Managing Director - Client Leads & Referrals, Wealth Management

Overview

Wealth Leads & Referrals - The Wealth Leads & Referrals Leader is responsible for establishing and operationalizing the TIAA leads and referrals program across all sources and channels. The role will be responsible for developing supporting capabilities to optimize the program and partnering with senior stakeholders and channel owners to drive success.

Responsibilities

• Reviews current leads and referrals processes across TIAA and develops an enterprise strategy and program to support TW&A growth aspirations
• Designs and operationalizes new program structure and processes, and ensures alignment with key stakeholders
• Partners with stakeholders to define and gain alignment on core elements, e.g., goals, metrics, SLAs, handoffs
• Works with channel owners and other partners to assess channel capacity and manage optimal leads/referrals volume, flows, quality
• Partners with Solutions Design and Technology to define required capabilities
• Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure high performance
• Creates a culture of engagement, motivation and development of the team

Qualifications

• Educational Requirements: University (Degree) Preferred
• Work Experience: 10+ Years Required
• Physical Requirements: Sedentary Work
• Career Level: 12PL
• 10+ years of wealth management experience required
• 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