Managed Account Consultant

Managed Account Consultant

This role will be responsible for driving sales, adoption and advisor engagement of TIAA managed account solutions. Acting as a consultative partner with the distribution, coaches and product team, this role focuses on increasing managed account penetration and capturing additional client assets. This role will develop and execute on regional plans and collaborate closely with sales enablement, product and marketing teams. The position requires strong product knowledge, excellent communication skills, and the ability to educate advisors in a competitive marketplace.

Key Responsibilities and Duties

• Proactively call on financial advisors to educate them on Wealth's Managed Accounts investment solutions, with the goal of raising assets under management (AUM).
• Collaborate with team members and leadership to ensure delivery of exceptional services and support advisor engagement and development.
• Partner with Wealth's Sales Enablement team to execute business plans for assigned territories, including scheduling advisor meetings, coordinating events, and following up on leads.
• Develop and maintain strong advisor relationships by providing timely information, consultative support, and product positioning.
• Deliver compelling product presentations and education sessions to drive product awareness and adoption.
• Track and manage sales activity, pipeline, and advisor engagement in CRM systems.
• Identify opportunities to expand relationships with existing advisors and prospect new ones.
• Stay current on industry trends, competitor offerings, and regulatory changes that may impact advisors and clients.
• Provide feedback from the field to product management, marketing, and sales leadership.
• Travel within assigned region to participate and present in group meetings and training sessions, as needed.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

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

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 9IC

Required Qualifications

• 5+ years of financial services experience

Preferred Qualifications

• 7+ years of financial services experience
• Investment product managed accounts experience strongly preferred
• Prior sales experience
• Strong financial knowledge of TIAA's investment products and services
• Excellent communication skills

Related Skills

Accountability, Collaboration, Communication, Compliance, Due Diligence, Executive Presence, Influence, Negotiation, Product Opportunity Assessment, Product Strategy/Planning, Relationship Management, Stakeholder Engagement

Anticipated Posting End Date:

2026-06-30

Base Pay Range: $160,300/yr - $200,000/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).

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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 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. 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, 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.

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.

Drug and Smoking Policy

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