ability to influence without authority
• Six Sigma/Process Design experience
• Knowledge of the Institutional Retirement business

Related Skills

Accountability, Business Development, Client Service, Commercial Acumen, Commercial Mindset, Communication, Financial Markets Impact, Group Problem Solving, Inspires Others, Negotiation, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2024-10-21

Base Pay Range: $125,000/yr. - $161,000/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits,