It Business Partner: Trusted Liaison & Advisor

Job Location & Work Arrangement Hybrid Flex Dallas, TX, USA Charlotte, NC, USA Chicago, IL - 333 West Wacker Drive Philadelphia, PA - 1700 Market Street Full time R Key Responsibilities and Duties Coaches and motivates advisors to exceed the forecasts for meeting the comprehensive needs of clients. Educates advisors on distribution of comprehensive or total solutions within the client engagement model. Adopts an integrated approach through the client engagement model. Addresses advisor skill set depth and readiness to execute within an integrated advice model. Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client's long-term interests. Ensures consistent messaging of TIAA value prop and implementation of integrated solutions. Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors. Organizes and hosts client/firm events where appropriate. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ 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 required Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Required 5 + years of sales and/or relationship management experience SRC Indicator: Series 7; Series 63; Series 65; Series 66 Life and Health Insurance License (Resident State) - Multiple Issuers required Travel around 50% of the time Preferred 7 + years of sales and/or relationship management experience SRC Indicator: Series 7; Series 63; Series 65; Series 66 University Degree Related Skills Accountability Analytical Skills Business Development Collaboration Consultative Communication Customer Engagement Practice Management Strategy Prioritizes Effectively Relationship Management Sales Stakeholder Engagement Story Telling Strategic Thinking Base Pay Range $124,000/yr - $174,000/yr 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 are 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 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. 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: Email: 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 ( . For Applicants of TIAA Global Capabilities, click here ( . For Applicants of Nuveen residing in Europe and APAC, click here ( . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not‑for‑profits rely on our wide range of financial products and services to support and strengthen their financial well‑being. #J-18808-Ljbffr Simmons Bank