Description

Retirement Income Consulting
The Retirement Income Consulting job leads the Retirement Income Consultants in recommending and implementing a variety of retirement income solutions designed to meet TIAA's clients lifetime income needs. The Director is responsible for setting goals and objectives for the team to achieve operational results, along with providing the team with resources for cross training in areas such as retirement planning, lifetime income, delivering advice, referrals, and client experience. This leader will be responsible for creating the vision, strategic planning, successful execution and integrating across the In Plan, Retirement and Wealth Management organizations to ensure success for TIAA's clients.

Key Responsibilities and Duties

• Monitors and coaches associate interactions with participant's questions on their retirement income options in the context of their retirement plan.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
• Monitors and coaches associate interactions based upon recommendations of lifetime income solutions utilizing the organization's suite of income-oriented tools.
• Observes and supervises Retirement Income interactions with participants to ensure associates and clients have clear understanding of all advice and education provided.
• Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes.
• Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
• Maintains and grows strong relationship with Institutional Plan Sponsors.
• Identifies and implements the most appropriate processes and procedures for their team to best serve TIAA's clients seeking lifetime income.
• Liaises with appropriate partners within NCC, IAC, Client Relationships, Enterprise Analytics, Marketing, Regulatory Oversight, Compliance and Legal.

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; Series 24

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9PL


Required Qualifications

• Minimum of 5 years of experience in the financial services industry
• FINRA licensing required: Series 7 and Series 66, or an equivalent combination of Series 63 and Series 65
• Valid Life and Health Insurance License
  

Preferred Qualifications

• 7+ years of experience in the financial services industry, with a strong emphasis on retirement planning and services
• Active FINRA Series 24 license preferred; candidates without this license must obtain it within 90 days of hire
• Demonstrated experience leading and coaching high-performing teams
• Proven ability to develop and grow talent within an organization
• Strong track record of identifying and cultivating high-potential talent
  

Related Skills

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:
2026-03-20

Base Pay Range: $129,000/yr - $178,000/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

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, 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 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: (800) 842-2755

Email: accessibility.support@tiaa.org

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, please click here .



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