Managing Director Enterprise Leads & Referrals Solutions

Wealth Leads & Referrals
This job owns the enterprise strategy and long-term operating model for how TIAA generates routes and converts leads and referrals across all Wealth & Advice sources and channels. This role sets multi-year direction for the leads and referrals program shapes how TW&A collaborates with other business lines on growth and builds the organizational capability needed to scale the function over time. This role negotiates alignment with senior stakeholders and channel owners across the enterprise exercises significant judgment in anticipating shifts in client behavior and channel economics and is accountable for the performance of a team.

Key Responsibilities and Duties

• Establishes the enterprise strategy and multi-year roadmap for leads and referrals across all TIAA sources and channels anticipating market and business shifts that will shape future program direction
• Designs and governs the operating model for the program including decision rights escalation paths and performance standards ensuring alignment with senior stakeholders across the enterprise
• Negotiates goals metrics SLAs and handoff standards with channel owners and business unit leaders holding partners accountable through ongoing governance
• Directs enterprise-level assessment of channel capacity and long-term frameworks for optimizing lead and referral volume flow and quality
• Partners with Solutions Design and Technology leadership to define and prioritize the multi-year capability and investment roadmap supporting the program
• Manages a team setting staffing strategy and long-term organizational design for the function
• Builds leadership bench strength through structured development and succession planning and fosters a culture of engagement and accountability across the team

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10 Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
11PL

Required Work Experience

• 10 years in financial services/wealth management solution leadership with accountability for business results.
• Experience designing and scaling lead and referral programs across digital contact center and advisor channels.
• Experience leading product managers and securing channel adoption of new sales processes and technology.

Related Skills

Business Development Client Relationship Management Collaboration Consultative Communication Continuous Improvement Mindset Due Diligence Practice Management Strategy Prioritizes Effectively Quantitative Analysis Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Management

Anticipated Posting End Date:

Base Pay Range: $240000/yr - $290000/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 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).

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 were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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. Thats 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 please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here .

For Applicants of TIAA Nuveen and Affiliates residing in California please click here .

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For Applicants of Nuveen residing in Europe and APAC please click here .

Required Experience:

Director