National Plan Level Events - Senior Financial Consulting Director and Process Owner

National Plan Level Events - Senior Financial Consulting Director and Process Owner May 19, 2026

$131K - $234K

Senior Financial Consulting Director The Financial Consulting Director role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice in person, phone or virtual to help clients accomplish their immediate and long-term financial goals. Key Responsibilities and Duties Strategic Coordination & Decision-Making Review capacity plans and sales pipeline to make Go/No-Go decisions on Plan Level Events based on financial impact, event size, and strategic alignment Establish and maintain meeting cadence with cross-functional response teams Determine resource deployment strategies and prioritization across simultaneous events Set engagement and retention goals with clear calls-to-action for each event Understand the transition process with familiarity of the intake platform, the responsibilities of the roles within transition management and the key milestones, communications, and legal documents that must be executed Demonstrates mastery of process flow and improvement. Must show fluency in the ability to not only document individual actions supporting the plan event but must also communicate the larger strategy in executive conversations. Coordinates knowledge transfer and documentation of best practices as it relates to the PLE. Cross-Team Orchestration IRM Teams (Relationship Managers/Market Leaders) Lead Deployment and COR teams Enterprise Analytics (TEA) Wealth Management TRAC (In-Market Financial Consultants) National Plan Event Team (NPET) Marketing Legal Finance/Business Performance & Analytics Transitions Team Operational Management Gather and analyze plan-level event data through Salesforce and IR Airport Submit Early Lead Intake and National Plan Event intake forms Confirm participant engagement windows and advise teams of legal guidance Monitor week-over-week reporting until blackout dates Manage all client needs and escalations through RAID log (Risks, Actions, Issues, Decisions) Provide client-facing teams with participant options and engagement strategies Partner directly with offer management and understand the direction of updated Record Keeping Agreements and the provisions involved in the RKA’s for data sharing, participant support, wealth engagement, pricing, and availability of TIAA products. Performance Measurement & Continuous Improvement Consult with teams on final engagement metrics (assets, meetings, referrals) Identify behavioral patterns to inform future engagement strategies Ensure measurement against established baselines and targets Drive continuous optimization of future Plan Level Events Monitor Financial Consultants’ and Associate Financial Consultants’ who: Counsel participants on their pension plans, tax-deferred annuities and other available investment options in order to help clients retain and grow assets. Educate, recommend and facilitate new product purchases (including retail mutual funds, annuities, IRAs, 529, 403b, bank products and others) and provide authoritative information upon which important personal financial planning decisions are based. Interact with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilize knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Deliver financial educational and plan change webinars/seminars. Communicate internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develop and maintain strong relationship with Institutional Plan Sponsors. Serve as the business owner for TRAC involvement for webinars, workshops, and public appearances. Maintains a high level of public speaker prowess and is capable of coaching TRAC associates to deliver an exceptional experience. May be called upon to facilitate events, if necessary. Problem Resolution Serve as single point of accountability for all issues throughout the event Ensure all problems are properly escalated, documented, and resolved Maintain audit trail of decisions and outcomes Educational Requirements University (Degree) Preferred Work Experience 8+ Years Required; 10+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Related Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling 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. 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. Base Pay Range: $131,200/yr - $233,600/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). #J-18808-Ljbffr Dormont Manufacturing Co